Time |
Nick |
Message |
06:00 |
pinesol |
News from qatests: Testing Success <http://testing.evergreen-ils.org/~live> |
06:11 |
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07:22 |
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07:23 |
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08:10 |
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08:42 |
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08:43 |
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08:44 |
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09:13 |
Bmagic |
Does Evergreen automatically debit the new year Fund if the order took place on the previous fiscal year but the invoice was after rollover? |
09:16 |
csharp |
Bmagic: (per tlittle): "If they rolled over encumbrances, the invoice should debit the new fiscal year. Since the line items would have been updated to the new fiscal year" |
09:18 |
Bmagic |
ah! so it does do that. It sounds like the Fund needs to have "rollover" set to true and propagate set to true? |
09:18 |
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09:19 |
tlittle |
I was summoned :) |
09:19 |
Bmagic |
:) |
09:19 |
Bmagic |
tlittle: ah! so it does do that. It sounds like the Fund needs to have "rollover" set to true and propagate set to true? |
09:20 |
tlittle |
Bmagic Yes, it needs to have rollover=true, propagate=true. There's also a relevant library setting depending on whether you're just rolling over encumbrances, or if you're rolling over encumbrances + money |
09:20 |
Bmagic |
there we go! Thank you very much |
09:20 |
Bmagic |
tlittle++ |
09:20 |
tlittle |
You're very welcome, happy to help :) |
09:23 |
Bmagic |
tlittle: what if the rollover has already happened and those things were NOT set - I see some tables in the database like "fund_transfer" - it seems that there could be a manual way to move the encumbrances in the interface? |
09:26 |
tlittle |
You definitely can't move an encumbrance in the UI. Fund_transfer is to move money. Because if they didn't rollover the fund, the money rolled backwards into the funding source. So there'd be no money in the old fund |
09:27 |
Bmagic |
I appreciate your knowledge on the subject! |
09:28 |
tlittle |
If I've ever had to mess with encumbrances, I've had to have Chris do it through the DB and it's a pain because there's so many interconnecting pieces that you have to update. It's doable, but it's no fun |
09:28 |
Bmagic |
right - I'll shy away from that :) |
09:28 |
tlittle |
:D |
09:28 |
Bmagic |
while you are here..... |
09:29 |
Bmagic |
I was going to solve another acq problem by changing the associated year from 2020 to 1820 and 2019 to 1819, etc. It seems to me as long as I do this everywhere, it should't be an issue but since I have your ear... |
09:32 |
Bmagic |
the underlying issue is that the library needs those years "back" to sort of "restart" their acq. Because their fiscal "years" were* 6 months long, which started getting their year numbers higher and higher. Now they are annual fiscal years. They want to get back on track |
09:33 |
tlittle |
Oh wow. Okay, hmm. |
09:37 |
tlittle |
So they were doing a closeout every 6 months, which would tick up another year? How did that actually correspond to a fiscal year on paper? Were their fiscal years just written like FY20Jan-Dec? I have so many questions. I've never seen a 6 month fiscal year, hah :D |
09:38 |
tlittle |
I wonder if year is an integer in the DB? Oh, it is. Darn. I was wondering if you could set it as like 2019A and B. |
09:39 |
Bmagic |
I'm not sure what they did on paper. I'm sure they did some mental conversion. Yeah, it's an integer |
09:40 |
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09:40 |
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09:42 |
tlittle |
Yeah, I guess you could just go with your original plan. It bugs me, though. If you could shoehorn a 1/2 or A/B structure into a fiscal year, that'd be my preferred way to do it. You'd still have to change all the associated fiscal years either way, but it would more closely preserve what actually happened, which is that the purchases happened in |
09:42 |
tlittle |
FY20A or whatever. |
09:43 |
tlittle |
It probably depends on how closely they use the reporting structure for Acq. If they're looser about what ACQ says for historical reporting, then it's probably nbd. |
09:48 |
Bmagic |
tlittle: thanks! Changing that column in the database from integer to text would be a fairly big change to EG |
