User story

As a librarian I want to be able to export order lines and accounts in CSV, so that I can use the data outside of RERO ILS.

Acceptance criteria

On the order brief view, there is an CSV export button. This creates one line per order line, including data from the receipts. Needed fields:

• Order PID
• Order reference
• Order date
• Order notes
• Order type
• Order status
• Vendor name
• Author
• Title
• Publisher
• Publication year
• Series statement
• ISBN
• Account name
• Account number
• Priority
• Order Line Notes / Reception notes (note type + content, everything in the same column)
• Order Line status (canceled or not)
• Ordered amount (unit price)
• Ordered quantity
• Received amount
• Received quantity
• Receipt reference
• Receipt date

Account export as CSV. Needed fields:

Export ONLY the accounts for the current budget (active). Closed budget/fiscal year shouldn't be exported.

• Account name
• Account number
• Allocated amount
• Current encumbrance
• Current expenditure
• Available balance

Nice to have: a librarian can export all the accounts related to his affiliations at once..

Screenshots/files

Tasks