Internationalization and Localization (UXPROD-779)

[UXPROD-517] Ability to set default currency for a tenant Created: 16/Apr/18  Updated: 05/Sep/22  Resolved: 12/Jun/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q2 2019
Parent: Internationalization and Localization

Type: New Feature Priority: P1
Reporter: Holly Mistlebauer Assignee: Holly Mistlebauer
Resolution: Done Votes: 0
Labels: acquisitions, feesfines, i18n, invoices, orders, q1-2019-spillover
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: Zip Archive Currency Mockups.zip     Microsoft Word Currency and Number Localization.docx     PDF File CurrencySettingsPresentation2CateandJakub.pdf     JPEG File Latest-Currency-Setting.jpg     PNG File Localization Settings - First Example.png     PNG File Localization Settings - Second Example w_ Germany.png     PNG File Localization Settings - Second Example w_ Mexico.png     PNG File Localization Settings - Second Example w_ SEK.png     PNG File Localization Settings - Second Example.png     PNG File number-currency-formatting.png    
Issue links:
Blocks
is blocked by STCOM-532 Need component for drop-down values f... Closed
Relates
relates to STCOM-548 Locate ISO table for currency/numbers Closed
relates to UXPROD-302 Tenant configurable number format Closed
relates to EDGPATRON-103 edge-patron | Remove hardcoded curren... Closed
relates to MODPATRON-7 mod-patron | Remove hardcoded currenc... Closed
relates to UX-216 UX: Create mock-up for currency and n... Closed
relates to UXPROD-697 Ability to facilitate ordering and in... Closed
relates to UXPROD-1141 Create, close, cancel, Purchase Orders Closed
relates to UXPROD-1152 CRUD invoices and resolve/process inv... Closed
relates to UXPROD-779 Internationalization and Localization In Progress
relates to UIU-1040 Primary Currency Setting Closed
Epic Link: Internationalization and Localization
Front End Estimate: Small < 3 days
Front End Estimator: Holly Mistlebauer
Front-End Confidence factor: Low
Back End Estimate: Medium < 5 days
Back End Estimator: Holly Mistlebauer
Development Team: UNAM
Rank: Chalmers (Impl Aut 2019): R2
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R3
Rank: 5Colleges (Full Jul 2021): R5
Rank: GBV (MVP Sum 2020): R1
Rank: hbz (TBD): R1
Rank: Lehigh (MVP Summer 2020): R4
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

This determines which currency symbol displays, NOT the number of decimal places that display, not the decimal character, or whether you use commas or periods for thousands separators (that’s covered by Locale, which sets the number format).

This is also the currency used for roll-up reports so transactions in other currencies are converted to this one. Currency financials display in (funds etc). That’s out of scope for the feature that adds the setting, but might be worth noting for context.

See attached zipped folder Currency Mockups.zip for Kimie Kester's latest mock-ups.



 Comments   
Comment by Holly Mistlebauer [ 06/Jul/18 ]

SOME RESEARCH COMPLETED EARLIER BY HOLLY:

Examples: $12.34, €12,34, £12.34, ¥1234,

The value before the decimal point/comma is called the major currency unit and the value after the minor currency unit (aka sub-unit). There is an ISO standard that defines the relationship between the major currency unit and any minor currency unit. Often, the minor currency unit has a value that is 1/100 of the major unit, but 1/1000 is also common. Some currencies do not have any minor currency unit at all. In others, the major currency unit has so little value that the minor unit is no longer generally used (e.g. the Japanese sen, 1/100th of a yen). This is indicated in the standard by the currency exponent. For example, USD has exponent 2, while JPY has exponent 0. Mauritania does not use a decimal division of units, setting 1 ouguiya (UM) = 5 khoums, and Madagascar has 1 ariary = 5 iraimbilanja.

Wikipedia provides a "List of circulating currencies by state and/or territory" at
https://en.wikipedia.org/wiki/List_of_circulating_currencies, which provides the currency symbol and number of decimal places (e.g. none, 2, 3).

Comment by Holly Mistlebauer [ 03/Aug/18 ]

CURRENCY FORMAT IN SWEDEN
Format: 999.999.999,00 kr
Group Size: 3
Grouping Character: . (Dot)
Decimal Character: , (Comma)
Currency Symbol: kr
Currency Symbol Position: After number
Currency Name: Swedish Krona (SEK)

Comment by Holly Mistlebauer [ 06/Aug/18 ]

When this feature is implemented, will need to make changes to the following features for fees/fines...
Loan History (total fees/fines for item)
Loan Details (total fees/fines for item)
Checkout (borrower's total fees/fines)
Manual Fee/Fine Table
Fee/Fine Policies
Fees/Fines History
Fee/Fine Details
Charge Manual Fee/Fine
Pay Fee/Fine
Waive Fee/Fine
Patron Groups Limit Table
User Details
(Note: Depends on what has been completed when currency/number settings are completed.)

