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 lost 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                     }
  60                 } else {
  61                     // specific processing for the Hard due date column
  62                     var s = itm.split(' ');
  63                     var select_value;
  64                     if ( s[0] == "before" ) {
  65                         select_value = -1
  66                     } else if ( s[0] == "on" ) {
  67                         select_value = 0
  68                     } else if ( s[0] == "after" ) {
  69                         select_value = 1
  70                     }
  71                     $(current_column).find("input[type='text']").val(s[1]);
  72                     $(current_column).find("select").val(select_value);
  73                 }
  74             });
  75             $("#default-circulation-rules tr:last td:eq(0) select").attr('disabled', 'disabled');
  76             $("#default-circulation-rules tr:last td:eq(1) select").attr('disabled', 'disabled');
  77             return false;
  78         });
  79 });
  80 //]]>
  81 </script>
  82 </head>
  83 <body id="admin_smart-rules" class="admin">
  84 [% INCLUDE 'header.inc' %]
  85 [% INCLUDE 'cat-search.inc' %]
  86
  87 <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>
  88
  89 <div id="doc3" class="yui-t1">
  90
  91 <div id="bd">
  92     <div id="yui-main">
  93     <div class="yui-b">
  94     <h1 class="parameters">
  95         [% IF ( humanbranch ) %]
  96             Defining circulation and fine rules for "[% humanbranch %]"
  97         [% ELSE %]
  98             Defining circulation and fine rules for all libraries
  99         [% END %]
 100     </h1>
 101     <div class="help">
 102         <p>The rules are applied from most specific to less specific, using the first found in this order:</p>
 103         <ul>
 104             <li>same library, same patron type, same item type</li>
 105             <li>same library, same patron type, all item types</li>
 106             <li>same library, all patron types, same item type</li>
 107             <li>same library, all patron types, all item types</li>
 108             <li>default (all libraries), same patron type, same item type</li>
 109             <li>default (all libraries), same patron type, all item types</li>
 110             <li>default (all libraries), all patron types, same item type</li>
 111             <li>default (all libraries), all patron types, all item types</li>
 112         </ul>
 113         <p>To modify a rule, create a new one with the same patron type and item type.</p>
 114     </div>
 115     <div>
 116         <form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
 117         Select a library :
 118             <select name="branch" id="branch" style="width:20em;">
 119                 <option value="*">All libraries</option>
 120             [% FOREACH branchloo IN branchloop %]
 121                                 [% IF ( branchloo.selected ) %]<option value="[% branchloo.value %]" selected="selected">[% branchloo.branchname %]</option>[% ELSE %]<option value="[% branchloo.value %]">[% branchloo.branchname %]</option>[% END %]
 122             [% END %]
 123             </select>
 124         </form>
 125 [% IF ( definedbranch ) %]<form action="/cgi-bin/koha/admin/clone-rules.pl" method="post"><label
 126 for="tobranch"><strong>Clone these rules to:</strong></label> <input type="hidden" name="frombranch" value="[% current_branch %]" />
 127             <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 %]
 128
 129         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 130             <input type="hidden" name="op" value="add" />
 131             <input type="hidden" name="branch" value="[% branch %]"/>
 132             <table id="default-circulation-rules">
 133             <thead>
 134             <tr>
 135                 <th>Patron category</th>
 136                 <th>Item type</th>
 137                 <th>Current checkouts allowed</th>
 138                 <th>Loan period</th>
 139                 <th>Unit</th>
 140                 <th>Hard due date</th>
 141                 <th>Fine amount</th>
 142                 <th>Fine charging interval</th>
 143                 <th>Fine grace period (day)</th>
 144                 <th>Overdue Fines Cap ($)</th>
 145                 <th>Suspension in days (day)</th>
 146                 <th>Renewals allowed (count)</th>
 147                 <th>Holds allowed (count)</th>
 148                 <th>Rental discount (%)</th>
 149                 <th colspan="2">&nbsp;</th>
 150             </tr>
 151             </thead>
 152             <tbody>
 153                                 [% FOREACH rule IN rules %]
 154                                         [% UNLESS ( loop.odd ) %]
 155                                         <tr class="highlight" id="row_[% loop.count %]">
 156                                         [% ELSE %]
 157                                         <tr id="row_[% loop.count %]">
 158                                         [% END %]
 159                                                         <td>[% IF ( rule.default_humancategorycode ) %]
 160                                                                         <em>All</em>
 161                                                                 [% ELSE %]
 162                                                                         [% rule.humancategorycode %]
 163                                                                 [% END %]
 164                                                         </td>
 165                                                         <td>[% IF ( rule.default_humanitemtype ) %]
 166                                                                         <em>All</em>
 167                                                                 [% ELSE %]
 168                                                                         [% rule.humanitemtype %]
 169                                                                 [% END %]
 170                                                         </td>
 171                                                         <td>[% IF ( rule.unlimited_maxissueqty ) %]
 172                                                                         Unlimited
 173                                                                 [% ELSE %]
 174                                                                         [% rule.maxissueqty %]
