The cash register summary page for cash management is available for users
with the 'anonymous_refund' or 'cashup' permission and the actions available
are appropriately displayed.
However, the actions are not yet correctly tested for at the server and
so a user may force submit to accomplish the action.
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
The libraries summary page for cash management is available for users
wit the 'anonymous_refund' permission to allow them to navigate to
alternate cash registers and search for the prior transaction to refund.
However, currently the cashup option appears, and is not blocked at the
server, for all user who may access the page. It should be blocked for
those users without the 'cashup' permission.
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
This patch adds the display of 'credit_number' as a replacement for the
internal 'accountlines_id' as the transaction identifier on the
register summary page when using cash registers.
Test plan
1/ Enable 'UseCashRegisters'
2/ Enable 'EnablePointOfSale'
3/ Enable at least one 'Debit type' to allow 'sale'
4/ Add at least one 'Cash register'
5/ Enable 'AutoCreditNumber'
6/ 'Enable automatic generation of credit number' for the 'Purchase'
credit type
7/ Pay for an item via the Point of Sale page
8/ Navigate to the 'register' page to display the purchase details
9/ Confirm that the 'Transaction' is listed with a number of the form
specified in the 'AutoCreditNumber' preference
10/ Refund an item from this screen
11/ Note that the 'accountlines_id' is used for this refund as we did
not specify the 'Refund' credit type to use the 'AutoCreditNumber'
system
12/ Signoff
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
We have different classes we can use to set specific behaviours on
table columns: title-string, string-sort, anti-the and NoSort.
We should not need to pass them to the DataTable constructor, we could
teach it that we always want to apply them.
It will avoid bug like bug 26233
The goal is to define them in a centralised place
(columns_settings.inc) then only use the class on the th
Test plan:
Different behaviour and tables must be tested to confirm it works
correctly. Focus must be put on table when aoColumnsDefs is passed from
the template and confirm that this will add more info to aoColumnsDefs
and not remove the existing ones.
Note that this only work when KohaTable is used.
Signed-off-by: Owen Leonard <oleonard@myacpl.org>
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
In places where the interface warns the user about missing cash
registers we should provide users with permission a direct link to the
cash register management page.
To test, apply the patch and enable the UseCashRegisters and
EnablePointOfSale preferences.
If necessary, go to Administration -> Cash registers and remove any cash
registers for your library.
- Log in to the staff interface as a user with "manage_cash_registers"
permission.
- Locate a patron who has outstanding fines.
- Under Accounting -> Make a payment, click the "Pay" button next to a
fine.
- The page should show the message about missing cash registers with a
button which take you directly to the "Add new cash register" form.
- Perform the same check by selecting the checkbox next to a fine and
clicking the "Pay amount" button and the "Pay selected" button.
- Test the message shown at:
- Tools -> Cashup registers.
- Point of sale -> Register details
- Point of sale -> Library details
- Perform the same tests when logged in as a user without permission to
manage cash registers. The messages shown in the previous steps
should omit the button linking to cash register management.
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
1) System preference: EnablePointOfSale - set to Enable
2) System preference: UseCashRegisters - set to Use
3) Administration > Accounting > Cash registers - create a new cash register for the library you're logged in as
4) Administration > Accounting > Debit types - create at least one debit type
5) Home > Point of sale - verify that all four columns exist in the Items for purchase table: Code, Description, Cost, Action
6) Administration > Additional parameters > Table settings > Point of sale - change which columns can be hidden and/or toggled
7) Home > Point of sale - verify that your choices have been implemented (columns are hidden, columns can be toggled, columns can't be toggled)
8) Repeat steps 6 and 7 for different combinations, checking that they all work.
Signed-off-by: Sally <sally.healey@cheshiresharedservices.gov.uk>
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Added Sally's test plan.
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
This patch moves the action buttons div to within the column div that
contains the 'This sale' and 'Collect payment' fieldsets.
