To duplicate the budget, the function CloneBudgetHierarchy create a new budget
from the old without the parameter timestamp, so that the database generates a
new one.
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Added unit tests to patch
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Modified to run properly the QA tests
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Move to aqinvoice_adjustment
Move to Koha::Acquisition::Invoice::Adjustments
Test if variable exists before count
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Two koha professionals agreed, also it is current behvaiour so this
patch removes a change
Signed-off-by: Séverine QUEUNE <severine.queune@bulac.fr>
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
This patchset adds the ability to add adjustments to an invoice, one can
provide a reason, an adjustment amount, select a budget, and choose
whether to encumber the funds before the invoice is closed or not
To test:
1 - Create a new invoice with or without a shipping cost
2 - Note there are no existing adjustments
3 - Add an adjustment
4 - Submit the form withno changes, nothing happens
5 - Update the adjustment you created, ensure changes are saved but no
extra adjustment created
6 - Add another invoice prodiving only reason or amount (you can have 0
value adjustments)
7 - Verify the adjustment total at bottom is correct
8 - Recieve some orders
9 - Verify totals are correct
Signed-off-by: Séverine QUEUNE <severine.queune@bulac.fr>
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
- No string extrapolation needed on SQL queries
- '== undef' must be written 'if not defined'
Signed-off-by: Jon Knight <J.P.Knight@lboro.ac.uk>
Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Test plan:
Run t/db_dependent/Budgets.t.
Without both patches, running the test is slower than with only the first
or both patches.
Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: Jon Knight <J.P.Knight@lboro.ac.uk>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
This patches reduces the number of SQL calls by combining multiple calls to the recursive functions GetBudgetSpent(), GetBudgetOrdered(), etc. into 4 big queries.
It also removes duplicate function calls from acqui-home.pl
Test plan:
0) Visit Acquisition home
0) Apply patch
1) Refresh page. It shoud look identical.
2) prove t/db_dependent/budgets.t
Signed-off-by: Jon Knight <J.P.Knight@lboro.ac.uk>
Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: Jon Knight <J.P.Knight@lboro.ac.uk>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Removed the SQL select condition 'AND closedate IS NOT NULL' because
this was not returning shippingcost values and it does not exist in the
SQL query to return the shipping cost in spent.pl
Also removed the retrieval of shipping cost and the associated addition
of item(s) cost and shipping cost in GetBudgetOrdered() in C4/Budgets.pm
to prevent the shipping costs being subtracted off the fund total twice
Test plan:
1. Go to Acquisition and create a currency, budget (make this value of
100), fund ( make this the value of 50), vendor (if
neccessary)
2. Create a basket and click 'Add to basket'
3. Add 2 items with the vendor price of 10
4. Click 'Receive shipment' and write in the shipment cost of 6
5. Click 'Finish receiving' and go back to Acquisitions
6. Notice the spent column value is 0.00 but if you click on the value then
the spent.pl page is displayed and shows that the shipment cost was 6.00
7. On the acquisition page also notice that the ordered column value is 26.00
8. Click on the name of the fund and notice the spent column value is
0.00 in the fund page table
9. Apply patch
10. Refresh acquisition page and notice that 6.00 is the value in the
Spent column and 20.00 is the value in the ordered column. Both of which
match the subtotal of the full-list tables displayed when you click on these
values
11. Also notice the spent value in the fund page table is 6.00
12 Observe the changes to GetBudgetSpent() and GetBudgetOrdered() C4/Budgets.pm and check they make sense
Sponsored-by: Catalyst IT
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
To test:
1 - Create an active budget
2 - Create an inactive budget
3 - Ensure they each have a fund with the same code
4 - Set MarcFieldsToOrder to get the budget_code from a marc field
5 - Stage a file using the duplicated code
6 - Add to a basket from the staged file
7 - Add the items
8 - Note funds are encumbered from the inactive budget
9 - Apply patch
10 - Repeat 5-8 with a new basket
11 - Note the active budget is now used
Signed-off-by: Mark Tompsett <mtompset@hotmail.com>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
TEST PLAN
---------
1) sudo koha-shell -c bash kohadev
2) prove -v t/Budgets/CanUserUseBudget.t
-- works
3) prove -v t/Budgets/CanUserModifyBudget.t
-- works
4) exit
5) git bz apply 18942
-- interactive just the test patch
6) repeat steps 1-4
-- prove fails (similar message with 919 in comment #0)
7) git bz apply 18942
-- interactive just the actual fix
8) repeat steps 1-4
-- works
9) run koha qa test tools
Signed-off-by: Lee Jamison <ldjamison@marywood.edu>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
GetMember returned a patron given a borrowernumber, cardnumber or
userid.
