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>Holds allowed (count)</th>
 158                 <th>Rental discount (%)</th>
 159                 <th colspan="2">&nbsp;</th>
 160             </tr>
 161             </thead>
 162             <tbody>
 163                                 [% FOREACH rule IN rules %]
 164                                         [% UNLESS ( loop.odd ) %]
 165                                         <tr class="highlight" id="row_[% loop.count %]">
 166                                         [% ELSE %]
 167                                         <tr id="row_[% loop.count %]">
 168                                         [% END %]
 169                                                         <td>[% IF ( rule.default_humancategorycode ) %]
 170                                                                         <em>All</em>
 171                                                                 [% ELSE %]
 172                                                                         [% rule.humancategorycode %]
 173                                                                 [% END %]
 174                                                         </td>
 175                                                         <td>[% IF ( rule.default_humanitemtype ) %]
 176                                                                         <em>All</em>
 177                                                                 [% ELSE %]
 178                                                                         [% rule.humanitemtype %]
 179                                                                 [% END %]
 180                                                         </td>
 181                                                         <td>[% IF ( rule.unlimited_maxissueqty ) %]
 182                                                                         Unlimited
 183                                                                 [% ELSE %]
 184                                                                         [% rule.maxissueqty %]
 185                                                                 [% END %]
 186                                                         </td>
 187                                                         <td>[% rule.issuelength %]</td>
 188                                                         <td>
 189                                                             [% rule.lengthunit %]
 190                                                         </td>
 191                             <td>
 192                               [% IF ( rule.hardduedate ) %]
 193                                 [% IF ( rule.hardduedatebefore ) %]
 194                                   before [% rule.hardduedate %]
 195                                   <input type="hidden" name="hardduedatecomparebackup" value="-1" />
 196                                 [% ELSIF ( rule.hardduedateexact ) %]
 197                                   on [% rule.hardduedate %]
 198                                   <input type="hidden" name="hardduedatecomparebackup" value="0" />
 199                                 [% ELSIF ( rule.hardduedateafter ) %]
 200                                   after [% rule.hardduedate %]
 201                                   <input type="hidden" name="hardduedatecomparebackup" value="1" />
 202                                 [% END %]
 203                               [% ELSE %]
 204                                 None defined
 205                               [% END %]
 206                             </td>
 207                                                         <td>[% rule.fine %]</td>
 208                                                         <td>[% rule.chargeperiod %]</td>
 209                                                         <td>[% rule.firstremind %]</td>
 210                             <td>[% rule.overduefinescap FILTER format("%.2f") %]</td>
 211                                                         <td>[% rule.finedays %]</td>
 212                             <td>[% rule.maxsuspensiondays %]</td>
 213                                                         <td>[% rule.renewalsallowed %]</td>
 214                             <td>[% rule.renewalperiod %]</td>
 215                             <td>[% rule.norenewalbefore %]</td>
 216                                                         <td>[% rule.reservesallowed %]</td>
 217                                                         <td>[% rule.rentaldiscount %]</td>
 218                             <td><a href="#" class="editrule">Edit</a></td>
 219                                                         <td>
 220                                                                 <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>
 221                                                         </td>
 222                         </tr>
 223                 [% END %]
 224                 <tr id="edit_row">
 225                     <td>
 226                         <select name="categorycode" id="categorycode">
 227                             <option value="*">All</option>
 228                         [% FOREACH categoryloo IN categoryloop %]
 229                             <option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
 230                         [% END %]