Test plan
1/ Apply patch
2/ Navigate to the 'Point of sale' page (having enabled UseCashRegisters
and EnablePointOfSale)
3/ Confirm the 'Confirm' and 'Cancel' button/link now appear on the
correct side.
4/ Signoff
Signed-off-by: Sally <sally.healey@cheshiresharedservices.gov.uk>
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
This fixes the navigation on the Point of sale page:
Branch details => Library details
And the heading and the 'no register defined for this branch/library'
message on the page it links to.
To test:
- Activate cash registers and point of sales features
- Go to the point of sales page
- Verify text on the menu to the left
- Click on the Branch/library details - verify text and heading
Signed-off-by: Devinim <kohadevinim@devinim.com.tr>
Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
It would appear one has to format the dates in the controller rather
than in the template for input fields.. I wasn't aware of this caveat
until now.
Test plan
1/ Prior to applying patch attempt to look at previous transactions
ensuring you enter a 'to' date.
2/ Note a catastrophic failure
3/ Apply patch
4/ Look at the same date range and note you no longer get a failure but
are instead faced with the requested transactions.
5/ Signoff
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch adds an ID to the refund confirmation modals for both
borrower account and point of sale register details pages.
Test plan:
1/ Apply patch
2/ Attempt to issue a refund to a patron
3/ Inspect the page and note the presence of an ID for the confirm
button,
4/ Attempt to issue a refund via point of sale register details page
5/ Inspect the page and note the presence of an ID for the confirm
button.
6/ Signoff
Signed-off-by: Owen Leonard <oleonard@myacpl.org>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch changes the text of the "Collect from patron" field to read "Amount tendered"
To Test:
1) In the Point of Sale screen, check that the text inside the "Collect payment" box reads "Collect from patron"
2) Go into a patron record, and create a manual invoice.
3) Go to Make a payment, and select to "Pay an amount". Check the text reads "Collect from patron".
4) Repeat the process with the "Pay Selected", and "Pay" button (listed next to the individual invoice)
5) Install the patch
6) Repeat steps 1-4, but the text should now read "Amount tendered", instead of "Collect from patron" in all payment options in the patron record, and in the Point of Sale screen.
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Andrew Fuerste-Henry <andrew@bywatersolutions.com>
Signed-off-by: Bouzid Fergani <bouzid.fergani@inlibro.com>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Cashup of a single register was resulting in a redirect to the register
details page. It should return to the branch details page instead.
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch adds a new 'branch details' page to the POS system which
displays a summary of the cash register transactions for a branch
since each register was last cashed up. It also allows for cashing
up individual registers or cashing up all registers at a given branch
in one transaction.
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
The form element for selectin cash register override at point of sale was
misnamed and as such one could not actually override the cash register.
This patch corrects the form element name and updates the logic very
slighlty to ensure we still fall back to the defualt no the subsequent
page load.
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch introduces missing TT filters and also replaces tabs for
spaces to fix indentation problems.
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch adds the new `anonymous_refund` permission to the
`cash_management` flag and binds it to the visability of the register
details page.
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch simply adds an ID to the submit button to make it easier to
overide styling and functionality.
Test Plan:
0/ Inspect the element on page and note there is no id
1/ Apply patch
2/ Refresh page
3/ Inspect the element on page and note there is now an id
Signed-off-by: Sally <sally.healey@cheshiresharedservices.gov.uk>
Signed-off-by: Andrew Fuerste-Henry <andrew@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch adds the use of the $Price TT filter to properly format '0'
amounts in the POS system.
Signed-off-by: Sally <sally.healey@cheshiresharedservices.gov.uk>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch prevents the add button being triggered by hitting return
from inside the collected from patron form input.
Signed-off-by: Andrew Fuerste-Henry <andrew@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch adds a simple modal to confirm the cashup action adding a
safely measure to it.
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch adds a new page which can be accessed via the menu to the
left of the point of sale page. This new page displays a list of
transactions since the last 'cashup' action, a summary of transaction
amounts and a button to allow the recording of a new 'cashup action.
