Marking a lost item Claimed Returned does not void lost charges

Bug #980296 reported by tji@sitka.bclibraries.ca
22
This bug affects 4 people
Affects Status Importance Assigned to Milestone
Evergreen
Fix Released
Wishlist
Unassigned

Bug Description

We use EG 2.0

Generally an item is marked Claimed Returned then Lost. But with long overdue automatically going lost process, sometimes a lost item needs to be marked Claimed Returned (patrons take action after they are billed).

We notice that lost charges are not voided during this "reverse" process.

Tina

From Sitka

Tags: pullrequest
Revision history for this message
Jason Stephenson (jstephenson) wrote :

I'm going to take the approach of using YAOUS to configure whether or not claims returned voids lost charges.

I see this as a feature and not a bug.

Changed in evergreen:
status: New → In Progress
importance: Undecided → Wishlist
assignee: nobody → Jason Stephenson (jstephenson)
Revision history for this message
Jason Stephenson (jstephenson) wrote :

A potential branch to add this feature is at

working/user/dyrcona/lp980296

Changed in evergreen:
status: In Progress → Confirmed
assignee: Jason Stephenson (jstephenson) → nobody
tags: added: pullrequest
Revision history for this message
Jason Stephenson (jstephenson) wrote :

I removed the pull request tag for now. I am going to add a commit to also void the lost processing fee with its own ou setting.

tags: removed: pullrequest
Changed in evergreen:
status: Confirmed → In Progress
assignee: nobody → Jason Stephenson (jstephenson)
Revision history for this message
Jason Stephenson (jstephenson) wrote :

Force pushed a rebased branch with some tweaks to add voiding of the lost processing fee to

user/dyrcona/lp980296

http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/dyrcona/lp980296

Changed in evergreen:
status: In Progress → Confirmed
assignee: Jason Stephenson (jstephenson) → nobody
tags: added: pullrequest
Revision history for this message
Ben Shum (bshum) wrote :

Seems to be working for me so far in testing.

Sign-off: user/bshum/lp980296

http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/bshum/lp980296

Changed in evergreen:
milestone: none → 2.4.0-alpha
tags: removed: pullrequest
Revision history for this message
Jason Stephenson (jstephenson) wrote :

I have removed the pullrequest tag from this bug for a couple of reasons:

1. Dan Wells' comment on https://bugs.launchpad.net/evergreen/+bug/793550 has me thinking of a "better" solution of making a generic "void_bills" function in CircCommon or wherever as necessary.

2. There are known issues with voiding bills that have payments, even partial payments. Many of these are listed in this other bug,
https://bugs.launchpad.net/evergreen/+bug/1009049. I am therefore not sure if this bug should be fixed in the absence of a good solution to voiding bills with payments issues.

I may still do a version of the code for this bug that uses a more generic void function anyway. If you void bills where there are no payments, then voiding works just fine.

Ben Shum (bshum)
Changed in evergreen:
milestone: 2.4.0-alpha1 → 2.4.0-beta
Ben Shum (bshum)
Changed in evergreen:
milestone: 2.4.0-beta → 2.4.0-rc
Ben Shum (bshum)
Changed in evergreen:
milestone: 2.4.0-rc → 2.5.0-alpha
Dan Wells (dbw2)
Changed in evergreen:
milestone: 2.5.0-m1 → none
Revision history for this message
Jason Stephenson (jstephenson) wrote :
Changed in evergreen:
status: Confirmed → In Progress
assignee: nobody → Jason Stephenson (jstephenson)
Revision history for this message
Jason Stephenson (jstephenson) wrote :

It's the top 5 commits, so far, on http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/collab/dyrcona/lp980296-Void_Lost_for_Claims_Returned

I pushed to a collab branch so it would be easier for Kathy to add the release notes.

This branch depends on the code from http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/dyrcona/lp1198465-Conditional-Negative-Balances

That branch is actually included in this one for testing purposes. The code in the latter branch *should* go into master first, if not, it will have to go in with this branch or this branch won't work.

tags: added: needsreleasenote
Changed in evergreen:
status: In Progress → Confirmed
assignee: Jason Stephenson (jstephenson) → nobody
Revision history for this message
Kathy Lussier (klussier) wrote :

Just adding a comment that I've tested this branch and found that it works as expected. I didn't add a sign-off because I wasn't sure if the negative balance branch should go in first before signing off.

Also, I wasn't successful in pushing the release notes to the collab branch. I was going to give it another go, but I ran out of time and won't be available to look into it over the next ten days. I did add a release notes entry to the working repository if somebody wants to add it to this branch.

http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/kmlussier/release-notes-void-lost-claims-returned

tags: removed: needsreleasenote
Changed in evergreen:
milestone: none → 2.6.0-beta1
Dan Wells (dbw2)
Changed in evergreen:
milestone: 2.6.0-beta1 → 2.6.0-rc1
Changed in evergreen:
milestone: 2.6.0-rc1 → 2.next
tags: added: pullrequest
Revision history for this message
Jason Stephenson (jstephenson) wrote :

After some back and forth and messing other branches requiring the conditional negative balance work that has not gone in, yet, it was decided to revive the orignal branch for this bug.

I rebased bshum's signed off branch on master and added two commits:

1. To handle the new longoverdue bills for that status and to fix up a few possible logic issues in the original code.
2. To add pgtap tests that the new settings get created.

I also cherry-picked kmlussier's release notes branch.

I force pushed over my old branch working/user/dyrcona/lp980296

http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/dyrcona/lp980296

I added the pullrequest tag 'cause I'm requesting that this be tested for inclusion into master.

Revision history for this message
Kathy Lussier (klussier) wrote :

Tested with different combinations of voiding lost fee and processing fees. The behavior works as advertised. Sign-off branch at:

http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/kmlussier/lp980296

I did notice that we have a similar issue with the "Claims Never Checked Out" action, but I can document that problem on a separate bug report once I have had a chance to look at the behavior more closely.

Thank you Jason!

Revision history for this message
Ben Shum (bshum) wrote :

Reviewing the latest iteration of this branch for inclusion in 2.next (i.e. 2.8)

Changed in evergreen:
assignee: nobody → Ben Shum (bshum)
Ben Shum (bshum)
Changed in evergreen:
milestone: 2.next → 2.8-beta
Revision history for this message
Ben Shum (bshum) wrote :

Pushed to master, thanks Jason! And Kathy for the signoff!

Changed in evergreen:
assignee: Ben Shum (bshum) → nobody
status: Confirmed → Fix Committed
Changed in evergreen:
status: Fix Committed → Fix Released
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