All of these 3 attributes are defined as a unique key at the DB level
and so we can use Koha::Patrons->find to replace this subroutine.
Additionaly GetMember set category_type and description.
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
In aqbudgetperiods.pl a commented line is removed that contains a
wrong userenv hash key. Should be branch instead of branchcode.
In aqbudgets GetBudgetHierarchy is called with the same wrong userenv
hash key. Should be userenv->{branch}.
This made another bug visible: if you call GetBudgetHierarchy with a
branch and without owner, the where clause should take into account
that the branchcode can be empty (not null).
Test plan:
[1] Run Budgets.t
[2] Run aqbudgets.pl from Administration
[3] Add the show_mine=1 parameter in the URL
[4] Change owner of one of the funds and repeat step 2 and 3.
t/Budgets.t returns green. Followed test plan, works as expected.
Signed-off-by: Marc Véron <veron@veron.ch>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
When placing a new order, the budget dropdown will display the budget hierarchy.
TEST PLAN :
1. Go to the Administration module
2. Add a new budget (ie : Budget 2016)
3. Add a fund to this budget (ie : Book)
4. Add a child fund (ie : Adult fiction)
You will have this hierarchy :
Budget 2016
|____ Book
|_____ Adult fiction
5. Go to the Acquisition module
6. Select a vendor and create a new basket
7. Place an order
8. Check the budget dropdown menu
BEFORE PATCH
Book
Adult fiction
AFTER PATCH
Book
Adult fiction
Dropbown menu is hierarchical as expected.
Signed-off-by: Marc Véron <veron@veron.ch>
Signed-off-by: Nicolas Legrand <nicolas.legrand@bulac.fr>
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Now we have a column in DB to easily retrieve the tax included values.
So the sum must be done this the _tax_included DB field and not on the
"old" field.
The old field can be tax excluded or tax included depending the supplier
configuration.
Test plan:
Verify that the values in the acqui home and budgets page are the tax
included values.
Signed-off-by: Laurence Rault <laurence.rault@biblibre.com>
Signed-off-by: Francois Charbonnier <francois.charbonnier@inlibro.com>
Signed-off-by: Sonia Bouis <sonia.bouis@univ-lyon3.fr>
Signed-off-by: Sonia Bouis <koha@univ-lyon3.fr>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
This patch adds a test to check the unicity of auth cats, simplify
the GetBudgetAuthCats subroutine and make it return an arrayref of scalar
instead of an arrayref of hashref with only 1 key.
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
When displaying a budget, the Planning button in the admin toolbar displays
Plan by months
Plan by libraries
Plan by item types
Plan by
The last one is empty, due to C4::Budgets::GetBudgetAuthCats returning an empty field if the budget has no sort defined.
This prevents returning an array with empty element(s)
TEST:
1) Admin -> Budgets
2) Select a budget
a) you must have '' (empty) in your aqbudgets.sort1_authcat field.
b) edit the budget (direct DB or interface) to get that.
3) Click on Planning dropdown, see the "Plan by <nothing> " entry.
4) apply the patch, revalidate.
Signed-off-by: Bernardo Gonzalez Kriegel <bgkriegel@gmail.com>
No more empty option
No errors
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Add option show or no inactive budget and more options
Use subroutine GetBudgetHierarchy for return all budgets
Delete subroutine GetBudgetPeriodDescription and theire tests
Use Price TT plugin
Correct name of column and capitalization the first letter
Add checkbox for show inactive budgets, default the drop down list containt a active budget
Not use [i] for inactive budgets, i add (inactive) at the end of inactive budget
Add vendor note in the list of show attribute
Test case:
Go to Home > Reports > Orders by fund
Select one or all budgets
You can show the inactive budget, default the drop down list containt a active budget
Choose output to screen ou csv file
Works as expected. QA tools OK with Bug 16104 applied.
