[OPEN-ILS-GENERAL] browser client update 2014-06-01 / billing UIs and print templates

[McCanna, Terran]

Thanks, Bill! My notes:


Bills Interface

- I like the new layout and it makes more visual sense to me. It is not so different that front line staff will have trouble adjusting to it.

- In playing around with voids, at one point I got an error message that has a typo (missing 'd' in 'selected') in it: "Event: 1211:BILL_ALREADY_VOIDED -> The selecte bill has already been voided." 

- When adding a new bill, I notice that in the current interface there is both Transaction Type and Billing Type, but in the browser interface, there is only Billing Type. In PINES, we don't actually select a Transaction Type (everything we bill manually is 'Grocery'), so I don't think losing that select field on the Add Bill popup form would affect us, but I wanted to throw it out there in case it would affect anyone else.

- When adding a billing type, only "Misc" is currently available - would you mind adding a few more types for our testing purposes? I assume the list varies widely from library to library, but a few we use are: Lost Card Fee, Equipment Fee, Returned Check Fee.



Viewing Full Details for a Bill

- You have the values in the Voided column showing as true/false and when I look at the current staff client it shows Yes/No. I find Yes/No easier to visually distinguish than true/false. That being said, I think it would be even easier to distinguish if it the false/no displayed as blank and only the Yes/true was displayed.

- The system would not allow me to edit any of the "System Generated..." notes - should I be able to?

- Payments grid is not sortable by column header like the other grids are



Print Templates

- I like it! I played around with some basic CSS formatting to style some of the lines and it all looked good.

- Will this interface have a list of available fields that can be pulled in (like the macro list on the current staff client), or at least a list in the documentation for the local admins to refer to? 

- Is the Preview button necessary? It looks like any change to the code previews automatically (which is great).

- I assume that these buttons/features are coming, but just haven't been built yet? (Default button, Import, Export, Force Printer Context)




Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmccanna at georgialibraries.org 

----- Original Message -----
From: "Bill Erickson" <berick at esilibrary.com>
To: "Evergreen Discussion Group" <open-ils-general at list.georgialibraries.org>
Sent: Monday, June 2, 2014 2:22:59 PM
Subject: [OPEN-ILS-GENERAL] browser client update 2014-06-01 / billing UIs	and print templates



Herein lie tales of billing and printing: 

http://wiki.evergreen-ils.org/doku.php?id=dev:browser_staff:dev_notes#section20140602 


-b 


-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: berick at esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts