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31 commits

Author SHA1 Message Date
Julian Maurice
ed7543287b Bug 20538: Remove the need of writing [% KOHA_VERSION %] everywhere
Having to write [% KOHA_VERSION %] for each url is bad because:
- It's easily forgettable when adding new <script> or <link>
- It prevents grep'ing for the full filename
- It violates the DRY principle
- If at some point we want to change the "force js and css reload"
  mechanism, it will be tedious

This patch:
- adds a Template::Toolkit plugin that generates <script> and
  <link> tags for JS and CSS files, and inserts automatically the Koha
  version in the filename
- use the new plugin to remove all occurences of [% KOHA_VERSION %]
- remove the code that was adding KOHA_VERSION as a template variable

Test plan:
1. Apply patch
2. Go to several different pages in Koha (opac and intranet) while
   checking your browser's dev tools (there should be no 404 for JS and
   CSS files, and the Koha version should appear in filenames) and the
   server logs (there should be no "File not found")
3. `git grep KOHA_VERSION` should return nothing
4. prove t/db_dependent/Koha/Template/Plugin/Asset.t

Signed-off-by: Josef Moravec <josef.moravec@gmail.com>

Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
2018-04-13 11:49:44 -03:00
4c45a5011b Bug 19641: (follow-up) Move patron templates to the footer
Fix bad merge conflict with bug 12904

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
2018-02-15 15:09:37 -03:00
b5ee90225a Bug 19982: Switch single-column templates to Bootstrap grid: Patrons
This patch updates two single-column patron module templates to use
the Bootstrap grid:

- discharges.tt - The list of pending discharges. One or more
  discharges must have been made via the OPAC. From the staff client
  home page, look for "Discharge requests pending."

- members-update.tt - The list of pending patron updates. One or more
  updates must have been submitted via the OPAC. From the staff client
  home page, look for "Patrons requesting modifications."

Each of these pages should look correct, with a single centered column
with wide margins on either side. At lower browser widths the margins
should disappear.

Signed-off-by: Claire Gravely <claire.gravely@bsz-bw.de>

Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
2018-02-15 13:30:23 -03:00
047ca33a93 Bug 19641: Move patron templates to the footer
This patch modifies the staff client patron module templates so that
JavaScript is included in the footer instead of the header.

This patch touches a lot of files because the changes are all
interdependent, affecting a couple of module-wide include files.

To test, apply the patch and test the JavaScript-driven features of the
modified templates: All button controls, DataTables functionality, tabs,
etc.

Patrons -> Patrons home, patron search results
  -> Manage pending modification requests
  -> Patron detail page
    -> Edit patron
      -> Set guarantor
    -> Fines
       -> Account, Pay fines, Create manual invoice, Create manual
          credit
       -> Print receipts for different kinds of charges
    -> Routing lists
    -> Circulation history
    -> Holds history
    -> Notices
    -> Statistics
    -> Files
    -> Purchase suggestions
    -> Discharges
    -> Housebound
    -> Set permissions
    -> Change password
    -> Print summary, slips, and overdues
    -> Update child to adult patron type

Patron toolbar and patron search bar operations should work correctly on
all pages.

This patch also updates the template for searching the Norwegian
national patron database, but it has NOT been tested.

Signed-off-by: Claire Gravely <claire.gravely@bsz-bw.de>

Signed-off-by: Zoe Bennett <zoebennett1308@gmail.com>

Signed-off-by: Josef Moravec <josef.moravec@gmail.com>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
2018-02-15 13:30:23 -03:00
Zoe Bennett
750adfb414 Bug 19988: Fixing the case where terminolgy referred to sex instead of gender.
To test:
1) Change a users gender in the OPAC
2) View it in the patron request in the staff client
3) Check that under 'Field' it now says 'Gender' instead of 'Sex'

Signed-off-by: Owen Leonard <oleonard@myacpl.org>

Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
2018-01-19 15:50:32 -03:00
Lari Taskula
8c094e2dc3 Bug 19400: Reminder to unset gone no address flag after patron makes a modification request
Our librarians requested a reminder to unset "gone no address" flag from patron's
record once the patron has made a modification request to update their address.

I propose adding a message box under patron modification request to notify
librarians about patrons that have gone no address flag on, and an option to
unset the flag without the need of having to navigate into patron's details.