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
The use of cash registers adds the requirement to enter a payment type,
this patch adds the required status when cash registers are configured.
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch removes the SIP payments types from displaying in the select
options on the point of sale payment page.
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch for the point of sale feature fixes an issue where items for
purchase with a value of $1,000 or more break the payment calculations.
Test plan:
1) Enable the point of sale feature
(EnablePointOfSale + UseCashRegisters system preferences)
2) Add a cash register for a library
(Home > Point of sale > Cash registers > New cash register)
3) Create a purchase item with a cost of $1000
(Home > Point of sale > Purchase items > New debit type)
4) Go to to the point of sale page and attempt to sell one of your items
(Home > Point of sale > click 'Add' next to the item to purchase)
5) Note that Koha inserts a comma into the price in the list of items for
purchase
6) Note that the 'Amount being paid' changes to 0.00 instead of $1,000,
which affects the other calculations
7) Apply the patch
8) Repeat step 4
9) Amount being paid and other calculations should now be correct
10) Enter an amount for 'Collected from patron' and click 'Confirm'
check that the change calculation is correct.
11) Sign-off the patch!
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch adds an alert message that allows receipt printing for
transactions when FinePaymentAutoPopup is not enabled.
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Sponsored-by: PTFS Europe
Sponsored-by: Cheshire Libraries Shared Services
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Update the jEditable plugin to a maintained version and use the new
'number' type to enable increment arrows on click and remap onblur event
to submit.
Sponsored-by: PTFS Europe
Sponsored-by: Cheshire Libraries Shared Services
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch impliments a number of refinements requested after the first
round of feedback from the sponsors.
1) Fix padding on pay page
2) Switch 'items to add' from right to left on the page
3) Fix editable columns on pay page
4) Add explanitory text to pay page
Sponsored-by: PTFS Europe
Sponsored-by: Cheshire Libraries Shared Services
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch adds the ability to remove items from a transactions on the
new Point of Sale pay page.
Test plan:
1) Populate a transaction with at least one item.
2) Note the new button to 'Remove item' on the items table.
3) Click the button and confirm the item is removed
4) Signoff
Sponsored-by: PTFS Europe
Sponsored-by: Cheshire Libraries Shared Services
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch adds receipt printing to the new Point of Sale pay page.
Test plan:
1) Apply patch and run database update
2) Enable automatic receipt printing via the `` system preference.
3) Make a payment for an item via the new POS pay page.
4) Note that a receipt printing dialogue is shown automatically after
payment.
5) Note that a new notice is available under tools where you can alter
the content of the receipt.
6) Signoff
Sponsored-by: PTFS Europe
Sponsored-by: Cheshire Libraries Shared Services
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This patch adds a new Point Of Sale module to Koha's staff client front
page. The module button leads directly to a 'Pay' page giving the staff
user the ability to record anonymous payments for items that would not
normally require a patron to be registered at the library.
Test plan:
1) Enable `UseCashRegisters` via the system preferences.
2) Ensure your user has the 'manage_cash_registers' permission.
3) Add a cash register for your current branch.
4) Add at least one 'MANUAL_INV' authorized value.
5) Navigate to the new 'POS' pay page via the main menu.
6) Add an item to the 'sale' by clicking 'add' from the right side of
the screen.
7) Note that said item was added to the table of items this sale on the
left.
8) At this point you should be able to 'click to edit' the quantity or
price of the item in the table on the left.
9) Enter an amount greater than the price of the item into the 'amount
collected from patron' box.
10) Click 'Confirm'
11) Varify that the same change to give modal from the paycollect pages
appears here.
12) Click 'Confirm'
13) Payment will have been recorded (check the database) and you will be
back at a fresh 'Pay' page ready for the next transaction.
14) Signoff
Sponsored-by: PTFS Europe
Sponsored-by: Cheshire Libraries Shared Services
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Josef Moravec <josef.moravec@gmail.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>