Signed-off-by: Marc Véron <veron@veron.ch>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
- changed 'Fund (budget):' back to 'Fund:', as the budget
no longer shows in the pull down.
- Fixed number of tests in Budgets.t
- Removed &GetBudgetPeriodDescription
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
perl -p -i -e 's/^.*set the version for version checking.*\n//' **/*.pm
+ manual adjustements
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@unc.edu.ar>
Signed-off-by: Brendan A Gallagher <brendan@bywatersolutions.com>
Mainly a
perl -p -i -e 's/^.*3.07.00.049.*\n//' **/*.pm
Then some adjustements
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@unc.edu.ar>
Signed-off-by: Brendan A Gallagher <brendan@bywatersolutions.com>
perl -p -i -e 's/^(use vars .*)\$VERSION\s?(.*)/$1$2/' **/*.pm
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@unc.edu.ar>
Signed-off-by: Brendan A Gallagher <brendan@bywatersolutions.com>
This subroutine is unused and can be removed.
There is no trace left of currency in C4::Budgets.
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Brendan A Gallagher <brendan@bywatersolutions.com>
Most part of the code here is unnecessary complex. We should selected
the currency if it is selected, that's all :)
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Brendan A Gallagher <brendan@bywatersolutions.com>
When duplicating a budget we now have the possibility to change amounts
of budget and funds by a given percentage. Additionally, we can
configure how to round the amounts.
Test plan:
1. Create a budget and several funds with different amounts
2. Duplicate it using the 2 new options
3. Check that the amounts are correct
Signed-off-by: Frederic Demians <f.demians@tamil.fr>
It works exactly as advertised. Was happy to see that decimal point
can be used: for example, increase a budget by 2.6%, and round the
amound to 0.5.
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Brendan A Gallagher <brendan@bywatersolutions.com>
Before this patch, the funds were sorted by budget_id, which does not
make any sense.
This patch adds a sort by budget_code on the fund list (acqui/acqui-home.pl and
admin/aqbudgets.pl)
Test plan:
On both pages (acqui/acqui-home.pl and admin/aqbudgets.pl) confirm that
the funds are now sorted by fund code (DB column budget_code)
Signed-off-by: Nicole Engard <nengard@bywatersolutions.com>
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
This script has scary FIXMEs and can be removed.
It is never called from Koha code.
On the way, this patch remove the C4::Budgets::ModCurrencies subroutine,
which was only called from this script.
Test plan:
git grep 'acqui/currency.pl
and
git grep ModCurrencies
should not return anything.
Signed-off-by: Bernardo Gonzalez Kriegel <bgkriegel@gmail.com>
No more ModeCurrencies, no call to acqui/currency.pl
No errors
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Chris Nighswonger <cnighswonger@foundations.edu>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
http://bugs.koha-community.org/show_bug.cgi?id=9987
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
The method C4::Budgets::GetBudgetHierarchy() retreives from database budgets in an array containing a tree of budgets (parent -> children -> children, ...).
The code generating this tree with the SQL results needs optimization because when a lot of budgets exists, it can run during several minutes.
This patch rewites the code using a recurive method.
Test plan :
- Create a active budget "MyBudget" with 1000
- Click "Add found" on this budget
- Create a found "Parent" with 1000, set you has owner
- Click "Add child found" on found "Parent"
- Create a found "Child" with 100, set you has owner
- Click "Add child found" on found "Child"
- Create a found "Grand-child" with 10, set you has owner
|
- Create a new acquisition basket
- Add a new order with "Child budget"
- Select "Child" found and set all costs to 2
- Save order
- Add a new order with "Grand-Child budget"
- Select "Child" found and set all costs to 2
- Save order
- Close basket
- Perform the receive of the two orders
|
- Go to founds of "MyBudget"
=> You see a table with 3 founds
- in "Fund filters", select no library and uncheck "Show my funds only" and click on "Go"
=> You see a table with "Parent" found
- Click on small arrow left of the fund code of "Parent"
=> You see a new line with "Child" found
- Click on small arrow left of the fund code of "Child"
=> You see a new line with "Grand-Child" found
|
=> You see in "Grand-Child" row "Base-level spent" = 2 and "Total sublevels spent" = 2
=> You see in "Child" row "Base-level spent" = 2 and "Total sublevels spent" = 4
This confirms the founds are used in a hierarchie.
