Attachment 122244 Details for Bug 22435 – Bug 22435: Update accountline-details page to show all history

[patch] Bug 22435: Update accountline-details page to show all history

Bug-22435-Update-accountline-details-page-to-show-.patch (text/plain), 15.27 KB, created by Martin Renvoize (ashimema) on 2021-06-21 16:00:45 UTC

(hide)

Description:

Filename:

MIME Type:

Creator: Martin Renvoize (ashimema)

Created: 2021-06-21 16:00:45 UTC

Size: 15.27 KB

patch

obsolete

>From 535cb4ad310e16886ba295fd820fd77a2dd20b34 Mon Sep 17 00:00:00 2001
>From: Martin Renvoize <martin.renvoize@ptfs-europe.com>
>Date: Fri, 14 May 2021 15:39:03 +0100
>Subject: [PATCH] Bug 22435: Update accountline-details page to show all
> history
>
>The accountline-details page took a simplistic approach to displaying
>the history of an accountline. This patch drops the now defunct
>offset_type_description template block from it's respective include
>files, and then updates the accountline-details template and controller
>to show the full history of what's happend to the accountline passed.
>This includes the creation, any increments/decrements (for fines), and
>finally any offsets against the total (payments, cancellations, voids).
>
>Test plan
>1/ Create some credits and debits and apply them to each other in
>various combinations.
>2/ View the 'Details' page for some of the debit/credits
>3/ Compare before patch and after for the Details page.
>
>Signed-off-by: Victor Grousset/tuxayo <victor@tuxayo.net>
>Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
>---
> Koha/Account/Line.pm                          |  13 ++
> .../prog/en/includes/accounts.inc             |  14 ---
> .../en/modules/members/accountline-details.tt | 119 ++++++++++--------
> .../bootstrap/en/includes/accounts.inc        |  14 ---
> members/accountline-details.pl                |  17 +--
> 5 files changed, 92 insertions(+), 85 deletions(-)
>
>diff --git a/Koha/Account/Line.pm b/Koha/Account/Line.pm
>index 1d91cef2f7..949bd23c09 100644
>--- a/Koha/Account/Line.pm
>+++ b/Koha/Account/Line.pm
>@@ -58,6 +58,19 @@ sub patron {
>     return Koha::Patron->_new_from_dbic( $rs );
> }
> 
>+=head3 manager
>+
>+Return the manager linked to this account line
>+
>+=cut
>+
>+sub manager {
>+    my ( $self ) = @_;
>+    my $rs = $self->_result->manager;
>+    return unless $rs;
>+    return Koha::Patron->_new_from_dbic( $rs );
>+}
>+
> =head3 item
> 
> Return the item linked to this account line if exists
>diff --git a/koha-tmpl/intranet-tmpl/prog/en/includes/accounts.inc b/koha-tmpl/intranet-tmpl/prog/en/includes/accounts.inc
>index 6c5450b0de..e57195717c 100644
>--- a/koha-tmpl/intranet-tmpl/prog/en/includes/accounts.inc
>+++ b/koha-tmpl/intranet-tmpl/prog/en/includes/accounts.inc
>@@ -56,17 +56,3 @@
>         [%- CASE              -%]
>     [%- END -%]
> [%- END -%]
>-
>-[%- BLOCK offset_type_description -%]
>-    [%- SWITCH account_offset.type -%]
>-        [%- CASE 'Credit Applied' -%]<span>Credit applied</span>
>-        [%- CASE 'Payment'        -%]<span>Payment</span>
>-        [%- CASE 'Manual Credit'  -%]<span>Manual credit</span>
>-        [%- CASE 'Manual Debit'   -%]<span>Manual invoice</span>
>-        [%- CASE 'Lost Item'      -%]<span>Lost item returned</span>
>-        [%- CASE 'Writeoff'       -%]<span>Writeoff</span>
>-        [%- CASE 'Void Payment'   -%]<span>Void payment</span>
>-        [%- CASE 'CANCELLATION'   -%]<span>Cancelled charge</span>
>-        [%- CASE                  -%][% account_offset.type | html %]
>-    [%- END -%]
>-[%- END -%]
>diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/members/accountline-details.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/members/accountline-details.tt
>index c8d50f0a5e..c6e9fb6285 100644
>--- a/koha-tmpl/intranet-tmpl/prog/en/modules/members/accountline-details.tt
>+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/members/accountline-details.tt
>@@ -7,7 +7,7 @@
> [% SET footerjs = 1 %]
> [% PROCESS 'accounts.inc' %]
> [% INCLUDE 'doc-head-open.inc' %]
>-<title>Details of fee &rsaquo; [% INCLUDE 'patron-title.inc' no_html = 1 %] &rsaquo; Patrons &rsaquo; Koha</title>
>+<title>Details of [% IF type == 'credit' %]credit[% ELSE %]debit[% END %] &rsaquo; [% INCLUDE 'patron-title.inc' no_html = 1 %] &rsaquo; Patrons &rsaquo; Koha</title>
> [% INCLUDE 'doc-head-close.inc' %]
> </head>
> 
>@@ -24,24 +24,27 @@
>             <a href="/cgi-bin/koha/members/members-home.pl">Patrons</a>
>         </li>
> 
>-        [% IF type == 'credit' %]
>+
>+        [% IF accountline %]
>+            [% IF accountline.credit_type_code %]
>             <li>
>                 <a href="/cgi-bin/koha/members/boraccount.pl?borrowernumber=[% patron.borrowernumber | uri %]">Account for [% INCLUDE 'patron-title.inc' %]</a>
>             </li>
>             <li>
>                 <a href="#" aria-current="page">
>-                    Details of payment
>+                    Details of credit ([% accountline.id | html %])
>                 </a>
>             </li>
>-        [% ELSIF type == 'debit' %]
>+            [% ELSIF accountline.debit_type_code %]
>             <li>
>                 <a href="/cgi-bin/koha/members/boraccount.pl?borrowernumber=[% patron.borrowernumber | uri %]">Account for [% INCLUDE 'patron-title.inc' %]</a>
>             </li>
>             <li>
>                 <a href="#" aria-current="page">
>-                    Details of fee
>+                    Details of debit ([% accountline.id | html %])