To test:
1. Apply patch
2. Set "Gone no address" flag for your test patron. You can do this by going
   to patron modification screen in staff client.
3. Go to OPAC with your test patron
4. Make a modification request for your personal details
5. Go to staff client and see pending modification requests
6. Open the request you just created
7. Observe a message dialog that says this patron has gone no address flag set
8. Check the checkbox to unset the flag and approve the modification request
9. Click Submit
10. Observe your test patron no longer has gone no address flag set
11. Repeat steps 2-7
12. Do not check the checkbox, but approve the modification request
13. Observe your test patron still has gone no address flag set
14. Remove the gone no address flag from your test patron
15. Repeat steps 3-6
16. Observe there is no message dialog for gone no address

Followed test plan, patch worked as described. Also ran QA test tools
and all modified files passed

Signed-off-by: Alex Buckley <alexbuckley@catalyst.net.nz>

Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
2017-10-27 16:05:51 -03:00
Marc Véron
9fb5f8519f Bug 18703 - Translatability: Resolve some remaining %%] problems for staff client in 6 Files
There are some more files that expose parts of tt diretives to translations, mostly due to
line breaks inside directives.

Files covered with this Bug:

koha-tmpl/intranet-tmpl/prog/en/includes/authorities-search-results.inc
 koha-tmpl/intranet-tmpl/prog/en/includes/circ-menu.inc
koha-tmpl/intranet-tmpl/prog/en/includes/search_indexes.inc
koha-tmpl/intranet-tmpl/prog/en/modules/catalogue/issuehistory.tt
koha-tmpl/intranet-tmpl/prog/en/modules/intranet-main.tt
koha-tmpl/intranet-tmpl/prog/en/modules/members/members-update.tt

To test:
- Review code, verify that line breaks are removed
- Run QA tools
- Bonus test: Create a "language" aa-AA and verify that no fragments
  containign %%] are picked for the 6 files

Signed-off-by: Josef Moravec <josef.moravec@gmail.com>

Signed-off-by: Brendan A Gallagher <brendan@bywatersolutions.com>
2017-06-16 17:04:08 -03:00
afb7b7dc2d Bug 13757: Better display for attr changes in members-update.pl
This patch changes the way changed attributes are displayed for the
staff user to make the decision to approve (or not) the changes.

Regards

Signed-off-by: Nick Clemens <nick@bywatersolutions.com>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>

Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
2017-03-24 18:45:17 +00:00
925e664f42 Bug 13757: (followup) Staff interface changes
This patch adds proper extended attributes display and handling on the
patron modifications moderation page (members-update.pl).

It also adds changes checking to the opac-memberentry.pl page so it
only saves a modification request if there are changes (it only checked
regular fields and not the extended ones).

Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>

Signed-off-by: Nick Clemens <nick@bywatersolutions.com>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>

Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
2017-03-24 18:44:59 +00:00
3f66081fb5 Bug 17334: Format the date according to the system preference
- Use KohaDates TT plugin to format the date correctly
- Do not use a temporary variable
- Replace:
    patron's info Requested: Datetime
  with
    patron's info - Requested on Datetime

Signed-off-by: Owen Leonard <oleonard@myacpl.org>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>

Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
2017-03-03 17:51:21 +00:00
21a13396c9 Bug 17334- Added a timestamp to the members-update.tt To show the user when the pending modifications were requested.
Test plan:
1.Log into OPAC and click on Lists->Your Lists->your personal details

2. Change/add a value in that form

3. Select the 'Submit update request'

4. Log into the Koha staff interface, then go to the url:
cgi-bin/koha/members/members-update.pl

5. You will see near the top of each box containing a pending request the following are displayed: surname, firstname,
    patron category, branch, and cardnumber but no timestamp.

6. Apply this patch

7. Repeat steps 1,2, 3, 4

8. You will now see timestamp in the format "Requested: YYYY-MM-DD
HH:MM:SS" next to each patrons details near the top of each pending
request box.

