koha-tmpl/intranet-tmpl/prog/en/modules/admin/smart-rules.tt

   1 [% INCLUDE 'doc-head-open.inc' %]
   2 <title>Koha &rsaquo; Administration &rsaquo; Circulation and fine rules</title>
   3 [% INCLUDE 'doc-head-close.inc' %]
   4 [% INCLUDE 'calendar.inc' %]
   5 <script type="text/javascript">
   6 //<![CDATA[
   7
   8 function clear_edit(){
   9     var cancel = confirm(_("Are you sure you want to cancel your changes?"));
  10     if ( !cancel ) return;
  11     $('#default-circulation-rules td').removeClass('highlighted-row');
  12     var edit_row = $("#edit_row");
  13     $(edit_row).find("input").each(function(){
  14         var type = $(this).attr("type");
  15         if (type != "button" && type != "submit" ) {
  16             $(this).val("");
  17             $(this).removeAttr("disabled");
  18         }
  19     });
  20     $(edit_row).find("select").removeAttr("disabled");
  21     $(edit_row).find("select option:first").attr("selected", "selected");
  22     $(edit_row).find("td:last input[name='clear']").remove();
  23 }
  24
  25 $(document).ready(function() {
  26         $('#selectlibrary').find("input:submit").hide();
  27         $('#branch').change(function() {
  28                 $('#selectlibrary').submit();
  29         });
  30         $(".editrule").click(function(){
  31             if ( $(edit_row).find("input[type='text'][value!='']").length > 0 ) {
  32                 var edit = confirm(_("Are you sure you want to edit another rule?"));
  33                 if (!edit) return false;
  34             }
  35             $('#default-circulation-rules td').removeClass('highlighted-row');
  36             $(this).parent().parent().find("td").each(function (i) {
  37                 $(this).addClass('highlighted-row');
  38                 itm = $(this).text();
  39                 itm = itm.replace(/^\s*|\s*$/g,'');
  40                 var current_column = $("#edit_row td:eq("+i+")");
  41                 if ( i != 5 ) {
  42                     $(current_column).find("input[type='text']").val(itm);
  43                     // select the corresponding option
  44                     $(current_column).find("select option").each(function(){
  45                         opt = $(this).text().toLowerCase();
  46                         opt = opt.replace(/^\s*|\s*$/g,'');
  47                         if ( opt == itm.toLowerCase() ) {
  48                             $(this).attr('selected', 'selected');
  49                         }
  50                     });
  51                     if ( i == 0 || i == 1 ) {
  52                         // Disable the 2 first columns, we cannot update them.
  53                         var val = $(current_column).find("select option:selected").val();
  54                         var name = "categorycode";
  55                         if ( i == 1 ) {
  56                             name="itemtype";
  57                         }
  58                         // Remove potential previous input added
  59                         $(current_column).find("input").remove();
  60                         $(current_column).append("<input type='hidden' name='"+name+"' value='"+val+"' />");
  61                     } else if ( i == 2 ) {
  62                         // If the value is not an integer for "Current checkouts allowed"
  63                         // The value is "Unlimited" (or an equivalent translated string)
  64                         // an it should be set to an empty string
  65                         if( !((parseFloat(itm) == parseInt(itm)) && !isNaN(itm)) ) {
  66                             $(current_column).find("input[type='text']").val("");
  67                         }
  68                     }
  69                 } else {
  70                     // specific processing for the Hard due date column
  71                     var select_value = $(this).find("input[type='hidden'][name='hardduedatecomparebackup']").val();
  72                     var input_value = '';
  73                     if (typeof select_value === 'undefined'){
  74                         select_value = '-1';
  75                     }else {
  76                         input_value = itm.split(' ')[1];
  77                     }
  78                     $(current_column).find("input[type='text']").val(input_value);
  79                     $(current_column).find("select").val(select_value);
  80                 }
  81             });
  82             $("#default-circulation-rules tr:last td:eq(0) select").attr('disabled', 'disabled');
  83             $("#default-circulation-rules tr:last td:eq(1) select").attr('disabled', 'disabled');
  84             return false;
  85         });
  86 });
  87 //]]>
  88 </script>
  89 </head>
  90 <body id="admin_smart-rules" class="admin">
  91 [% INCLUDE 'header.inc' %]
  92 [% INCLUDE 'cat-search.inc' %]
  93
  94 <div id="breadcrumbs"><a href="/cgi-bin/koha/mainpage.pl">Home</a> &rsaquo; <a href="/cgi-bin/koha/admin/admin-home.pl">Administration</a> &rsaquo; Circulation and fine rules</div>