>                 </a>
>             </li>
>+            [% END %]
>         [% ELSE %]
>             <li>
>                 <a href="#" aria-current="page">
>@@ -60,17 +63,17 @@
>             [% INCLUDE 'members-toolbar.inc' borrowernumber=patron.borrowernumber %]
> 
>             [% IF accountline %]
>-                [% IF type == 'credit' %]
>-                    <h2>Details of payment</h2>
>-                [% ELSIF type == 'debit' %]
>-                    <h2>Details of fee</h2>
>+                [% IF accountline.credit_type_code %]
>+                    <h2>Details of credit</h2>
>+                [% ELSIF accountline.debit_type_code %]
>+                    <h2>Details of debit</h2>
>                 [% END %]
> 
>                 <table id="table_account_fines">
>                     <thead>
>                         <tr>
>                             <th>Date</th>
>-                            <th>Description of charges</th>
>+                            <th>Description</th>
>                             <th>Barcode</th>
>                             <th>Due date</th>
>                             <th>Return date</th>
>@@ -83,7 +86,7 @@
>                     <tbody>
>                         <tr>
>                             <td>
>-                                [% accountline.date |$KohaDates %]
>+                                [% accountline.date | $KohaDates %]
>                             </td>
>                             <td>
>                                 [%- PROCESS account_type_description account=accountline -%]
>@@ -134,63 +137,81 @@
>                     </tbody>
>                 </table>
> 
>-
>-                [% IF type == 'credit' %]
>-                    <h3>Fees paid</h3>
>-                [% ELSIF type == 'debit' %]
>-                    <h3>Payments</h3>
>-                [% END %]
>-
>+                <h3>History</h3>
>                 <table class="accountline-offsets-table" id="accountline-debits-table">
>                     <thead>
>                         <tr>
>-                            <th>Date created</th>
>-                            <th>Date updated</th>
>-                            <th>Amount</th>
>-                            <th>Amount outstanding</th>
>+                            <th rowspan="2">Date</th>
>+                            <th colspan="2">Change</th>
>+                            <th rowspan="2">Action</th>
>+                            <th colspan="4">Related transaction</th>
>+                        </tr>
>+                        <tr>
>+                            <th>Increase</th>
>+                            <th>Decrease</th>
>                             <th>Type</th>
>+                            <th>Amount</th>
>+                            <th>Librarian</th>
>                             <th>Note</th>
>-                            <th>Transacting librarian</th>
>-                            <th>Date/time of change</th>
>-                            <th>Amount of change</th>
>-                            <th>Type of change</th>
>-                            <th>&nbsp;</th>
>                         </tr>
>                     </thead>
> 
>                     <tbody>
>                         [% FOREACH ao IN account_offsets %]
>-                            [% IF type == 'credit' %]
>-                                [% SET offset_accountline = ao.debit %]
>-                            [% ELSIF type == 'debit' %]
>-                                [% SET offset_accountline = ao.credit %]
>-                            [% END %]
>+                                [% IF ao.credit_id == accountline.accountlines_id %]
>+                                    [% SET offset_accountline = ao.debit %]
>+                                [% ELSIF ao.debit_id == accountline.accountlines_id %]
>+                                    [% SET offset_accountline = ao.credit %]
>+                                [% END %]
>+
>+                                [%- BLOCK ao_description -%]
>+                                    [%- SWITCH ao.type -%]
>+                                        [%- CASE 'CREATE'           -%]<span>Created</span>
>+                                        [%- CASE 'OVERDUE_INCREASE' -%]<span>Increase</span>
>+                                        [%- CASE 'OVERDUE_DECREASE' -%]<span>Decrease</span>
>+                                        [%- CASE 'APPLY'            -%]<span>Applied</span>
>+                                        [%- CASE 'VOID'             -%]<span>Reversed</span>
>+                                    [%- END -%]
>+                                [%- END -%]
> 
>-                            [% IF offset_accountline %]
>                                 <tr>
>-                                    <td>[% offset_accountline.date | $KohaDates %]</td>
>-                                    <td>[% offset_accountline.timestamp | $KohaDates  with_hours => 1 %]</td>
>-                                    <td>[% offset_accountline.amount | $Price %]</td>
>-                                    <td>[% offset_accountline.amountoutstanding | $Price %]</td>
>-                                    <td>[% PROCESS account_type_description account=offset_accountline %]</td>
>+                                    <td>[% ao.created_on | $KohaDates with_hours => 1%]</td>
>+                                    <td>[%- IF ao.amount > 0 -%][% ao.amount | $Price %][% END %]</td>
