Nick Clemens
71d1e1727c
This patch adds a new system preference:
PatronQuickAddFields
When either this pref or BorrowerMandatoryField is populated this will add a new dropdown to the bew patron toolbar.
When a category is chosen from this dropdown the fields in PatronQuickAddFields and BorrowerMandatoryField will be displayed.
There will be a button allowing a user to switch from the quickadd to the full form and fields will be copied between the forms when toggling.
The Quick add will only be displayed on add of a new patron, future edits should display the full form.
Test plan:
1 - Apply patch
2 - run updatedatabase.pl
3 - Add a new patron and ensure nothing has changed
4 - Populate either PatronQuickAddFields or BorrowerMandatory fields
and note the new button for adding a patron
5 - Click the Quick add and choose a type
6 - Only required or quick add fields should be displayed
7 - Verify toggling forms copies information
8 - Ensure you cannot save patron without filling required fields
(quick add fields should be optional)
9 - Ensure you can save patron with fields filled out
10 - Ensure that a duplicate patron brings up the duplicate/add new
buttons with full form displayed
11 - Verify that subsequent edits use only full form
12 - Verify that data on form submitted is the data saved to patron
13 - Test with various values in both MandatoryBorrowerFields and PatronQuickAddFields
Sponsored by: VOKAL (Vermont Organization of Koha Automated Libraries)
Followed test plan, works as expected.
Re-tested together with followup, works as expected (2016-06-02)
Signed-off-by: Marc Véron <veron@veron.ch>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
194 lines
7.6 KiB
Text
194 lines
7.6 KiB
Text
Patrons:
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General:
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-
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- pref: AutoEmailOpacUser
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choices:
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yes: Send
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no: "Don't send"
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- an email to newly created patrons with their account details.
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-
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- "Use"
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- pref: AutoEmailPrimaryAddress
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default: "OFF"
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choices:
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email: home
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emailpro: work
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B_email: alternate
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cardnumber: cardnumber as
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"OFF": first valid
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- "patron email address for sending out emails."
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-
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- pref: autoMemberNum
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choices:
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yes: Do
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no: "Don't"
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- 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).
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-
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- "The following <a href='http://schema.koha-community.org/tables/borrowers.html' target='blank'>database columns</a> must be filled in on the patron entry screen:"
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- pref: BorrowerMandatoryField
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class: multi
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- (separate columns with |)
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-
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- "The following <a href='http://schema.koha-community.org/tables/borrowers.html' target='blank'>database columns</a> will not appear on the patron entry screen:"
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- pref: BorrowerUnwantedField
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class: multi
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- (separate columns with |)
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-
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- "Guarantors can be the following of those they guarantee:"
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- pref: borrowerRelationship
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class: multi
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- (input multiple choices separated by |). Leave empty to deactivate
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-
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- "Borrowers can have the following titles:"
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- pref: BorrowersTitles
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class: multi
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- (separate multiple choices with |)
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-
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- pref: checkdigit
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choices:
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none: "Don't"
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katipo: Do
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- check and construct borrower card numbers in the Katipo style. This overrides <code>autoMemberNum</code> if on.
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-
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- pref: EnhancedMessagingPreferences
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choices:
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yes: Allow
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no: "Don't allow"
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- "Staff to manage which notices patrons will receive and when they will receive them. Note: this only applies to courtesy notices. To manage if patrons have also access to these settings, use EnhancedMessagingPreferencesOPAC."
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-
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- pref: ExtendedPatronAttributes
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choices:
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yes: Enable
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no: "Don't enable"
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- searching, editing and display of custom attributes on patrons.
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-
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- pref: intranetreadinghistory
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choices:
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yes: "Allow"
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no: "Don't allow"
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- "staff to access a patron's checkout history (reading history is still stored, regardless of staff being allowed access or not)."
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-
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- The late fine for all checkouts will only go up to
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- pref: MaxFine
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class: currency
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- '[% local_currency %].'
