| Summary: | Add script for collections agency reports | ||
|---|---|---|---|
| Product: | Koha | Reporter: | Kyle M Hall (khall) <kyle> |
| Component: | Architecture, internals, and plumbing | Assignee: | Kyle M Hall (khall) <kyle> |
| Status: | Failed QA --- | QA Contact: | Testopia <testopia> |
| Severity: | enhancement | ||
| Priority: | P5 - low | CC: | david, george, jdemuth, lisettepalouse+koha, mtompset |
| Version: | Main | ||
| Hardware: | All | ||
| OS: | All | ||
| Change sponsored?: | Sponsored | Patch complexity: | --- |
| Documentation contact: | Documentation submission: | ||
| Text to go in the release notes: | Version(s) released in: | ||
| Circulation function: | |||
| Bug Depends on: | 6427 | ||
| Bug Blocks: | |||
| Attachments: |
Bug 11887 - Add script for collections agency reports
Bug 11887 - Add script for collections agency reports Bug 11887 - Add script for collections agency reports Bug 11887 - Add script for collections agency reports Bug 11887 - Add script for collections agency reports Bug 11887 - Add script for collections agency reports |
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Description
Kyle M Hall (khall)
2014-03-04 13:23:30 UTC
Created attachment 25776 [details] [review] Bug 11887 - Add script for collections agency reports Some libraries use collections agencies such as Unique Management Services to collection large unpaid balances owed to the library. It would be helpful if Koha had a standard script to generate these reports, rather than forcing each library to create their own solution. This script is written following the guidelines for Unique Management Systems. However, the reports it outputs should be useable by any collections agency. Test Plan: 1) Create the four required patron attributes 2) Create a patron who owes more then 5.00 in fees 3) Run the submission report account_collections.pl -r submission \ -mb 3 -bd $yesterday_iso -ed $tomorrow_iso -f 10 \ -ft $fee_type -fd $fee_desc -c $can-collect-attribute-code \ -i $in-collections-attribute-code -l $last-updated-attribute-code \ -p previous-balance-attribute-code 4) Note the patron is now marked as in collections and has had the collections fee of 10.00 applied 5) Add a new fee to the patron's account 6) Run the update report with the same additional parameters 7) Verify the csv file generated contains that patron 8) Run the sync report with the same additional parameters 9) Note the csv file generated contains that patron Since this is your baby, I was wondering if you were really releasing under GPL v2, or perhaps you just hadn't copied the lastest license from http://wiki.koha-community.org/wiki/Coding_Guidelines#Licence Created attachment 30009 [details] [review] Bug 11887 - Add script for collections agency reports Some libraries use collections agencies such as Unique Management Services to collection large unpaid balances owed to the library. It would be helpful if Koha had a standard script to generate these reports, rather than forcing each library to create their own solution. This script is written following the guidelines for Unique Management Systems. However, the reports it outputs should be useable by any collections agency. Test Plan: 1) Create the four required patron attributes 2) Create a patron who owes more then 5.00 in fees 3) Run the submission report account_collections.pl -r submission \ -mb 3 -bd $yesterday_iso -ed $tomorrow_iso -f 10 \ -ft $fee_type -fd $fee_desc -c $can-collect-attribute-code \ -i $in-collections-attribute-code -l $last-updated-attribute-code \ -p previous-balance-attribute-code 4) Note the patron is now marked as in collections and has had the collections fee of 10.00 applied 5) Add a new fee to the patron's account 6) Run the update report with the same additional parameters 7) Verify the csv file generated contains that patron 8) Run the sync report with the same additional parameters 9) Note the csv file generated contains that patron Created attachment 30208 [details] [review] Bug 11887 - Add script for collections agency reports Some libraries use collections agencies such as Unique Management Services to collection large unpaid balances owed to the library. It would be helpful if Koha had a standard script to generate these reports, rather than forcing each library to create their own solution. This script is written following the guidelines for Unique Management Systems. However, the reports it outputs should be useable by any collections agency. Test Plan: 1) Create the four required patron attributes 2) Create a patron who owes more then 5.00 in fees 3) Run the submission report account_collections.pl -r submission \ -mb 3 -bd $yesterday_iso -ed $tomorrow_iso -f 10 \ -ft $fee_type -fd $fee_desc -c $can-collect-attribute-code \ -i $in-collections-attribute-code -l $last-updated-attribute-code \ -p previous-balance-attribute-code 4) Note the patron is now marked as in collections and has had the collections fee of 10.00 applied 5) Add a new fee to the patron's account 6) Run the update report with the same additional parameters 7) Verify the csv file generated contains that patron 8) Run the sync report with the same additional parameters 9) Note the csv file generated contains that patron Created attachment 31322 [details] [review] Bug 11887 - Add script for collections agency reports Some libraries use collections agencies such as Unique Management Services to collection large unpaid balances owed to the library. It would be helpful if Koha had a standard script to generate these reports, rather than forcing each library to create their own solution. This script is written following the guidelines for Unique Management Systems. However, the reports it outputs should be useable by any collections agency. Test Plan: 1) Create the four required patron attributes 2) Create a patron who owes more then 5.00 