Two new routes that do the same thing
/api/v1/acquisitions/funds/owners
/api/v1/acquisitions/funds/users
To list the possible owners and users for a fund
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Séverine Queune <severine.queune@bulac.fr>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
Test plan:
Add a manager to a basket
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Séverine Queune <severine.queune@bulac.fr>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
Test plan:
Create or edit an order, add users to notify on receiving
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Séverine Queune <severine.queune@bulac.fr>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
Test plan:
Add new users to a serial routing list
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Séverine Queune <severine.queune@bulac.fr>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
Test plan:
Create a new card batch and add new borrowernumber using the "Add
patron(s)" button.
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Séverine Queune <severine.queune@bulac.fr>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
Test plan:
Select a manager for a suggestion
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Séverine Queune <severine.queune@bulac.fr>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
This patch will rewrite some of our patron searches to make them use the
REST API routes (and so the powerful the DataTables wrapper which will
bring all the nice DT feature to filter, sort, etc.)
The patron searches we will take into account here are those that we use
to select a patron in a pop-up:
* Guarantor
* Suggestion's manager
* Patron's card
* Serial routing list
* Users to notify when order is received
* Manager of an acquisition basket
* Owner and users of a fund
Regarding permissions there are two main problematics:
* Filter a patron set by patrons having a
specific subpermissions (in case of adding a manager to a suggestion or
when we deal with acquisition and funds). We added a new
Koha::Patrons->filter_by_have_subpermission method that will take in
parameter a subpermission. To make thing transparent for the callers we
are adding new routes, like /suggestions/managers to list the possible
managers of suggestions.
* Restrict/allow access to the default patron searches /patrons
We need to access it when a logged in patron does not have borrowers
permission.
Ideally we need a separate "search_borrowers" subpermissions but it's
considered outside the scope of this change.
For each patch you will take care of testing the different permissions
that are into effect (either for the logged in patron or the patrons
returned by the search).
The tables should contain the same columns as prior to this patch,
except for "categories" and "library". We have the filter on top of the
page and so we need to add them to the table as new columns if they
weren't there before.
Test plan (for this patch):
Search for guarantor and select
Test plan (for all patches):
Add/Select patrons from the correct place where you can search for
patrons, play extensively with the filters/pagination/etc
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Séverine Queune <severine.queune@bulac.fr>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
A check in should relocate a waiting hold under the current desk. But
the current behaviour when confirming the hold is to dismiss the
modal, the item is still attached to the preceding desk.
This patch mimicks the print and confirm behaviour to trigger the desk
change.
Plan test:
1. Add some desks to you library (syspref UseCirculationDesks and
Administration -> Patrons and circulation -> Circulation desks.
2. Set a desk in your session (Circulation -> Set library and desk)
3. Have some waiting hold attach to a desk (make a hold on a checked
out item and return it).
4. Change your current desk.
5. Check in again the item, click on confirm.
6. Go to the item notice detail, it appears as waiting at your first
desk.
7. Apply patch.
8. Check in again the item.
9. go to the item notice detail, it should appear at your current
desk.
Signed-off-by: Owen Leonard <oleonard@myacpl.org>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
To test:
1- Before applying the patch add some content to the system preference OPACMySummaryNote
2- Apply patch
3- restart_all and updatedatabase
4. Go to additional-content.pl ( HTML customizations )
5. You should now see your content from the system preference under OpacMySummaryNote in HTML customizations
6. Try searching for the system preference, OPACMySummaryNote. It has been removed and you should not be able to find it.
7. Try changing/removing/adding content from OpacMySummaryNote in HTML customizations
8. Make sure your edits are reflected when you look at the user summary page
Note: The system preference was named OPACMySummaryNote but in to be more consitent with how we have named other additional_contents I have renamed this OpacMySummaryNote.
Signed-off-by: shiyao <shiyao@inlibro.com>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
This patch replaces jQueryUI tabs on the bibliographic detail page,
replacing them with Bootstrap tabs.