 175                                                                 [% END %]
 176                                                         </td>
 177                                                         <td>[% rule.issuelength %]</td>
 178                                                         <td>
 179                                                             [% rule.lengthunit %]
 180                                                         </td>
 181                                                         <td>[% IF ( rule.hardduedate ) %]
 182                                                                [% IF ( rule.hardduedatebefore ) %]before [% rule.hardduedate %]</td>
 183                                                                [% ELSE %][% IF ( rule.hardduedateexact ) %]on [% rule.hardduedate %]</td>
 184                                                                                  [% ELSE %][% IF ( rule.hardduedateafter ) %]after [% rule.hardduedate %]</td>[% END %]
 185                                                                                  [% END %]
 186                                                                [% END %]
 187                                                             [% ELSE %]None defined[% END %]
 188                                                         <td>[% rule.fine %]</td>
 189                                                         <td>[% rule.chargeperiod %]</td>
 190                                                         <td>[% rule.firstremind %]</td>
 191                             <td>[% rule.overduefinescap FILTER format("%.2f") %]</td>
 192                                                         <td>[% rule.finedays %]</td>
 193                                                         <td>[% rule.renewalsallowed %]</td>
 194                                                         <td>[% rule.reservesallowed %]</td>
 195                                                         <td>[% rule.rentaldiscount %]</td>
 196                             <td><a href="#" class="editrule">Edit</a></td>
 197                                                         <td>
 198                                                                 <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>
 199                                                         </td>
 200                         </tr>
 201                 [% END %]
 202                 <tr id="edit_row">
 203                     <td>
 204                         <select name="categorycode" id="categorycode">
 205                             <option value="*">All</option>
 206                         [% FOREACH categoryloo IN categoryloop %]
 207                             <option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
 208                         [% END %]
 209                         </select>
 210                     </td>
 211                     <td>
 212                         <select name="itemtype" id="matrixitemtype" style="width:13em;">
 213                             <option value="*">All</option>
 214                         [% FOREACH itemtypeloo IN itemtypeloop %]
 215                             <option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
 216                         [% END %]
 217                         </select>
 218                     </td>
 219                     <td><input type="text" name="maxissueqty" id="maxissueqty" size="3" /></td>
 220                     <td><input type="text" name="issuelength" id="issuelength" size="3" /> </td>
 221                     <td>
 222                       <select name="lengthunit" id="lengthunit">
 223                         <option value="days" selected>Days</option>
 224                         <option value="hours">Hours</option>
 225                       </select>
 226                     </td>
 227                     <td>
 228                         <select name="hardduedatecompare" id="hardduedatecompare">
 229                            <option value="-1">Before</option>
 230                            <option value="0">Exactly on</option>
 231                            <option value="1">After</option>
 232                         </select>
 233                         <input type="text" size="10" id="hardduedate" name="hardduedate" value="[% hardduedate %]" class="datepicker" />
 234                         <div class="hint">[% INCLUDE 'date-format.inc' %]</div>
 235                     </td>
 236                     <td><input type="text" name="fine" id="fine" size="4" /></td>
 237                     <td><input type="text" name="chargeperiod" id="chargeperiod" size="2" /></td>
 238                     <td><input type="text" name="firstremind" id="firstremind" size="2" /> </td>
 239                     <td><input type="text" name="overduefinescap" id="overduefinescap" size="6" /> </td>
 240                     <td><input type="text" name="finedays" id="fined" size="3" /> </td>
 241                     <td><input type="text" name="renewalsallowed" id="renewalsallowed" size="2" /></td>
 242                     <td><input type="text" name="reservesallowed" id="reservesallowed" size="2" /></td>
 243                     <td><input type="text" name="rentaldiscount" id="rentaldiscount" size="2" /></td>
 244                     <td colspan="2">
 245                         <input type="hidden" name="branch" value="[% current_branch %]"/>
 246                         <input type="submit" value="Save" class="submit" />
 247                         <input type="button" name="cancel" value="Clear" onclick="clear_edit();return false;" />
 248                     </td>
 249                 </tr>
 250                 </tbody>
 251             </table>
 252         </form>
 253     </div>
 254     <div id="defaults-for-this-library" class="container">
 255     <h3>Default checkout, hold and return policy[% IF ( humanbranch ) %] for [% humanbranch %][% END %]</h3>
 256         <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>
 257         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 258             <input type="hidden" name="op" value="set-branch-defaults" />
 259             <input type="hidden" name="branch" value="[% current_branch %]"/>
 260             <table>
 261                 <tr>
 262                     <th>&nbsp;</th>
 263                     <th>Total current checkouts allowed</th>
 264                     <th>Hold policy</th>
 265                     <th>Return policy</th>
 266                     <th>&nbsp;</th>
 267                     <th>&nbsp;</th>
 268                 </tr>