in fees 3) Run the submission report account_collections.pl -r submission \ -mb 3 -bd $yesterday_iso -ed $tomorrow_iso -f 10 \ -ft $fee_type -fd $fee_desc -c $can-collect-attribute-code \ -i $in-collections-attribute-code -l $last-updated-attribute-code \ -p previous-balance-attribute-code 4) Note the patron is now marked as in collections and has had the collections fee of 10.00 applied 5) Add a new fee to the patron's account 6) Run the update report with the same additional parameters 7) Verify the csv file generated contains that patron 8) Run the sync report with the same additional parameters 9) Note the csv file generated contains that patron Created attachment 31323 [details] [review] Bug 11887 - Add script for collections agency reports Some libraries use collections agencies such as Unique Management Services to collection large unpaid balances owed to the library. It would be helpful if Koha had a standard script to generate these reports, rather than forcing each library to create their own solution. This script is written following the guidelines for Unique Management Systems. However, the reports it outputs should be useable by any collections agency. Test Plan: 1) Create the four required patron attributes 2) Create a patron who owes more then 5.00 in fees 3) Run the submission report account_collections.pl -r submission \ -mb 3 -bd $yesterday_iso -ed $tomorrow_iso -f 10 \ -ft $fee_type -fd $fee_desc -c $can-collect-attribute-code \ -i $in-collections-attribute-code -l $last-updated-attribute-code \ -p previous-balance-attribute-code 4) Note the patron is now marked as in collections and has had the collections fee of 10.00 applied 5) Add a new fee to the patron's account 6) Run the update report with the same additional parameters 7) Verify the csv file generated contains that patron 8) Run the sync report with the same additional parameters 9) Note the csv file generated contains that patron Created attachment 31778 [details] [review] Bug 11887 - Add script for collections agency reports Some libraries use collections agencies such as Unique Management Services to collection large unpaid balances owed to the library. It would be helpful if Koha had a standard script to generate these reports, rather than forcing each library to create their own solution. This script is written following the guidelines for Unique Management Systems. However, the reports it outputs should be useable by any collections agency. Test Plan: 1) Create the four required patron attributes 2) Create a patron who owes more then 5.00 in fees 3) Run the submission report account_collections.pl -r submission \ -mb 3 -bd $yesterday_iso -ed $tomorrow_iso -f 10 \ -ft $fee_type -fd $fee_desc -c $can-collect-attribute-code \ -i $in-collections-attribute-code -l $last-updated-attribute-code \ -p previous-balance-attribute-code 4) Note the patron is now marked as in collections and has had the collections fee of 10.00 applied 5) Add a new fee to the patron's account 6) Run the update report with the same additional parameters 7) Verify the csv file generated contains that patron 8) Run the sync report with the same additional parameters 9) Note the csv file generated contains that patron Should this be 'Needs signoff?' (In reply to Owen Leonard from comment #8) > Should this be 'Needs signoff?' I agree with Owen, it looks like this should be "Needs Signoff" instead of assigned. Nick? (In reply to Lisette Scheer from comment #9) > (In reply to Owen Leonard from comment #8) > > Should this be 'Needs signoff?' > > I agree with Owen, it looks like this should be "Needs Signoff" instead of > assigned. Nick? Just switching it... amazingly it still applies. (In reply to Katrin Fischer from comment #10) > (In reply to Lisette Scheer from comment #9) > > (In reply to Owen Leonard from comment #8) > > > Should this be 'Needs signoff?' > > > > I agree with Owen, it looks like this should be "Needs Signoff" instead of > > assigned. Nick? > > Just switching it... amazingly it still applies. Maybe not so amazing for a new script... For whatever reason, I can't get this to run and get this error message: root@d541025c7641:cronjobs(bz11887)$ ./account_collections.pl -h Can't locate Koha/Accounts.pm in @INC (you may need to install the Koha::Accounts module) (@INC contains: /kohadevbox/koha /kohadevbox/qa-test-tools /etc/perl /usr/local/lib/x86_64-linux-gnu/perl/5.24.1 /usr/local/share/perl/5.24.1 /usr/lib/x86_64-linux-gnu/perl5/5.24 /usr/share/perl5 /usr/lib/x86_64-linux-gnu/perl/5.24 /usr/share/perl/5.24 /usr/local/lib/site_perl /usr/lib/x86_64-linux-gnu/perl-base) at ./account_collections.pl line 27. BEGIN failed--compilation aborted at ./account_collections.pl line 27. For reference for testing: Add four patron attribute codes (Home > Administration > Patrons and circulation > Patron attribute types) and use these codes when running, suggestions are: - COLLECT-CF (Description: Code used to define if a patron can be collected from; YES_NO authorized value) - COLLECT-IN (Description: Code used to define if a patron is currently in collections; YES_NO authorized value) - COLLECT-LU (Description: Attribute field used to define the date the patron was last updated for collections purposes) - COLLECT-PB (Description: Attribute field to record the patron balance of the last time the update report was run) Add a collection fee code (Home > Administration > Accounting > Debit types), suggestion is: - COLLECT (Default amount: 10.00; Description: Collection fee; Can be manually invoiced: ticked) Hm, have you run it from koha-shell? But it could also be caused by all the changes to the Accounts code. (In reply to Katrin Fischer from comment #13) > Hm, have you run it from koha-shell? But it could also be caused by all the > changes to the Accounts code. I did - other scripts ran okay. Changing status to Failed QA. |