To test, apply the patch and locate a bibliographic record in the staff
client. Check the tabs on the detail page. Try to test as many
variations as possible:
- With and without holdings
- With and without descriptions (5** note fields)
- With alternate holdings (AlternateHoldingsField preference)
- With HTML5 media (see Preferences -> Enhanced content -> HTML5 media)
- With an associated suggestion
- With an associated subscription
- With acquisition information
- With local cover images
- With SeparateHoldings enabled
- With other editions available (FRBRizeEditions)
- With component parts
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
This patch replaces jQueryUI tabs on the staff interface's search
history page, replacing them with Bootstrap tabs.
To test, apply the patch and perform some bibliographic and
authority searches in the staff client if necessary.
Go to the search history page and test that the "Catalog" and
"Authority" tabs work correctly.
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
This patch replaces jQueryUI tabs on the MARC detail page, replacing
them with Bootstrap tabs.
To test, apply the patch and locate a bibliographic record in the staff
client. View the MARC detail page for that record. Confirm that the
numered tabs work correctly.
JD amended patch: removed commented line
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
This patch updates the item type edit interface so that it uses
Bootstrap tabs instead of jQueryUI tabs for displaying icon sets.
Unrelated: The patch removes an invalid "type" attribute from a <select>
element.
- Go to Administration -> Item types in the staff interface.
- Edit an item type.
- On the edit page you should see tabs under "Choose an icon."
- Confirm that the tabs look correct and work correctly.
- If you did not previously have any icon selected, the "None" tab
should be active.
- If you had an icon selected, that icon set's tab should be active.
- Confirm that if you specify a remote image (e.g.
https://via.placeholder.com/50/FF0000/FFFFFF.png ) the tab is
correctly shown after you save and re-edit.
- Confirm that changing icons works correctly and that the selected
icon's tab is always active when you return to the edit view.
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
This follow-up corrects the markup so that if a value is entered in the
"Remote image" field, the correct tab will be selected upon page load.
The patch also corrrects the input name on the "No image" field so that
the option works correctly.
To test, apply the patch and edit an authorized value.
- Select an icon from an icon set. Save, and then re-edit.
- The correct icon set tab should be activated.
- Select "No image," save, and re-edit.
- The "No image" tab should be selected.
- On the "Remote image" tab, enter a remote image url, e.g.
https://via.placeholder.com/50/FF0000/FFFFFF.png. Save and re-edit.
- The "Remote image" should be selected.
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
This patch updates the authorized values edit interface so that it uses
Bootstrap tabs instead of jQueryUI tabs for displaying icon sets.
Normally Bootstrap tabs don't have to be initiated via JavaScript, but
this page requires some JS to select the first tab as active if no other
tabs are active. Because of the way the template works it's not simple
to do it via template logic, so in this case some JS helps.
To test, apply the patch and rebuild the staff interface CSS
(https://wiki.koha-community.org/wiki/Working_with_SCSS_in_the_OPAC_and_staff_client).
- Go to Administration -> Authorized values in the staff interface.
- Select a category and then add or edit an authorized value in that
category.
- On the edit page you should see tabs under "Choose an icon."
- Confirm that the tabs look correct and work correctly.
- If you did not previously have any icon selected, the "None" tab
should be active.
- If you had an icon selected, that icon set's tab should be
active.
- Confirm that changing icons works correctly and that the
selected icon's tab is always active when you return to the edit
page.
Signed-off-by: Lucas Gass <lucas@bywatersolutions.com>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
Items can now only be filtered by 'Checked out' or 'not' rather than
looking at damaged/itemlost/withdrawn/notforloan status.
Removed availability column as Checked out items are made clear by the
due date column.
Signed-off-by: Christian Stelzenmüller <christian.stelzenmueller@bsz-bw.de>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
Confirm tests in t/db_dependent/Items.t still pass.
Signed-off-by: Christian Stelzenmüller <christian.stelzenmueller@bsz-bw.de>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
This enhancement adds the availability of an item to the item search
results (i.e. shows if checked out or not). If checked out,
shows due date in item search results. The due
date column will also show when exporting results to a CSV file.
To test:
1) Apply patch and restart services
2) Set up two items. Check out Item A to a borrower. Leave Item B as
is not checked out, and not unavailable status.
