[Koha-bugs] [Bug 7688] Change subscriptions numbering pattern and frequencies

Tue Apr 30 23:20:01 CEST 2013

http://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=7688

Bernardo Gonzalez Kriegel <bgkriegel at gmail.com> changed:

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--- Comment #91 from Bernardo Gonzalez Kriegel <bgkriegel at gmail.com> ---
Created attachment 17855
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http://bugs.koha-community.org/bugzilla3/attachment.cgi?id=17855&action=edit
[SIGNED-OFF] Bug 7688: Change subscription numbering pattern and frequencies

Serials numbering pattern and frequencies are no more hard-coded. Now
it's possible to create, edit and delete numbering patterns (and
frequencies). This implies new sql tables (subscription_numberpatterns
and subscription_frequencies)

Numbering patterns behave almost as before, there are still the same
values to configure (addX, everyX, settoX, whenmorethanX). lastvalueX
and innerloopX remain in subscription tables.

There is a new value in numbering patterns: numberingX. For each
"column" (X, Y or Z) you can tell how to format the number. Actually
numberingX can be set to:
 - 'dayname' (name of the day) (0-6 or 1-7 depending on which day is the
   first of the week)
 - 'monthname' (name of the month) (0-11)
 - 'season' (name of the season) (0-3) (0 is Spring)

These names are localized by using POSIX::setlocale and POSIX::strftime
and setting a 'locale' value to the subscription. Locale have to be
installed on the system.
Note that season names are not localized using POSIX::strftime (it can't
do this), so names are hardcoded into the code (available languages: en,
fr). This could be fixed in the future by using a Perl localization
framework.

Frequencies can be configured using 3 parameters:
 - 'unit': one of 'day', 'week', 'month', 'year'
 - 'issuesperunit': integer >= 1, the number of received issues per
   'unit'
 - 'unitsperissue': integer >= 1, the number of 'unit' between two
   issues
One of 'issuesperunit' and 'unitsperissue' must be equal to 1.
Examples:
  unit = 'day', issuesperunit=3, unitsperissue=1 => 3 issues per day
  unit = 'week', issuesperunit=1, unitsperissue=3 => 1 issue each 3
  weeks

Prediction pattern is now computed server-side and is more consistent
with what Koha will do. The publication date is displayed alongside the
serial number.
Irregularities can now be checked one by one, in the prediction pattern
table, or if frequency is 'day-based' (unit is 'day'), there is the
possibility to check all issues for a week day at once.

When an irregularity is found, there is the possibility to keep the
serial number unchanged, or to skip it. It is configured at subscription
creation or modification.
For instance, with a daily subscription you can have:
  skip serial number  |  keep serial number
----------------------+----------------------
 2012-01-01  ¦  No 1  | 2012-01-01  ¦  No 1
 2012-01-03  ¦  No 3  | 2012-01-03  ¦  No 2

To lighten the subscription modification page, manual history has been
moved in its own page subscription-history.pl which is accessible on
subscription-detail.pl, tab 'Planning'.

Important note: updatedatabase.pl script takes into account existing
subscriptions and create appropriate numbering patterns for them (it
tries to create as few patterns as possible). Frequency is
mapped to the correct entry in subscription_frequencies table.

This patch includes kohastructure.sql and updatedatabase.pl changes
+ sample frequencies data and sample numberpatterns data for fresh
installs (sample data is included in updatedatabase.pl)

=== TEST PLAN: ===

Create a new subscription:

  - Go to Serials module and click "New subscription" button
  - On the first page, choose a biblio and click next to go to the
    second page
  - Pick a first issue publication date
  - Choose frequency '1/day'
  - Choose a subscription length of 15 issues
  - Choose a subscription start date
  - Choose numbering pattern 'Volume, Number'
  - A table appears, fill 'Begins with' cells with '1'
  - Click on 'Test prediction pattern' button

The prediction pattern is displayed at the right of the page. You can
see in it the serial number, the publication date and a checkbox to
allow you to choose which serials will not be received (irregularities).

You can see that serial number start from "Vol 1, No 1" continue to "Vol
1, No 12" and then restart with "Vol 2, No 1".

Frequency is '1/day' so you can see that publication date is incremented
by one day line after line.

  - Now you can play a little with frequencies and numbering patterns,
    change one of them (or both) and click again on 'Test prediction
    pattern'
  - For example, choose frequency '3/weeks' and click on 'Test
    prediction pattern' button'.

There is a little behaviour change compared with current master.
Publication date will not be guessed within the week. Koha can't know
when you will receive issues. So the publication date stay the same
(monday of each week) for 3 consecutive issues and then jump to the next
week.

  - Now choose frequency '1/3 months' and numbering pattern 'Seasonal'
  - Fill 'Begins with' cells with '2012' for Year and '0' for Season
  - Click on 'Test prediction pattern'
  - You should have something like 'Spring 2012', 'Summer 2012', ...,
    'Winter 2012', 'Spring 2013'
  - Note that you can have seasons for south hemisphere by entering '2'
    in 'Year/Inner counter'
  - 2nd note: if you have some locales installed on your system, you can
    type its name in the 'Locale' field (actually it does not work for
    seasons name, only for month names and day names)

If you want to modify the numbering pattern you can still do it here:

 - Click on 'Show/Hide advanced pattern' link. The advanced pattern
   table is shown but all fields are readonly
 - Click on 'Modify pattern' button. All readonly fields are now
   editable. Note that 'Begins with' and 'Inner counter' line are
   repeated here and any modifications in the small table will be
   replicated in the big table, and vice versa.
 - Pattern name is emptied, if you type a new name, a new pattern will
   be created, and if you type the same name as an existing numbering
   pattern, this one will be modified (with a confirmation message)
 - There is two new lines in this table:
   - Label: it's what is displayed in the smaller table headers above
   - Numbering: used to format numbers in different ways. can be
     'seasons', 'monthname' or 'dayname'. Month name and day name can be
     localized using the 'Locale' field. Seasons can't (values for
     english and french are hard-coded in Serials.pm)
 - You can modify what you want in the table and click on 'Test
   prediction pattern' button each time you want to see your
   modifications. (Note that checkboxes for irregularities aren't displayed
   in this mode, and you can't save the subscription until you have saved
   or cancelled your changes).
 - To cancel your modifications, just click on 'Cancel modifications'
   button.
 - To save them, click on 'Save as new pattern'. If the pattern name is
   already existing, a confirmation box will ask you if you want to
   modify the existing numbering pattern. Otherwise a new pattern will be
   created and automatically selected.

