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