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