Changes by Release - folio-org/folio-analytics GitHub Wiki

Changes by release

Table of Contents

1.7.0 (Poppy/LDP)

  • Documentation Change - CHANGES.md removed
  • Documentation Change - PORTING.md removed
  • Documentation Change - CONTRIBUTING.md updated

LDP

  • LDP table removed: invoice_transactions
  • Fix po_lines columns in ldp_add_column.conf
  • Add sample script for loading LDP derived tables
  • Added transaction_expense_class_code, transaction_expense_class_name, and external_account_number to finance_transactions_purchase_orders derived table for LDP
  • Added derived table po_lines_fund_distribution

Metadb

  • Derived tables
    • New derived tables
      • openaccess_checklists
      • openaccess_publication_request
      • item_circulation_notes
    • Updated filenames / attributes
      • instance_ext - In the derived table, the attributes have been renamed 1:1 to those of the LDP version.
      • "po_line_vendor_reference_number" to "po_lines_vendor_reference_numbers" to match equivalent LDP table name
    • Removed derived tables
      • finance_po_inv_transactions
    • New features for existing derived tables
      • Removed extra JOINS from Metadb derived tables
        • instance_notes
        • instance_series
        • instance_subjects
      • Added comments to derived tables
        • invoice_lines_adjustments
        • invoice_lines_fund_distributions
        • po_lines_tags
      • Added expense class information to derived tables
        • finance_invoice_transactions
        • finance_transactions_purchase_orders
  • Reports
    • Added eUsage COUNTER Master Reports
      • DR - COUNTER Database Master Report
      • IR - COUNTER Item Master Report
      • PR - COUNTER Platform Master Report
      • TR - COUNTER Title Master Report
    • Ported Rpt ERM-Inventory Costs Cluster to Metadb

Reporting app

It is now possible to create reports for the FOLIO Reporting app.

Other

  • Breaking change: Updated column names in po_line_fund_distribution_transactions (changing letter case)
  • Only works as of Orchid: Report query to unpack subject lists [Example only]

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1.6.0 (Orchid/LDP)

  • Breaking changes: created_location is renamed to bill_to, po_wf_status renamed to po_workflow_status, created_by renamed to created_by_user_name; New fields added: manual, po_number_id, po_line_id, ship_to, pol_holdings_id, pol_location_source; Comments added; Updated to replace obsolete uses of json_extract_path_text().

  • Ported new Metadb derived table "po_prod_ids" with comments.

  • Fixed table names in po_organization.sql.

  • Added new metadb deived table: po_organization with expanded column names: organization_id, organization_name, organization_code, ogranization_descriprtion from previously used org_id, org_code, org_name, org_description in LDP. Added new field "is_vendor" to indicate if organization is a vendor.

  • Due to a data structure change for series into 'array' that has changed how the data field "series" needs to be extracted from the json data.

  • Due to a data structure change for subjects into 'array' that has changed how the data field "subject" needs to be extracted from the json data.

  • Added item effective call number components (call number, suffix, prefix) in loans_items derived table. Comments added as well.

  • Porting po_instance derived table to Metadb.

  • corrected "hrid" to "item_hrid" for index

  • Submitted changes for items_holdings_instances table: renamed: hrid to item_hrid, cal_number to holdings_call_number; added: holdings_hrid, instance_hrid, item_effective_call_number, item_effective_call_number_prefix, item _effective_call_number_suffix created comments at the end.

  • Added comments to metadb derived table po_line_vendor_reference_number.sql.

  • Use timestamptz columns for data extracted from metadata createdDate fields.

  • Updated LDP derived table locations_service_points to add documentation and remove unnecessary quotation marks and tabs. Also ported to Metadb.

  • Created report loans_and_renewals_counts_by_year.sql for metadb

  • A new derived table for LDP and Metadb to show financial data.

    • finance_funds_ext for LDP
    • finance_funds for Metadb

  • Ported LDP derived table requests_items to Metadb

  • Ported derived table feesfines_accounts_actions from LDP.

  • Added comments for public.po_order_invoice_relns

  • Corrected table names in comments

  • Added comments to po_lines_vendor_reference_numbers.sql

  • Added comments to public.sql for public_po_lines table

  • Ported derived table users_addresses from LDP.

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1.5.0 (Nolana/LDP)

  • Additional columns added for po_lines_locations: pol_location_name and pol_location source to accomodate data structure change with adding holding_id field for po lines, Added comments to all columns for po_lines_locations.sql.

  • New derived table for LDP, instance_administrative_notes, extracts administrative notes from instance records.

  • Columns finance_funds.fund_type_id and finance_transactions.description added to ldp_add_columns.conf.

  • LDP derived table requests_items updated to replace obsolete uses of json_extract_path_text()

  • Added encumbrance status to LDP derived table finance_transaction_purchase_order.

  • Added comments to derived tables: agreements_custom_property, licenses_license_ext, finance_transaction_purchase_order, po_line_fund_distribution_transactions, agreements_subscription_agreement, agreements_subscription_agreement_entitlement, po_acq_unit_ids, invoice_voucher_lines_fund_distributions, po_lines_eresource, po_lines_details_subscription, po_ongoing, po_lines_er_mat_type, po_lines_phys_mat_type, agreements_subscription_agreement_org_ext, finance_transaction_invoices, invoice_adjustments_ext, invoice_adjustments_in_addition_to, po_lines_cost, agreements_package_content_item, holdings_administrative_notes, po_lines_physical.

  • Fixed error "Column reference res_name is ambiguous" in report erm_agreement_package_content_item_list.

  • Ported derived table invoice_lines_adjustments from LDP.

  • Updated report query erm_agreement_cancellation_dates with improvements and to support schema changes in the source data.

  • Deleted derived table finance_po_inv_transactions.

  • Additional columns added to ldp_add_columns.conf: finance_funds.fund_type_id and finance_transactions.description.

  • Fixed data type of column created_date in derived table po_instance.

  • Added column holding_id and related locations at PO line level for derived table po_lines_eresource.

  • Fixed timestamp data types in derived table item_ext.

  • Removed field pol_phys_volumes_description from derived table po_lines_physical.

  • Removed duplicate column holdings_record_id from derived table items_holdings_instances.

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