 231                         </select>
 232                     </td>
 233                     <td>
 234                         <select name="itemtype" id="matrixitemtype" style="width:13em;">
 235                             <option value="*">All</option>
 236                         [% FOREACH itemtypeloo IN itemtypeloop %]
 237                             <option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
 238                         [% END %]
 239                         </select>
 240                     </td>
 241                     <td><input type="text" name="maxissueqty" id="maxissueqty" size="3" /></td>
 242                     <td><input type="text" name="issuelength" id="issuelength" size="3" /> </td>
 243                     <td>
 244                       <select name="lengthunit" id="lengthunit">
 245                         <option value="days" selected="selected">Days</option>
 246                         <option value="hours">Hours</option>
 247                       </select>
 248                     </td>
 249                     <td>
 250                         <select name="hardduedatecompare" id="hardduedatecompare">
 251                            <option value="-1">Before</option>
 252                            <option value="0">Exactly on</option>
 253                            <option value="1">After</option>
 254                         </select>
 255                         <input type="text" size="10" id="hardduedate" name="hardduedate" value="[% hardduedate %]" class="datepicker" />
 256                         <div class="hint">[% INCLUDE 'date-format.inc' %]</div>
 257                     </td>
 258                     <td><input type="text" name="fine" id="fine" size="4" /></td>
 259                     <td><input type="text" name="chargeperiod" id="chargeperiod" size="2" /></td>
 260                     <td><input type="text" name="firstremind" id="firstremind" size="2" /> </td>
 261                     <td><input type="text" name="overduefinescap" id="overduefinescap" size="6" /> </td>
 262                     <td><input type="text" name="finedays" id="fined" size="3" /> </td>
 263                     <td><input type="text" name="maxsuspensiondays" id="maxsuspensiondays" size="3" /> </td>
 264                     <td><input type="text" name="renewalsallowed" id="renewalsallowed" size="2" /></td>
 265                     <td><input type="text" name="renewalperiod" id="renewalperiod" size="3" /></td>
 266                     <td><input type="text" name="norenewalbefore" id="norenewalbefore" size="3" /></td>
 267                     <td><input type="text" name="reservesallowed" id="reservesallowed" size="2" /></td>
 268                     <td><input type="text" name="rentaldiscount" id="rentaldiscount" size="2" /></td>
 269                     <td colspan="2">
 270                         <input type="hidden" name="branch" value="[% current_branch %]"/>
 271                         <input type="submit" value="Save" class="submit" />
 272                         <input type="button" name="cancel" value="Clear" onclick="clear_edit();return false;" />
 273                     </td>
 274                 </tr>
 275                 </tbody>
 276             </table>
 277         </form>
 278     </div>
 279     <div id="defaults-for-this-library" class="container">
 280     <h3>Default checkout, hold and return policy[% IF ( humanbranch ) %] for [% humanbranch %][% END %]</h3>
 281         <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>
 282         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 283             <input type="hidden" name="op" value="set-branch-defaults" />
 284             <input type="hidden" name="branch" value="[% current_branch %]"/>
 285             <table>
 286                 <tr>
 287                     <th>&nbsp;</th>
 288                     <th>Total current checkouts allowed</th>
 289                     <th>Hold policy</th>
 290                     <th>Return policy</th>
 291                     <th>&nbsp;</th>
 292                     <th>&nbsp;</th>
 293                 </tr>
 294                 <tr>
 295                     <td><em>Defaults[% UNLESS ( default_rules ) %] (not set)[% END %]</em></td>
 296                     <td><input type="text" name="maxissueqty" size="3" value="[% default_maxissueqty %]"/></td>
 297                     <td>
 298                         <select name="holdallowed">
 299                             [% IF ( default_holdallowed_any ) %]
 300                             <option value="2" selected="selected">
 301                             [% ELSE %]
 302                             <option value="2">
 303                             [% END %]
 304                                 From any library
 305                             </option>
 306                             [% IF ( default_holdallowed_same ) %]
 307                             <option value="1" selected="selected">
 308                             [% ELSE %]
 309                             <option value="1">
 310                             [% END %]
 311                                 From home library
 312                             </option>
 313                             [% IF ( default_holdallowed_none ) %]
 314                             <option value="0" selected="selected">