Signed-off-by: Mark Tompsett <mtompset@hotmail.com>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>

Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
2017-03-03 17:51:21 +00:00
3f585d44e8 Bug 16990: Display branch names instead of code in patron mod requests
To test:
- change your homebranch in the OPAC, submit
- change patron modification request in the staff client
- Verify that it shows the old and new branch name instead of the
  code

Signed-off-by: Aleisha Amohia <aleishaamohia@hotmail.com>

Signed-off-by: Katrin Fischer  <katrin.fischer@bsz-bw.de>

Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
2016-09-02 14:44:03 +00:00
Aleisha
6c733b2fda Bug 12402: Show patron category on pending patron modifications
To test:
1) Go to OPAC and make a modification to user
2) Go to Staff Client and go to pending patron modifications
3) Notice that we have the user's surname, first name, branch and
   cardnumber
4) Apply patch and refresh page
5) Notice that patron category now shows after user's name

Sponsored-by: Catalyst IT
Signed-off-by: Owen Leonard <oleonard@myacpl.org>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>

Signed-off-by: Brendan Gallagher <brendan@bywatersolutions.com>
2016-06-03 08:46:03 +00:00
Natasha
8b23b13d38 Bug 15195 - patron details should open in tab
Deleted View record link and made patron details open in a new tab.

To Test: Edit personal details for a user on opac and submit update
request.

In staff client go to patrons requesting modifications.
Confirm view record link is gone and patron details opens in new tab.

Signed-off-by: Owen Leonard <oleonard@myacpl.org>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
I don't think it's a good idea to open a new tab (let the user decide)
but the behavior already existed before this patch.

Signed-off-by: Brendan A Gallagher <brendan@bywatersolutions.com>
2016-01-27 04:21:58 +00:00
Aleisha
3da8abcfef Bug 15373: Changing Zip to ZIP on OPAC and Intranet
To test:

1) Login to OPAC --> You personal details.
2) Ensure it says 'ZIP/Postal Code' under Main Address, Alternate Address and Alternate Contact
3) Login to Staff interface --> Go to a member's page (ie koha/members/memberentry.pl) --> Details.
4) Ensure it says 'ZIP/Postal Code' under Alternate address and Alternative contact
5) Click Edit
6) Ensure it says 'ZIP/Postal Code' under Main Address, Alternate Address and Alternate Contact

Signed-off-by: Barry Cannon <bc@interleaf.ie>
Signed-off-by: Mark Tompsett <mtompset@hotmail.com>
NOTE: Tested together with second patch.

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>

Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
2015-12-30 16:30:35 +00:00
Marc Véron
b075135269 Bug 15300: Translatability: Replace ambiguous 'From' and 'To' in members-update.tt
This patch replaces semantically ambigous words "From" and "To" in
koha-tmpl/intranet-tmpl/prog/en/modules/members/members-update.tt
for better translatability.

To test:
- Apply patch
- Make sure that patrons can request detail changes in OPAC
  (sysprefs opacuserlogin, OPACPatronDetails)
- Log in to OPAC, request a change of personal details
  (cgi-bin/koha/opac-memberentry.pl)
- Log in to staff client
- Click link 'Patrons requesting modifications' or go to
  Home > Patrons > Update patron records
- Verify that table headers make sense

Signed-off-by: Hector Castro <hector.hecaxmmx@gmail.com>
Rewording Ok for translation purpose

Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>

Signed-off-by: Brendan A Gallagher <brendan@bywatersolutions.com>
2015-12-29 21:18:40 +00:00
Marc Véron
4a5045da0a Bug 15146: Format date of birth on patrons requesting modification page
To reproduce / test

- Log in to Opac
- Go to "your personal details"
- Request a change of the date of birth
- Log in to Staff client
- Follow link to Patrons requesting modifications
  (/koha/members/members-update.pl)
=> The date is not formatted in syspref format

- Apply patch, reload members-update.pl
=> The date is formatted in syspref format

- Approve changes
- Verify that changes are saved

This is independent from C4::Dates removal.

Signed-off-by: Hector Castro <hector.hecaxmmx@gmail.com>
Works as advertised. Changes saved Ok, Update patron record follows
dateformat syspref

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2015-11-06 15:03:48 -03:00
49fa3c0d08 Bug 10904: Limit patron update request management by branch
By not limiting the patron modification lists by branch, it can quickly
become overwhelming for a librarian. This patch makes the following
modifications:

* Only superlibrians will see the full list of borrowers with pending
  modifications.
* Adds the patron cardnumber after the patrons name on the modification
  list.
* Adds a link to the patron's record from the modification list.

