[FEATURE REQUEST] Year-end roll over process

[dangowans]

What feature are you suggesting?

The only time a licence is deleted from the system is if they didn’t renew the previous year. This keeps our records on the system current and clean. We delete the old licences from the system to ensure that if the person tried to claim that they had a licence the previous year and their name is no longer in our system, then we know they didn’t renewal and they now have to pay the initial licence fee not the renewal fee. At the end of each year, I print out the spreadsheet that lists all of the licences we issued with the licensees information. Is there a way for the new system to provide the option for a year-end roll over to clear out the fees, and if possible to delete any non-renewals. - n.n

Is your feature request related to a problem?

This keeps our records on the system current and clean. - n.n

I don’t want to have new licence numbers each year for each person. ... I would like to be able to pull up an individual’s licence from the previous year, issue a renewal and update their information if required. The licence number should not change. - n.n

Are there any workarounds? Are there any alternative solutions that would work?

• History is not maintained.
• Additional filtering on past licences could help.

Are there any other helpful details?

The previous legacy system does not maintain history in the database, so this would maintain existing behaviour.

[dangowans]

The year-end process:

• Generate a printable report of current licences.
• Create a current database snapshot.
• Purge previously unissued licences.
• Unissue all licences.
• Purge LicenceTransactions, LicenceAdditionalFees, and LicenceApprovals tables.
• Set all licences to renewals.
• Update licence fees with current rates.
• Apply any required additional fees.

[dangowans]

Updating the order of the year-end process, so that in the event of an error, it can safely be run again.

The year-end process:

• Generate a printable report of current licences.
• Create a current database snapshot.
• Purge previously unissued licences.
• Purge LicenceTransactions, LicenceAdditionalFees, and LicenceApprovals tables.
• Set all licences to renewals.
• Update licence fees with current rates.
• Set licence start and end times.
• Apply any required additional fees.
• Unissue all licences.