Signed-off-by: Paola Rossi <paola.rossi@cineca.it>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
This patch adds the ability to set an owner to a fund hierarchy
On editing a fund, if it has children, a new checkbox appears "Set this
owner to all children funds".
If checked, all the fund hierarchy will herit to this owner.
This will facilitate the fund owner modifications.
Test plan:
- Verify that the new checkbox only appears if the fund has at least a child.
- Create a consistent fund hierarchy, something like:
fund1
fund11
fund111
fund12
fund2
fund21
- Try to modify a fund owner without checking the checkbox. Verify the
children have not been modified.
- Try to modify a fund owner with checking the checkbox. Verify all fund
hierarchy has been modified.
Signed-off-by: Frederic Demians <f.demians@tamil.fr>
It works as announced.
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
Patch sponsored by the CCSR ( http://www.ccsr.qc.ca )
This new patch builds on the work of Bug 12164 by allowing the
user to enter a new name (budget_period_description) for the
cloned budget.
A test was added to t/db_dependent/Budgets.t.
Sponsored-by: CCSR
Signed-off-by: Paola Rossi <paola.rossi@cineca.it>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Works as described, passes tests and QA script.
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
Edit: added the sponsored-by line.
As of http://perldoc.perl.org/functions/keys.html we should avoid passing
a scalar parameter as it is not backwards compatible with squeezze's Perl
version (5.10).
Cite:
"Starting with Perl 5.14, keys can take a scalar EXPR, which must contain a
reference to an unblessed hash or array. The argument will be dereferenced
automatically. This aspect of keys is considered highly experimental. The
exact behaviour may change in a future version of Perl."
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
On closing a budget (budget period), the user will be presented with an
option to move remaining unspent funds from the previous budget to the
newly created one - adding to the amounts already entered in those
funds.
Signed-off-by: Paola Rossi <paola.rossi@cineca.it>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
This is the main patch.
On closing a budget period, all unreceived orders are moved from the
old/previous fiscal year into the new fiscal year.
You can rollover funds unused in the previous fiscal year to the new
fiscal year.
This patch set is based on bug 12168 (bugfix) and can be tested on top
of bug 11578 (easier to see the fund structure).
The patch set is cut in 6 main patches:
- Move the budget period clone logic into C4::Budgets
The code is moved from the pl to Budgets.pm and unit tests are provided.
The original code should certainly be buggy since a typo existed.
- On cloning budget period, mark original budget as inactive
Cloning a budget period is already possible in Koha, this patch adds a
checkbox to mark as inactive the original budget. That avoids to edit
the budget and click the "inactive" checkbox. Both do the same action.
- On cloning budget periods, add a "reset all funds" option
Same as before, a new checkbox is added on cloning a budget period. If
you check it, all fund amounts will be set to 0. Otherwise, no change
compared to the existing behavior.
- Close a budget period (budget)
The goal of this patch set is to move unreceived orders from a budget to
another. This patch adds a C4::Budgets::MoveOrders routine which does
this job.
This action is only possible if the fund structure is the same for both
budgets, the budget_code field should be the same.
- On closing budget period, move unspent amount
Unspent amount will be move from the previous budget structure to the
new one.
- Add UI report
This patch only adds a report when closing a budget is done.
Test plan:
Wording: below, budget is a "budget period" and fund is a "budget".
Prerequisite: Having 1 active budget with some funds (with different
levels and different amounts). Order and receive some orders (not all).
1/ Go on the budgets administration page (admin/aqbudgetperiods.pl) and
duplicate the structure of this budget ("Duplicate" link in the
"Actions" column).
2/ Enter start and end date for this budget and mark the original budget
as inactive.
3/ Note that a new budget is created, with the same fund structures (and
same value) and that the old one is marked as inactive (see
admin/aqbudgets.pl page with patches from bug 11578).