  95
  96 <div id="doc3" class="yui-t1">
  97
  98 <div id="bd">
  99     <div id="yui-main">
 100     <div class="yui-b">
 101     <h1 class="parameters">
 102         [% IF ( humanbranch ) %]
 103             Defining circulation and fine rules for "[% humanbranch %]"
 104         [% ELSE %]
 105             Defining circulation and fine rules for all libraries
 106         [% END %]
 107     </h1>
 108     <div class="help">
 109         <p>The rules are applied from most specific to less specific, using the first found in this order:</p>
 110         <ul>
 111             <li>same library, same patron type, same item type</li>
 112             <li>same library, same patron type, all item types</li>
 113             <li>same library, all patron types, same item type</li>
 114             <li>same library, all patron types, all item types</li>
 115             <li>default (all libraries), same patron type, same item type</li>
 116             <li>default (all libraries), same patron type, all item types</li>
 117             <li>default (all libraries), all patron types, same item type</li>
 118             <li>default (all libraries), all patron types, all item types</li>
 119         </ul>
 120         <p>To modify a rule, create a new one with the same patron type and item type.</p>
 121     </div>
 122     <div>
 123         <form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
 124         Select a library :
 125             <select name="branch" id="branch" style="width:20em;">
 126                 <option value="*">All libraries</option>
 127             [% FOREACH branchloo IN branchloop %]
 128                                 [% IF ( branchloo.selected ) %]<option value="[% branchloo.value %]" selected="selected">[% branchloo.branchname %]</option>[% ELSE %]<option value="[% branchloo.value %]">[% branchloo.branchname %]</option>[% END %]
 129             [% END %]
 130             </select>
 131         </form>
 132 [% IF ( definedbranch ) %]<form action="/cgi-bin/koha/admin/clone-rules.pl" method="post"><label
 133 for="tobranch"><strong>Clone these rules to:</strong></label> <input type="hidden" name="frombranch" value="[% current_branch %]" />
 134             <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 %]
 135
 136         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 137             <input type="hidden" name="op" value="add" />
 138             <input type="hidden" name="branch" value="[% current_branch %]"/>
 139             <table id="default-circulation-rules">
 140             <thead>
 141             <tr>
 142                 <th>Patron category</th>
 143                 <th>Item type</th>
 144                 <th>Current checkouts allowed</th>
 145                 <th>Loan period</th>
 146                 <th>Unit</th>
 147                 <th>Hard due date</th>
 148                 <th>Fine amount</th>
 149                 <th>Fine charging interval</th>
 150                 <th>Fine grace period (day)</th>
 151                 <th>Overdue fines cap (amount)</th>
 152                 <th>Suspension in days (day)</th>
 153                 <th>Max. suspension duration (day)</th>
 154                 <th>Renewals allowed (count)</th>
 155                 <th>Renewal period</th>
 156                 <th>No renewal before</th>
 157                 <th>Automatic renewal</th>
 158                 <th>Holds allowed (count)</th>
 159                 <th>Rental discount (%)</th>
 160                 <th colspan="2">&nbsp;</th>
 161             </tr>
 162             </thead>
 163             <tbody>
 164                                 [% FOREACH rule IN rules %]
 165                                         <tr id="row_[% loop.count %]">
 166                                                         <td>[% IF ( rule.default_humancategorycode ) %]
 167                                                                         <em>All</em>
 168                                                                 [% ELSE %]
 169                                                                         [% rule.humancategorycode %]
 170                                                                 [% END %]
 171                                                         </td>
 172                                                         <td>[% IF ( rule.default_humanitemtype ) %]
 173                                                                         <em>All</em>
 174                                                                 [% ELSE %]
 175                                                                         [% rule.humanitemtype %]
 176                                                                 [% END %]
 177                                                         </td>
 178                                                         <td>[% IF ( rule.unlimited_maxissueqty ) %]
 179                                                                         Unlimited
 180                                                                 [% ELSE %]