 315                             [% ELSE %]
 316                             <option value="0">
 317                             [% END %]
 318                                 No holds allowed
 319                             </option>
 320                         </select>
 321                     </td>
 322                     <td>
 323                         <select name="returnbranch">
 324                             [% IF ( default_returnbranch == 'homebranch' ) %]
 325                             <option value="homebranch" selected="selected">
 326                             [% ELSE %]
 327                             <option value="homebranch">
 328                             [% END %]
 329                                 Item returns home
 330                             </option>
 331                             [% IF ( default_returnbranch == 'holdingbranch' ) %]
 332                             <option value="holdingbranch" selected="selected">
 333                             [% ELSE %]
 334                             <option value="holdingbranch">
 335                             [% END %]
 336                                 Item returns to issuing library
 337                             </option>
 338                             [% IF ( default_returnbranch == 'noreturn' ) %]
 339                             <option value="noreturn" selected="selected">
 340                             [% ELSE %]
 341                             <option value="noreturn">
 342                             [% END %]
 343                                 Item floats
 344                             </option>
 345                         </select>
 346                     </td>
 347                     <td><input type="submit" value="Save" class="submit" /></td>
 348                     <td>
 349                         <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&amp;categorycode=*&amp;branch=[% current_branch %]">Unset</a>
 350                     </td>
 351                 </tr>
 352             </table>
 353         </form>
 354     </div>
 355     [% IF ( show_branch_cat_rule_form ) %]
 356     <div id="holds-policy-by-patron-category" class="container">
 357     <h3>[% IF humanbranch %]Checkout limit by patron category for [% humanbranch %][% ELSE %]Default checkout limit by patron category[% END %]</h3>
 358         <p>For this library, you can specify the maximum number of loans that
 359             a patron of a given category can make, regardless of the item type.
 360         </p>
 361         <p>If the total amount loanable for a given patron category is left blank,
 362            no limit applies, except possibly for a limit you define for a specific item type.
 363         </p>
 364         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 365             <input type="hidden" name="op" value="add-branch-cat" />
 366             <input type="hidden" name="branch" value="[% current_branch %]"/>
 367             <table>
 368                 <tr>
 369                     <th>Patron category</th>
 370                     <th>Total current checkouts allowed</th>
 371                     <th>&nbsp;</th>
 372                 </tr>
 373                 [% FOREACH branch_cat_rule_loo IN branch_cat_rule_loop %]
 374                     [% UNLESS ( loop.odd ) %]
 375                     <tr class="highlight">
 376                     [% ELSE %]
 377                     <tr>
 378                     [% END %]
 379                         <td>[% IF ( branch_cat_rule_loo.default_humancategorycode ) %]
 380                                 <em>Default</em>
 381                             [% ELSE %]
 382                                 [% branch_cat_rule_loo.humancategorycode %]
 383                             [% END %]
 384                         </td>
 385                         <td>[% IF ( branch_cat_rule_loo.unlimited_maxissueqty ) %]
 386                                 Unlimited
 387                             [% ELSE %]
 388                                 [% branch_cat_rule_loo.maxissueqty %]
 389                             [% END %]
 390                         </td>
 391                         <td>
 392                             <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>
 393                         </td>
 394                     </tr>
 395                 [% END %]
 396                 <tr>
 397                     <td>
 398                         <select name="categorycode">
 399                         [% FOREACH categoryloo IN categoryloop %]
 400                             <option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
 401                         [% END %]
 402                         </select>
 403                     </td>
 404                     <td><input name="maxissueqty" size="3" /></td>
 405                     <td><input type="submit" value="Add" class="submit" /></td>
 406                 </tr>
 407             </table>
 408         </form>
 409     </div>
 410     [% END %]
 411     <div id="holds-policy-by-item-type" class="container">
 412     <h3>[% IF humanbranch %]Holds policy by item type for [% humanbranch %][% ELSE %]Default holds policy by item type[% END %]</h3>
 413         <p>
 414             For this library, you can edit rules for given itemtypes, regardless
 415             of the patron's category.