3) Go to Search -> Item search. Scroll down and notice the Availability
radio options - Ignore, and Checked out.
4) Leave the Ignore option selected and do a search so that both items show.
5) Confirm the availability and due date columns are showing at the
right end of the table. Confirm Item A says Checked out and has a due
date. Confirm Item B says available.
6) Export all result to CSV. Confirm the results show in the CSV file as
expected.
7) Go to edit your search. Select the 'Checked out' radio option for
Availability and submit the search. Confirm only Item A shows in the
results (not Item B).
Sponsored-by: Bibliotheksservice-Zentrum Baden-Württemberg (BSZ)
Signed-off-by: Christian Stelzenmüller <christian.stelzenmueller@bsz-bw.de>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
This patch makes style changes to the authority record editor in order
to make it easier to navigate among tabs and tags. This change matches
the one made to the basic MARC editor in Bug 22045.
Tabs are now part of the page's toolbar, which floats as the page
scrolls. In addition to the numbered tabs, there is also a section
showing in-page links to the MARC tags which are available on that page.
To test, apply the patch and clear your browser cache if necessary.
Open a blank or existing record in the authority record editor. Test
the redesigned tabs, the floating toolbar, and the in-page tag links.
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
moremember-patronimage.pl|tt were not needed.
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
This patch builds on a patch by Mark Tompsett, adding the option to take
a patron's picture using the computer's webcam. The photo can then be
saved to the patron's account.
To test, apply the patch and rebuild the staff interface CSS
(https://wiki.koha-community.org/wiki/Working_with_SCSS_in_the_OPAC_and_staff_client).
- Go to Administration -> System preferences and enable the
'patronimages' preference.
- View a patron record. In the sidebar, hover your mouse over the blank
patron image. Click the "Edit" button which appears.
- A modal window should appear with two sections, "Upload patron photo"
and "Take patron photo."
- If your computer has a webcam, your browser should ask permission to
access it. Grant access.
- You should see the view of your webcam shown under the "Take photo"
button.
- Click the "Take photo" button. The captured photo should be shown in
place of the live video from the webcam.
- You should now see three buttons: "Retake photo," "Download photo,"
and "Upload photo."
- Clicking "Retake photo" should hide those buttons and return you
to a live video view.
- Clicking "Download" should make your browser download the image.
- Clicking "Upload" should cause the page to redirect back to the
patron detail page where you should see the new patron image
displayed in the sidebar.
- Trigger the modal again and click the "cancel" button. The
modal should disappear and camera access should stop.
- If your computer has no webcam the modal should appear correctly but
there should be a banner at the bottom indicating that a camera is not
available.
- Try the test again but this time deny your browser access to the
webcam. You may need to reset the camera permissions in your browser's
settings. When the modal appears you should see a message saying
access to the camera is denied.
- The patron image edit modal should be available on all pages which
show the patron image in the sidebar: Check out, Batch check out,
Details, Accounting, Routing lists, Circulation history, Holds
history, Modification log, Notices, Statistics, Files, Purchase
suggestions, Discharges, Housebound, and ILL requests history.
- Test adding an image to a patron record using the "Upload photo"
option. It should still work correctly.
- If the patron has an image attached, the "Upload photo" section should
have a "Delete" button. Test that it works correctly.
Signed-off-by: Nicolas Legrand <nicolas.legrand@bulac.fr>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
Dropdowns moved to an include, checked and preseleced
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
- Don't add an operator on first loop
- Only add plus option on last loop
- Fix indentation of first search box
- Remove spaces from operators in query_cgi and add to query and query_desc
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
This patch adds the ability to parse the current search and populate the advanced search page on the staff side accordingly.