 181                                                                         [% rule.maxissueqty %]
 182                                                                 [% END %]
 183                                                         </td>
 184                                                         <td>[% rule.issuelength %]</td>
 185                                                         <td>
 186                                                             [% rule.lengthunit %]
 187                                                         </td>
 188                             <td>
 189                               [% IF ( rule.hardduedate ) %]
 190                                 [% IF ( rule.hardduedatebefore ) %]
 191                                   before [% rule.hardduedate %]
 192                                   <input type="hidden" name="hardduedatecomparebackup" value="-1" />
 193                                 [% ELSIF ( rule.hardduedateexact ) %]
 194                                   on [% rule.hardduedate %]
 195                                   <input type="hidden" name="hardduedatecomparebackup" value="0" />
 196                                 [% ELSIF ( rule.hardduedateafter ) %]
 197                                   after [% rule.hardduedate %]
 198                                   <input type="hidden" name="hardduedatecomparebackup" value="1" />
 199                                 [% END %]
 200                               [% ELSE %]
 201                                 None defined
 202                               [% END %]
 203                             </td>
 204                                                         <td>[% rule.fine %]</td>
 205                                                         <td>[% rule.chargeperiod %]</td>
 206                                                         <td>[% rule.firstremind %]</td>
 207                             <td>[% rule.overduefinescap FILTER format("%.2f") %]</td>
 208                                                         <td>[% rule.finedays %]</td>
 209                             <td>[% rule.maxsuspensiondays %]</td>
 210                                                         <td>[% rule.renewalsallowed %]</td>
 211                             <td>[% rule.renewalperiod %]</td>
 212                             <td>[% rule.norenewalbefore %]</td>
 213                             <td>
 214                                 [% IF ( rule.auto_renew ) %]
 215                                 Yes
 216                                 [% ELSE %]
 217                                 No
 218                                 [% END %]
 219                             </td>
 220                                                         <td>[% rule.reservesallowed %]</td>
 221                                                         <td>[% rule.rentaldiscount %]</td>
 222                             <td><a href="#" class="editrule">Edit</a></td>
 223                                                         <td>
 224                                                                 <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete&amp;itemtype=[% rule.itemtype %]&amp;categorycode=[% rule.categorycode %]&amp;branch=[% rule.current_branch %]">Delete</a>
 225                                                         </td>
 226                         </tr>
 227                 [% END %]
 228                 <tr id="edit_row">
 229                     <td>
 230                         <select name="categorycode" id="categorycode">
 231                             <option value="*">All</option>
 232                         [% FOREACH categoryloo IN categoryloop %]
 233                             <option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
 234                         [% END %]
 235                         </select>
 236                     </td>
 237                     <td>
 238                         <select name="itemtype" id="matrixitemtype" style="width:13em;">
 239                             <option value="*">All</option>
 240                         [% FOREACH itemtypeloo IN itemtypeloop %]
 241                             <option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
 242                         [% END %]
 243                         </select>
 244                     </td>
 245                     <td><input type="text" name="maxissueqty" id="maxissueqty" size="3" /></td>
 246                     <td><input type="text" name="issuelength" id="issuelength" size="3" /> </td>
 247                     <td>
 248                       <select name="lengthunit" id="lengthunit">
 249                         <option value="days" selected="selected">Days</option>
 250                         <option value="hours">Hours</option>
 251                       </select>
 252                     </td>
 253                     <td>
 254                         <select name="hardduedatecompare" id="hardduedatecompare">