4/ Try to close the new budget: it is not possible, there is no
unreceived orders for this budget.
5/ You can close the inactive budget ("Close" link in the "Actions"
column).
6/ Verify the number of "Unreceived orders" is correct and select the
new budget in the budget list. Click on the "Move remaining unspent
funds" if you want to move unspent amounts.
7/ A report view is displayed and show you the ordernumber which have
been impacted (grouped by fund).
8/ Try different configuration, depending on the selected checkboxes.
Signed-off-by: Paola Rossi <paola.rossi@cineca.it>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
This patch adds a checkbox "reset all funds" (budgets).
If it is checked, the new created budgets (funds) will be reset.
Signed-off-by: Paola Rossi <paola.rossi@cineca.it>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
This patch adds a checkbox "mark original budget as inactive" (budget
period).
If it is checked, the original budget will be marked as inactive.
Signed-off-by: Paola Rossi <paola.rossi@cineca.it>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
Note the typo InsertInTable "aqcudgets", note sure about the existing
behavior before this patch!
This patch adds a link "Duplicate" in the action list for budget
periods (budgets).
Signed-off-by: Paola Rossi <paola.rossi@cineca.it>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
This patch includes:
- removing the use of subroutines InsertInTable, UpdateInTable, SearchInTable replaced by subroutines of DBIx::Class in the subroutines AddBudget, ModBudget, GetBudgets, AddBudgetPeriods, ModBudgetPeriod and GetBudgetPeriods and admin/aqbudgetperiods.pl
- removing old database fields in OrderFromSubscription.t, Bookseller.t, Budgets.t, Serials.t, Serials_2.t
- improvement of unit tests in t/db_dependent/Budgets.t
- adaptation of calls to the subroutines AddBudget, ModBudget, GetBudgets, AddBudgetPeriods, ModBudgetPeriod and GetBudgetPeriods in order to match with the use of DBIx::Class
Test plan:
1) Execute the UT of all of files wich uses AddBudget, ModBudget, GetBudgets, AddBudgetPeriods, ModBudgetPeriod or GetBudgetPeriods by launching the command :
prove t/Budgets/ t/Budgets.t t/db_dependent/Budgets.t t/db_dependent/Acquisition.t t/db_dependent/Acquisition/ t/db_dependent/Bookseller.t t/db_dependent/Serials.t t/db_dependent/Serials_2.t
2) The result has to be a success :
t/Budgets/CanUserModifyBudget.t ........................... ok
t/Budgets/CanUserUseBudget.t .............................. ok
t/Budgets.t ............................................... ok
t/db_dependent/Budgets.t .................................. ok
t/db_dependent/Acquisition.t .............................. ok
t/db_dependent/Acquisition/GetBasketsInfosByBookseller.t .. ok
t/db_dependent/Acquisition/GetOrdersByBiblionumber.t ...... ok
t/db_dependent/Acquisition/Invoices.t ..................... ok
t/db_dependent/Acquisition/OrderFromSubscription.t ........ ok
t/db_dependent/Acquisition/TransferOrder.t ................ 1/11 # Transfering order to basket2
t/db_dependent/Acquisition/TransferOrder.t ................ ok
t/db_dependent/Acquisition/close_reopen_basket.t .......... ok
t/db_dependent/Bookseller.t ............................... 16/72 WARNING: GetBooksellerWithLateOrders is called with a negative value at /home/yohann/koha/C4/Bookseller.pm line 135.
t/db_dependent/Bookseller.t ............................... ok
t/db_dependent/Serials.t .................................. ok
t/db_dependent/Serials_2.t ................................ ok
All tests successful.
Files=14, Tests=571, 22 wallclock secs ( 0.17 usr 0.03 sys + 20.26 cusr 1.10 csys = 21.56 CPU)
Result: PASS
3) Go on the page admin/aqbudgetperiods.pl : Koha Administration > Budgets
4) Click on the button "New Budget" and record a new budget with a "nonzero amount" and "make budget active"
5) Click on the button "New Budget" and record another budget without "make budget active"
6) Verify there is the firt budget displayed in "Active budgets" and the second budget in "Inactive budgets"
7) Edit a budget and verify the new values are updated
8) Click on the budget active name in order to go on the page admin/aqbudgets.pl
9) Click on the button "New fund for ..." and record a new fund
10) Click on the button "Edit" then "Duplicate budget ..." in order to duplicate the budget
11) Verify there are two budgets in "Active Budgets" and one in "Inactive Budgets"
12) Click on "Funds" in the menu and verify there are two identical funds and each is associated to a different budget.
