From: Liam Whalen Date: Wed, 19 Aug 2015 22:18:13 +0000 (-0700) Subject: LP1335668: Added release notes. X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=refs%2Fheads%2Fuser%2Fldw%2FLP1335688_Change_ACQ_Year_End;p=working%2FEvergreen.git LP1335668: Added release notes. Signed-off-by: Liam Whalen --- diff --git a/docs/acquisitions/new_acq_transfer_fund.txt b/docs/acquisitions/new_acq_transfer_fund.txt new file mode 100644 index 0000000000..1e2ecd7cf4 --- /dev/null +++ b/docs/acquisitions/new_acq_transfer_fund.txt @@ -0,0 +1,22 @@ +Upgrade Notes + +The process for ACQ Year End has changed. As well, the functioning of the +transfer_fund stored procedure has been modified. + +The major changes rely upon a change to acq.fund_allocation. The change adds two new columns: + +1. fund_amount +2. conversion_ratio. + +fund_amount is the amount of money allocated to the fund in the currency of the fund. +conversion_ratio is the ratio used to make the conversion. + +These columns are populated by a new trigger on the acq.fund_allocation table. + +The addition of the fund_amount column allows the exchange rates to be modified without changing the values stored in each fund. Previously, if you modify exchange rates, the values already allocated to funds changed. + +The transfer_fund stored procedure has had some of its logic modified, and a new stored procedure return_funds_to_source is added to simplify the logic in transfer_fund. + +return_funds_to_source is used in cases where the money is not being transferred to another fund, but, instead, is being returned to the funding source. + +As well, a small fix now allows funds with no money allocated to them to be displayed as $0.00. Finally, a number of PgTap tests are included to check these changes.