 416         </p>
 417         <p>
 418             Currently, this means hold policies.
 419             The various policies have the following effects:
 420         </p>
 421         <ul>
 422             <li><strong>From any library:</strong> Patrons from any library may put this item on hold. <cite>(default if none is defined)</cite></li>
 423             <li><strong>From home library:</strong> Only patrons from the item's home library may put this book on hold.</li>
 424             <li><strong>No holds allowed:</strong> No patron may put this book on hold.</li>
 425         </ul>
 426         <p>
 427             Note that if the system preference
 428             <code>AllowHoldPolicyOverride</code> is enabled, these policies can
 429             be overridden by your circulation staff. Also, these policies are
 430             based on the patron's home library, <em>not</em> the library where the hold is being placed..
 431         </p>
 432
 433         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 434             <input type="hidden" name="op" value="add-branch-item" />
 435             <input type="hidden" name="branch" value="[% current_branch %]"/>
 436             <table>
 437                 <tr>
 438                     <th>Item type</th>
 439                     <th>Hold policy</th>
 440                     <th>Return policy</th>
 441                     <th>&nbsp;</th>
 442                 </tr>
 443                 [% FOREACH branch_item_rule_loo IN branch_item_rule_loop %]
 444                     [% UNLESS ( loop.odd ) %]
 445                     <tr class="highlight">
 446                     [% ELSE %]
 447                     <tr>
 448                     [% END %]
 449                         <td>[% IF ( branch_item_rule_loo.default_humanitemtype ) %]
 450                                 <em>Default</em>
 451                             [% ELSE %]
 452                                 [% branch_item_rule_loo.humanitemtype %]
 453                             [% END %]
 454                         </td>
 455                         <td>[% IF ( branch_item_rule_loo.holdallowed_any ) %]
 456                                 From any library
 457                             [% ELSIF ( branch_item_rule_loo.holdallowed_same ) %]
 458                                 From home library
 459                             [% ELSE %]
 460                                 No holds allowed
 461                             [% END %]
 462                         </td>
 463                         <td>[% IF ( branch_item_rule_loo.returnbranch == 'homebranch' ) %]
 464                                 Item returns home
 465                             [% ELSIF ( branch_item_rule_loo.returnbranch == 'holdingbranch' ) %]
 466                                 Item returns to issuing branch
 467                             [% ELSIF ( branch_item_rule_loo.returnbranch == 'noreturn' ) %]
 468                                 Item floats
 469                             [% ELSE %]
 470                                 Error - unknown option
 471                             [% END %]
 472                         </td>
 473                         <td>
 474                             <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>
 475                         </td>
 476                     </tr>
 477                 [% END %]
 478                 <tr>
 479                     <td>
 480                         <select name="itemtype">
 481                         [% FOREACH itemtypeloo IN itemtypeloop %]
 482                             <option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
 483                         [% END %]
 484                         </select>
 485                     </td>
 486                     <td>
 487                         <select name="holdallowed">
 488                             <option value="2">From any library</option>
 489                             <option value="1">From home library</option>
 490                             <option value="0">No holds allowed</option>
 491                         </select>
 492                     </td>
 493                     <td>
 494                         <select name="returnbranch">
 495                             <option value="homebranch">Item returns home</option>
 496                             <option value="holdingbranch">Item returns to issuing library</option>
 497                             <option value="noreturn">Item floats</option>
 498                         </select>
 499                     </td>
 500                     <td><input type="submit" value="Add" class="submit" /></td>
 501                 </tr>
 502             </table>
 503         </form>
 504     </div>
 505 </div>
 506
 507 </div>
 508 <div class="yui-b">
 509 [% INCLUDE 'admin-menu.inc' %]
 510 </div>
 511 </div>
 512 [% INCLUDE 'intranet-bottom.inc' %]