Add support for processing incoming Edifact Quotes, Invoices
and order responses and generating and transmission of
Edifact Orders.
Basic workflow is that an incoming quote generates an aquisition
basket in Koha, with each line corresponding to an order record
The user can then generate an edifact order from this (or another)
basket, which is transferred to the vendor's site
The supplier generates an invoice on despatch and this will
result in corresponding invoices being generated in Koha
The orderlines on the invoice are receipted automatically.
We also support order response messages. This may include
simple order acknowledgements, supplier reports/amendments
on availability. Cancellation messages cause the koha order
to be cancelled, other messages are recorded against the order
Which messages are to be supported/processed is specifiable on a
vendor by vendor basis via the admin screens
You can also specify auto order i.e. to generate orders from quotes
without user intervention - This reflects existing
workflows where most work is done on the suppliers website
then generating a dummy quote
Received messages are stored in the edifact_messages table
and the original can be viewed via the online
Database changes are in installer/data/mysql/atomicchanges/edifact.sql
Note new perl dependencies:
Net::SFTP:Foreign
Text::Unidecode
Signed-off-by: Paul Johnson <p.johnson@staffs.ac.uk>
Signed-off-by: Sally Healey <sally.healey@cheshiresharedservices.gov.uk>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Brendan A Gallagher <brendan@bywatersolutions.com>
This patch replaces all use of C4::Dates with Koha::DateUtils, which is
the best practice to follow.
It also fixes a bug on the invoice search, the shipment date (from and
to) were not passed correctly from one page to the other.
Test plan:
1/ Search for orders using the different filters
2/ Create an invoice, try with setting and leaving empty the date
fields.
Default should be an undefined value (not today)
3/ Search for invoices and use the 4 different filters.
Close and reopen invoices.
The filters should be kept from one page to the other (not that it does
not work with shipment date before this patch).
4/ Receive an order, on creating the invoice, the default date should be
today.
Signed-off-by: Marc Véron <veron@veron.ch>
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 C4::Acquisition module should be exploded in order to add
readability and maintainability to this part of the code.
This patch is a POC, it introduces a new Koha::Acquisition::Bookseller module and put in
it the code from GetBookSeller and GetBookSellerFromId.
Test plan:
1/ Create a bookseller, modify it.
2/ Add contacts for this bookseller
3/ Create an order, receive it, transfer it
4/ Launch the prove command on all unit tests modified by this patch and
verify that all pass.
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>
Since we switched to Template Toolkit we don't need to stick with the
sufix we used for HTML::Template::Pro.
This patch changes the occurences of '.tmpl' in favour of '.tt'.
To test:
- Apply the patch
- Install koha, and verify that every page can be accesed
Regards
To+
P.S. a followup will remove the glue code.
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
Signed-off-by: Jonathan Druart <jonathan.druart@biblibre.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
Given how easy it is to accidentally receive items from one invoice on
multiple invoices, the ability to merge invoices can be quite handy.
This patch adds that ability to Koha's Acquisitions module.
To test:
1) Apply patch.
2) Run unit test:
> prove t/db_dependent/Acquisition/Invoices.t
3) Create two invoices from the same vendor for merging, and receive at
least one order on each.
4) Do a search on the Invoices page that brings up both the invoices you
created.
5) Check the boxes next to the two invoices.
6) Click "Merge selected invoices."
7) Choose which invoice you want to keep (the default will be the first).
8) Click "Merge."
9) Confirm that the resulting invoice has all the orders you received
listed on it.
10) Sign off.
Signed-off-by: Paola Rossi <paola.rossi@cineca.it>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Passes all tests and QA script.
Merged several invoices sucessfully - with and without received
orders, open and closed. Works nicely.
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
- Remove an unnecessary loop where output just
recreated input.
- Remove unnecessary temp variables that obscure code purpose.
- Call the variable containing invoices, invoices
rather than anonymous and ambiguous results
reflect namechange in template.
