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