Orders - Trillium - Notes on functionality
New features
Allow library to set alternate exchange rate source
By default, FOLIO looks up currency exchange rates from the European Central Bank. As of the Trillium release, libraries may choose to define an alternate exchange rate provider. This is configured in the “Finance” section of the Settings app.
Demo
Notes
Scope
This feature replaces the default automatic exchange rate lookup in FOLIO
It does NOT override manually assigned exchange rates
Permissions/capabilities
Eureka:
To edit:
ui_finance_settings.manage (existing)
ui-finance_settings_exchangeratesource.manage (NEW)
To view:
ui_finance_settings.view (existing)
ui-finance_settings_exchangeratesource.manage (NEW - single capability covers both edit and view)
Okapi:
To edit:
Settings (Finance): view, edit, create, delete (existing)
Settings (Finance): Manage external exchange rate source (NEW)
To view:
Settings (Finance): view (existing)
Settings (Finance): Manage external exchange rate source (NEW - single permission covers both edit and view)
Known issues
Due to limitations with known public lookup sources, this has only been tested on a very limited scale. Confirmed working sources include:
US Treasury
European Central Bank
International Monetary Fund
System Configuration / Environment Variables
This feature uses the folio-secret-store library to securely store credentials for the alternative exchange rate provider. By default, the secret store is set to EPHEMERAL.
To persist credentials and utilize a specific secure storage solution, specific environment variables must be configured depending on your chosen secret store type (e.g., AWS-SSM, Vault, or FSSP).
For a complete list of required environment variables, please refer to the mod-finance-storage Secure Storage Environment Variables documentation.
(Note: If these variables are not configured, the system will use the ephemeral store and continue the default lookup behavior).
Features
https://folio-org.atlassian.net/browse/UXPROD-4883
Integration with Mosaic for orders
As of the Sunflower CSP3 release, FOLIO supports integration with Mosaic for ordering via API. Once configured, Mosaic will automatically query FOLIO for valid locations, funds, etc. to be used to place orders. Unlike earlier integrations, the Mosaic integration leverages FOLIO’s order templates to populate data automatically. Libraries using the Mosaic integration are encouraged to create a default template for Mosaic orders.
Update on the recent changes in the Trillium release
Folio team introduced the app-inventory application (which includes the edge-inventory module) and added edge-users to app-platform-minimal.
From a technical perspective, this gives a much cleaner separation of concerns: edge-inventory will now handle returning inventory data, and edge-users will handle user data. These new APIs are a lot more powerful and will return much richer data for future needs. The good news is that you can continue using the exact same API key, so this won't complicate integration at all.
Because of this routing change, the old edge-orders endpoints will remain available in Trillium, but they are now marked as deprecated and will be completely removed in the Umbrellaleaf release. Those endpoints are:
/locations-for-order/material-types-for-order/identifier-types-for-order/contributor-name-types-for-order/users-for-order
Changes to existing behavior
When creating an order with “receipt not required”, ordering and receiving quantity is now automatically set to independent.
ISBNs entered in the order line are no longer validated.