Clear negative balance billing option
Affects | Status | Importance | Assigned to | Milestone | |
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Evergreen |
Fix Released
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Wishlist
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Unassigned |
Bug Description
I want to add an option to the staff client billing interface for managing negative-balance transactions by "zeroing" the transaction instead of refunding money to the patron. I plan to add this feature on top of bug #1198465, which replaces voided billings with a new void payment type.
For example:
patron billed $20
patron paid $10
$20 billing is "voided", which results in a $20 void payment.
transaction balance is now -$10.
In the brave new world of bug #1198465, this type of scenario should not happen for libraries that do not allow refunds. In those cases, the system would know to apply a void payment amount of $10 instead of $20, resulting in a $0 balance. However, given that library settings change over time and that legacy transactions may have negative balances, we need a way to arrive at a $0 balance, so the transaction can be closed in cases where a library does not wish to issue a refund for a given transaction.
My plan, using the example above, is that when staff choose this new "clear negative balance" option we simply modify the $20 void payment to be a $10 void payment, mimicking what would have happened had the voiding occurred with the no-refund logic applied in advance.
Changed in evergreen: | |
assignee: | nobody → Dan Wells (dbw2) |
Code:
http:// git.evergreen- ils.org/ ?p=working/ Evergreen. git;a=shortlog; h=refs/ heads/user/ berick/ lp1249398- clear-negative- balance- ui-option
This topic branch is a child of:
http:// git.mvlcstaff. org/?p= jason/ILS. git;a=shortlog; h=refs/ heads/Bill_ 01-Conditional- Negative- Balances
and assumes this code (and upgrade scripts, etc.) are all applied.
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To test, load a patron with one more more negative-balance transactions, right click on one more of them, and choose "Clear Negative Balance" from the context menu. Selected transactions should disappear from the list once complete (since the balance is now $0) and checking the billing history should show a $0-balance transaction.