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Feb 19, 2024

[T-3446] [SOLVED] Finance Problem 2nd Review and correct problem if it exists

We have conducted a thorough review of the finances module, starting with the analysis of the "View items without Finances" report. During this review, two important fields were added to the table: "From date" and "To date". These dates indicate the start and end of each item, facilitating the identification of any potential duplicates.

Table Report Without Finances

It was reported that there were recurring instances of item creation without finances, particularly when using the "Extend Holiday" function. After thorough investigation, we confirmed this issue to be persistent. Consequently, we updated the function to ensure the proper creation of finances for each item, with a value of 0.

Classes created using extend holiday function
Finance Items created with the extend holiday function

Furthermore, we have updated the price items selector in the course modal to prevent switching to a regular course when the course type is holiday. This ensures consistency in course scheduling and avoids potential conflicts.

To conclude the update, it's important to note that the "View items without Finance" report will display all items within each enrollment where there is an absence of a finance relationship. This will provide a clear overview of any areas requiring additional attention in terms of financial management.

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