Koha-community/Koha
13
7
Fork 0
Code Issues Releases Wiki Activity
Koha/koha-tmpl/intranet-tmpl/prog/en/modules/admin/preferences/patrons.pref
Kyle M Hall 1ad03f5509
Bug 20691: Add ability to turn feature on and off 
This patch adds two preferences
1. AllowPatronToSetFinesVisibilityForGuarantor: Allow/Don't allow patrons to choose their own privacy settings for showing the patron's fines to the patron's guarantor
2. AllowStaffToSetFinesVisibilityForGuarantor: Allow/Don't allow staff to set the ability for a patron's fines to be viewed by linked patrons in the OPAC

Also adds a tinyint, non nullable, default to 0 column in borrower and deletedborrower named privacy_guarantor_fines.
1. privacy_guarantor_fines = 0 => don't allow guarantor to see guarantee's fines
2. privacy_guarantor_fines = 1 => allow guarantor to see guarantee's fines

To test:
1) git reset --hard master
2) apply patches (including dependencies)
3) perl installer/data/mysql/updatedatabase.pl
4) dbic
5) restart_all
6) in intranet search for AllowPatronToSetFinesVisibilityForGuarantor and AllowStaffToSetFinesVisibilityForGuarantor preferences
SUCCESS => both preferences should be present
7) search for a patron with guarantor
SUCCESS => in details tab, in "Library use" section you should see a row labeled "Show fines to guarantor"
8) edit
CHECK => in Guarantor information there is no "Show fines to guarantor" select
9) set AllowStaffToSetFinesVisibilityForGuarantor preference to "Allow"
10) return to patron with guarantor and edit
SUCCESS => in Guarantor information section there is a "Show fines to guarantor" select
11) change "Show fines to guarantor" select to "Yes" and save
SUCCESS => Value is saved
12) go to details tab
SUCCESS => in "Library use" section you see a row labeled "Show fines to guarantor" with value "Yes"
13) set OPACPrivacy preference to "Allow"
14) open 2 opacs, one with a patron that has a guarantor and another that hasn't and go to "your privacy" tab.
CHECK => in both opacs you should not see a "Allow your guarantor to view your current fines?" select
15) in intranet set AllowPatronToSetFinesVisibilityForGuarantor to "Allow"
16) refresh both opacs
SUCCESS => in Patron that has guarantor you see a "Allow your guarantor to view your current fines?" select
	=> in Patron without guarantor you don't see a "Allow your guarantor to view your current fines?" select
17) in Patron with guarantor change value of select and save
SUCCESS => Value is saved
18) in intranet set OPACPrivacy preference to "Don't allow" and AllowPatronToSetFinesVisibilityForGuarantor to "Don't allow"
19) got to "your personal details" in both opacs
CHECK => in both opacs you should not see no Privacy section with a "Allow your guarantor to view your current fines?" select
20) in intranet set AllowPatronToSetFinesVisibilityForGuarantor to "Allow"
21) refresh both opacs
SUCCESS => in Patron that has guarantor you see a "Allow your guarantor to view your current fines?" select in a Privacy section
        => in Patron without guarantor there is no Privacy section
22) in Patron with guarantor change value of select and update
SUCCESS => Value is saved
23) Sign off

Signed-off-by: Agustin Moyano <agustinmoyano@theke.io>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
2019-09-11 08:53:46 +01:00