 269                 <tr>
 270                     <td><em>Defaults[% UNLESS ( default_rules ) %] (not set)[% END %]</em></td>
 271                     <td><input type="text" name="maxissueqty" size="3" value="[% default_maxissueqty %]"/></td>
 272                     <td>
 273                         <select name="holdallowed">
 274                             [% IF ( default_holdallowed_any ) %]
 275                             <option value="2" selected="selected">
 276                             [% ELSE %]
 277                             <option value="2">
 278                             [% END %]
 279                                 From any library
 280                             </option>
 281                             [% IF ( default_holdallowed_same ) %]
 282                             <option value="1" selected="selected">
 283                             [% ELSE %]
 284                             <option value="1">
 285                             [% END %]
 286                                 From home library
 287                             </option>
 288                             [% IF ( default_holdallowed_none ) %]
 289                             <option value="0" selected="selected">
 290                             [% ELSE %]
 291                             <option value="0">
 292                             [% END %]
 293                                 No holds allowed
 294                             </option>
 295                         </select>
 296                     </td>
 297                     <td>
 298                         <select name="returnbranch">
 299                             [% IF ( default_returnbranch == 'homebranch' ) %]
 300                             <option value="homebranch" selected="selected">
 301                             [% ELSE %]
 302                             <option value="homebranch">
 303                             [% END %]
 304                                 Item returns home
 305                             </option>
 306                             [% IF ( default_returnbranch == 'holdingbranch' ) %]
 307                             <option value="holdingbranch" selected="selected">
 308                             [% ELSE %]
 309                             <option value="holdingbranch">
 310                             [% END %]
 311                                 Item returns to issuing library
 312                             </option>
 313                             [% IF ( default_returnbranch == 'noreturn' ) %]
 314                             <option value="noreturn" selected="selected">
 315                             [% ELSE %]
 316                             <option value="noreturn">
 317                             [% END %]
 318                                 Item floats
 319                             </option>
 320                         </select>
 321                     </td>
 322                     <td><input type="submit" value="Save" class="submit" /></td>
 323                     <td>
 324                         <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&amp;categorycode=*&amp;branch=[% current_branch %]">Unset</a>
 325                     </td>
 326                 </tr>
 327             </table>
 328         </form>
 329     </div>
 330     [% IF ( show_branch_cat_rule_form ) %]
 331     <div id="holds-policy-by-patron-category" class="container">
 332     <h3>[% IF humanbranch %]Checkout limit by patron category for [% humanbranch %][% ELSE %]Default checkout limit by patron category[% END %]</h3>
 333         <p>For this library, you can specify the maximum number of loans that
 334             a patron of a given category can make, regardless of the item type.
 335         </p>
 336         <p>If the total amount loanable for a given patron category is left blank,
 337            no limit applies, except possibly for a limit you define for a specific item type.
 338         </p>
 339         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 340             <input type="hidden" name="op" value="add-branch-cat" />
 341             <input type="hidden" name="branch" value="[% current_branch %]"/>
 342             <table>
 343                 <tr>
 344                     <th>Patron category</th>
 345                     <th>Total current checkouts allowed</th>
 346                     <th>&nbsp;</th>
 347                 </tr>
 348                 [% FOREACH branch_cat_rule_loo IN branch_cat_rule_loop %]
 349                     [% UNLESS ( loop.odd ) %]
 350                     <tr class="highlight">
 351                     [% ELSE %]
 352                     <tr>
 353                     [% END %]
 354                         <td>[% IF ( branch_cat_rule_loo.default_humancategorycode ) %]
 355                                 <em>Default</em>
 356                             [% ELSE %]
 357                                 [% branch_cat_rule_loo.humancategorycode %]
 358                             [% END %]
 359                         </td>
 360                         <td>[% IF ( branch_cat_rule_loo.unlimited_maxissueqty ) %]
 361                                 Unlimited
 362                             [% ELSE %]
 363                                 [% branch_cat_rule_loo.maxissueqty %]
 364                             [% END %]
 365                         </td>
 366                         <td>
 367                             <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>
 368                         </td>
 369                     </tr>
 370                 [% END %]
 371                 <tr>
 372                     <td>
 373                         <select name="categorycode">
 374                         [% FOREACH categoryloo IN categoryloop %]
 375                             <option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
 376                         [% END %]
 377                         </select>
 378                     </td>
 379                     <td><input name="maxissueqty" size="3" /></td>
 380                     <td><input type="submit" value="Add" class="submit" /></td>
 381                 </tr>
 382             </table>
 383         </form>
 384     </div>
 385     [% END %]
 386     <div id="holds-policy-by-item-type" class="container">
 387     <h3>[% IF humanbranch %]Holds policy by item type for [% humanbranch %][% ELSE %]Default holds policy by item type[% END %]</h3>
 388         <p>
 389             For this library, you can edit rules for given itemtypes, regardless
 390             of the patron's category.
