Reasoning
Librarians will be doing patron card things in the following frequencies, from most frequent to least frequent:
1. Creating new patron card batches - every day/every few days
2. Managing existing card batches - every day/every few days
3. Managing existing card layouts - as needed, infrequent
5. Managing existing card templates - as needed, infrequent
6. Creating new card layouts - as needed, infrequent
7. Creating new card templates - as needed, infrequent
8. Managing existing printer profiles - possibly once only!
9. Creating new printer profiles - possibly once only!
This change to the patron card creator aims to make the most frequently used items easily accessible at the top of the main area,
reduces clutter on the page, and makes the label creator fall in line with UI paradigms found elsewhere in Koha.
I think I've also improved the translatability here somewhat, please check that.
To test:
Open the patron card creator: More -> Tools -> Patron card creator
Note that the toolbar has changed. It should be consistent across all of the patron card creator (it is an include).
+ New menu:
patron card batch
1. make sure it looks ok - toolbar buttons are consistent at the top of the main block.
2. add patrons both by borrowernumber, and by search
3. note that the usual buttons have moved below the textarea, and now have icons.
4. delete and export single patrons using the buttons corresponding to each patron
5. select multiple and use the buttons above the table to remove and export selected patrons
6. export a full batch
7. deduplicate a batch
There should be no regressions in functionality.
Image
1. This menu item should take you directly to the upload/delete images interface
2. Upload an image, note success message is now below the form, eliminating the jumping box.
3. Delete single images using the buttons
4. Delete multiple images using the tickboxes and "Delete selected"
5. Not deletion success message is below the table, eliminating the jumping box.
Layout
1. This menu item should take you directly to the "Edit layout" screen.
2. no functional changes here.
3. note toolbar at top is consistent
Card template
1. this menu item should take you directly to the "Edit patron card template" page.
2. no functional changes here.
3. note toolbar at top is consistent.
Printer profile
1. this menu item should take you directly to the "Edit printer profile" page.
2. no functional changes here.
3. note toolbar at top is consistent.
+ Manage menu:
Card batches
1. This menu item should take you directly to the "currently available batches" page.
2. select a batch to edit using the buttons - it should take you to the editing interface
3. select a batch to delete using the buttons - it should ask for confirm.
4. select several batches using the tickboxes, and select Export selected. Batches should be exported as normal.
5. note toolbar at top is consistent.
Images (this is actually the same page as on the new menu, I included it in both because it does both functions - can change if requested)
1. This menu item should take you directly to the upload/delete images interface
2. Upload an image, note success message is now below the form, eliminating the jumping box.
3. Delete single images using the buttons
4. Delete multiple images using the tickboxes and "Delete selected"
5. Not deletion success message is below the table, eliminating the jumping box.
Layouts
1. This menu item should take you directly to the "currently available layouts" page.
2. select a layout to edit using the buttons
3. select a layout to delete using the buttons
4. note toolbar at top is consistent.
Card templates
1. This menu item should take you directly to the "currently available templates" page.
2. select a template to edit using the buttons
3. select a template to delete using the buttons
4. note toolbar at top is consistent.
Printer profiles
1. This menu item should take you directly to the "currently available profiles" page.
2. select a profile to edit using the buttons
3. select a profile to delete using the buttons
4. note toolbar at top is consistent
+ General
* note that sidebar now only has "labels home" instead of the full "manage" list. It seemed redundant with the toolbar tidied up.
Please note that I am happy to take suggestions/amendments to these changes.
Followed test plan, behaves as advertised.
Signed-off-by: Marc Véron <veron@veron.ch>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Followed test plan from patch 1/2, works as expected.
Signed-off-by: Marc Véron <veron@veron.ch>
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
This patch fixes the regressions introduced by the previous patches.
If you have tested all in once, you didn't see them.
It introduces library, category and "first letter" filters.
Test plan:
1/ On all pages impacted by previous patches + new order empty (link patron to
an order) + guarantor search
2/ Add / Select patron to the list
3/ Use the filters
4/ Confirm there is no regression
Tested together with other patches.
Signed-off-by: Marc Veron <veron@veron.ch>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
This third patch removes the previous way to search for patron cards users.
Test plan:
1/ Add items to a patron card batch (patroncards/edit-batch.pl?op=edit&element_id=X)
2/ Add 1+ patrons to the batch
3/ Confirm there is no regression
Tested together with other patches.
Signed-off-by: Marc Veron <veron@veron.ch>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
This second patch removes the previous way to search for serial recipients.
Test plan:
1/ Edit the routing list for a subscription (serials/routing.pl?subscriptionid=X)
2/ Add 1+ recipients
3/ Confirm there is no regression on the add/delete/search actions
QA note: This search does not use a clean way to interact with the
window opener. Indeed the opener is reloaded to display the new item.
This patch does not change this behavior, but note the trick in the
template (common/patron_search.tt) to wait for the opener in order not
to get a JS error.
This is also used by the next patch (patron card).
Tested together with other patches.
Signed-off-by: Marc Veron <veron@veron.ch>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
This first patch remove the previous way to search for users to link to
budgets.
Test plan:
1/ Edit or create a fund
2/ Edit the owner of this fund a select a patron
3/ Add 1+ users to the user lists of this fund
Tested together with other patches.
Signed-off-by: Marc Veron <veron@veron.ch>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
This patch fixes a regression introduced by bug 13021.
Test plan:
1/ Go on a child detail page > edit
2/ Click on "Set a patron" as a guarantor
3/ Launch a search a confirm that you are able to sort on card, name and
date of birth.
Note that the Address column is not sortable (it's a limitation, could
be fixed later).
4/ Go on the acquisition module, create an order.
5/ Click on the "Add user" button.
6/ Launch a search a confirm that you are able to sort on card, name and
category
Without patch, I could not sort on names. With patch, sorting works as dexcribed in Test plan
Signed-off-by: Marc Veron <veron@veron.ch>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
This patch is the main patch.
The "common" template is improved to allow different type of picking:
"add" or "select".
The first one appends a patron to a list, the second one selects the
patron and close the result search window.
The members/guarantor_search.pl has completly changed but is quite the
same file as acqui/add_user_search.pl. Both should exist: they don't
belong to the same module (acqui vs members), the picking type is
different (add vs select) and the columns are not the same.
The changes in the common template are very powerful, it's now possible
to list the column we want! This will be very useful for further
reusability.
Before this patch, all patrons mathing the pattern were return. Now only
the first 20 are (depends on the DataTables selected value).
For QA: This patch introduces a new template plugin "To", for now it
permits to convert a perl structure to json. In the idea, it could
permit to convert foo to bar too.
Test plan:
1/ Verify there is no regression in the guarantor search. When the
selection has been done, all data from the guarantor should fill the
form in the "main address" section.
Note that the request is done when the search input in not empty and the
user stop to write for 1 sec.
2/ Verify there is no regression on the 2 other pages where this patron
search is used: link a patron to an order and to a basket (in the
acquisition module).
Signed-off-by: Morag Hills <the.invinnysible.one@gmail.com>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
The add_user_search tt file will be reuse in next commits, this commit
just moves it in a "common" directory.
Signed-off-by: Morag Hills <the.invinnysible.one@gmail.com>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
