Hi, It would be nice to have logs for budgets and funds. Then, we would know which amended funds and also have a history of changes. Regards, Marjorie
This is a critical issue for any library with a trust account. Additions to the budget may be made at any time, or funds may be transferred from one fund code to another. These changes need to be documented and currently the only way to do so is by capturing screen prints before and after, plus extensive use of notes.
Hi Sandre, thx for explaining!
Hello Logs for budgets and funds would be of considerable help and would reduce the workload within our Acquisitions teams.
Having the ability to track transfer between budgets would be a great help to our library. It would make reconciling with our cities budget much easier.
This would be a really nice feature to track our transfer of funds and budgets, not only for history but for our County auditing.
Agree with Rhonda and Sandy. It definitely would be nice to have an audit trail/log for the funds and budgets.
For state agencies having an audit trail within the module would be quite helpful.
Additionally, I think having an audit trail would be helpful in working with blanket POs. Write now I add notes when changes are made. I use a blanket po to track expenses for our patron driven acquisitions accounts as well as some others.
The acquisitions SIG discussed this enhancement and came up with some features that multiple libraries said would help their workflow. Some of the specific features are a history of changes to the fund that is collapsible, need a transfer between funds function as well as a add/subtract function for each account. I have attached a mock-up of the 'Modify Fund ...' screen that would incorporate the features the libraries would like. Page 1 is a suggestion to make the fund modification screen accessible from the 'all available funds... page. Page 2 shows what the current 'Modify Fund....' page looks like. Page 3 shows the mock-up of how we would like it to look. Any thoughts?
Created attachment 99678 [details] mock-up of Modify Fund page to include new features
Comment on attachment 99678 [details] mock-up of Modify Fund page to include new features I think this enhancement would make it much easier to edit our funds throughout the year.
*** Bug 34049 has been marked as a duplicate of this bug. ***
Hi you marked https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=34049 as a duplicate, but I am not sure of that. By "logs", do you mean logs visible in /tools/viewlog.pl ? What I meant in 34049 was not to "log" modifications that way, because logs are often disabled in production Koha for performance issues, and not easy to consult for the average librarian. I was thinking of a real "feature" permitting any fund owner/user to see the modifications of their fund. It means at least (very quick draft) - creating a new column inital_amount in aqbudgets - creating a new SQL table like aqbudgets_changes - each new line aqbudgets_changes would add or substract money (with an optional comment) to aqbudgets.budget_amount, without altering aqbudgets.inital_amount and of course some substantial modifications to the templates
(In reply to mathieu saby from comment #14) > Hi > you marked https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=34049 > as a duplicate, but I am not sure of that. > By "logs", do you mean logs visible in /tools/viewlog.pl ? > > What I meant in 34049 was not to "log" modifications that way, because logs > are often disabled in production Koha for performance issues, and not easy > to consult for the average librarian. I was thinking of a real "feature" > permitting any fund owner/user to see the modifications of their fund. It > means at least (very quick draft) > - creating a new column inital_amount in aqbudgets > - creating a new SQL table like aqbudgets_changes > - each new line aqbudgets_changes would add or substract money (with an > optional comment) to aqbudgets.budget_amount, without altering > aqbudgets.inital_amount > and of course some substantial modifications to the templates Hi Mathieu, I have to admit I have never heard of people turning off logs for perfomance. I know that we keep the CatalougingLog off for the size it creates. My suggestion here would be to create a log for the funds/budgets only and then we could use the entries to build a nicer display than the log viewer gives us if required. A separate table could also be an option. I believe the idea of the two bugs is the same, so we can have the discussion about requirements and implementation in one place.
Well, our vendor (Biblibre) told us not to activate the logs in general, but we did not ask specifically if logging acquisition activities could impact performances... Anyway, my colleagues asked recently for a way to *easily* track changes to their funds by the acquisition coordinator (quite often at the end of the year). We will give a try to the logging system, maybe it could suit our needs, but I doubt that.
(In reply to mathieu saby from comment #16) > Well, our vendor (Biblibre) told us not to activate the logs in general, but > we did not ask specifically if logging acquisition activities could impact > performances... > > Anyway, my colleagues asked recently for a way to *easily* track changes to > their funds by the acquisition coordinator (quite often at the end of the > year). We will give a try to the logging system, maybe it could suit our > needs, but I doubt that. It doesn't work right now. There is no logging implemented for fund changes, but only other acq activities.
Well, in 22.11.05 it seems it works : I activated acquisition's log and modified a fund (2880 euros -> 1880 euros) A new line appeared in the logs : - Date - Librarian - Module : Acquisition - Action : Modify a fund - Object : 21 - Info : {"budget_encumb_old":null,"budget_amount_new":"1880.00","budget_expend_old":"0.000000","budget_expend_new":"0.00","budget_amount_old":"2880.000000","budget_encumb_new":"","budget_amount_change":-1000} I also added a note, but unfortunately it was not logged.
(In reply to mathieu saby from comment #18) > Well, in 22.11.05 it seems it works : > I activated acquisition's log and modified a fund (2880 euros -> 1880 euros) > > A new line appeared in the logs : > > - Date > - Librarian > - Module : Acquisition > - Action : Modify a fund > - Object : 21 > - Info : > {"budget_encumb_old":null,"budget_amount_new":"1880.00","budget_expend_old": > "0.000000","budget_expend_new":"0.00","budget_amount_old":"2880.000000", > "budget_encumb_new":"","budget_amount_change":-1000} > > > I also added a note, but unfortunately it was not logged. I didn't know that! thanks for reporting back :)
I am trying to design a custom report for my libray. By the way, the .docx attachment by Rhonda Kuiper describes **exactly** what I had in mind in https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=34049
But the name of this ticket has to be changed, as the "raw" logs now exist
Thanks for the nice new name
Mathieu, you might be interested in bug 25918!
it is a duplicate
I missed the earlier comment pointing it out already - yes, maybe we should resolve them. Just going through old bugs, it's hard to keep an overview.