Test Plan:
1) Apply this patch
2) Set up some pending modifications for two branches
3) Log in to the staff intranet as one of those branches
4) You should note the number of pending modifications counts
   only your logged in branch's patrons
5) Click the link, you should only see your logged in branches
   patrons in the pending modifications list.
6) You should note the cardnumber is displayed next to the patron name
7) You should note the "View record" link below each patron's name

Signed-off-by: Christopher Brannon <cbrannon@cdalibrary.org>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Comments on last patch.
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2015-11-02 12:34:08 -03:00
Jonathan Druart
fb59c5c7c4 Bug 10020: Remove code related to ethnicity
This is a(nother) vestige of Koha (2.2?).
This patch removes unused code related to the 'ethnicity'.

In detail:
There is no way to fill the ethnicity table.
There is no way to fill the borrowers.ethnicity and borrowers.ethnotes.

BUT if borrowers.ethnicity exists, the value is displayed on
members/moremember.pl (and only here).

Test plan:
Apply this patch and confirm there is no regression on
adding/updating/deleting patrons.
Note that you don't see the ethnicity value on the moremember.pl page even if a patron has it.

Signed-off-by: Nick Clemens <nick@quecheelibrary.org>

Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2015-10-06 10:30:32 -03:00
Katrin Fischer
d49cba287e Bug 12352: Patron modification request page: Add link to patron record
The patron modification request page in the staff client does show
the name and home library of a patron, but there is no way to
go to the patron record. This patch adds a link to the patron details.

Extras: changes display of patron name, so a missing firstname won't
result in an extra , showing.

To test:
- Make some update requests from different patron accounts in the OPAC
- Go to the patron modification request page in staff
- Verify a link 'Patron details' now shows on each entry and
  works correctly

Followed test plan. Works as expected. QA tools OK.
Signed-off-by: Marc Véron <veron@veron.ch>

Signed-off-by: Jonathan Druart <jonathan.druart@koha-community.org>
Not sure the "Patron details" link is at the best place, but I don't
have something better to suggest.
Signed-off-by: Tomas Cohen Arazi <tomascohen@unc.edu.ar>
2015-07-20 10:25:32 -03:00
0ab2ebfc59 Bug 13349 [QA Followup]
I don't think we need the library label. Also switched to displaying the
library name, rather than just the branchcode.

Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
2015-04-09 12:07:27 -03:00
David Roberts
816508dcd1 Bug 13349 - Allow library code to display against users pending changes -update screen
http://bugs.koha-community.org/show_bug.cgi?id=13349

To test:
Ensure OPACPatronDetails is set to enabled
Apply the patch
Log into the OPAC and update your patron details (address, phone number etc)
Log into the staff client and view pending patron changes.
The branchcode of the library to which the patron belongs should display next to the user's name.

Followed test plan, works as expected
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>
2015-04-09 12:07:20 -03:00
a7da45099f Bug 13142 - Change "mobile phone" label back to "other phone"
Labeling a phone number field "mobile phone" eliminates the usefulness
of having the labels "primary" and "secondary." Generic labels let the
user populate the fields according to their importance rather than their
type.

To test I recommend editing a patron record so that the values in the
patron record contain a label matching the table column:

borrowers.phone : 555-555-1234 (primary - phone)
borrowers.phonepro : 555-555-5678 (secondary - phonepro)
borrowers.mobile : 555-555-9012 (other - mobile)

View this patron's information in the various affected templates and
verify that the labels correctly match the data:

 - OPAC "your personal details" (opac-memberentry.pl)
 - Submit changes to primary, secondary, and other phone via the OPAC.
   In the staff client, view the confirmation for those changes.
 - Patron details in the staff client (moremember.pl)
 - Patron entry/edit in the staff client (memberentrygen.pl)
 - Patron duplicate confirmation in the staff client
   (you can navigate directly to
   /members/moremember.pl?borrowernumber=XXXX&print=brief)

Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>

Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
2015-02-13 13:52:10 -03:00
Marc Véron
d908dad443 Bug 12698 - If user changes home library in Opac change is not visible in staff client
To test:
- Set opacuserlogin and OPACPatronDetails to allow
- Log in to OPAC, go to 'your personal details'
- Change Home library
- Go to staff client: Patrons requesting modifications (/cgi-bin/koha/members/members-update.pl)
- Without patch, you do not see the change request, but can Approve, Deny or Ignore it
- With patch, you see the change request, indicating the Home library (branchcode)

Signed-off-by: Nick Clemens <nick@quecheelibrary.org>
Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
I "slightly" rewrote the patch so it applies on current master.
2014-09-08 13:03:30 -03:00
Bernardo Gonzalez Kriegel
1e35ea33b0 Bug 12222: members-update.tt has a giant hash variable
This patch changes that giant hash by a TT block
to find apropriate strings