259 lines
11 KiB
Text
Raw Blame History

Patrons:
General:
-
- pref: AutoEmailOpacUser
choices:
yes: Send
no: "Don't send"
- an email to newly created patrons with their account details.
-
- pref: FallbackToSMSIfNoEmail
choices:
yes: Enable
no: Disable
- Send messages by SMS if no patron email is defined
-
- pref: UseEmailReceipts
choices:
yes: Send
no: "Don't send"
- email receipts to patrons for payments and writeoffs.
-
- "Use"
- pref: AutoEmailPrimaryAddress
default: "OFF"
choices:
email: home
emailpro: work
B_email: alternate
cardnumber: cardnumber as
"OFF": first valid
- "patron email address for sending out emails."
-
- pref: autoMemberNum
choices:
yes: Do
no: "Don't"
- default the card number field on the patron addition screen to the next available card number (for example, if the largest currently used card number is 26345000012941, then this field will default to 26345000012942).
- "<strong>NOTE:</strong> If autoMemberNum is enabled, the system preference BorrowerMandatoryField must not contain the field cardnumber."
-
- "The following <a href='http://schema.koha-community.org/__VERSION__/tables/borrowers.html' target='blank'>database columns</a> must be filled in on the patron entry screen:"
- pref: BorrowerMandatoryField
class: multi
- (separate columns with |)
- "<strong>NOTE:</strong> If autoMemberNum is enabled, the system preference BorrowerMandatoryField must not contain the field cardnumber."
-
- "The following <a href='http://schema.koha-community.org/__VERSION__/tables/borrowers.html' target='blank'>database columns</a> will not appear on the patron entry screen:"
- pref: BorrowerUnwantedField
class: multi
- (separate columns with |)
-
- "Guarantors can be the following of those they guarantee:"
- pref: borrowerRelationship
class: multi
- (input multiple choices separated by |). Leave empty to deactivate
-
- "Borrowers can have the following titles:"
- pref: BorrowersTitles
class: multi
- (separate multiple choices with |)
-
- pref: CheckPrevCheckout
default: no
choices:
hardyes: "Do"
softyes: "Unless overridden by patron category, do"
softno: "Unless overridden by patron category, do not"
hardno: "Do not"
- " check borrower checkout history to see if the current item has been checked out before."
-
- pref: EnhancedMessagingPreferences
choices:
yes: Allow
no: "Don't allow"
- "Staff to manage which notices patrons will receive and when they will receive them."
- "<br><strong>NOTE:</strong> This only applies to courtesy notices. To manage if patrons have also access to these settings, use EnhancedMessagingPreferencesOPAC."
- "<br><strong>NOTE:</strong> This system preference requires the <code>misc/cronjobs/process_message_queue.pl</code> and the <code>misc/cronjobs/advance_notices.pl</code> cronjob. Ask your system administrator to schedule them."
-
- pref: ExtendedPatronAttributes
choices:
yes: Enable
no: "Don't enable"
- searching, editing and display of custom attributes on patrons.
-
- pref: intranetreadinghistory
choices:
yes: "Allow"
no: "Don't allow"
- "staff to access a patron's checkout and hold history (reading history is still stored, regardless of staff being allowed access or not)."
-
- The late fine for all checkouts will only go up to
- pref: MaxFine
class: currency
- '[% local_currency %].'
- Empty value means no limit. Single item caps are specified in the circulation rules matrix.
-
- Login passwords for staff and patrons must be at least
- pref: minPasswordLength
class: integer
- characters long.
-
- pref: RequireStrongPassword
choices:
yes: "Require"
no: "Don't require"
- a strong password for staff and patrons
- (Must contain at least one digit, one lowercase and one uppercase).
-
- Show a notice if the patron is about to expire or has expired
- pref: NotifyBorrowerDeparture
class: integer
- days beforehand.
-
- Send an account expiration notice when a patron's card will expire in
- pref: MembershipExpiryDaysNotice
class: integer
- days.
- "<br><strong>NOTE:</strong> This system preference requires the <code>misc/cronjobs/membership_expiry.pl</code> cronjob. Ask your system administrator to schedule it."
-
- pref: patronimages
choices:
yes: Allow
no: "Don't allow"
- images to be uploaded and shown for patrons on the staff client.
-
- By default, show
- pref: PatronsPerPage
class: integer
- results per page in the staff client.
-
- pref: DefaultPatronSearchFields
class: multi
- "Comma separated list defining the default fields to be used during a patron search"
-
- pref: PatronQuickAddFields
class: multi
- (separate columns with |)