 255                            <option value="-1">Before</option>
 256                            <option value="0">Exactly on</option>
 257                            <option value="1">After</option>
 258                         </select>
 259                         <input type="text" size="10" id="hardduedate" name="hardduedate" value="[% hardduedate %]" class="datepicker" />
 260                         <div class="hint">[% INCLUDE 'date-format.inc' %]</div>
 261                     </td>
 262                     <td><input type="text" name="fine" id="fine" size="4" /></td>
 263                     <td><input type="text" name="chargeperiod" id="chargeperiod" size="2" /></td>
 264                     <td><input type="text" name="firstremind" id="firstremind" size="2" /> </td>
 265                     <td><input type="text" name="overduefinescap" id="overduefinescap" size="6" /> </td>
 266                     <td><input type="text" name="finedays" id="fined" size="3" /> </td>
 267                     <td><input type="text" name="maxsuspensiondays" id="maxsuspensiondays" size="3" /> </td>
 268                     <td><input type="text" name="renewalsallowed" id="renewalsallowed" size="2" /></td>
 269                     <td><input type="text" name="renewalperiod" id="renewalperiod" size="3" /></td>
 270                     <td><input type="text" name="norenewalbefore" id="norenewalbefore" size="3" /></td>
 271                     <td>
 272                         <select name="auto_renew" id="auto_renew">
 273                             <option value="no" selected>No</option>
 274                             <option value="yes">Yes</option>
 275                         </select>
 276                     </td>
 277                     <td><input type="text" name="reservesallowed" id="reservesallowed" size="2" /></td>
 278                     <td><input type="text" name="rentaldiscount" id="rentaldiscount" size="2" /></td>
 279                     <td colspan="2">
 280                         <input type="hidden" name="branch" value="[% current_branch %]"/>
 281                         <input type="submit" value="Save" class="submit" />
 282                         <input type="button" name="cancel" value="Clear" onclick="clear_edit();return false;" />
 283                     </td>
 284                 </tr>
 285                 </tbody>
 286             </table>
 287         </form>
 288     </div>
 289     <div id="defaults-for-this-library" class="container">
 290     <h3>Default checkout, hold and return policy[% IF ( humanbranch ) %] for [% humanbranch %][% END %]</h3>
 291         <p>You can set a default maximum number of checkouts, hold policy and return policy that will be used if none is defined below for a particular item type or category.</p>
 292         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 293             <input type="hidden" name="op" value="set-branch-defaults" />
 294             <input type="hidden" name="branch" value="[% current_branch %]"/>
 295             <table>
 296                 <tr>
 297                     <th>&nbsp;</th>
 298                     <th>Total current checkouts allowed</th>
 299                     <th>Hold policy</th>
 300                     <th>Return policy</th>
 301                     <th>&nbsp;</th>
 302                     <th>&nbsp;</th>
 303                 </tr>
 304                 <tr>
 305                     <td><em>Defaults[% UNLESS ( default_rules ) %] (not set)[% END %]</em></td>
 306                     <td><input type="text" name="maxissueqty" size="3" value="[% default_maxissueqty %]"/></td>
 307                     <td>
 308                         <select name="holdallowed">
 309                             [% IF ( default_holdallowed_any ) %]
 310                             <option value="2" selected="selected">
 311                             [% ELSE %]
 312                             <option value="2">
 313                             [% END %]
 314                                 From any library
 315                             </option>
 316                             [% IF ( default_holdallowed_same ) %]
 317                             <option value="1" selected="selected">
 318                             [% ELSE %]
 319                             <option value="1">
 320                             [% END %]
 321                                 From home library
 322                             </option>
 323                             [% IF ( default_holdallowed_none ) %]
 324                             <option value="0" selected="selected">
 325                             [% ELSE %]
 326                             <option value="0">
 327                             [% END %]
 328                                 No holds allowed
 329                             </option>
 330                         </select>
 331                     </td>
 332                     <td>
 333                         <select name="returnbranch">
