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