- "add these fields to the patron quick add form when entering a new patron. Displays only mandatory fields and fields specified here. If applicable the guarantor form will be shown as well, individual fields in that form will be ignored."
-
- "Use the SMS::Send::"
- pref: SMSSendDriver
- driver to send SMS messages.
- "<br>If you would prefer to send SMS via E-mail, set SMSSendDriver to: Email"
-
- "Define a username/login"
- pref: SMSSendUsername
- "and a password"
- pref: SMSSendPassword
- ". Override from address with"
- pref: EmailSMSSendDriverFromAddress
- "for emails sent using \"Email\" send driver."
-
- pref: uppercasesurnames
choices:
yes: Do
no: "Don't"
- store and display surnames in upper case.
-
- When renewing borrowers, base the new expiry date on
- pref: BorrowerRenewalPeriodBase
choices:
now: current date.
dateexpiry: current membership expiry date.
combination: the latter of the current and expiry date.
-
- pref: TalkingTechItivaPhoneNotification
choices:
yes: Enable
no: Disable
- patron phone notifications using Talking Tech i-tiva (overdues, predues and holds notices currently supported).
-
- "Show the following fields from the items database table as columns on the statistics tab on the patron record: "
- pref: StatisticsFields
class: multi
- "(separate fields with |, without trailing |). Default if empty: location|itype|ccode"
-
- pref: EnableBorrowerFiles
choices:
yes: Do
no: "Don't"
- enable the ability to upload and attach arbitrary files to a borrower record.
-
- pref: AllowStaffToSetCheckoutsVisibilityForGuarantor
choices:
yes: Allow
no: "Don't allow"
- staff to set the ability for a patron's checkouts to be viewed by linked patrons in the OPAC.
-
- pref: AllowStaffToSetFinesVisibilityForGuarantor
choices:
yes: Allow
no: "Don't allow"
- staff to set the ability for a patron's fines to be viewed by linked patrons in the OPAC.
-
- Card numbers for patrons must be
- pref: CardnumberLength
- "characters long. The length can be a single number to specify an exact length, a range separated by a comma (i.e., 'Min,Max'), or a maximum with no minimum (i.e., ',Max')."
- "If 'cardnumber' is included in the BorrowerMandatoryField list, the minimum length, if not specified here, defaults to one. Maximum cannot be bigger than the database field size of 32."
-
- pref: useDischarge
choices:
yes: Allow
no: "Don't allow"
- librarians to discharge borrowers and borrowers to request a discharge.
-
- pref: FeeOnChangePatronCategory
choices:
yes: Do
no: "Don't"
- charge a fee when a patron changes to a category with an enrollment fee.
-
- pref: EnhancedMessagingPreferencesOPAC
choices:
yes: Show
no: "Don't show"
- "patron messaging setting on the OPAC."
- "<br><strong>NOTE:</strong> EnhancedMessagingPreferences must be enabled."
-
- pref: TrackLastPatronActivity
choices:
yes: Do
no: "Don't"
- track last patron activity.
- Every time a patron will connect, the borrowers.lastseen will be updated with the current time.
-
- Block a patron's account if it reaches
- pref: FailedLoginAttempts
class: integer
- failed login attempts.
-
- pref: ProtectSuperlibrarianPrivileges
choices:
yes: Allow only superlibrarians
no: Allow all permitted users
- "to access/change superlibrarian privileges."
- "<br><strong>NOTE:</strong> A permitted user needs to have the 'permissions' flag (if no superlibrarian)."
Privacy:
-
- Use the following URL
- pref: PrivacyPolicyURL
- to refer to your local privacy policy in messages about privacy and data protection. (If you enforce GDPR policy, make sure that this page is not blocked.)
- "<br><strong>NOTE:</strong> The URL will only be displayed if GDPR_Policy is set."
-
- Set GDPR policy to
- pref: GDPR_Policy
choices:
'': 'Disabled'
Enforced: 'Enforced'
Permissive: 'Permissive'
- "GDPR is the EU General Data Protection Regulation. When you enforce, patrons need to give consent before using the OPAC. If you set to permissive, Koha will warn but not enforce."
- "<br><strong>NOTE:</strong> If you enable this you will also have to set the URL of your public privacy policy with the PrivacyPolicyURL setting."
-
- Lock/expire patrons that submitted an unsubscribe request (refused consent) after
- pref: UnsubscribeReflectionDelay
- days, anonymize locked/expired accounts after
- pref: PatronAnonymizeDelay
- days and remove anonymized patron accounts after
- pref: PatronRemovalDelay
- "days.<br>IMPORTANT: No action is performed when these delays are empty (no text). But a zero value ('0') is interpreted as no delay (do it now)! The actions are performed by the cleanup database cron job."
View git blame Copy permalink