d92c595dc4
Adds support for Floating Collections (i.e. items that don't automatically return home when checked in at another branch) on a per branchcode/itemtype basis. This patch adds a new column (returnbranch) to the default_circ_rules, default_branch_item_rules, default_branch_circ_rules and branch_item_rules tables, after the 'holdsallowed' column. While this is coded as a varchar(15), the only currently supported values are 'homebranch', 'holdingbranch', 'noreturn' and NULL. On upgrade, the value of HomeOrHoldingBranchReturn is used to populate the global default (which is stored in default_circ_rules.returnbranch). To access this value, use C4::Circulation::GetBranchItemRule. This subroutine is altered to supply an additional key, "returnbranch", containing this value (or 'homebranch' as a default). No existing usage of GetBranchItemRule should need to be modified. The use of HomeOrHoldingBranchReturn is removed in AddReturn to instead use this subroutine. This will determine, on a more granular level, where the item should be transferred, after all is said and done. If 'noreturn' is specified, then the material will remain at the branch doing the checking in. Signed-off-by: Liz Rea <wizzyrea@gmail.com> Passes prove t xt t/db_dependent I was able to make this feature work as advertised. As noted above, if you want a floating rule applied across all branches, adding a single default rule won't suffice, you'll need to add the rule to all branches. That issue is not related to the functioning of *this* patch however.
417 lines
20 KiB
Text
417 lines
20 KiB
Text
[% INCLUDE 'doc-head-open.inc' %]
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<title>Koha › Administration › Circulation and Fine Rules</title>
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[% INCLUDE 'doc-head-close.inc' %]
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<script type="text/javascript">
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//<![CDATA[
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$(document).ready(function() {
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$('#selectlibrary').find("input:submit").hide();
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$('#branch').change(function() {
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$('#selectlibrary').submit();
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});
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});
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//]]>
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</script>
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<!-- Enable Calendar system -->
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<link rel="stylesheet" type="text/css" href="[% themelang %]/lib/calendar/calendar-system.css" />
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<script type="text/javascript" src="[% themelang %]/lib/calendar/calendar.js"></script>
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<script type="text/javascript" src="[% themelang %]/lib/calendar/calendar-en.js"></script>
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<script type="text/javascript" src="[% themelang %]/lib/calendar/calendar-setup.js"></script>
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<!-- End Calendar system additions -->
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</head>
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<body>
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[% INCLUDE 'header.inc' %]
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[% INCLUDE 'cat-search.inc' %]
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<div id="breadcrumbs"><a href="/cgi-bin/koha/mainpage.pl">Home</a> › <a href="/cgi-bin/koha/admin/admin-home.pl">Administration</a> › Circulation and Fine Rules</div>
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<div id="doc3" class="yui-t1">
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<div id="bd">
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<div id="yui-main">
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<div class="yui-b">
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<h1 class="parameters">
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[% IF ( humanbranch ) %]
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Defining circulation and fine rules for "[% humanbranch %]"
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[% ELSE %]
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Defining circulation and fine rules for all libraries
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[% END %]
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</h1>
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<div class="help">
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<p>The rules are applied from most specific to less specific, using the first found in this order:</p>
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<ul>
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<li>same library, same patron type, same item type</li>
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<li>same library, same patron type, all item types</li>
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<li>same library, all patron types, same item type</li>
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<li>same library, all patron types, all item types</li>
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<li>all libraries, same patron type, same item type</li>
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<li>all libraries, same patron type, all item types</li>
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<li>all libraries, all patron types, same item type</li>
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<li>all libraries, all patron types, all item types</li>
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</ul>
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<p>To modify a rule, create a new one with the same patron type and item type.</p>
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</div>
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<div>
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<form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
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Select a library :
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<select name="branch" id="branch" style="width:20em;">
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<option value="*">All libraries</option>
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[% FOREACH branchloo IN branchloop %]
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[% IF ( branchloo.selected ) %]<option value="[% branchloo.value %]" selected="selected">[% branchloo.branchname %]</option>[% ELSE %]<option value="[% branchloo.value %]">[% branchloo.branchname %]</option>[% END %]
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[% END %]
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</select>
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</form>
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[% IF ( definedbranch ) %]<form action="/cgi-bin/koha/admin/clone-rules.pl" method="post"><label
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for="tobranch"><strong>Clone these rules to:</strong></label> <input type="hidden" name="frombranch" value="[% current_branch %]" />
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<select name="tobranch" id="tobranch">[% FOREACH branchloo IN branchloop %]<option value="[% branchloo.value %]">[% branchloo.branchname %]</option>[% END %]</select> <input type="submit" value="Clone" /></form>[% END %]</fieldset>
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<form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
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<input type="hidden" name="op" value="add" />
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<table>
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<tr>