09:49 |
tlittle |
Oh yeah, definitely. Not suggesting to do that! Just if there's some crafty workaround with numbers :) |
09:53 |
tlittle |
You're just changing the fiscal year on funds, right? You may want to double check some associated line items / line item details after you make the change. I can't remember if they will update themselves to show the fund + new year or not. |
09:53 |
tlittle |
*in the UI. |
09:55 |
tlittle |
I think they should because the ID of the fund would be the same, but whenever we mess around with funds in the DB sometimes we have to manually change something else since everything's connected |
10:59 |
Bmagic |
tlittle: sorry for the delay. I think we are in agreement. The plan (for this issue) - is to update the Funds to be associated with an 1800's year integer. I think that the year has to exit first (in acq.fiscal_year) ? - Looking at that table now, it's empty... so I guess that one doesn't matter |
11:19 |
tlittle |
acq.fiscal_year is empty? I'm surprised--I think that's what the selector on the Load MARC Order page uses. Unless they're just not loading marcs. Although it doesn't look like that actually connects to the year on the acq.fund table, so for this purpose I don't think it matters if acq.fiscal_year isn't populated, I suppose |
11:44 |
pinesol |
[evergreen|Michele Morgan] LP#1842431 Make renewal failure reason more appropriate for patron notifications - <http://git.evergreen-ils.org/?p=Evergreen.git;a=commit;h=5cd402a> |
11:44 |
pinesol |
[evergreen|Jason Stephenson] LP#1842431 Split textcode and desc fields for AutoRenew user data - <http://git.evergreen-ils.org/?p=Evergreen.git;a=commit;h=ec11316> |
11:45 |
pinesol |
[evergreen|Jason Boyer] LP1842431: Remove redundant description field - <http://git.evergreen-ils.org/?p=Evergreen.git;a=commit;h=13c3771> |
12:02 |
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12:08 |
Dyrcona |
JBoyer: If you're interested in autorenewal notice features, how 'bout looking at bug 1843079? |
12:09 |
pinesol |
Launchpad bug 1843079 in Evergreen "Add Accurate Renewal Remaining to Autorenewal Notify " [Wishlist,Confirmed] https://launchpad.net/bugs/1843079 |
12:16 |
gmcharlt |
noting that I've just open a pull request for the Angular rewrite of acqusiitions search - bug 1850547 |
12:16 |
pinesol |
Launchpad bug 1850547 in Evergreen "Angular Acquisitions Sprint 3: Acquisitions Search" [Wishlist,Confirmed] https://launchpad.net/bugs/1850547 |
12:21 |
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12:43 |
pinesol |
[evergreen|Jason Boyer] LP1842431: Add a release note - <http://git.evergreen-ils.org/?p=Evergreen.git;a=commit;h=e8afbd4> |
12:45 |
Dyrcona |
csharp++ gmcharlt++ JBoyer++ # For setting up new commit email lists and the latter for testing it without knowing. |
12:47 |
JBoyer |
<Ralph_Wiggum>I'm helping!</Ralph_Wiggum> |
12:47 |
Dyrcona |
:) |
12:47 |
csharp |
gmcharlt++ |
14:20 |
JBoyer |
Dyrcona, comment and some ideas pushed to lp 1843079 |
14:21 |
pinesol |
Launchpad bug 1843079 in Evergreen "Add Accurate Renewal Remaining to Autorenewal Notify " [Wishlist,Confirmed] https://launchpad.net/bugs/1843079 |
14:23 |
JBoyer |
I need to read, my comments more carefully, before clicking the button, so many commas. |
14:24 |
gmcharlt |
just call yourself JBoyer the Splicer |
14:24 |
Dyrcona |
Yeah, Lp needs an edit button. I sometimes write long comments in my text edit and spell check them first. |
14:24 |
JBoyer |
<Kirk>What, we have here, is a failure to grammar.</Kirk> |
14:24 |
Dyrcona |
:) |
14:26 |
Dyrcona |
So, looking at it again, after a year, I think it would be better to just use the fields as-is from the circulation and make renewal_remaining and auto_renewal_remaining both visible and the let the template author figure out what to do with them. |
14:26 |
Dyrcona |
Well, 10 months, that certainly feel like a year and then some. :) |
14:28 |
Dyrcona |
I'll give it some thought and add a comment later. |
14:32 |
JBoyer |
That's an option. I'm fond of just using the "adjusted" renewal_remaining because it's always accurate, even if auto_renewal_remaining is set higher than renewal_remaining. |
14:40 |
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14:41 |
Dyrcona |
JBoyer++ # Always good suggestions |
14:47 |
pinesol |
[evergreen|Tiffany Little] LP #1717996 Change label for shareable buckets - <http://git.evergreen-ils.org/?p=Evergreen.git;a=commit;h=1568ec2> |