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
A really weird (and old) code process the calculation for the spent and
ordered sublevel funds.
It only takes into account the direct children.
So if you have:
fund1 (spent=100) parent of fund11 (spent=10) parent of fund111 (spent=1),
you get:
fund | base-level | total spent
fund1 | 100 | 110
fund11 | 10 | 11
fund111 | 1 | 1
which is wrong, it should be
fund | base-level | total spent
fund1 | 100 | 111
fund11 | 10 | 11
fund111 | 1 | 1
Test plan:
- Create 1 budget and 3 funds with the same structure as above.
- Create some orders and receive them (not all).
- Go on the fund list view and verify the values are correct.
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
GetAuthvalueDropbox is in C4::Budgets, this does not make sense.
Signed-off-by: Bernardo Gonzalez Kriegel <bgkriegel@gmail.com>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
This patch adds:
- 1 syspref MarcFieldsToOrder
- 1 Ajax script acqui/ajax-getauthvaluedropbox.pl
- 1 routine C4::Budgets::GetBudgetByCode
Before this patch you were not able to order 1 or all the records from
your staged file. You were allowed to specify some information ("Import
All" and "Accounting details" areas) for the order.
With this patch, the previous behaviour still exists.
But now you can *select* which records you want to ordered.
For these ones you can specify independently quantity,
price, budget, sort1 and sort2.
The cherry on the cake is that you can pre-fill these fields with
values from the MARC record.
Test plan:
1. Fill the new syspref MarcFieldsToOrder with something like:
==BEGIN==
price: 947$c
quantity: 969$h
budget_code: 922$a
rrp: 010$d
discount: 969$d
sort1: 923$a
sort2: 924$a
==END==
The empty line at the end is mandatory!
The budget (corresponding to your budget_code) can be filled with
authorized value categories (statistic 1 and 2).
The sort1 and sort2 values can be filled with the an authorized value
(of the category previously selected)
2. Choose randomly one or more biblio(s) and fill fields with what is
relevant.
3. Export the biblio and import it (with the "Stage MARC records for
import" tool).
4. Go on a basket and add an order from a staged file. Select your
staged file.
5. Well. Now you can see your biblio (or biblios if your had exported
more than one). For each one, fields should be pre-filled with the
biblio values. The budget should be selected on the budget
corresponding to the budget_code (in the field 922$a) and the
"planning values" too (with fields 923$a and 924$a).
You can modify these values (or not) and choose a default value for
budget and planning values (in the "Accounting details" area).
6. Save and check the prices values. Modify the order and check that
budget and sort* are good
Prices are calculated following some parameters:
if there is no price => listprice = 0
else =>
- the gstrate value for your order is the gstrate value of the bookseller
- discount = if filled : the discount value / 100
else: the discount value of the bookseller
- if the bookseller includes tax( List item price includes tax: Yes )
if a discount exists:
ecost = price
rrp = ecost / ( 1 - discount )
else: # a discount does not exist
ecost = price * ( 1 - discount )
rrp = price
else # the bookseller does not include tax
if a discount exists:
ecost = price / ( 1 + gstrate )
rrp = ecost / ( 1 - discount )
else: # a discount does not exist
rrp = price / ( 1 + gstrate )
ecost = rrp * ( 1 - discount )
- in all cases:
listprice = rrp / currency rate
unitprice = ecost
total = ecost * quantity
7. Retry with different parameters
8. Check the 'Import all' action still works
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
Before this patch, the C4::Budgets::CanUserUseBudget assumed that
budget_owner_id was set if a restriction (budget_permission) exists.
see
&& $budget->{budget_owner_id}
&& $budget->{budget_owner_id} != $borrower->{borrowernumber}
Actually a restriction could exists on users and/or library without
being forced to define an owner.
