Wishlist: Configurable Payment Types

Bug #1669445 reported by Chris Sharp
This bug affects 13 people
Affects Status Importance Assigned to Milestone

Bug Description

Evergreen provides a UI for managing billing types, allowing system administrators to create or remove different types as needed. Unfortunately, payment types are not at all configurable because of how they are implemented. Currently, "payment type" relies on database views based on money.payment, and include cash, check, credit card, forgive, work, and goods payments. It would improve Evergreen's configurability to rearchitect this structure to allow addition/removal of payment types in the same way we can manage billing types currently.

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Mike Rylander (mrylander) wrote :

For clarification about the database layer, the different payment types are not views but child tables. The reason to use table inheritance is to provide for the differing fields of different payment types.

Doing this also improves the code as it avoids the possibility of whole classes bugs. For instance, the business logic code does not have to make sure to conditionally use (or avoid) some fields for one payment type and others for another.

It also simplifies reporting, providing layers of abstraction such as when payments are tied to a particular location, or not.

I can certainly see a benefit to being able to "disable" certain payment types, and that would not be too hard to do. We could definitely improve the process of adding new types, as well, but because we're dealing with recording incoming money I feel strongly that the precision and bug-avoidance of the existing scheme has major benefits

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Jeff Godin (jgodin) wrote :


"Removal" of available payment types by disabling their use seems like it might address half of your original wish.

For the other half, can you give an idea of the kinds of payment types you envision adding?


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Christine Burns (christine-burns) wrote :

We would like to add a new payment type "Debit"

see - https://bugs.launchpad.net/evergreen/+bug/1811132

tags: added: billing circulation wishlist
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Dawn Dale (ddale) wrote :

PINES would like to add a payment type of "Unrecoverable Debt" or something like this. When libraries write off debt after X number of years, they want to be able to run reports on what was written off.

Revision history for this message
Jennifer Weston (jweston) wrote :

+1 to functionality for "Removal" of available payment types by disabling their use; this is a common request from libraries

tags: added: circ-billing
removed: billing wishlist
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