Bug 40743 - Unable to select the correct fund when paying invoices
Summary: Unable to select the correct fund when paying invoices
Status: Signed Off
Alias: None
Product: Koha
Classification: Unclassified
Component: Acquisitions (show other bugs)
Version: 25.05
Hardware: All All
: P5 - low critical
Assignee: Laura Escamilla
QA Contact: Testopia
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2025-09-02 23:47 UTC by Todd Goatley
Modified: 2025-09-05 08:29 UTC (History)
3 users (show)

See Also:
GIT URL:
Change sponsored?: ---
Patch complexity: ---
Documentation contact:
Documentation submission:
Text to go in the release notes:
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Attachments
Display of order edit (80.97 KB, image/png)
2025-09-02 23:47 UTC, Todd Goatley
Details
Bug 40743: Active funds not visible in Fund dropdown on order receive page (883 bytes, patch)
2025-09-03 15:46 UTC, Laura Escamilla
Details | Diff | Splinter Review
Bug 40743: Make active funds visible again (2.95 KB, patch)
2025-09-03 15:46 UTC, Laura Escamilla
Details | Diff | Splinter Review
Bug 40743: Active funds not visible in Fund dropdown on order receive page (931 bytes, patch)
2025-09-05 08:21 UTC, David Nind
Details | Diff | Splinter Review
Bug 40743: Make active funds visible again (3.00 KB, patch)
2025-09-05 08:21 UTC, David Nind
Details | Diff | Splinter Review

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Description Todd Goatley 2025-09-02 23:47:34 UTC
Created attachment 186059 [details]
Display of order edit

We are an early adopter to 25.05.02 and we're unable to select the correct fund when paying invoices. This refers to paying paper invoices we receive since as this Baker &Taylor example. Previously, we were given the option to select the fund, and since we have two active funds now due to closing out the fiscal year, we are only able to see one of the active funds (unfortunately not the fund we need to pay this invoice). I checked acquisitions permissions, and Sandra has full ACQ permissions.
Comment 1 Laura Escamilla 2025-09-03 15:46:43 UTC
Created attachment 186083 [details] [review]
Bug 40743: Active funds not visible in Fund dropdown on order receive page
Comment 2 Laura Escamilla 2025-09-03 15:46:45 UTC
Created attachment 186084 [details] [review]
Bug 40743: Make active funds visible again

To test:

1. Create a basket and add an item to the order. Close the basket.
2. Receive shipment. Create an invoice.
3. Go to the invoice and then go to the receipt page.
4. Receive the item you had added to your basket. Under Fund you will only see “Keep current (your budget name)”. Active budgets are not visible.
5. Click on “Show inactive” — both inactive and active budgets become visible.
6. Apply the patch. Restart all.
7. Repeat step 3 and 4. Notice now that the active budgets are visible under your Fund dropdown. On this step you can create an inactive budget / fund if you don’t have one set already. Next click on “Show inactive” and notice that the active fund is active, and the inactive fund has a budget_description of inactive.
8. Test to make sure budgets stick.
9. Sign off and have a wonderful day!
Comment 3 Tomás Cohen Arazi (tcohen) 2025-09-03 15:52:27 UTC
Broken feature, setting 'critical'
Comment 4 David Nind 2025-09-05 08:21:03 UTC
Created attachment 186190 [details] [review]
Bug 40743: Active funds not visible in Fund dropdown on order receive page

Signed-off-by: David Nind <david@davidnind.com>
Comment 5 David Nind 2025-09-05 08:21:10 UTC
Created attachment 186191 [details] [review]
Bug 40743: Make active funds visible again

To test:

1. Create a basket and add an item to the order. Close the basket.
2. Receive shipment. Create an invoice.
3. Go to the invoice and then go to the receipt page.
4. Receive the item you had added to your basket. Under Fund you will only see “Keep current (your budget name)”. Active budgets are not visible.
5. Click on “Show inactive” — both inactive and active budgets become visible.
6. Apply the patch. Restart all.
7. Repeat step 3 and 4. Notice now that the active budgets are visible under your Fund dropdown. On this step you can create an inactive budget / fund if you don’t have one set already. Next click on “Show inactive” and notice that the active fund is active, and the inactive fund has a budget_description of inactive.
8. Test to make sure budgets stick.
9. Sign off and have a wonderful day!

Signed-off-by: David Nind <david@davidnind.com>
Comment 6 David Nind 2025-09-05 08:28:52 UTC
What I noted when receiving (both before and after the patches), is that if you tick inactive, in the list of funds it shows in the dropdown list as:

Current
  Keep current (Whatever the fund was that you selected)
{budget_description}
Inactive
  Inactive fund name
Main budget
  Main fund
  ...