 334                             [% IF ( default_returnbranch == 'homebranch' ) %]
 335                             <option value="homebranch" selected="selected">
 336                             [% ELSE %]
 337                             <option value="homebranch">
 338                             [% END %]
 339                                 Item returns home
 340                             </option>
 341                             [% IF ( default_returnbranch == 'holdingbranch' ) %]
 342                             <option value="holdingbranch" selected="selected">
 343                             [% ELSE %]
 344                             <option value="holdingbranch">
 345                             [% END %]
 346                                 Item returns to issuing library
 347                             </option>
 348                             [% IF ( default_returnbranch == 'noreturn' ) %]
 349                             <option value="noreturn" selected="selected">
 350                             [% ELSE %]
 351                             <option value="noreturn">
 352                             [% END %]
 353                                 Item floats
 354                             </option>
 355                         </select>
 356                     </td>
 357                     <td><input type="submit" value="Save" class="submit" /></td>
 358                     <td>
 359                         <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&amp;categorycode=*&amp;branch=[% current_branch %]">Unset</a>
 360                     </td>
 361                 </tr>
 362             </table>
 363         </form>
 364     </div>
 365     [% IF ( show_branch_cat_rule_form ) %]
 366     <div id="holds-policy-by-patron-category" class="container">
 367     <h3>[% IF humanbranch %]Checkout limit by patron category for [% humanbranch %][% ELSE %]Default checkout limit by patron category[% END %]</h3>
 368         <p>For this library, you can specify the maximum number of loans that
 369             a patron of a given category can make, regardless of the item type.
 370         </p>
 371         <p>If the total amount loanable for a given patron category is left blank,
 372            no limit applies, except possibly for a limit you define for a specific item type.
 373         </p>
 374         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 375             <input type="hidden" name="op" value="add-branch-cat" />
 376             <input type="hidden" name="branch" value="[% current_branch %]"/>
 377             <table>
 378                 <tr>
 379                     <th>Patron category</th>
 380                     <th>Total current checkouts allowed</th>
 381                     <th>&nbsp;</th>
 382                 </tr>
 383                 [% FOREACH branch_cat_rule_loo IN branch_cat_rule_loop %]
 384                     [% UNLESS ( loop.odd ) %]
 385                     <tr class="highlight">
 386                     [% ELSE %]
 387                     <tr>
 388                     [% END %]
 389                         <td>[% IF ( branch_cat_rule_loo.default_humancategorycode ) %]
 390                                 <em>Default</em>
 391                             [% ELSE %]
 392                                 [% branch_cat_rule_loo.humancategorycode %]
 393                             [% END %]
 394                         </td>
 395                         <td>[% IF ( branch_cat_rule_loo.unlimited_maxissueqty ) %]
 396                                 Unlimited
 397                             [% ELSE %]
 398                                 [% branch_cat_rule_loo.maxissueqty %]
 399                             [% END %]
 400                         </td>
 401                         <td>
 402                             <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&amp;categorycode=[% branch_cat_rule_loo.categorycode %]&amp;branch=[% current_branch %]">Delete</a>
 403                         </td>
 404                     </tr>
 405                 [% END %]
 406                 <tr>
 407                     <td>
 408                         <select name="categorycode">
 409                         [% FOREACH categoryloo IN categoryloop %]
 410                             <option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
 411                         [% END %]
 412                         </select>
 413                     </td>
 414                     <td><input name="maxissueqty" size="3" /></td>
 415                     <td><input type="submit" value="Add" class="submit" /></td>
 416                 </tr>
 417             </table>
 418         </form>
 419     </div>
 420     [% END %]
 421     <div id="holds-policy-by-item-type" class="container">
 422     <h3>[% IF humanbranch %]Holds policy by item type for [% humanbranch %][% ELSE %]Default holds policy by item type[% END %]</h3>
 423         <p>
 424             For this library, you can edit rules for given itemtypes, regardless
 425             of the patron's category.