When searching you will now have an 'Edit this search' link underneath your current search terms
A few notes:
1 - Previous selected items appear with a checkbox, unchecking 'disables' them and removes from the search
2 - Facets and unrecognized limits will appear at the end of the form under 'Other limits' - there could be future enhancement to parse there better, but I believe this is sufficient for now
3 - Previously selected branch or group selections will populate the dropdowns, only one is allowed
To test:
1 - Perform a variety of search on the staff interface
2 - Confirm the 'edit search' button appear below your search
3 - Confirm that options are retained and correctly parsed
4 - Test with library groups - you should be able to combine groups after initial search, or remove individual libraries when editing
5 - Test that selecting a goup disables the individual libraries options
QA note: Missing filters on deletion of keys form hash are false positives
https://bugs.koha-community.org/show_bug.cgi?id=26605
Signed-off-by: Andrew Fuerste-Henry <andrew@bywatersolutions.com>
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
This patch replaces jQueryUI tabs on the search engine configuration
page, replacing them with Bootstrap tabs.
To test, apply the patch and go to Administration -> Search engine
configuration.
- The "Search fields" tab should be selected by default, and the table
should be initialized as a DataTable with sorting and filtering.
- When you switch to the "Bibliographic records" and "Authorities" tabs
the tables on those tabs should also be initialized, each with
filtering and drag-and-drop row re-ordering.
- All tables should continue to work correctly after switching back and
forth between tabs.
Signed-off-by: Lucas Gass <lucas@bywatersolutions.com>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
If you are editing ES mappings and you use the DataTable filtering option,
the table won't contain all the mappings you have in the DB.
If the form is submitted they will be removed and data will be lost!
Test plan:
Edit ES mappings, filter and submit the form.
Confirm that the table are redrawn before the form submission which
prevent data loss
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
Speaks for itself.
Test plan:
Check if the acqui z3950 search works as expected.
Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
Bug 30098 fixed patron search behavior when a later page has only 1 result, but broke the redirect when there is only a single result from search.
To test:
1 - Perform a patron search that returns 41 results, on koha-testing-docker, 'a' works
2 - Go to second page of results, works
3 - On third page you remain in results and are not redirected
4 - Perform a patron search that return only 1 result, name or cardnumber
5 - You get redirected to this patron page
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
When you install a plugin that requires a newer Koha version, it reports
this:
<<
Warning: This report was written for a newer version of Koha. Run at your own risk.
>>
It is wrong in a couple ways:
- It is not a report.
- It feels like it dates back to when plugins were only run i.e.
pre-hooks, etc.
This patch proposes a change to reflect this.
To test:
1. Verify the string changes make sense to you
2. Sign off :-D
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Lucas Gass <lucas@bywatersolutions.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
This patch makes select2 available for ILL backend developers to use on
their templates.
To test:
1. Have a configured backed and an ILL request
2. Open the inspector and load any action on the backend (intranet)
=> FAIL: no select2 asset is transfered from Koha to the browser
3. Apply this patch
4. Reload
=> SUCCESS: There's select2
5. Sign off :-D
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
To reproduce (paycollect.pl):
1) Prepare or use some existing patron with outstanding fines, go to
the accounting section and open page where you make payment towards all
fines.
2) The error message should have appeared in your log file about
"File not found : default/js/locale_data.js".
3) Apply the patch.
4) Open the edit page again, ensure that the new error massage like
that didn't appear.
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
To reproduce (memberentry.pl):
1) Head over to the patron details page, press edit button to open the
memberentry.pl page.
2) The error message should have appeared in your log file about
"File not found : default/js/locale_data.js".
3) Apply the patch.
4) Open the edit page again, ensure that the new error massage like
that didn't appear.
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
This patch adds a check for both mandatory and important fields when
validating bibliographic records during cataloguing.
To test:
1. Go to Admin -> Biblio frameworks. View the MARC structure of your
default framework.
2. Search for tag 082. Edit the subfields for this tag.
3. Check the 'important' checkbox for subfield a and Save.
4. Go to add or edit a new biblio record under Cataloguing.
5. Ensure the 082$a field is empty and hit Save.
6. Notice the confirmation pop-up is an unreadable display of HTML.
7. Click Cancel on the pop-up box.
8. Apply the patch and refresh the editor page.
9. Ensure the 082$a field is empty and hit Save.
10. Notice the confirmation pop-up is more helpful this time. Click
Cancel on the pop-up box.
