[Bug 17406] New: Simplify pay.pl interface - pt.1
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 Bug ID: 17406 Summary: Simplify pay.pl interface - pt.1 Change sponsored?: --- Product: Koha Version: master Hardware: All OS: All Status: NEW Severity: enhancement Priority: P5 - low Component: Circulation Assignee: koha-bugs@lists.koha-community.org Reporter: cbrannon@cdalibrary.org QA Contact: testopia@bugs.koha-community.org CC: gmcharlt@gmail.com, kyle.m.hall@gmail.com I think we can simplify the payment screen. 1) Remove the Pay Amount button. By default, all items are selected, so the Pay selected will do the job. 2) Remove the cancel link. A) It's a link, not a button. B) All it does is change tabs. There isn't anything to really cancel. Changing tabs or navigating elsewhere does the same thing. 3) Remove Write off all button and replace with Write off selected button. 4) Remove the individual Pay and Write off buttons. They are redundant. #4 is my opinion, but they really convolute the flow. The checkboxes and two buttons are sufficient and straight forward. -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 Christopher Brannon <cbrannon@cdalibrary.org> changed: What |Removed |Added ---------------------------------------------------------------------------- Summary|Simplify pay.pl interface - |Simplify pay.pl interface |pt.1 |buttons -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 Christopher Brannon <cbrannon@cdalibrary.org> changed: What |Removed |Added ---------------------------------------------------------------------------- Blocks| |17409 Referenced Bugs: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17409 [Bug 17409] Remove redundant note fields for payments on pay.pl -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 --- Comment #1 from Christopher Brannon <cbrannon@cdalibrary.org> --- I'll add one more. Since a Write off means removing a fine/fee without payment we might consider: 5) Have only one action button at the bottom. It defaults to Pay selected, but a dropdown button to the side reveals Write off selected. If this is too controversial, perhaps it could be setup as an option in preferences. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 Lisette <lisetteslatah@gmail.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |lisetteslatah@gmail.com -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 Kyle M Hall <kyle@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |kyle@bywatersolutions.com --- Comment #2 from Kyle M Hall <kyle@bywatersolutions.com> --- Created attachment 56932 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=56932&action=edit Screenshot of Accounts Rewrite payment system -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 --- Comment #3 from Kyle M Hall <kyle@bywatersolutions.com> --- Christopher, I would propose a bit of an alternative. I've attached a screenshot of the payment feature from the old accounts rewrite. As you can see, there are a series of checkboxes and an amount field that is updated based on what is selected. So you can pay by selected, or pay by amount ( or a combination of both ). All the pay buttons are replaced with a single button and a pulldown that lets you select whether the fine is being paid of forgiven ( the rewrite also allows for other arbitrarily defined payment types ). What do you think of that idea? -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 Kyle M Hall <kyle@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- See Also| |https://bugs.koha-community | |.org/bugzilla3/show_bug.cgi | |?id=17408 -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 Kyle M Hall <kyle@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- See Also| |https://bugs.koha-community | |.org/bugzilla3/show_bug.cgi | |?id=17409 -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 --- Comment #4 from Christopher Brannon <cbrannon@cdalibrary.org> --- I like it. It is very similar to my request. The one thing I have trouble with is the note. This does not give the option to place individual notes on the individual items. See https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17409 for my suggestion and let me know your thoughts. I still think the real estate could be consolidated more by combining the dropdown and process into an action button that defaults to payment. What do you think? -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 Josef Moravec <josef.moravec@gmail.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Blocks| |17596 CC| |josef.moravec@gmail.com Referenced Bugs: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17596 [Bug 17596] Simplify accounting UI in staff client -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 --- Comment #5 from Kyle M Hall <kyle@bywatersolutions.com> --- (In reply to Christopher Brannon from comment #4)
I like it. It is very similar to my request. The one thing I have trouble with is the note. This does not give the option to place individual notes on the individual items. See https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17409 for my suggestion and let me know your thoughts.
I would suggest we have a global notes fields, and a per-line notes field. The notes can then be concatenated when the payments are made. How does that sound?
I still think the real estate could be consolidated more by combining the dropdown and process into an action button that defaults to payment. What do you think?
Hmm, it's not a bad suggestion, but I fear accidental mis-choosing of the payment type. We could add a confirmation popup, but then the number of clicks wouldn't be reduced. What do you think? -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 Sunny <jbranick@fargolibrary.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |jbranick@fargolibrary.org -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 Cheryl <clackman@cityoffargo.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |clackman@cityoffargo.com -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 Marjorie Barry-Vila <marjorie.barry-vila@collecto.ca> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |marjorie.barry-vila@collect | |o.ca -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 Benjamin Daeuber <bdaeuber@cityoffargo.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |bdaeuber@cityoffargo.com --- Comment #6 from Benjamin Daeuber <bdaeuber@cityoffargo.com> ---
Hmm, it's not a bad suggestion, but I fear accidental mis-choosing of the payment type. We could add a confirmation popup, but then the number of clicks wouldn't be reduced. What do you think?
With the ability to void payments, this doesn't seem like a big deal any more. -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Blocks|17596 | CC| |martin.renvoize@ptfs-europe | |.com Referenced Bugs: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17596 [Bug 17596] Simplify accounting UI in staff client -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 Katrin Fischer <katrin.fischer@bsz-bw.de> changed: What |Removed |Added ---------------------------------------------------------------------------- Component|Circulation |Fines and fees CC| |katrin.fischer@bsz-bw.de -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406 trevor.diamond@mainlib.org changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |trevor.diamond@mainlib.org --- Comment #7 from trevor.diamond@mainlib.org --- A good idea! Since this would also hopefully accommodate bug 17409 I'm adding myself as cc on this. Curently staff only get the option to add a note when writing off if they use the "write off selected" and it is confusing to them why you don't get the opportunity for a note if using "write off all" or the individual lines "write off". It's important to document circumstances of write offs (whether for the benefit of the patron or staff). -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
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