[Koha-bugs] [Bug 28854] Add ability to create bundles of items for circulation

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

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=28854

--- Comment #447 from Kyle M Hall <kyle at bywatersolutions.com> ---
Created attachment 137503
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=137503&action=edit
Bug 28854: Squashed Patch Set for Reading

Bug 28854: Database update

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: DBIC Schema Updates

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Expose functionality to attach items to bundles

This patch adds methods the the Koha::Item object for managing item
bundling operations and then exposes those methods via the REST API.

We include the new `BundleNotLoanValue` preference for setting not
for loan values when an item is added to a bundle.

Finally, we expose bundle management via the catalogue details page.

Test plan:
0) Apply patches up to this point and run the database update
1) Configuration: `BundleNotLoanValue` should have been set by the
   database update and point to a newly added AV value.
2) Creating a new bundle
   * Add a new bib record
   * Mark the bib record as a 'collection' type by setting leader
     position 7 to 'c'
   * Add a new item to this bib record
   * You should see a new 'Manage bundle' button available in the
     'Actions' column of the Holdings table.
   * Clicking 'Manage bundle' should expand the table to include a new
     row directly beneath this one.
   * Use the new 'Add to bundle' button that appears in this row to
     trigger a modal that allows entering the barcode of items you wish
     to add to the bundle
   * Upon closing the modal, the bundle content table should reload and
     contain your newly associated items.
   * You can subsequently remove an item from a bundle using the new
     'Remove' button.
3) Not for loan
   * Items that have been added into a bundle should now appear as 'Not
     for loan' from their original biblio record and note which bundle
     they belong to.
4) Error cases
   * Try adding an item that already belongs to a bundle to another
     bundle: Note an error is displayed in the modal form.
5) The bundles feature can be disabled by unsetting the
   `BundleNotLoanValue` system preference.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Update circulation functionality for bundles

This patch updates the circulation system to account for bundle
checkins. We add a content verification step to ensure bundle content is
all present at checkin and we use this comparison to mark missing items
as lost.

Test plan
0) Apply patches up to this point
1) Checkin an item that belongs to a bundle
   * An alert should be triggered noting that the item belongs to a
     bundle
   * The option to remove the item from the bundle should be clear
   * Click remove should result in the alert dissapearing and the item
     having been removed from the bundle.
2) Checkin an item bundle
   * A modal confirmation dialog should appear requesting each item
     barcode be scanned
   * As items are scanned they should be highlighted in yellow in the
     bundle content table
   * Upon submission;
     * The user will be alerted to any unexpected items that were
       scanned and told to put them to one side.
     * The user will be alerted that any missing items in the validation
       will have been marked as lost.
     * The bundle item will be marked as checked in.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Highlight bundle rows to clarify UI

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Drop unique index on issue_id in return claims

With the introduction of circulating items within a bundle set, we can
now loose multiple items from the bundle from the same issue.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: DBIC Update ReturnClaim Schema

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Record and display who lost the item

This patch records the bundle issue from which an item is marked as lost
so that we may use that to infer who lost the item (for later charges
and display).

Test plan
0) Apply all patches up to this point
1) Checkout a bundle to a user
2) Checkin the bundle and do not scan one of the barcodes at
   confirmation
   * Note that the item not scanned is marked as lost
3) Navigate to the biblio for the lost item and note that it is marked
   as lost.
4) Navigate to the biblio for the collection and expand the collection
   item that contains the lost item. Note the item is marked as lost and
   checkout details are listed.
5) Checkin the lost item
   * The item should be marked as found and the return_claims line should
   be marked as resolved.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Simplified status handling for bundle inventory check

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Add option to print content list after verification

We already allowed the user to view and print an updated content list
after a varification showed that items were missing from the bundle.
This patch adds the option to view and print the list even if the
content has been varified to have not changed.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Add ordering to checkin validation modal

