[Koha-bugs] [Bug 26355] Tie account renewals to patron modification requests

[bugzilla-daemon at bugs.koha-community.org]

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=26355

--- Comment #9 from Christopher Brannon <cbrannon at cdalibrary.org> ---
A more detailed workflow was requested for this idea.  So, here it is.

1. A setting is created to determine if self renewals will be allowed, and if
so, what patron categories and patron home libraries will allow this (using the
dropdown checkbox method for each).  Additionally, an option in this setting to
set whether new patron categories or libraries added after this setting is set
will default to enabled or disabled.

2. A setting is created to determine if renewals with no changes can be
automatic.  If so, once the patron submits the form with no changes, other than
the checkbox, the account is renewed, and the request is recorded as a
modification request, but already approved (with notation in the log or table
noting that this was a renewal).

3. A setting is created to determine if renewals with fines can be automatic. 
Similar method as #1.

4. Notification goes out to patron that their account will expire soon.  We
provide a link in the notification, and other places on the OPAC where that
reminder shows, that links to the patron modification request page
(opac-memberentry.pl) (I would suggest this be renamed to something like
opac-membermodifications.pl, for consistancy, but this is arbitrary).

5. Specific definable instructions are displayed at the top of the page if the
patron account is close to expiration (as defined in
MembershipExpiryDaysNotice).  I will refer to this as the renewal period from
this point out.

6. A new checkbox appears and is required during the renewal period which a
patron must check in order to submit.  The checkbox states that they have
reviewed the information above, and everything is up-to-date or modified as
needed.  This is needed so that we know they are looking things over (as much
as we can tell) and if there are no changes, we at least know why the
modification was submitted (if needing staff intervention).

7. Modification requests for renewals with or without field changes that
require moderation should show along with other regular modification requests,
but show a renewal badge in the request table, but otherwise function as usual.

8. The "Patrons requesting modifications" description on the staff home page
(mnainpage.pl) and patron search page (members-home.pl) should be relabeled as
"Patron modification/renewal requests".

I think this is a fairly good plan.  If anyone sees any flaws in this plan, or
other needed elements, please speak up.

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