Test plan:
Create a fund A without restriction
Create a fund B restricted to an owner
Create a fund C restricted to a non defined owner
Create a fund D restricted to owner and users (try defining/no
defining an owner and/or users)
Create a fund E restricted to owner, users and library (try
defining/no defined an owner and/or users)
With different logged in users, try to show/edit these differents funds.
The restriction should be correctly applied.
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Tested various permission combinatons, visibility of funds is now ok.
- not superlibrarian, no buget_manage_all,
no owner, no users, no library, no restrictions on the fund
= visible
- changed: library = staff patron library,
restriction = Owner, users and library
= visible
- changed: library = not staff patron library
= invisible
- changed: budget_manage_all
= visible
- changed: owner = staff patron
no budget_manage_all
= visible
- changed: no owner, user = staff patron
= visible
- changed: no user, owner = another user, restriction = owner
= invisible
- changed: budget_manage_all
= visible
- changed: no budget_manage_all but superlibrarian
= visible
...
Passes tests and QA script, also t/Budgets/*
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
The current funds list view does not allow to search in the table and
the ergonomics of the page is quite bad.
This patch add the datatables plugin combined to the treetable plugin in
order to offer a better view of the budgets/funds.
Test plan:
- Verify there is no regression on this page: try to add/modify/delete a
fund and a budget.
- Verify the funds hierarchy is correctly displayed.
- Filter the funds using the branch and the budget filters.
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
admin/aqbudgets.pl should have the following columns:
Base-level allocated (or just Allocated)
Base-level ordered
Total sub-levels ordered
Base-level spent
Total sub-levels spent
Base-level available
Total sub-levels available
Base-level is always calculated for one level, without children.
Total sub-levels should include child funds.
Available is calculated as "allocated - (ordered + spent)".
Signed-off-by: Cedric Vita <cedric.vita@dracenie.com>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Seems to work alright for me.
Passes QA script and tests, after I fixed 2 tabs in admin/aqbudgets.pl.
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
The subroutine _filter_fields is not used by the module
and the sub _columns is only used by it
This patch removes the dead code.
To test:
[1] Verify that the following tests pass
t/Budgets.t
t/Budgets/CanUserModifyBudget.t
t/Budgets/CanUserUseBudget.t
t/db_dependent/Acquisition.t
t/db_dependent/Acquisition/GetOrdersByBiblionumber.t
t/db_dependent/Acquisition/Invoices.t
t/db_dependent/Acquisition/OrderFromSubscription.t
t/db_dependent/Acquisition/TransferOrder.t
t/db_dependent/Acquisition/close_reopen_basket.t
t/db_dependent/Bookseller.t
t/db_dependent/Budgets.t
t/db_dependent/Serials.t
t/db_dependent/Serials_2.t
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
Signed-off-by: Jonathan Druart <jonathan.druart@biblibre.com>
Looks good to me.
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
Adds a column to indicate holds on received items, as well as adding
a new column for fund and showing the subtotals per fund above
the total subtotal.
To test:
[1] Create an order basket containing at least one title and
ensure that an item is created for that title. Close the
basket.
[2] Place a hold on the title.
[3] Receive the order. After receiving it, but before finishing
the invoice, the table of already received orders should now
have columns for the order budget and number of holds on the
title as well as lines with the subtotal per fund.
Signed-off-by: Pierre Angot <tredok.pierre@gmail.com>
Signed-off-by: Jonathan Druart <jonathan.druart@biblibre.com>
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
In parcels.pl, and other acquisition pages, the funds are not sorted
by name in combo-box. With a great number of funds, it is difficult
to find one.
This patch adds a default value to $orderby arg of C4::Budgets::GetBudgets.
Test plan :
- Create a new fund with a name beginning with 'z' and set you as owner.
- Create a new fund with a name beginning with 'a' and set you as owner.
- Go to a vendor and click "Receive shipments"
- Look at fund combobox
=> Funds are sorted by name
Signed-off-by: Silvia Simonetti <s.simonetti@cineca.it>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Passes all tests and QA script.
When testing make sure your funds would sort the other way
around when sorting by code instead of description.
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