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<th>Patron Category</th>
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<th>Item Type</th>
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<th>Current Checkouts Allowed</th>
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<th>Loan Period (day)</th>
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<th>Hard Due Date</th>
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<th>Fine Amount</th>
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<th>Fine Charging Interval</th>
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<th>Fine Grace period (day)</th>
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<th>Suspension in Days (day)</th>
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<th>Renewals Allowed (count)</th>
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<th>Holds Allowed (count)</th>
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<th>Rental Discount (%)</th>
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<th> </th>
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</tr>
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[% FOREACH rule IN rules %]
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[% UNLESS ( loop.odd ) %]
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<tr class="highlight">
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[% ELSE %]
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<tr>
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[% END %]
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<td>[% IF ( rule.default_humancategorycode ) %]
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<em>All</em>
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[% ELSE %]
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[% rule.humancategorycode %]
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[% END %]
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</td>
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<td>[% IF ( rule.default_humanitemtype ) %]
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<em>All</em>
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[% ELSE %]
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[% rule.humanitemtype %]
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[% END %]
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</td>
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<td>[% IF ( rule.unlimited_maxissueqty ) %]
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Unlimited
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[% ELSE %]
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[% rule.maxissueqty %]
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[% END %]
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</td>
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<td>[% rule.issuelength %]</td>
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<td>[% IF ( rule.hardduedate ) %]
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[% IF ( rule.hardduedatebefore ) %]before [% rule.hardduedate %]</td>
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[% ELSE %][% IF ( rule.hardduedateexact ) %]on [% rule.hardduedate %]</td>
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[% ELSE %][% IF ( rule.hardduedateafter ) %]after [% rule.hardduedate %]</td>[% END %]
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[% END %]
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[% END %]
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[% ELSE %]None defined[% END %]
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<td>[% rule.fine %]</td>
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<td>[% rule.chargeperiod %]</td>
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<td>[% rule.firstremind %]</td>
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<td>[% rule.finedays %]</td>
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<td>[% rule.renewalsallowed %]</td>
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<td>[% rule.reservesallowed %]</td>
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<td>[% rule.rentaldiscount %]</td>
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<td>
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<a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete&itemtype=[% rule.itemtype %]&categorycode=[% rule.categorycode %]&branch=[% rule.current_branch %]">Delete</a>
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</td>
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</tr>
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[% END %]
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<tr>
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<td>
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<select name="categorycode">
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<option value="*">All</option>
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[% FOREACH categoryloo IN categoryloop %]
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<option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
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[% END %]
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</select>
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</td>
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<td>
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<select name="itemtype" style="width:13em;">
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<option value="*">All</option>
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[% FOREACH itemtypeloo IN itemtypeloop %]
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<option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
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[% END %]
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</select>
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</td>
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<td><input name="maxissueqty" size="3" /></td>
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<td><input name="issuelength" size="3" /> </td>
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<td><select name="hardduedatecompare">
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<option value="-1">Before</option>
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<option value="0">Exactly on</option>
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<option value="1">After</option>
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</select>
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<input type="text" size="10" id="hardduedate" name="hardduedate" value="[% hardduedate %]" />
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[% INCLUDE 'date-format.inc' %]
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<img src="[% themelang %]/lib/calendar/cal.gif" alt="Show Calendar" border="0" id="CalendarDueDate" style="cursor: pointer;"/>
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<script language="JavaScript" type="text/javascript">
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function refocus(calendar) {
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document.getElementById('hardduedate').focus();
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calendar.hide();
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};
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Calendar.setup(
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{
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inputField : "hardduedate",
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ifFormat : "%m/%d/%Y",
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button : "CalendarDueDate",
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onClose: refocus
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}
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);
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</script>
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</td>
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<td><input name="fine" size="4" /></td>