Comment by Cate Boerema (Inactive) [ 27/Sep/18 ]

Holly Mistlebauer, I see you marked this In Progress. Is this in development already? Remember, the use of status in UXPROD has changed. In Progress now means in Development and we use Draft for "PO Analysis In Progress". See https://folio-org.atlassian.net/wiki/display/COMMUNITY/Getting+Started+for+Product+Owners#GettingStartedforProductOwners-UXPRODEpicandFeatureWorkflow/Status for details on how status is used.

Comment by Cate Boerema (Inactive) [ 27/Sep/18 ]

Holly Mistlebauer can you please attach your mockups for this?

Comment by Holly Mistlebauer [ 01/Oct/18 ]

Cate, why did you change the Summary for this issue 3 days ago? This was originally for fees/fines only but back in July we made this the FOLIO-wide issue for setting currency for an institution and changed the Summary to "Ability to set default currency for a tenant." Three days ago you changed the Summary back to the old one: "Allow entry and display of fees/fines currency in appropriate locale setting." I already made a separate feature for fees/fines ( UXPROD-1104 Draft ). This one is supposed to be FOLIO-wide, not just fees/fines. I'm confused...

Comment by Holly Mistlebauer [ 01/Oct/18 ]

I am attaching my Example 1 and Example 2 mock-ups. Example 1 is a setting that is for display only, whereas Example 2 is a setting for when you need to know the currency in use for conversion purposes. I selected Example 2, because I am assuming in Acquisitions we will need to do currency conversion.
P.S. For some reason I am unable to attach anything in JIRA right now. I will do so as soon as I am able.

Comment by Cate Boerema (Inactive) [ 12/Oct/18 ]

Per Jakub Skoczen, this development could be done by UNAM. He'd just like to see an architecture write-up before they get started. Assigning to UNAM as dev team after discussion with Holly.

Comment by Holly Mistlebauer [ 18/Feb/19 ]

Jakub Skoczen and Cate Boerema: I have documented several options for handling currency setting in the attached document titled Currency and Number Localization.docx. I have a feeling I am over thinking this, so I want your input. I have also attached a mock-up developed by Kimie--it is named number-currency-formatting.png. I am happy to meet with you if that will be easier. Cate is out for a week, but what I need help with is more in Jakub's are. Thanks much!

Comment by Holly Mistlebauer [ 05/May/19 ]

The solution for UXPROD-517 Closed will encompass UXPROD-302 Closed .

Comment by Holly Mistlebauer [ 05/May/19 ]

Holly met with Jakub and Cate on May 2. She presented the mock-ups in attached file CurrencySettingsPresentation2CateandJakub.pdf. Decisions made are documented in the last page of the attachment. Holly passed the updates to Kimie, which resulted in the updated mock-ups in the attached zipped folder Currency Mockups.zip. Today Holly asked Kimie for one more change, as reported in JIRA issue UX-216 Closed .

Comment by Holly Mistlebauer [ 05/May/19 ]

Holly created issue STCOM-548 Closed for Zak to look for one or more files to use in loading the currency table.

Comment by Ann-Marie Breaux (Inactive) [ 06/May/19 ]

Holly Mistlebauer Dennis Bridges Could we have a meeting about currencies some time early next week? It would be great to look at the screens and talk through it all together. Hopefully we can find an ISO currency code library that will make it so that the currency symbol and decimal places are automatically determined. That way we don't have to build any of that - just refer to it,

Comment by Dennis Bridges [ 06/May/19 ]

Holly MistlebauerAnn-Marie Breaux I would definitely be available to meet and would really like to get a sense of implementation timeline for this as well. Anyway I can help move it along I'm happy contribute, as it will be very important to ACQs. thx!

Comment by Holly Mistlebauer [ 07/May/19 ]

Ann-Marie Breaux and Dennis Bridges, most of what is in mentioned in/attached to this feature is now old. Check STCOM-548 Closed for the latest info. Zak Burke is currently working to find a table for us. The institution will select the appropriate ISO currency code from the table. That's it. I have attached the latest thinking on the mock-up as Latest-Currency-Setting.jpg. I will be writing up the user story for UNAM this week for completion in the Q2 2019 release. We do have an issue with some currencies not displaying the same, such as the Canadian Dollar displaying differently in Quebec than in the rest of Canada and the Euro displaying differently in the Netherlands and Ireland than everywhere else, but the browser may take of that. That is what I am checking out now.

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