 391         </p>
 392         <p>
 393             Currently, this means hold policies.
 394             The various policies have the following effects:
 395         </p>
 396         <ul>
 397             <li><strong>From any library:</strong> Patrons from any library may put this item on hold. <cite>(default if none is defined)</cite></li>
 398             <li><strong>From home library:</strong> Only patrons from the item's home library may put this book on hold.</li>
 399             <li><strong>No holds allowed:</strong> No patron may put this book on hold.</li>
 400         </ul>
 401         <p>
 402             Note that if the system preference
 403             <code>AllowHoldPolicyOverride</code> is enabled, these policies can
 404             be overridden by your circulation staff. Also, these policies are
 405             based on the patron's home library, <em>not</em> the library where the hold is being placed..
 406         </p>
 407
 408         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 409             <input type="hidden" name="op" value="add-branch-item" />
 410             <input type="hidden" name="branch" value="[% current_branch %]"/>
 411             <table>
 412                 <tr>
 413                     <th>Item type</th>
 414                     <th>Hold policy</th>
 415                     <th>Return policy</th>
 416                     <th>&nbsp;</th>
 417                 </tr>
 418                 [% FOREACH branch_item_rule_loo IN branch_item_rule_loop %]
 419                     [% UNLESS ( loop.odd ) %]
 420                     <tr class="highlight">
 421                     [% ELSE %]
 422                     <tr>
 423                     [% END %]
 424                         <td>[% IF ( branch_item_rule_loo.default_humanitemtype ) %]
 425                                 <em>Default</em>
 426                             [% ELSE %]
 427                                 [% branch_item_rule_loo.humanitemtype %]
 428                             [% END %]
 429                         </td>
 430                         <td>[% IF ( branch_item_rule_loo.holdallowed_any ) %]
 431                                 From any library
 432                             [% ELSIF ( branch_item_rule_loo.holdallowed_same ) %]
 433                                 From home library
 434                             [% ELSE %]
 435                                 No holds allowed
 436                             [% END %]
 437                         </td>
 438                         <td>[% IF ( branch_item_rule_loo.returnbranch == 'homebranch' ) %]
 439                                 Item returns home
 440                             [% ELSIF ( branch_item_rule_loo.returnbranch == 'holdingbranch' ) %]
 441                                 Item returns to issuing branch
 442                             [% ELSIF ( branch_item_rule_loo.returnbranch == 'noreturn' ) %]
 443                                 Item floats
 444                             [% ELSE %]
 445                                 Error - unknown option
 446                             [% END %]
 447                         </td>
 448                         <td>
 449                             <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>
 450                         </td>
 451                     </tr>
 452                 [% END %]
 453                 <tr>
 454                     <td>
 455                         <select name="itemtype">
 456                         [% FOREACH itemtypeloo IN itemtypeloop %]
 457                             <option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
 458                         [% END %]
 459                         </select>
 460                     </td>
 461                     <td>
 462                         <select name="holdallowed">
 463                             <option value="2">From any library</option>
 464                             <option value="1">From home library</option>
 465                             <option value="0">No holds allowed</option>
 466                         </select>
 467                     </td>
 468                     <td>
 469                         <select name="returnbranch">
 470                             <option value="homebranch">Item returns home</option>
 471                             <option value="holdingbranch">Item returns to issuing library</option>
 472                             <option value="noreturn">Item floats</option>
 473                         </select>
 474                     </td>
 475                     <td><input type="submit" value="Add" class="submit" /></td>
 476                 </tr>
 477             </table>
 478         </form>
 479     </div>
 480 </div>
 481
 482 </div>
 483 <div class="yui-b">
 484 [% INCLUDE 'admin-menu.inc' %]
 485 </div>
 486 </div>
 487 [% INCLUDE 'intranet-bottom.inc' %]