Koha/koha-tmpl/intranet-tmpl/prog/en/modules/admin/preferences/patrons.pref
Alex Sassmannshausen 6a493842cf Bug 6906 - show 'Borrower has previously issued...
New feature: provide granular means to configure warnings about items
that have been issued to a particular borrower before, according to
their checkout history.

- Global syspref ('CheckPrevCheckout'), set to 'hardno' by default,
  allows users to enable this feature library wide.
- Per patron category pref allows libraries to create overrides per
  category, falling back on the global setting by default.
- Per patron pref allows switching the functionality on at the level
  of patron. Fall-back to category settings by default.

* Koha/Patron (wantsCheckPrevCheckout, doCheckPrevCheckout): New
  methods.
* C4/Circulation.pm (CanBookBeIssued): Introduce CheckPrevCheckout
  check.
* admin/categories.pl: Pass along checkprevcheckout.
* koha-tmpl/intranet-tmpl/prog/en/modules/admin/categories.tt: Expose
  CheckPrevCheckout per category setting.
* koha-tmpl/intranet-tmpl/prog/en/modules/preferences/patrons.pref:
  Expose CheckPrevCheckout syspref.
* koha-tmpl/intranet-tmpl/prog/en/modules/members/memberentrygen.tt:
  Expose per patron CheckPrevCheckout preference.
* koha-tmpl/intranet-tmpl/prog/en/modules/members/moremember.tt: Expose
  per patron CheckPrevCheckout preference.
* koha-tmpl/intranet-tmpl/prog/en/modules/circ/circulation.tt: Add
  'CHECKPREVCHECKOUT' confirmation message.
* installer/data/mysql/kohastructure.sql: Modify structure of
  'categories', 'borrowers', 'oldborrowers'.
* installer/data/mysql/sysprefs.sql: Add 'CheckPrevCheckout'.
* installer/data/mysql/atomicupdate/checkPrevCheckout.sql: New file.
* t/db_dependent/Patron/CheckPrevCheckout.t: New file with unit tests.

Test plan:
- Apply patch.
- Run updatedatabase.
- Regenerate Koha Schema files.
- Run the unit tests.
- Verify 'CheckPrevCheckout' is visible in Patrons sysprefs and can be
  switched to 'hardyes', 'softyes', 'softno' and 'hardno'.
  + Check out previously checked out items to a patron, checking the
    message appears as expected.
- Verify no 'Check previous checkouts' setting appears on the borrower
  category pages if the syspref is set to a 'hard' option.
- Verify 'Check previous checkouts' setting appears on the borrower
  category pages and can be modified per borrower category.
  + Issue previously issued items to a borrower, checking the message
    appears as expected (This setting should override the default
    setting if that is set to a 'soft' option).
- Verify no 'Check previous checkouts' setting appears on the individual
  borrower pages if the syspref is set to a 'hard' option.
- Verify 'Check previous checkouts' setting appears on individual
  borrower pages and can be modified.
  + Issue previously issued items to a borrower, checking the message
    appears as expected (This setting should override the category
    setting and the default setting if the latter is set to a 'soft'
    option).

Followed test plan, works as expected.
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>
2016-07-08 13:40:08 +00:00

203 lines
8.1 KiB
Text

Patrons:
General:
-
- pref: AutoEmailOpacUser
choices:
yes: Send
no: "Don't send"
- an email to newly created patrons with their account details.
-
- "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).
-
- "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:"
- pref: BorrowerMandatoryField
class: multi
- (separate columns with |)
-
- "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:"
- 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, do"
softno: "Unless overridden, do not"
hardno: "Do not"
- " check borrower checkout history to see if the current item has been checked out before."
-
- pref: checkdigit
choices:
none: "Don't"
katipo: Do
- check and construct borrower card numbers in the Katipo style. This overrides <code>autoMemberNum</code> if on.
-
- pref: EnhancedMessagingPreferences
choices:
yes: Allow
no: "Don't allow"
- "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."
-
- 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 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.
-
- 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.
-
- 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: 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.
- "Define a username/login"
- pref: SMSSendUsername
- "and a password"
- pref: SMSSendPassword
-
- 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.
-
- 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.
-
- 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."
-
- 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 (note: EnhancedMessagingPreferences must be enabled)."
"Norwegian patron database":
-
- pref: NorwegianPatronDBEnable
choices:
yes: Enable
no: Disable
- the ability to communicate with the Norwegian national patron database via the
- pref: NorwegianPatronDBEndpoint
- endpoint.
-
- Communicate with the Norwegian national patron database using the username
- pref: NorwegianPatronDBUsername
- and the password
- pref: NorwegianPatronDBPassword
- . You can get these from "Base Bibliotek", which is maintained by the Norwegian National Library.
-
- pref: NorwegianPatronDBSearchNLAfterLocalHit
choices:
yes: Do
no: "Don't"
- search the Norwegian national patron database after a local search result was found.