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  1. UX Product
  2. UXPROD-2825

RA-Fine/fee Summary Cluster

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    Details

    • Template:
      UXPROD features
    • Back End Estimate:
      XXL < 30 days
    • Development Team:
      Reporting
    • Report Functional Area(s):
      Resource Access
    • Calculated Total Rank:
      38
    • Rank: Chalmers (Impl Aut 2019):
      R4
    • Rank: Chicago (MVP Sum 2020):
      R3
    • Rank: Cornell (Full Sum 2021):
      R2
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R3
    • Rank: GBV (MVP Sum 2020):
      R4
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R2

      Description

      Similar to UXPROD-2023, but this is an aggregate instead of line items.

      For every owning library, patron type, and fine type, calculate: total $ assessed, total $ paid, total $ forgiven, remaining balance. Filter by date range, include date range as column in table.

      What is the correct date to use for the filter? The date the fee account was created? The date of last activity on this account? Maybe use date_created from feesfines_account by default.

      How to calculate remaining balance? One option is "remaining" from accounts, but is that really the latest balance or just the result of one transaction? Is it overwritten each time (correctly)? Another option is to tally up payments and waives (and refunds??) and use that to calculate remaining?

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                Assignee:
                amzoss Angela Zoss
                Reporter:
                amzoss Angela Zoss
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                  Dates

                  Created:
                  Updated:

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