14:47 |
pinesol |
[evergreen|Jane Sandberg] LP #1717996 (follow-up) Change label for shareable user buckets - <http://git.evergreen-ils.org/?p=Evergreen.git;a=commit;h=558712a> |
15:02 |
Dyrcona |
JBoyer: How about we use your calculated renewal_remaining, but we call it auto_renewal_remaining, and we add a check on both of them to set them to 0 if they're less than 0. (I've seen renewal remaining go negative when staff use an override.) |
15:02 |
Dyrcona |
That first sentence was meant to be a question. |
15:24 |
Dyrcona |
JBoyer: I made another commit to that effect and pushed to a new collab branch. Let me know what you think. |
15:33 |
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15:35 |
Dyrcona |
collaboration++ |
15:35 |
csharp |
@praise collaboration |
15:35 |
* pinesol |
collaboration is the very model of a modern major hacker |
15:36 |
alynn26 |
Happy Sysadmin Day! |
15:39 |
csharp |
alynn26: and also with you |
15:47 |
Dyrcona |
It's Sysadmin Day? I missed National Tequila Day..... |
15:48 |
Dyrcona |
And, we have a circulation with -115 renewal remaining. That's a lot of overriding. |
15:49 |
csharp |
heh |
15:49 |
* csharp |
fires that staff member |
15:50 |
Dyrcona |
I don't sweat it, but I thought I'd look for the min(renewal_remaining) since I mentioned it. |
15:51 |
csharp |
wishlist: feature that terminates a staff member's employment so managers can let the software handle it |
15:51 |
Dyrcona |
ha! |
15:53 |
Dyrcona |
I haven't really looked, but I bet this is checked out to a special card, like children's room or display or something like that. |
15:54 |
Dyrcona |
Probably some remnants of a workflow that goes back 3 ILS products ago. |
15:58 |
Bmagic |
csharp: got another one for tlittle - If you cancel a PO -> does Evergreen send an EDI message to the vendor for notification of cancelation? |
15:59 |
csharp |
I can answer that: no |
15:59 |
Dyrcona |
Bmagic: I don't think so. |
15:59 |
csharp |
because one of the common issues we face in workflow is libraries cancelling lineitems/orders on the EG end without canceling on the vendor's end |
16:00 |
Bmagic |
that's what I think as well - it seems that we send when we activate the PO - but otherwise, it's all receiving EDI from the vendor |
16:00 |
csharp |
cleaning that up is a huge headache |
16:00 |
Bmagic |
yep! |
16:00 |
Bmagic |
that's what I've got, yay |
16:00 |
Dyrcona |
Is it even possible in EDI to cancel an order? |
16:01 |
Dyrcona |
Well, I guess there's what EDI allows and what library vendors allow. |
16:01 |
Dyrcona |
:) |
16:02 |
* JBoyer |
reappears from meetings |
16:03 |
JBoyer |
Yeah, negative renewals are a fun thing. There's at least one large consortium somewhere that places Force holds on items when items go negative at libraries that don't own them... :) |
16:05 |
Dyrcona |
So, to answer my question: It does appear that EDI supports buyer cancelling an order via the Purchase Order Change "message." |
16:05 |
Dyrcona |
JBoyer: Welcome back from meetings! |
16:14 |
JBoyer |
Going to get back to lp 1843079 next week, but I'm +1 for the changes. (If anyone else wants to run it through one more test / signoff so all I need to do is commit and push that's A-O-K. ;) ) |
16:14 |
pinesol |
Launchpad bug 1843079 in Evergreen "Add Accurate Renewal Remaining to Autorenewal Notify " [Wishlist,Confirmed] https://launchpad.net/bugs/1843079 |
16:14 |
Dyrcona |
JBoyer++ |
16:14 |
Dyrcona |
I'm signing out, now. Everyone have a great weekend! |
16:18 |
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16:20 |
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17:18 |
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17:40 |
pinesol |
[evergreen|Jeff Davis] LP#1847343: fix Exclude Electronic Resources checkbox when locale picker is enabled - <http://git.evergreen-ils.org/?p=Evergreen.git;a=commit;h=ad4ec59> |
17:56 |
pinesol |
[evergreen|Mike Rylander] LP#1885759: Count months and quarters across year boundaries - <http://git.evergreen-ils.org/?p=Evergreen.git;a=commit;h=3cbd3d7> |
18:01 |
pinesol |
News from qatests: Testing Success <http://testing.evergreen-ils.org/~live> |
18:12 |
pinesol |
[evergreen|Josh Stompro] LP#1783793 - Suspend holds when activation date set in web client angularjs - <http://git.evergreen-ils.org/?p=Evergreen.git;a=commit;h=bcccbf0> |
18:42 |
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