11. Notice the 082$a field is displayed at the top of the page as an
important field that is missing information. Use the 'go to field'
link and confirm this works as expected.
12. Leave 082$a empty and hit Save.
13. This time click OK on the confirmation pop-up. Confirm you are able
to save your record as normal.
Sponsored-by: Education Services Australia SCIS
Signed-off-by: Owen Leonard <oleonard@myacpl.org>
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
- fixes the displays of opac-recalls.pl and opac-recall.pl
- fix the error on Recalls to pull page
- fix JS error preventing Recalled link from showing in checkouts table
- fix cancelling of recall when checking out item
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
See recalls on Intranet
- old recalls (all inactive recalls)
- recalls queue (all active recalls) - cancel, expire, revert waiting status, multiple cancel, mark overdue
- recalls to pull (available but not yet waiting) - cancel
- recalls awaiting pickup (awaiting pickup, awaiting pickup more than RecallMaxPickUpDelay days) - expire, revert waiting status
- overdue recalls (overdue to be returned) - cancel, multiple cancel
- biblio recalls tab (all active recalls relevant to this bib) - cancel, expire, revert waiting status, mark overdue
- patron recalls tab (all active recalls relevant to this patron) - cancel, expire, revert waiting status, mark overdue
- patron recalls history tab (all recalls relevant to this patron) - cancel, expire, revert waiting status, mark overdue
- log viewer
and the general circulation of recalls
== TEST PLAN FOR RECALLS ==
ADMINISTRATION
1. Apply all patches
2. Run database updates, update schema files and confirm everything applies cleanly
3. Run tests and confirm everything passes:
t/db_dependent/Koha/Recall.t
t/db_dependent/Koha/Recalls.t
t/db_dependent/Stats.t
t/db_dependent/Circulation/CalcFine.t
t/db_dependent/Koha/Item.t
t/db_dependent/Koha/Biblio.t
t/db_dependent/Koha/Patron.t
t/db_dependent/XSLT.t
t/db_dependent/Search.t
t/db_dependent/Holds.t
t/db_dependent/Circulation/transferbook.t
t/db_dependent/Circulation.t
4. Go to Administration -> system preferences. Find the UseRecalls system preference. It should be DISABLED. Confirm RecallsMaxPickUpDelay is set to 7 by default.
5. Go to Administration -> circulation rules. Confirm there are no recalls circulation rules showing.
6. Test a few circulation flows: checking out, placing a reserve, checking in, fulfilling a reserve, etc. Confirm everything works as normal.
7. Go to Administration -> system preferences. Enable the UseRecalls system preference.
8. Go to Administration -> circulation rules. Set the following rules:
Recalls allowed (count) = 0
Recalls per record (count) = 0
On shelf recalls allowed ( If any unavailable / If all unavailable ) = If any unavailable
Recall due date interval (days) = 3
Recall overdue fine amount = (something different to your normal fine amount)
Recall pickup period (days) = 1
Throughout your testing, try with different combinations of these rules and itemtype / branchcode / categorycode. Also try with null values. Keep the circulation rules open in another tab so you can refer to and update these easily. You should also have at least one other tab open for the staff client, and a third tab open for the OPAC, for ease of testing.
9. Go to your account -> More -> Set permissions. Confirm the recalls permission is checked.
10. Set up a test user with OPAC login details (Borrower A). This could also be your own user, as long as you have OPAC login access.
11. Set up a test record (Biblio A) with at least two items (Item A and Item B) of the same item type (or an item type with the same recall circ rules).
PLACING A RECALL
12. Log in to the OPAC as Borrower A. Do a catalogue search with a term that will return multiple results, including Biblio A.
13. Click on Biblio A.
14. Notice there is a 'Place recall' button on the sidebar menu. Click this button. There will be a message saying that there are no items to recall - this is because all items are available.
15. Check out Item A to another borrower (Borrower B).
16. Refresh the 'Place recall' page. You will still NOT be able to place a recall - this is because Recalls allowed = 0 and Recalls per record = 0.