To test:
1) Apply the patch
2) On opac log as some user and request some modifications
on personal data
3) On staff, reload main, will see a notice that a patron
has requested modification, clic on the link
4) All modified data must show with apropriate legends
for each db column, check for regressions
5) Update translation files for your preferred language, xx-YY
Check for new strings, e.g.
egrep "Alternate address" misc/translator/po/xx-YY*
You must find old and new instances
(old with #~ , in particular the hash one)

Signed-off-by: Chris Cormack <chris@bigballofwax.co.nz>

Works as advertised, strings are now translatable.

Signed-off-by: Jonathan Druart <jonathan.druart@biblibre.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
I like to have this fixed. I'd like it to use C4::Templates::GetColumnDefs
instead, but it belongs to another bug report I guess.
2014-08-26 10:28:41 -03:00
Bernardo Gonzalez Kriegel
059f201710 Bug 12223 - members-update.tt has misspelled field B_phone name
This patch fixes a misspelled word

To test:
1. login in opac, clic personal details, change Alternate phone
number and submit
2. go to staff, Patrons, clic on link 'Patrons requesting modifications'
Alternate phone has mispelled label
3. apply the patch
4. reload, label is fixed

Followed test plan. Typo is fixed.
Signed-off-by: Marc Véron <veron@veron.ch>

Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Fixes a typo, no problems found.

Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
2014-06-30 10:07:19 -03:00
4713a27280 Bug 10924: fix updating contact note from OPAC
If you update your "Contact note" via the OPAC that change doesn't
appear in the staff client's "Update patron records" interface. The
field is missing from members-update.tt

To test, log in to the OPAC and update your details
(opac-memberentry.pl), modifying the "Contact note" in the "Alternate
address" section.

In the staff client, view "Patrons requesting modifications"
(members/memgers-update.pl). The changed contact note field should
appear in the list of field awaiting approval for that patron.

Signed-off-by: Bernardo Gonzalez Kriegel <bgkriegel@gmail.com>
Comment: Work as described. No koha-qa errors

Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
One line change - contact note now updates perfectly.

Signed-off-by: Galen Charlton <gmc@esilibrary.com>
2013-09-23 18:05:46 +00:00
3cd8189fa8 Bug 9997 - Suspected typo in patron self registration code
String fix. The field name is also incorrect, causing the alternate
contact country to not be stored.

To test: Submit an update to an existing patron record an include a
change to the alternate contact's country field. Before the patch this
line would not appear in the staff client for approval. After the patch
it should.

Signed-off-by: Owen Leonard <oleonard@myacpl.org>

Reminder: Even small patches require test plans. I have added one which
I think covers the changes in the patch.

Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
All tests and QA script pass.
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
2013-04-18 08:33:10 -04:00
e14a5c03c6 Bug 7067 - Fix bad url in breadcrumbs
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
2012-12-14 08:09:01 -05:00
5a0dffcaac Bug 7067 [Follow-up: templates] allow patron self registration via the opac
- Adding simple style to register link on home page
- Adding unique ids to new pages and to blocks containing
  registration links
- Adding better page titles and breadcrumb links to some pages
- Correcting bug which meant incorrect message showed on registration
  page when OPACPatronDetails preferences is turned off
- Passing patron details to opac-memberentry.tt so that patron's
  name can be displayed in breadcrumbs
- Improving display in staff client of patron record updates
  waiting to be approved.
- Adding a sort by name to output of pending patron record updates
- Adding updated JqueryUI library files to include expanded widget
  options.

The changes in this patch require the addition of the jQueryUI
Accordion widget. Other pending patches are seeking to add
enough of the other remaining missing widgets that it seems time
to go ahead and add the rest.

Future submissions which add usage of these widgets will have
to be careful to make changes to Koha's CSS where necessary.

Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Passed-QA-by: Jonathan Druart <jonathan.druart@biblibre.com>
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
2012-12-14 08:08:59 -05:00
92782d3832 Bug 7067 - OPAC Borrower Self Registration
This development will add the ability for a new patron to register
himself or herself. The self-registration will attempt to match this
newly inputted data to any existing patrons and if any possible matches
are found, ask if the patron is sure he or she doesn't already have an
account at the library. A system preference may be set to prevent patron
self-registration if the system detects the possibility that the person
may already have an account.