 426         </p>
 427         <p>
 428             Currently, this means hold policies.
 429             The various policies have the following effects:
 430         </p>
 431         <ul>
 432             <li><strong>From any library:</strong> Patrons from any library may put this item on hold. <cite>(default if none is defined)</cite></li>
 433             <li><strong>From home library:</strong> Only patrons from the item's home library may put this book on hold.</li>
 434             <li><strong>No holds allowed:</strong> No patron may put this book on hold.</li>
 435         </ul>
 436         <p>
 437             Note that if the system preference
 438             <code>AllowHoldPolicyOverride</code> is enabled, these policies can
 439             be overridden by your circulation staff. Also, these policies are
 440             based on the patron's home library, <em>not</em> the library where the hold is being placed..
 441         </p>
 442
 443         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 444             <input type="hidden" name="op" value="add-branch-item" />
 445             <input type="hidden" name="branch" value="[% current_branch %]"/>
 446             <table>
 447                 <tr>
 448                     <th>Item type</th>
 449                     <th>Hold policy</th>
 450                     <th>Return policy</th>
 451                     <th>&nbsp;</th>
 452                 </tr>
 453                 [% FOREACH branch_item_rule_loo IN branch_item_rule_loop %]
 454                     [% UNLESS ( loop.odd ) %]
 455                     <tr class="highlight">
 456                     [% ELSE %]
 457                     <tr>
 458                     [% END %]
 459                         <td>[% IF ( branch_item_rule_loo.default_humanitemtype ) %]
 460                                 <em>Default</em>
 461                             [% ELSE %]
 462                                 [% branch_item_rule_loo.humanitemtype %]
 463                             [% END %]
 464                         </td>
 465                         <td>[% IF ( branch_item_rule_loo.holdallowed_any ) %]
 466                                 From any library
 467                             [% ELSIF ( branch_item_rule_loo.holdallowed_same ) %]
 468                                 From home library
 469                             [% ELSE %]
 470                                 No holds allowed
 471                             [% END %]
 472                         </td>
 473                         <td>[% IF ( branch_item_rule_loo.returnbranch == 'homebranch' ) %]
 474                                 Item returns home
 475                             [% ELSIF ( branch_item_rule_loo.returnbranch == 'holdingbranch' ) %]
 476                                 Item returns to issuing branch
 477                             [% ELSIF ( branch_item_rule_loo.returnbranch == 'noreturn' ) %]
 478                                 Item floats
 479                             [% ELSE %]
 480                                 Error - unknown option
 481                             [% END %]
 482                         </td>
 483                         <td>
 484                             <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-item&amp;itemtype=[% branch_item_rule_loo.itemtype %]&amp;branch=[% current_branch %]">Delete</a>
 485                         </td>
 486                     </tr>
 487                 [% END %]
 488                 <tr>
 489                     <td>
 490                         <select name="itemtype">
 491                         [% FOREACH itemtypeloo IN itemtypeloop %]
 492                             <option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
 493                         [% END %]
 494                         </select>
 495                     </td>
 496                     <td>
 497                         <select name="holdallowed">
 498                             <option value="2">From any library</option>
 499                             <option value="1">From home library</option>
 500                             <option value="0">No holds allowed</option>
 501                         </select>
 502                     </td>
 503                     <td>
 504                         <select name="returnbranch">
 505                             <option value="homebranch">Item returns home</option>
 506                             <option value="holdingbranch">Item returns to issuing library</option>
 507                             <option value="noreturn">Item floats</option>
 508                         </select>
 509                     </td>
 510                     <td><input type="submit" value="Add" class="submit" /></td>
 511                 </tr>
 512             </table>
 513         </form>
 514     </div>
 515 </div>
 516
 517 </div>
 518 <div class="yui-b">
 519 [% INCLUDE 'admin-menu.inc' %]
 520 </div>
 521 </div>
 522 [% INCLUDE 'intranet-bottom.inc' %]