17. Edit the circulation rules to have the following values:
Recalls allowed (count) = 1
Recalls per record (count) = 1
18. Refresh the 'Place recall' page. You will now see the form to place a recall.
BIBLIO-LEVEL RECALL, NO TRANSFER
19. Place a biblio-level recall.
Pickup location: Branch A, the set branch when you are logged into the staff client
Recall not needed after (expiration date): whatever you want
Select 'recall next available item'
Click confirm
20. Confirm the recall is placed successfully. Confirm that the new due date displayed is correctly calculated to be today's date, plus 3 days (taken from the 'recall due date interval' circ rule)
21. In the staff client, look at Borrower B's account, and go to their Notices tab. Confirm they have received a 'Notification to return recalled item' notice.
22. Look at Borrower B's checkouts table. Notice the due date for their checkout has been adjusted, and there is now a note to say that the item was recalled and the due date adjusted.
23. Log in to the OPAC as Borrower B and go to your summary tab. Notice there is a note under their checkout to say the item had been recalled.
24. Log out of the OPAC and log back in as Borrower A.
25. Go to your summary tab. Confirm there is a Recalls tab with a count of 1.
26. Cancel the recall using the button. Confirm it cancels and the Recalls tab disappears.
27. Do a catalogue search with a term that will return multiple results, including Biblio A.
28. When the results load, notice there is a 'Place recall' button next to the 'Place hold' button. Click this 'Place recall' button.
29. Notice you are redirected straight to the form to place a recall.
30. Place a biblio-level recall again, following the steps in Step 19.
31. Go to your recalls history tab. Notice your first cancelled recall shows here.
32. Cancel the recall you just created, using the button. Confirm it cancels and you are redirected to your summary tab.
33. In the staff client, enable the UseCourseReserves system preference.
34. Go to the main menu, click Course Reserves.
35. Add a new course. (You may also have to define an authorised value for DEPARTMENT.)
36. Add Item A as a reserve to this course.
37. View Course Reserves in the OPAC. Click the course you just created.
38. Notice the reserve has a Recall button underneath it's 'Checked out' status. Click this button.
39. Place a biblio-level recall again, following the steps in Step 19.
40. Click the 'Place recall' link in the breadcrumbs.
41. Notice there is a message saying that you have reached the max number of recalls on this record. This is because Recalls allowed = 1 and Recalls per record = 1.
42. Edit the circulation rules to have the following values:
Recalls allowed (count) = 10
Recalls per record (count) = 5
43. Refresh the 'Place recall' page. You will now see the form to place a recall.
44. Create another test record (Biblio B) with at least one item (Item C).
45. Find this record on the OPAC and place a biblio-level recall again, following the steps in Step 19.
46. In the staff client, go to Circulation -> Old recalls. You should be able to see your two cancelled recalls.
47. Go to Circulation -> Recalls queue. Your current recalls should show here.
48. Use the 'Select all' checkbox to select all recalls.
49. Cancel the recalls using the 'Cancel selected recalls' button.
50. Go to the OPAC and place a biblio-level recall on Biblio A again, following the steps in Step 19.
51. In the staff client, check in Item A, which should still be checked out to Borrower B.
52. A box should pop-up asking you to confirm Borrower A's recall. Click ignore.
53. Click the link to go view Biblio A's details in the catalogue.
54. Click the recalls tab. Notice Borrower A's recall is displayed, and shows it is still Requested (has not been confirmed waiting).
55. Check in Item A again. This time, confirm the recall as waiting using the "Confirm recall" button.
56. Go to Borrower A's Notices tab. Confirm there is a notice "Recalled item awaiting pickup".
57. Go to Borrower A's checkouts. Notice there is a recalls tab. Confirm the recall is showing as "Ready for pickup".
58. Click the 'Actions' dropdown. Click the "Revert waiting" button. The page should show a message that the waiting status has been reverted, without reloading.
59. This time, check in Item B. The recall confirmation box should show again, because this a biblio-level recall that any recallable item under Biblio A can fill. Click the "Print slip and confirm" button.
60. Check the slip that is generated. Confirm it contains Borrower A's correct details, and the details of the recall are correct.