- Lists are passed to template as array refs;
declare them as scalars as that is how we use them.
- No need to introduce the whole namespace of some C4
modules for 1 routine.
Test plan:
Note that this patch should not change any visible behavior.
[1] Open the invoice search page.
[2] Verify that the list of suppliers in the drop-down
on the search form is complete.
[3] Verify that the list of libraries in the drop-down
on the saerch form is complete.
[4] Perform a search. Verify that the list of invoices
is correct.
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
Signed-off-by: Jonathan Druart <jonathan.druart@biblibre.com>
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
This patch adds a new menu for vendor-related pages in which
vendor related "views" can be linked to: baskets, basket groups,
contracts, invoices, uncertain prices.
The acquisitions toolbar is pared down to vendor-related actions:
New basket, contract, or vendor; edit vendor, delete vendor,
receive shipment.
Other small improvements have been made to other pages: corrections
to breadcrumbs and title tags, adding useful links betweeen pages.
Vendor menu and toolbar are added to booksellers.pl
when there is only one "search result" (i.e. a vendor id is passed).
- Menu appears when booksellerid variable is present
- Redundant heading removed
- Additional variables added to enable proper display of the toolbar
- Revision corrects broken links pointed out by QA.
- Revision adds check of existing baskets and subscriptions as a
condition on display of the vendor delete button.
TODO: Add coverage of Basket groups page.
To test, navigate Acquisitions pages and test as many links and buttons
as you can, confirming that nothing is broken on vendor pages, invoice
pages, contract pages, uncertain price pages, etc.
Signed-off-by: Nicole C. Engard <nengard@bywatersolutions.com>
All tests pass - I like this very much!
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
All tests and QA script pass.
Tests done:
1) New toolbar - vendor search
- no results = button to create new vendor shows
- 1 result = additional new options show
- more than one result = button to create new vendor shows
2) Vendor views
- acq toolbar consistent with 1 result in vendor search
- new tabs on the left
- checked all links have the needed parameters and work correctly
3) New toolbar - different pages
- Toolbar is formatted consistently
- Delete vendor shows only up when it should - no baskets or
subscriptions
- Links work correctly
Works nicely, great groundwork for further improvements.
TODO Add new toolbar to (new) invoices page.
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
- the dateformat value is send to all templates (from
C4::Auth::get_template_and_user)
- remove all assignment of dateformat in all .pl files
- the DHTMLcalendar_dateformat variable is unused
Signed-off-by: Chris Cormack <chris@bigballofwax.co.nz>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Fixed conflicts:
- opac/sco/sco-main.pl
- reports/acquisitions_stats.pl
- tools/cleanborrowers.pl
All tests pass, perlcritic problems appeared in some files
before and after these patches were applied.
Checked sorting in following pages:
- acqui/addorderiso2709.tt - list of staged imports in acq
- acqui/histsearch.tt - sorting of dates in acq search result list
- acqui/invoices.tt - billing date in list of invoices in acq
- acqui/lateorders.tt - list of late orders in acq
- acqui/ordered.tt - ordered titles and estimated costs for a fund
- acqui/parcels.tt - receive shipment page
- acqui/spent.tt - received titles and actual costs for a fund
...
- serials-search.tt - subscription search result list
...
- opac/sco/sco-main.tt - due dates in list of checked out items
- reports/acquisitions-stats.tt - date searches, display of dates
- tools/cleanborrowers.tt
- tools.holidays.tt - different views of dates library is closed,
adding dates
Checked dates display according to system preference everywhere and
searching, entering dates etc. still worked as expected.
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
- New pages:
- invoices.pl: allow to search in invoices on several criteria
- invoice.pl: permit to view and modify invoice details
- shipment date
- billing date
- shipment cost and budget used for shipment cost
Invoice informations are now stored in their own sql table and aqorders
have a link to it
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