Once the patron has registered, passing a captcha (or similar
bot-stopper), the patron will then be optionally verified a second time
via email. At this point, the patron will be able to print a temporary
library card (optional by system preference), and will be provided any
details necessary to access electronic resources (this body of text
would be a template in the slips and notices system). At the library's
choice, this new patron would either be set to a temporary patron status
(patron type set via system preference), or a fully-fledged patron
(allow patron type to be determined by age and/or other attributes).
Assuming the library uses temporary patron types for OPAC registrations,
this patron will next enter a queue and would need to physically enter
the library to verify himself and become a fully-fledged patron (most
likely by bringing in physical proof of address, etc.). The librarian
would look up the patron record and modify the patron type. If a
temporary patron has not been verified within a certain time frame
(defined by a system preference), the patron record will be deleted
from the system via a cron job.

For registered patrons, the system will allow each person to also
update his or her personal data via the OPAC. When a patron updates his
or her information, the changes will be entered into a queue to be
verified by a librarian (preventing a patron from inputting obviously
bogus data). The staff client home page will display the number of
patron records with changes awaiting approval. A librarian would then be
able to click through a list of modification requests, and approve or
deny each (with approval and denial alerts being sent to the patron via
the standard messaging system).

NEW SYSTEM PREFERENCES
* PatronSelfRegistration
* PatronSelfRegistrationDetectDuplicates
* PatronSelfRegistrationVerifyByEmail
* PatronSelfRegistrationPrintTemporaryCard
* PatronSelfRegistrationUseTemporaryStatus
* PatronSelfRegistrationExpireTemporaryAccountsDelay

NEW NOTICE
* Verify by email notice

NEW SLIP
* Temporary card slip

NEW CRON JOB
* delete_expired_opac_registrations.pl
  - Deletes patrons that have not been upgraded from the temporary
    status within the specified delay
* delete_unverified_opac_registrations.pl
  - Deletes the unverified patrons based on the length of time specified
    in the PatronSelfRegistrationExpireTemporaryAccountsDelay

The patron will register from self_registration.pl, linked off opac-main.pl if enabled. The registration page will be translatable to other languages in the same way that existing templates are.

Test Plan:
1) Enable PatronSelfRegistration
2) Set PatronSelfRegistrationExpireTemporaryAccountsDelay to a number
   of days
3) Create a self-registered borrower category
4) Set PatronSelfRegistrationUseTemporaryStatus
5) Set PatronSelfRegistrationVerifyByEmail to "Don't require"
6) Go to OPAC, log out if logged in.
7) You should see the "Register here" link below the login box
8) Attempt to register yourself
9) Verify you can log in with your temporary password.
10) Set PatronSelfRegistrationVerifyByEmail to "Require"
11) Attempt another self-registration
12) Check the messages table, you should see a new message with a
    verification link.
13) Copy and paste the link into a web browser to verify the registration
14) Log in with the given credentials to verify the account was created.

Test Plan - Part 2 - Borrower Modifications

1) Log in to OPAC, go to "my personal details" tab.
2) Make some modifications to your details.
3) Repeat steps 1 and 2 for two more borrowers.
4) Log in to Koha intranet with a user that can modify borrowers.
5) At the bottom of mainpage.pl, you should see:
  Patrons requesting modifications: 3
6) Click the link
7) Approve one change, deny a different one, and ignore the third, then
   submit.
8) Check the records, you should see the changes take affect on the
   approved one, and no changes to the other two. You should also see
   "Patrons requesting modifications: 1" at the bottom of mainpage.pl
   now.

Signed-off-by: Jonathan Druart <jonathan.druart@biblibre.com>
Signed-off-by: Owen Leonard <oleonard@myacpl.org>

Bug 7067 - OPAC Borrower Self Registration - Followup

* Rename PatronSelfRegistrationUseTemporaryStatus to PatronSelfRegistrationDefaultCategory
* Hide register link unless PatronSelfRegistrationDefaultCategory is set.
* Add invalid token page
* Add documentation and switches to cron scripts
* Add required fields check for editing exiting patrons
* Don't force require email address for existing patrons when
  PatronSelfRegistrationVerifyByEmail is enabled.

Signed-off-by: Owen Leonard <oleonard@myacpl.org>
Passed-QA-by: Jonathan Druart <jonathan.druart@biblibre.com>
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
2012-12-14 08:08:59 -05:00