61. Go to Circulation -> Recalls awaiting pickup. Confirm the recall is now waiting and shows in this list.
(You could also try this with Item B having a different item type to Item A, and circ rules not allowing Item B's item type to have recalls. When checking in Item A, it should not trigger the recall box).
62. Go to Borrower A's checkouts. Check out Item B.
63. Confirm the checkout is successful and the recall is removed from the Recalls tab.
64. Go to Circulation -> Old recalls. The fulfilled recall should show.
65. Check in Item B.
BIBLIO-LEVEL RECALL, TRANSFER REQUIRED
66. Check out Item A to Borrower B.
67. Log in to the OPAC as Borrower A.
68. Find Biblio A and place a biblio-level recall.
Pickup location: Branch B, a different branch from your logged in branch. This recall will require a transfer.
Recall not needed after (expiration date): whatever you want
Select 'recall next available item'
Click confirm
69. In the staff client, check in Item A at Branch A. Notice the box that pops up shows that a transfer is required.
70. Click "confirm recall and transfer" and confirm the transfer.
71. Go to your account and click the Recalls tab.
72. Confirm the recall status now shows the item is in transit to Branch B.
73. In the drop-down top-right of your window, select 'Set library'.
74. Set your library to Branch B.
75. Go to Circulation -> Transfers to receive. Notice that the recall is showing here.
76. Click 'Cancel transfer'.
77. Go to Circulation -> Recalls queue
78. Confirm the recall status has been reverted to Requested.
79. Set your library back to Branch A.
80. Check in Item A and trigger the transfer.
81. Set your library back to Branch B.
82. Check in Item A at Branch B.
83. When the 'Recall found' box pops up, click Ignore.
84. Go to Circulation -> Recalls to pull. The recall should show here, with a button to "Cancel recall and return to: Branch A"
85. Click the button to cancel the recall.
86. Repeat Steps 66-70.
87. Check in Item A at Branch B. Confirm the recall as waiting.
88. Check out Item A to Borrower A to fulfill the recall.
89. Set your library back to Branch A and check in Item A.
ITEM-LEVEL RECALL, NO TRANSFER
90. Go to Administration -> circulation rules. Set the following rules:
On shelf recalls allowed ( If any unavailable / If all unavailable ) = If all unavailable
91. Check out Item A to Borrower B.
92. Log in to the OPAC as Borrower A and go to Biblio A.
93. Click the 'Place recall' button. Confirm there is a message that there are no items to recall. This is because On shelf recalls allowed = If all unavailable, and there is still one item (Item B) available.
94. In the staff client, edit Item B to have a withdrawn, item lost or not for loan status.
95. Refresh the 'Place recall' page. Confirm you can now see the form to place a recall.
96. Place an item-level recall.
Pickup location: Branch A.
Recall not needed after (expiration date): whatever you want
Select 'recall a specific item'
Item B will not be selectable, and Item A should be selected by default.
Click confirm
97. In the staff client, edit Item B and remove the lost or missing status.
98. Check in Item B. Confirm the recall box does not pop up, because it cannot fill the item-level recall.
99. Check in Item A. Confirm the recall as waiting.
100. Go to Circulation -> Recalls awaiting pickup
101. Expire the recall. Confirm it expires as expected.
ITEM-LEVEL RECALL, TRANSFER REQUIRED
102. Repeat steps 91 to 95.
103. Place an item-level recall.
Pickup location: Branch B, we will require a transfer.
Recall not needed after (expiration date): whatever you want
Select 'recall a specific item'
Item B will not be selectable, and Item A should be selected by default.