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<td><input name="chargeperiod" size="2" /></td>
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<td><input name="firstremind" size="2" /> </td>
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<td><input name="finedays" size="3" /> </td>
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<td><input name="renewalsallowed" size="2" /></td>
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<td><input name="reservesallowed" size="2" /></td>
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<td><input name="rentaldiscount" size="2" /></td>
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<td><input type="hidden" name="branch" value="[% current_branch %]"/><input type="submit" value="Add" class="submit" /></td>
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</tr>
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</table>
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</form>
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</div>
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<div id="defaults-for-this-library" class="container">
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<h3>Default checkout and hold policy for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]</h3>
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<p>You can set a default maximum number of checkouts and hold policy that will be used if none is defined below for a particular item type or category.</p>
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<form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
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<input type="hidden" name="op" value="set-branch-defaults" />
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<input type="hidden" name="branch" value="[% current_branch %]"/>
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<table>
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<tr>
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<th> </th>
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<th>Total Current Checkouts Allowed</th>
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<th>Hold Policy</th>
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<th>Return Policy</th>
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<th> </th>
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<th> </th>
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</tr>
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<tr>
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<td><em>Defaults[% UNLESS ( default_rules ) %] (not set)[% END %]</em></td>
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<td><input type="text" name="maxissueqty" size="3" value="[% default_maxissueqty %]"/></td>
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<td>
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<select name="holdallowed">
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[% IF ( default_holdallowed_any ) %]
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<option value="2" selected="selected">
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[% ELSE %]
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<option value="2">
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[% END %]
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From Any Library
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</option>
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[% IF ( default_holdallowed_same ) %]
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<option value="1" selected="selected">
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[% ELSE %]
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<option value="1">
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[% END %]
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From Home Library
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</option>
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[% IF ( default_holdallowed_none ) %]
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<option value="0" selected="selected">
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[% ELSE %]
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<option value="0">
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[% END %]
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No Holds Allowed
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</option>
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</select>
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</td>
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<td>
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<select name="returnbranch">
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[% IF ( default_returnbranch == 'homebranch' ) %]
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<option value="homebranch" selected="selected">
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[% ELSE %]
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<option value="homebranch">
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[% END %]
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Item Returns Home
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</option>
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[% IF ( default_returnbranch == 'holdingbranch' ) %]
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<option value="holdingbranch" selected="selected">
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[% ELSE %]
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<option value="holdingbranch">
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[% END %]
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Item Returns to Issuing Branch
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</option>
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[% IF ( default_returnbranch == 'noreturn' ) %]
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<option value="noreturn" selected="selected">
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[% ELSE %]
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<option value="noreturn">
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[% END %]
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Item Floats
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</option>
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</select>
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</td>
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<td><input type="submit" value="Save" class="submit" /></td>
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<td>
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<a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&categorycode=*&branch=[% current_branch %]">Unset</a>
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</td>
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</tr>
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</table>
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</form>
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</div>
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[% IF ( show_branch_cat_rule_form ) %]
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<div id="holds-policy-by-patron-category" class="container">
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<h3>Checkout limit by patron category for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]</h3>
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<p>For this library, you can specify the maximum number of loans that
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a patron of a given category can make, regardless of the item type.
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</p>
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<p>If the total amount loanable for a given patron category is left blank,
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no limit applies, except possibly for a limit you define for a specific item type.
