[Koha-bugs] [Bug 28633] Add a preferred_name field and an effective_name method to patrons

bugzilla-daemon at bugs.koha-community.org bugzilla-daemon at bugs.koha-community.org
Wed Apr 20 12:20:13 CEST 2022


https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=28633

Martin Renvoize <martin.renvoize at ptfs-europe.com> changed:

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--- Comment #32 from Martin Renvoize <martin.renvoize at ptfs-europe.com> ---
Created attachment 133446
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https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=133446&action=edit
Bug 28633: Add preferred name field to patrons

This patch adds a new field 'preferred_name' to the patron record.

Additionally it adds a method 'effective_name' to choose the preferred name if
present
and fall back to firstname

The 'firstname' is displayed as 'First name' on the details page, with id/class
patron_first_name to allow ajusting via JS/CSS if library wants to
highlight/hide
the non-preferred name

PatronAutoComplete/ysearch is updated to use 'effective_name' method

To test:
 1 - Apply patches
 2 - Update database and restart all, clear browser cache
 3 - Load a patron in staff module
 4 - Confirm you see and can add a preferred name
 5 - Confirm the preferred name and first name now displays on patron details
 6 - Remove first name from patron record and confirm it no longer shows
 7 - Edit sysprefs BorrowerMandatoryFields and BorrowerUnwantedFields to
confirm you can make
     new field required or hidden
 8 - Sign in as patron to opac
 9 - Confirm preferred name shows
10 - Edit account on opac and confirm field is present
11 - Verify DefaultPatronSearchFields contains 'preferredname' if your pref had
firstname
12 - Perform checkout and patron search using preferred_name, confirm patron is
found
13 - Enable PatronAutoComplete system preference
14 - Type patron's surname into Checkout or patron search but don't hit enter
15 - Confirm patron is displayed with 'preferred_name' in the preview

Signed-off-by: Martin Renvoize <martin.renvoize at ptfs-europe.com>

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