Bug 17735

Summary: Merge boraccount and pay pages into one
Product: Koha Reporter: Josef Moravec <josef.moravec>
Component: Fines and feesAssignee: Martin Renvoize <martin.renvoize>
Status: ASSIGNED --- QA Contact: Testopia <testopia>
Severity: enhancement    
Priority: P5 - low CC: black23, gmcharlt, katrin.fischer, kyle.m.hall, martin.renvoize, rbit, sally.healey
Version: master   
Hardware: All   
OS: All   
URL: https://gitlab.com/mrenvoize/Koha/-/compare/master...bug_17735
Change sponsored?: --- Patch complexity: ---
Documentation contact: Documentation submission:
Text to go in the release notes:
Version(s) released in:
Bug Depends on: 24079, 25976, 22435, 24603, 27796, 29453    
Bug Blocks: 17596    

Description Josef Moravec 2016-12-07 11:18:54 UTC
We don't really need to have this agenda on two pages - using the one pages would be simpler and makes the workflow more straightforward
Comment 1 Martin Renvoize 2019-09-25 10:19:46 UTC
Comment 2 Martin Renvoize 2021-02-03 11:28:13 UTC
I think this would actually be better served by two pages.. but not the two we have..

I think we need one page for 'Transactions', i.e. Where we use the offsets to work find accountlines for just the cases where 'Money has changed hands'.. 'PAYMENTS' and 'PAYOUTS' initially.. but we could also include 'CANCELLATIONS'?

Then a second page for 'Outstanding amounts.. to list of debits and credits with amountoutstanding != 0 (and thus the one's that need further action).
Comment 3 Martin Renvoize 2021-11-09 15:50:28 UTC
I'm reconsidering this again..

Right now I'm thinking

'Charges' on one page, with the ability to expand the row much like the current; 'details page displays offsets now, but inline.

'Deductions/Credits' on a page to show from the opposite view.. payments, write-offs, outstanding credits etc.

Perhaps a new 'Transactions' page that mimics the point of sale and uses dates in offsets to display the application of credit against debits over time.