Summary: | Add additional fields support to credit types | ||
---|---|---|---|
Product: | Koha | Reporter: | Martin Renvoize (ashimema) <martin.renvoize> |
Component: | Fines and fees | Assignee: | Martin Renvoize (ashimema) <martin.renvoize> |
Status: | Needs documenting --- | QA Contact: | Brendan Gallagher <brendan> |
Severity: | enhancement | ||
Priority: | P5 - low | CC: | aude.charillon, brendan, daniel.jones, fiona.borthwick, fridolin.somers, hdunne-howrie, lucas, martin.renvoize, pedro.amorim, sally.healey, testopia |
Version: | Main | ||
Hardware: | All | ||
OS: | All | ||
GIT URL: | Change sponsored?: | --- | |
Patch complexity: | --- | Documentation contact: | |
Documentation submission: | Text to go in the release notes: |
**Summary:**
Credit types lacked support for custom data, limiting financial tracking options.
**Enhancement:**
Additional fields can now be added to credit type configurations to store extra metadata such as reporting codes.
**Impact:**
Enables better integration with external financial systems or internal reporting needs.
|
|
Version(s) released in: |
25.05.00
|
Circulation function: | |
Bug Depends on: | 38457 | ||
Bug Blocks: | |||
Attachments: |
Bug 39177: DBIC Add AdditionalFields to AccountCreditType
Bug 39177: Add additional fields to credit types Bug 39177: DBIC Add AdditionalFields to AccountCreditType Bug 39177: Add additional fields to credit types Bug 39177: DBIC Add AdditionalFields to AccountCreditType Bug 39177: Add additional fields to credit types Bug 39177: DBIC Add AdditionalFields to AccountCreditType Bug 39177: Add additional fields to credit types |
Description
Martin Renvoize (ashimema)
2025-02-20 12:43:56 UTC
Created attachment 178409 [details] [review] Bug 39177: DBIC Add AdditionalFields to AccountCreditType Sponsored-by: PTFS Europe <https://ptfs-europe.com> Created attachment 178410 [details] [review] Bug 39177: Add additional fields to credit types Test plan, k-t-d: 1) Before defining any additional fields for account_credit_types, confirm that the 'Additional fields' section does not appear when attempting to add a new or edit an existing credit type. 2) Add a new additional field to 'account_credit_types': <staff_url>/cgi-bin/koha/admin/additional-fields.pl?tablename=account_credit_types 3) Click 'New field'. Add a name. Click Save. 4) Repeat step 2 but repeatable. Repeat again for 2 more of AV category (one repeatable, one not repeatable) 5) Edit an account credit type: <staff_url>/cgi-bin/koha/admin/credit_types.pl?op=add_form&code=MANUAL 6) Input various values in the different additional fields. Click 'Submit' 7) Edit the same credit type again and note the additional fields added in the previous step are visible <staff_url>/cgi-bin/koha/admin/credit_types.pl?op=add_form&code=MANUAL Sponsored-by: PTFS Europe <https://ptfs-europe.com> Needs a quick rebase (sorry!!) Created attachment 180499 [details] [review] Bug 39177: DBIC Add AdditionalFields to AccountCreditType Sponsored-by: PTFS Europe <https://ptfs-europe.com> Created attachment 180500 [details] [review] Bug 39177: Add additional fields to credit types Test plan, k-t-d: 1) Before defining any additional fields for account_credit_types, confirm that the 'Additional fields' section does not appear when attempting to add a new or edit an existing credit type. 2) Add a new additional field to 'account_credit_types': <staff_url>/cgi-bin/koha/admin/additional-fields.pl?tablename=account_credit_types 3) Click 'New field'. Add a name. Click Save. 4) Repeat step 2 but repeatable. Repeat again for 2 more of AV category (one repeatable, one not repeatable) 5) Edit an account credit type: <staff_url>/cgi-bin/koha/admin/credit_types.pl?op=add_form&code=MANUAL 6) Input various values in the different additional fields. Click 'Submit' 7) Edit the same credit type again and note the additional fields added in the previous step are visible <staff_url>/cgi-bin/koha/admin/credit_types.pl?op=add_form&code=MANUAL Sponsored-by: PTFS Europe <https://ptfs-europe.com> Created attachment 180501 [details] [review] Bug 39177: DBIC Add AdditionalFields to AccountCreditType Sponsored-by: PTFS Europe <https://ptfs-europe.com> Signed-off-by: Brendan Gallagher <brendan@bywatersolutions.com> Created attachment 180502 [details] [review] Bug 39177: Add additional fields to credit types Test plan, k-t-d: 1) Before defining any additional fields for account_credit_types, confirm that the 'Additional fields' section does not appear when attempting to add a new or edit an existing credit type. 2) Add a new additional field to 'account_credit_types': <staff_url>/cgi-bin/koha/admin/additional-fields.pl?tablename=account_credit_types 3) Click 'New field'. Add a name. Click Save. 4) Repeat step 2 but repeatable. Repeat again for 2 more of AV category (one repeatable, one not repeatable) 5) Edit an account credit type: <staff_url>/cgi-bin/koha/admin/credit_types.pl?op=add_form&code=MANUAL 6) Input various values in the different additional fields. Click 'Submit' 7) Edit the same credit type again and note the additional fields added in the previous step are visible <staff_url>/cgi-bin/koha/admin/credit_types.pl?op=add_form&code=MANUAL Sponsored-by: PTFS Europe <https://ptfs-europe.com> Signed-off-by: Brendan Gallagher <brendan@bywatersolutions.com> Small rebase needed here. Created attachment 182389 [details] [review] Bug 39177: DBIC Add AdditionalFields to AccountCreditType Sponsored-by: PTFS Europe <https://ptfs-europe.com> Signed-off-by: Hannah Dunne-Howrie <hdunne-howrie@westminster.gov.uk> Signed-off-by: Brendan Gallagher <brendan@bywatersolutions.com> Created attachment 182390 [details] [review] Bug 39177: Add additional fields to credit types Test plan, k-t-d: 1) Before defining any additional fields for account_credit_types, confirm that the 'Additional fields' section does not appear when attempting to add a new or edit an existing credit type. 2) Add a new additional field to 'account_credit_types': <staff_url>/cgi-bin/koha/admin/additional-fields.pl?tablename=account_credit_types 3) Click 'New field'. Add a name. Click Save. 4) Repeat step 2 but repeatable. Repeat again for 2 more of AV category (one repeatable, one not repeatable) 5) Edit an account credit type: <staff_url>/cgi-bin/koha/admin/credit_types.pl?op=add_form&code=MANUAL 6) Input various values in the different additional fields. Click 'Submit' 7) Edit the same credit type again and note the additional fields added in the previous step are visible <staff_url>/cgi-bin/koha/admin/credit_types.pl?op=add_form&code=MANUAL Sponsored-by: PTFS Europe <https://ptfs-europe.com> Signed-off-by: Hannah Dunne-Howrie <hdunne-howrie@westminster.gov.uk> Signed-off-by: Brendan Gallagher <brendan@bywatersolutions.com> Is point of sale the right component here and for bug 38457? I was thinking fines or system administration maybe. Pushed for 25.05! Well done everyone, thank you! Enhancement not pushed to 24.11.x |