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- Empty value means no limit. Single item caps are specified in the circulation rules matrix.
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-
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- Login passwords for staff and patrons must be at least
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- pref: minPasswordLength
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class: integer
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- characters long.
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-
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- Show a notice if the patron is about to expire or has expired
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- pref: NotifyBorrowerDeparture
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class: integer
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- days beforehand.
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-
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- Send an account expiration notice when a patron's card will expire in
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- pref: MembershipExpiryDaysNotice
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class: integer
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- days.
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-
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- pref: patronimages
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choices:
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yes: Allow
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no: "Don't allow"
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- images to be uploaded and shown for patrons on the staff client.
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-
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- By default, show
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- pref: PatronsPerPage
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class: integer
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- results per page in the staff client.
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-
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- pref: PatronQuickAddFields
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class: multi
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- (separate columns with |)
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- "add these fields to the patron quick add form when entering a new patron. Displays only mandatory fields and fields specified here"
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-
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- "Use the SMS::Send::"
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- pref: SMSSendDriver
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- driver to send SMS messages.
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- "Define a username/login"
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- pref: SMSSendUsername
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- "and a password"
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- pref: SMSSendPassword
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-
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- pref: uppercasesurnames
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choices:
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yes: Do
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no: "Don't"
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- store and display surnames in upper case.
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-
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- When renewing borrowers, base the new expiry date on
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- pref: BorrowerRenewalPeriodBase
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choices:
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now: current date.
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dateexpiry: current membership expiry date.
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-
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- pref: TalkingTechItivaPhoneNotification
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choices:
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yes: Enable
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no: Disable
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- patron phone notifications using Talking Tech i-tiva (overdues, predues and holds notices currently supported).
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-
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- "Show the following fields from the items database table as columns on the statistics tab on the patron record: "
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- pref: StatisticsFields
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class: multi
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- "(separate fields with |, without trailing |). Default if empty: location|itype|ccode"
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-
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- pref: EnableBorrowerFiles
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choices:
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yes: Do
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no: "Don't"
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- enable the ability to upload and attach arbitrary files to a borrower record.
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-
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- pref: AllowStaffToSetCheckoutsVisibilityForGuarantor
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choices:
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yes: Allow
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no: "Don't allow"
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- staff to set the ability for a patron's checkouts to be viewed by linked patrons in the OPAC.
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-
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- Card numbers for patrons must be
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- pref: CardnumberLength
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- "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')."
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- "If 'cardnumber' is included in the BorrowerMandatoryField list, the minimum length, if not specified here, defaults to one."
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-
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- pref: useDischarge
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choices:
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yes: Allow
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no: "Don't allow"
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- librarians to discharge borrowers and borrowers to request a discharge.
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-
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- pref: FeeOnChangePatronCategory
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choices:
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yes: Do
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no: "Don't"
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- charge a fee when a patron changes to a category with an enrollment fee.
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-
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- pref: EnhancedMessagingPreferencesOPAC
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choices:
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yes: Show
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no: "Don't show"
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- "patron messaging setting on the OPAC (note: EnhancedMessagingPreferences must be enabled)."
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"Norwegian patron database":
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-
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- pref: NorwegianPatronDBEnable
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choices:
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yes: Enable
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no: Disable
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- the ability to communicate with the Norwegian national patron database via the
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- pref: NorwegianPatronDBEndpoint
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- endpoint.
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-
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- Communicate with the Norwegian national patron database using the username
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- pref: NorwegianPatronDBUsername
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- and the password
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- pref: NorwegianPatronDBPassword
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- . You can get these from "Base Bibliotek", which is maintained by the Norwegian National Library.
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-
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- pref: NorwegianPatronDBSearchNLAfterLocalHit
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choices:
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yes: Do
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no: "Don't"
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- search the Norwegian national patron database after a local search result was found.
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