Click confirm
104. In the staff client, check in Item A. Confirm the recall and trigger the transfer.
105. Set your library to Branch B and check in Item A.
106. Confirm the recall as waiting.
107. Check out Item A to Borrower A and fulfill the recall.
108. Set your library back to Branch A and check in Item A.
CRONJOBS: EXPIRING RECALL
109. Check out Item A to Borrower B.
110. Log in to the OPAC as Borrower A. Place a recall (any level) on Biblio A.
111. In your terminal, enter mysql and edit the expiration date of your recall to be before today
UPDATE recalls SET expirationdate = NOW()-2 WHERE recall_id = X;
112. Run the expiry cronjob from within your shell
perl misc/cronjobs/recalls/expire_recalls.pl
113. Go to Borrower A's account and go to the Recalls history tab
114. Confirm the recall has been expired because the current date surpassed the specified expiration date
115. Check out Item A to Borrower B.
116. Log in to the OPAC as Borrower A. Place a recall (any level) on Biblio A.
117. In the staff client, check in Item A and confirm the recall as waiting.
118. In your terminal, enter mysql and edit the waiting date of your recall to be before today
UPDATE recalls SET waitingdate = NOW() - interval 5 day WHERE recall_id = X;
119. Run the expiry cronjob from within your shell
perl misc/cronjobs/recalls/expire_recalls.pl
120. Go to Borrower A's account and go to the Recalls history tab
121. Confirm the recall has been expired because the recall had been waiting for more days than the Recall pickup period
122. Go to Administration -> circulation rules. Set the following rules:
Recall pickup period (days) = 0
123. Set the RecallsMaxPickUpDelay system preference = 1.
124. Check out Item A to Borrower B.
125. Log in to the OPAC as Borrower A. Place a recall (any level) on Biblio A.
126. In the staff client, check in Item A and confirm the recall as waiting.
127. In your terminal, enter mysql and edit the waiting date of your recall to be before today
UPDATE recalls SET waitingdate = NOW()-2 WHERE recall_id = X;
128. Run the expiry cronjob from within your shell
perl misc/cronjobs/recalls/expire_recalls.pl
129. Go to Borrower A's account and go to the Recalls history tab
130. Confirm the recall has been expired because the recall had been waiting for more days than the RecallsMaxPickUpDelay syspref
CRONJOBS: OVERDUE RECALL
131. Check out Item A to Borrower B
132. Log in to the OPAC as Borrower A. Place a recall (any level) on Biblio A.
133. In your terminal, enter mysql and edit the due date of the checkout to Borrower B to be before today
UPDATE issues SET date_due = NOW()-2 WHERE issue_id = X;
134. Run the overdue cronjob from within your shell
perl misc/cronjobs/recall/overdue_recalls.pl
135. Go to Circulation -> Overdue recalls
136. Confirm your recall is showing here now as the recall has been marked Overdue
CIRCULATION
137. Check in Item A.
138. When the recall box pops up, click Ignore.
139. Check out Item A to Borrower B. You should see a yellow confirmation box, saying that another borrower has recalled the item you are trying to check out.
140. Click "No don't check out" and confirm the item isn't checked out and the recall remains.
141. Repeat Step 139.
142. Click "Yes check out" and confirm the item is checked out and the recall remains.
143. When Borrower B's checkout table loads, confirm that you cannot renew or check in the item from the Checkouts table because there is a 'Recalled' link which takes you to the recalls tab for that biblio.
144. Repeat Steps 137-139.
145. Select "Cancel recall" and click "Yes check out" and confirm the item is checked out and the recall has been cancelled.
146. Log in to the OPAC as Borrower A. Place a recall (any level) on Biblio A.
147. Check in Item A. Confirm the recall as waiting.
148. Check out Item A to Borrower B. You should see a yellow confirmation box, saying that that another borrower has recalled the item that you are trying to check out.
149. Select "Revert waiting status" and click "Yes check out" and confirm the item is checked out and the recall status has reverted to requested.
OTHER
150. In your terminal, enter mysql and edit the due date of the checkout to Borrower B to be before today
UPDATE issues SET date_due = NOW()-2 WHERE issue_id = X;
151. Go to Borrower A's recalls and click the Actions dropdown.
152. Click "Mark as overdue" and confirm the recall is marked as overdue manually.
153. Go to Tools -> Log Viewer. Check only the Recalls module, and leave all other parameters, and click Submit.
154. Confirm all of the recalls actions that have been made are correctly logged.
Note: recalls messaging preferences are introduced in Bug 23781.
The recall feature is fully documented at: https://wiki.koha-community.org/wiki/Catalyst_IT_Recalls
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
To prevent a redirect when we click on a page with only 1 result
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