This enhancement adds simple dataTable ordering to the verification
modal table at bundle checkin time.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Improve lost details display for bundle items

This patch adds the return claim details to the bundle item status
display on the catalogue details page.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Enable claims return view when BundleLostValue is set

This patch adds the alternation of BundleLostValue to enable the return
claims functionality when Bundles are enbled.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Highlight when a scanned item is unexpected

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Add count of scanned items to verification modal

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Add 'Remove from bundle' dialogue to details display

This patch adds the counterpart of the 'Add to bundle' modal prompt for
adding items to bundles from the catalogue details display.  It allows
for scanning barcodes to remove them from a bundle.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Add modal after checkin to print missing items list

This patch adds a further modal to the post checkin alert to allow the
user to print a view and print a list of items that went missing at this
checkin to allow for replacements to be picked.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Only count rows in the body

This patch fixes the count to only include table rows in the body, i.e.
skip the header row.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Make barcode comparison case insensative

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (QA follow-up) Fix QA tool complaints

* Typo in code comment
* Permissions on atomicupdate
* Missing TT filter in template
* Spelling in template

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

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Use Koha::Item->itemtype introduced with bug 20469

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Unit test for Koha::Item additions

This patch adds unit tests for the new methods added to Koha::Item
including:

* return_claim
* return_claims
* is_bundle
* in_bundle
* bundle_host
* bundle_items
* add_to_bundle
* remove_from_bundle

Test plan
1) Run t/db_dependent/Koha/Item.t

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Unit test for AddReturn addition

This patch adds tests for the AddReturn change that adds an 'InBundle' message
to the return.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Unit tests - chargelostitem

This patch adds unit tests for the changes to chargelositem to ensure
bundle charging works as expected setting the correct issue_id.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: Add default AV and Syspref values

This patch adds the new AV and System Preferences to the installer.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Translations fixes

This patch wraps and unwraps strings appropriately for trasnlation.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Rename column configuration to barcode

This patch updates the column configuration from 'external_id' to
'barcode'

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Move preferences to "Item bundles"

Move the preferences into a section under 'Circulation' called 'Item
bundles'

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Fix typo in templates and test plan

* aready > already
* 61 > 62

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Improve error for item not found

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Use barcodedecode in Koha::REST::V1::Items

This removes any leading or trailing whitespace from the external id
passed

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Disable bundle editing for checked out

This patch disables the add and remove options under bundle management
when the bundled item in question is checked out.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Link bundle items to thier biblios

This patch splits out the title formatting from the bundle item title
display into it's own new js-biblio-format include file and adds biblio
linking options.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Restore last seen date formatting

We lost the date formatting somewhere along the line with rebases, this
patch restores the call to $date for last seen date.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Add bundle item status to manage button

This patch adds the item counts (Present|Lost) to the 'Manage bundle'
button in the catalogue details page.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Make 'Manage bundle' button a 'toggle'

This patch adds and removes the 'active' class to the 'Manage bundle'
button such that it correctly reflects whether the manage area is
expanded or not for the bundle item.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Restore block styling on bundled span

This patch restores a css rule that we lost during rebases that makes
the 'bundled' span that appears for bundled items on their respective
details pages so that the 'In bundle: ' text in the status field of the
table appears beneath the 'Not for loan (Added to bundle)' text.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Link to 'In bundle' on OPAC

This patch adds the 'In bundle: Link' to the OPAC to mirror what we have
on the staff client.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Add handling for part_numbers/names

This patch adds part number/name handling to the new biblio-format js
include. This will add such details to bundle management tables.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (QA follow-up) Add missing TT filters

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

Bug 28854: (follow-up) Remove fields from from bundle items

This patch removes the itemtype and collection code fields from the
bundle items table.

We will add the itemtype back in at a later date with a new bug as the
display code needs some careful consideration and we felt that doing
that work inline here would be an unrequired blocker.

Signed-off-by: Katrin Fischer <katrin.fischer at bsz-bw.de>

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