Evergreen

Add admin interfaces for fiscal calendars and fiscal years

  1. Series 3.10
  2. Bug #1956510
Bug #1956510 reported by Galen Charlton
52
This bug affects 10 people
Affects Status Importance Assigned to Milestone
Evergreen
Confirmed
Medium
Unassigned
Evergreen 3.12-beta
3.10
Confirmed
Medium
Unassigned
Evergreen 3.10.4
3.11
Confirmed
Medium
Unassigned
Evergreen 3.11.2

Bug Description

Evergreen has had the acq.fiscal_year and acq.fiscal_calendar tables for years, but without administrative interfaces. They should be added, as a couple places do actually query acq.fiscal_year:

- the Dojo Load MARC Order Records form, via open-ils.acq.org_unit.current_fiscal_year
- the fiscal year selector in the branch for bug 1929749

There are a number of other bugs reported about fiscal periods in Evergreen, but having an administrative interface might inspire additional progress on them.

Tags: acq acq-admin
Tiffany Little (tslittle)
Changed in evergreen:
status: New → Confirmed
Revision history for this message
Jennifer Pringle (jpringle-u) wrote :

https://bugs.launchpad.net/evergreen/+bug/1486213 is a related wishlist bug for having a setting that allows libraries to specify their fiscal year. It includes discussion about how libraries would like to see the fiscal year display when it spans two calendar years.

Revision history for this message
Tiffany Little (tslittle) wrote :

Pullrequest fix here: https://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/tlittle/LP1956510_acqadmin_fy

This adds tabs for Fiscal Years and Fiscal Calendars to the already-existing "Fund Administration" area of acq admin. Both interfaces are controlled by the existing ADMIN_ACQ_FISCAL_YEAR permission, which by default is already given to the Acquisitions Administrator perm profile. If you log in with a profile that doesn't have the perm, the create boxes are greyed out and inaccessible.

tags: added: pullrequest
Revision history for this message
Tiffany Little (tslittle) wrote :

I'm going to change this from Wishlist to Medium priority, because IMO it's a reasonable fix for bug 2021992.

Changed in evergreen:
importance: Wishlist → Medium
Revision history for this message
Galen Charlton (gmc) wrote :

Does the thing, so I've pushed a signoff branch to user/gmcharlt/lp1956510_signoff along with two supplemental patches:

- marking fields required in the IDL
- adding grid settings

Tiffany, please feel free to test and cross-signoff.

I agree that it makes sense to backport this.

tags: added: signedoff
Changed in evergreen:
milestone: none → 3.11.1
Revision history for this message
Tiffany Little (tslittle) wrote :

I'm going to remove my pullrequest, because this was looked over at today's AIG meeting. There was general agreement that this would fit better *not* in the Fund Administration area, but in its own spot in Acquisitions Administration. I'll work on that and will provide an updated branch.

tags: removed: pullrequest signedoff
Revision history for this message
Galen Charlton (gmc) wrote :

OK. My IDL update patch should work as is for a reworked branch; the automatic grid settings names may be slightly different.

Evergreen Bug Maintenance (bugmaster)
Changed in evergreen:
milestone: 3.11.1 → 3.12-beta
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