Fees brief view

[PascalRepond]

User story

As a librarian, I need to collect data related to the fines.
Ex Use cases: 1/ At the end of the day, a librarian needs to verify the total amount of fines collected by the library;
2/ A librarian needs to extract a list of patrons with fees not yet paid.

Acceptance criteria

Add in the "Reports & monitoring" section a new listing for a fee (`patron_transaction_event`) brief view with export option. [brief view: 5pt, export: +3pt]. See mockup attached.

Below the result number, a dynamic box displays the total number of the fees paid depending on the filter (could also be implemented via a facet).

The listing is filtered by default by the active library and by today's date.

• Sort: transaction date (default), amount, item library.

• Brief view:

  • DocumentTitle
  • CallNumber + ItemBarcode,
  • PatronName : hyperlink
  • fees category (overdue, subscription, other...) + amount

• Facets:

  • Item library
  • Action: delete, dispute, pay, pay a part
    • pay is pre-selected
  • Transaction library (where fees has been paid) -→ collapsed by default.
  • Transaction date -→ today's date by default.
  • fees category (overdue, subscription, other…) -→ collapsed by default.
  • patron type → collapsed by default.
  • status: open/closed. 'Open' for returned items with not paid fees.
    • closed is pre-selected

FOR LATER

• Fields to export:
• DocumentTitle,
• ItemBarcode,
• PatronName
• PatronBarcode
• Email
• PatronType,
• Item library,
• Transaction library,
• TransactionDate
• category (overdue, subscription, other…),
• amount,
• status,

Fees detail view (history):

• overdue : transaction date, category, transaction library, amount, document title, item, checkout date, patron (barcode), transaction history.
• Subscription/other: transaction date, category, transaction library, amount, patron (barcode), note, transaction history.