>+                                    <td>[%- IF ao.amount < 0 -%][% ao.amount | $Price %][% END %]</td>
>+                                    <td>
>+                                        [% PROCESS ao_description ao=ao %]
>+                                    </td>
>+                                    [%- IF offset_accountline -%]
>+                                    <td>
>+                                        [% PROCESS account_type_description account=offset_accountline %] (<a href="accountline-details.pl?accountlines_id=[% offset_accountline.id | uri %]">[% offset_accountline.id | html %]</a>)
>+                                    </td>
>+                                    <td>
>+                                        [% offset_accountline.amount | $Price %]
>+                                    </td>
>+                                    <td>
>+                                        [% IF offset_accountline.manager_id %]
>+                                        <a href="moremember.pl?borrowernumber=[% offset_accountline.manager_id | uri %]">
>+                                            [% IF offset_accountline.manager.firstname %]
>+                                                [% offset_accountline.manager.firstname | html %] [% offest_accountline.manager.surname | html %]
>+                                            [% ELSE %]
>+                                                [% offset_accountline.manager.surname | html %]
>+                                            [% END %]
>+                                        </a>
>+                                        [% END %]
>+                                    </td>
>+                                    [%- ELSE -%]
>+                                    <td></td>
>+                                    <td></td>
>+                                    <td></td>
>+                                    [%- END -%]
>                                     <td>[% offset_accountline.note | html %]</td>
>-                                    <td>[% IF offset_accountline.manager_id %]<a href="moremember.pl?borrowernumber=[% offset_accountline.manager_id | uri %]">[% offset_accountline.manager_id | html %]</a>[% END %]</td>
>-                                    <td>[% ao.created_on | $KohaDates  with_hours => 1 %]</td>
>-                                    <td>[% ao.amount | $Price %]</td>
>-                                    <td>[% PROCESS offset_type_description account_offset=ao %]</td>
>-                                    <td><a href="accountline-details.pl?accountlines_id=[% offset_accountline.id | uri %]" class="btn btn-default btn-xs"><i class="fa fa-list"></i> Details</a></td>
>                                 </tr>
>-                            [% END %]
>                         [% END %]
>                     </tbody>
>                 </table>
>             [% ELSE %]
>                 <div class="dialog message">
>-                    [% IF type == 'credit' %]
>-                        Payment not found
>-                    [% ELSIF type == 'debit' %]
>-                        Fee not found
>-                    [% END %]
>+                    Account not found
>                 </div>
>             [% END %]
> 
>diff --git a/koha-tmpl/opac-tmpl/bootstrap/en/includes/accounts.inc b/koha-tmpl/opac-tmpl/bootstrap/en/includes/accounts.inc
>index 6c5450b0de..e57195717c 100644
>--- a/koha-tmpl/opac-tmpl/bootstrap/en/includes/accounts.inc
>+++ b/koha-tmpl/opac-tmpl/bootstrap/en/includes/accounts.inc
>@@ -56,17 +56,3 @@
>         [%- CASE              -%]
>     [%- END -%]
> [%- END -%]
>-
>-[%- BLOCK offset_type_description -%]
>-    [%- SWITCH account_offset.type -%]
>-        [%- CASE 'Credit Applied' -%]<span>Credit applied</span>
>-        [%- CASE 'Payment'        -%]<span>Payment</span>
>-        [%- CASE 'Manual Credit'  -%]<span>Manual credit</span>
>-        [%- CASE 'Manual Debit'   -%]<span>Manual invoice</span>
>-        [%- CASE 'Lost Item'      -%]<span>Lost item returned</span>
>-        [%- CASE 'Writeoff'       -%]<span>Writeoff</span>
>-        [%- CASE 'Void Payment'   -%]<span>Void payment</span>
>-        [%- CASE 'CANCELLATION'   -%]<span>Cancelled charge</span>
>-        [%- CASE                  -%][% account_offset.type | html %]
>-    [%- END -%]
>-[%- END -%]
>diff --git a/members/accountline-details.pl b/members/accountline-details.pl
>index a5c37079aa..ee2b9fc758 100755
>--- a/members/accountline-details.pl
>+++ b/members/accountline-details.pl
>@@ -45,20 +45,21 @@ my $accountlines_id = $input->param('accountlines_id');
> my $accountline = Koha::Account::Lines->find($accountlines_id);
> 
> if ($accountline) {
>-    my $type = $accountline->amount < 0 ? 'credit' : 'debit';
>-    my $column = $type eq 'credit' ? 'credit_id' : 'debit_id';
>-
>     my $account_offsets = Koha::Account::Offsets->search(
>-        { $column  => $accountlines_id },
>-        { order_by => 'created_on' },
>+        [
>+            {
>+                credit_id => $accountline->accountlines_id
>+            },
>+            {
>+                debit_id => $accountline->accountlines_id
>+            }
>+        ],
>+        { order_by => 'created_on' }
>     );
> 
>     $template->param(
>-        type            => $type,
>         accountline     => $accountline,
>         account_offsets => $account_offsets,
>-
>-        finesview => 1,
>     );
> 
>     my $patron = Koha::Patrons->find( $accountline->borrowernumber );
>-- 
>2.20.1

Actions: View | Diff | Splinter Review

Attachments on bug 22435: 118340 | 118341 | 118541 | 118542 | 118543 | 118544 | 118545 | 118546 | 118547 | 120040 | 120041 | 120042 | 120043 | 120044 | 120045 | 120046 | 120963 | 120964 | 120965 | 120966 | 120967 | 120968 | 120969 | 120970 | 120979 | 120980 | 120981 | 120982 | 120983 | 120984 | 120985 | 120986 | 120987 | 120988 | 120989 | 120990 | 120991 | 121004 | 121005 | 121006 | 121007 | 121008 | 121009 | 121010 | 121011 | 121012 | 121013 | 121014 | 121015 | 121016 | 121028 | 121757 | 121758 | 121759 | 121760 | 121761 | 121762 | 121763 | 121764 | 121765 | 121766 | 121767 | 121768 | 121769 | 121960 | 121961 | 121962 | 121963 | 121964 | 121965 | 121966 | 121967 | 121968 | 121969 | 121970 | 121971 | 121972 | 122148 | 122149 | 122150 | 122151 | 122152 | 122153 | 122154 | 122155 | 122156 | 122157 | 122158 | 122159 | 122160 | 122161 | 122235 | 122236 | 122237 | 122238 | 122239 | 122240 | 122241 | 122242 | 122243 | 122244 | 122245 | 122246 | 122247 | 122248 | 122249 | 122250 | 122251 | 122252 | 122253 | 122256 | 122257 | 122258 | 122259 | 122260 | 122261 | 122262 | 122263 | 122264 | 122265 | 122266 | 122267 | 122268 | 122269 | 122270 | 122271 | 122272 | 122273 | 122274 | 122553 | 122554 | 122555 | 122556 | 122557 | 122558 | 122559 | 122560 | 122561 | 122562 | 122563 | 122564 | 122565 | 122566 | 122567 | 122568 | 122569 | 122570 | 122571 | 122586 | 122899 | 122900 | 122901 | 122902 | 122903 | 122904 | 122905 | 122906 | 122907 | 122908 | 122909 | 122910 | 122911 | 122912 | 122913 | 122914 | 122915 | 122916 | 122917 | 122918 | 122937 | 123423 | 123424 | 123425 | 123426 | 123427 | 123428 | 123429 | 123430 | 123431 | 123432 | 123433 | 123434 | 123435 | 123436 | 123437 | 123438 | 123439 | 123440 | 123441 | 123442 | 123443