From d63b0fa312e2a8a9a754d7788d764e217ac52c7a Mon Sep 17 00:00:00 2001 From: Galen Charlton Date: Tue, 22 Jun 2021 18:00:33 -0400 Subject: [PATCH] LP#1904244: add release notes Signed-off-by: Galen Charlton Signed-off-by: Ruth Frasur Signed-off-by: Bill Erickson --- .../Acquisitions/Angular_Acquisitions_Admin.adoc | 134 +++++++++++++++++++++ 1 file changed, 134 insertions(+) create mode 100644 docs/RELEASE_NOTES_NEXT/Acquisitions/Angular_Acquisitions_Admin.adoc diff --git a/docs/RELEASE_NOTES_NEXT/Acquisitions/Angular_Acquisitions_Admin.adoc b/docs/RELEASE_NOTES_NEXT/Acquisitions/Angular_Acquisitions_Admin.adoc new file mode 100644 index 0000000000..3e2c4ea8c2 --- /dev/null +++ b/docs/RELEASE_NOTES_NEXT/Acquisitions/Angular_Acquisitions_Admin.adoc @@ -0,0 +1,134 @@ +== Angular Rewrite of Acquisitions Administration Interfaces == + +Several administrative interfaces for acquisitions have been rewritten +to use the Angular framework: + + * Claiming + * Currencies and Exchange Rates + * Distribution Formulas + * EDI Attribute Sets + * Fund Administration + +=== Claiming === + +The interface for managing claim policies is now a single multi-tabbed +page that combines the previous interfaces for: + + * Claim Policies + * Claim Policy Actions + * Claim Types + * Claim Event Types + +The new interface can be found in Administration > Acquisitions +Administration > Claiming. + +=== Currencies and Exchange Rates === + +The previous two interfaces for managing currencies and exchange +rates have been consolidated into one. The new interface allows +users to create, modify, and delete currency types. In addition, +the list of currencies now has 'Manage Exchange Rates' buttons +to allow specifying the exchange rate from the selected currency +to another one. + +If an exchange is set in one direction, e.g., from USD to EUR, +opening the 'Manage Exchange Rates' for EUR will show the inverse +of the exchange rate for USD as a read-only field. + +The new interface can be found in Administration > Acquisitions +Administration > Currencies and Exchange Rates. + +=== Distribution Formulas === + +The Angular interface for managing distribution formulas displays +a grid of existing formulas and allows authorized users to create, +modify, and delete formulas. The dialog for editing a formula +allows the user to define one or more entries containing +owning library, number of items, and optionally shelving location, fund, +circulation modifier, and collection code. + +The new interface can be found in Administration > Acquisitions +Administration > Distribution Formulas. + +=== EDI Attribute Sets === + +The Angular EDI attribute sets interface is similar to the previous +one. However, it includes enhancements to display the number of +providers using an attribute set as well as a 'View Providers' button +to navigate to those providers. + +The new interface can be found in Administration > Acquisitions +Administration > EDI Attribute Sets. + +=== Fund Administration === + +The new fund administration interface unifies configuration of funding +sources, purchasing funds, and fund tags. The interface has three tabs: + + * Funds + * Funding Sources + * Fund Tags + +The Funds tab displays a filterable list of funds that allows the +user to create, modify, and remove funds. The fund name is hyperlinked; +clicking that hyperlink opens a dialog that has the following tabs: + + * Summary: this contains summary information about the fund, + including various balances. + * Allocations: this lists allocations to and from the fund. + * Transfers: this lists fund transfers to and from the fund. + * Debits: this lists debits against the fund. As an enhancement + from the previous version of the funds interface, the grid + of debits now has links to the line item, purchase order, + and/or invoice associated with the debit. + * Tags: this lists the tags associated with the funds and allows + the user to add or remove tag associations. + +The fund management dialog also allows the user to create allocations +into the fund and transfer money away from the fund. + +The funds tab also has a 'Fiscal Propagation and Rollover' button. +The library from the selector on the funds tab is used to set the +context org unit for the propagation and rollover. Upon clicking the +button, a dialog box appears that allows the user to select the fiscal +year to propagate or rollover, checkboxes to specify whether to also +perform a fiscal year close-out and whether to limit a close-out to +encumbrances, and a checkbox to specify whether or not to do a dry run. +Upon completion of the propagation, the dialog will display summary +results. + + +The Funding Sources tab displays a filterable list of funding +sources and allows the user to create funding sources, apply and view +credits, allocate money to funds, and view allocations. + +The Fund Tags tab presents a grid that allows users view view, +create, modify, and delete fund tags. Assigning a tag to a fund is +done using the fund management dialog. + +The new interface can be found in Administration > Acquisitions +Administration > Fund Administration. + +=== Other Changes === + +The following miscellaneous changes are included in this work: + +* Funds are now displayed in Angular selectors with the pattern + "CODE (YEAR) (OWNING_LIBRARY)" +* The automatically generated fund allocation note associated with + fund transfers now reads "Transfer to/form fund CODE (YEAR) (OWNER)". + Previously, the fund was identified only by its numeric fund ID. +* A new style was added for display of negative money amounts. By + default, these amounts display with red text. +* The fund propagation and rollover report now includes the total + amount of encumbrances that were rolled over. +* Various dynamic Angular comboboxes will now display up to 100 + entries upon a click without requiring that the user submit a + search term. +* Various Angular record editing forms will now complain if + the user tries to save a field value that contains only whitespace. +* Currency amounts in Angular are no longer displayed with a currency + symbol. Prior to this change, monetary amounts were displayed with + a dollar sign regardless of the intended currency. +* Various changes were made in the IDL to adjust field labels and + to mark certain fields as required. -- 2.11.0