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</p>
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<form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
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<input type="hidden" name="op" value="add-branch-cat" />
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<input type="hidden" name="branch" value="[% current_branch %]"/>
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<table>
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<tr>
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<th>Patron Category</th>
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<th>Total Current Checkouts Allowed</th>
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<th> </th>
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</tr>
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[% FOREACH branch_cat_rule_loo IN branch_cat_rule_loop %]
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[% UNLESS ( loop.odd ) %]
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<tr class="highlight">
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[% ELSE %]
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<tr>
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[% END %]
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<td>[% IF ( branch_cat_rule_loo.default_humancategorycode ) %]
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<em>Default</em>
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[% ELSE %]
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[% branch_cat_rule_loo.humancategorycode %]
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[% END %]
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</td>
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<td>[% IF ( branch_cat_rule_loo.unlimited_maxissueqty ) %]
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Unlimited
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[% ELSE %]
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[% branch_cat_rule_loo.maxissueqty %]
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[% END %]
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</td>
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<td>
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<a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&categorycode=[% branch_cat_rule_loo.categorycode %]&branch=[% current_branch %]">Delete</a>
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</td>
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</tr>
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[% END %]
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<tr>
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<td>
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<select name="categorycode">
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[% FOREACH categoryloo IN categoryloop %]
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<option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
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[% END %]
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</select>
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</td>
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<td><input name="maxissueqty" size="3" /></td>
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<td><input type="submit" value="Add" class="submit" /></td>
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</tr>
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</table>
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</form>
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</div>
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[% END %]
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<div id="holds-policy-by-item-type" class="container">
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<h3>Holds policy by item type for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]</h3>
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<p>
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For this library, you can edit rules for given itemtypes, regardless
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of the patron's category.
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</p>
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<p>
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Currently, this means hold policies.
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The various policies have the following effects:
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</p>
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<ul>
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<li><strong>From Any Library:</strong> Patrons from any library may put this item on hold. <cite>(default if none is defined)</cite></li>
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<li><strong>From Home Library:</strong> Only patrons from the item's home library may put this book on hold.</li>
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<li><strong>No Holds Allowed:</strong> No patron may put this book on hold.</li>
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</ul>
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<p>
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Note that if the system preference
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<code>AllowHoldPolicyOverride</code> is enabled, these policies can
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be overridden by your circulation staff. Also, these policies are
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based on the patron's home library, <em>not</em> the library where the hold is being placed..
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</p>
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<form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
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<input type="hidden" name="op" value="add-branch-item" />
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<input type="hidden" name="branch" value="[% current_branch %]"/>
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<table>
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<tr>
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<th>Item Type</th>
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<th>Hold Policy</th>
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<th>Return Policy</th>
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<th> </th>
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</tr>
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[% FOREACH branch_item_rule_loo IN branch_item_rule_loop %]
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[% UNLESS ( loop.odd ) %]
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<tr class="highlight">
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[% ELSE %]
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<tr>
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[% END %]
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<td>[% IF ( branch_item_rule_loo.default_humanitemtype ) %]
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<em>Default</em>
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[% ELSE %]
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[% branch_item_rule_loo.humanitemtype %]
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[% END %]
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</td>
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<td>[% IF ( branch_item_rule_loo.holdallowed_any ) %]
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From Any Library
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[% ELSIF ( branch_item_rule_loo.holdallowed_same ) %]
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From Home Library
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[% ELSE %]
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No Holds Allowed
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[% END %]
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</td>
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<td>[% IF ( branch_item_rule_loo.returnbranch == 'homebranch' ) %]
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Item Returns Home
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[% ELSIF ( branch_item_rule_loo.returnbranch == 'holdingbranch' ) %]
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Item Returns to Issuing Branch
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[% ELSIF ( branch_item_rule_loo.returnbranch == 'noreturn' ) %]
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Item Floats
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[% ELSE %]
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Error - unknown option
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[% END %]
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</td>
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<td>
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<a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-item&itemtype=[% branch_item_rule_loo.itemtype %]&branch=[% current_branch %]">Delete</a>
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</td>
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</tr>
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[% END %]
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<tr>
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<td>
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<select name="itemtype">
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[% FOREACH itemtypeloo IN itemtypeloop %]
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<option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
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[% END %]
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</select>
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</td>
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<td>
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<select name="holdallowed">
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<option value="2">From Any Library</option>
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<option value="1">From Home Library</option>
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<option value="0">No Holds Allowed</option>
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</select>
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</td>
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<td>
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<select name="returnbranch">
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<option value="homebranch">Item Returns Home</option>
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<option value="holdingbranch">Item Returns to Issuing Branch</option>
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<option value="noreturn">Item Floats</option>
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</select>
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</td>
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<td><input type="submit" value="Add" class="submit" /></td>
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</tr>
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</table>
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</form>
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</div>
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</div>
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</div>
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<div class="yui-b">
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[% INCLUDE 'admin-menu.inc' %]
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</div>
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</div>
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[% INCLUDE 'intranet-bottom.inc' %]
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