Once you have finished modifying numbering pattern. You can click again
on 'Test prediction pattern' to define irregularities, and then click on
'Save subscription'.

Now you can check the serials module still works correctly:

 - Check the subscription detail page to confirm that nothing is
   missing. Especially the 'Frequency' and 'Number pattern' infos
 - Try to receive some issues. Check that the serial number is correctly
   generated and if irregularities you have defined are taken into
   account (if you have defined some).
 - Check that receiving is blocked once you have reached the number of
   issues you have defined in subscription length (or once you have
   reached the subscription end date)

In serials menu (to the left of almost each page of serials menu) you
have two new links: 'Manage frequencies' and 'Manage numbering
patterns'.

'Manage numbering patterns' lead to a page which list all numbering
patterns and allow you to create, edit or delete them. The interface is
almost the same as numbering pattern modification in subscription-add.pl

'Manage frequencies' lead to a page which list all frequencies and allow
you to create, edit or delete them.

Try to create a new frequency:
 - Click on 'Manage frequencies' link in the serials menu and then click
   on 'New frequency':
 - Fill in the description (mandatory).
 - Unit is one of 'day', 'week', 'month', year' or 'None' ('None' is for
   an irregular subscription)
 - If unit is different from 'None' you have to fill the two following
   fields (Issues per unit, and Units per issue)
 - Note that at least one of those must be equal to 1
 - Issues per unit is the number of received issues by 'unit' and Units
   per issue is the number of 'unit' between two issues
 - Display order is used to build the drop-down list. Leave empty and it
   will be set to 0 (top of the list)
 - Then click on 'Save'
 - Check that this new frequency appears in the frequencies table and in
   the drop-down list in subscription-add.pl

Subscription history has been moved in its own page. To test if it still
works, choose a subscription with manual history enabled (or modify an
existing subscription to turn on manual history).

 - On the detail page, tab 'Planning', you should have a link 'Edit history'.
 - Click on it
 - Modify history and click on Save
 - In tab 'Summary' you should have the infos you just entered

And finally, you can check that old subscriptions (by old I mean
subscriptions that existed before the update) are correctly linked to an
existing numbering pattern and an existing frequency. Numbering patterns
should be named 'Backup pattern X' where X is a number.

Signed-off-by: Frédéric Demians <f.demians at tamil.fr>
Signed-off-by: Kyle M Hall <kyle at bywatersolutions.com>
Signed-off-by: Bernardo Gonzalez Kriegel <bgkriegel at gmail.com>

Comment: Great development! Work as described. No koha-qa errors
(with all patches applied). Please QA this fast.

Signed-off-by: Paul Poulain <paul.poulain at biblibre.com>

Squashed commits:
-----------------

Bug 7688 follow-up: Small fixes for QA

- # Subroutines::ProhibitExplicitReturnUndef: Got 1 violation(s) in
  C4::Serials::GetSubscriptionIrregularities
- Bad template constructions fixed in serials/subscription-add.tt

Signed-off-by: Kyle M Hall <kyle at bywatersolutions.com>
Signed-off-by: Bernardo Gonzalez Kriegel <bgkriegel at gmail.com>

Signed-off-by: Paul Poulain <paul.poulain at biblibre.com>

----

Bug 7688 follow-up: Small fixes for QA #2

- "return undef" -> "return"
- ":utf8" -> ":encoding(UTF-8)"
- TAB -> SPACES

Signed-off-by: Bernardo Gonzalez Kriegel <bgkriegel at gmail.com>

Signed-off-by: Paul Poulain <paul.poulain at biblibre.com>

----

Bug 7688: Translate sample frequencies for french

Signed-off-by: Bernardo Gonzalez Kriegel <bgkriegel at gmail.com>

Signed-off-by: Paul Poulain <paul.poulain at biblibre.com>

----

Bug 7688: Fix generating next serial when there is no 'Expected' issue

It can happen when the Expected issue is claimed. In this case the
status of the last serial is 'Claimed'

This patch change the API of GetNextSeq and GetSeq

Test plan:
- Create a subscription which starts a long time ago so that serials
  automatically appear in late issues
- Receive the first serial
- Go to claims page and claim the 2nd serial.
- Go back to the subscription page and click on 'Serial collection'
- You should have 2 serials, one 'Arrived' and one 'Claimed'.
- Click on Generate Next. This should fail with a software error message
  ("can't call method output ...")
- Apply this patch and click again on Generate Next. A new issue must be
  created with status 'Expected'.

Signed-off-by: Bernardo Gonzalez Kriegel <bgkriegel at gmail.com>

Signed-off-by: Paul Poulain <paul.poulain at biblibre.com>

----

Bug 7688: Followup FIX perldoc

Signed-off-by: Bernardo Gonzalez Kriegel <bgkriegel at gmail.com>

Signed-off-by: Paul Poulain <paul.poulain at biblibre.com>
Signed-off-by: Bernardo Gonzalez Kriegel <bgkriegel at gmail.com>

Comment on last patch.

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