[Koha-bugs] [Bug 19532] Recalls for Koha

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

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19532

Aleisha Amohia <aleisha at catalyst.net.nz> changed:

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--- Comment #643 from Aleisha Amohia <aleisha at catalyst.net.nz> ---
Created attachment 113293
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https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=113293&action=edit
Bug 19532: Recalls on intranet

See recalls on Intranet
- old recalls (all inactive recalls)
- recalls queue (all active recalls) - cancel, expire, revert waiting status,
multiple cancel, mark overdue
- recalls to pull (available but not yet waiting) - cancel
- recalls awaiting pickup (awaiting pickup, awaiting pickup more than
RecallMaxPickUpDelay days) - expire, revert waiting status
- overdue recalls (overdue to be returned) - cancel, multiple cancel
- biblio recalls tab (all active recalls relevant to this bib) - cancel,
expire, revert waiting status, mark overdue
- patron recalls tab (all active recalls relevant to this patron) - cancel,
expire, revert waiting status, mark overdue
- patron recalls history tab (all recalls relevant to this patron) - cancel,
expire, revert waiting status, mark overdue
- log viewer

and the general circulation of recalls

== TEST PLAN FOR RECALLS ==

ADMINISTRATION

1. Apply all patches
2. Run database updates, update schema files and confirm everything applies
cleanly
3. Run tests and confirm everything passes:
t/db_dependent/Koha/Recall.t
t/db_dependent/Koha/Recalls.t
t/db_dependent/Stats.t
t/db_dependent/Circulation/CalcFine.t
t/db_dependent/Koha/Item.t
t/db_dependent/Koha/Biblio.t
t/db_dependent/Koha/Patron.t
t/db_dependent/XSLT.t
t/db_dependent/Search.t
t/db_dependent/Holds.t
t/db_dependent/Circulation/transferbook.t
t/db_dependent/Circulation.t

4. Go to Administration -> system preferences. Find the UseRecalls system
preference. It should be DISABLED. Confirm RecallsMaxPickUpDelay is set to 7 by
default.
5. Go to Administration -> circulation rules. Confirm there are no recalls
circulation rules showing.
6. Test a few circulation flows: checking out, placing a reserve, checking in,
fulfilling a reserve, etc. Confirm everything works as normal.

7. Go to Administration -> system preferences. Enable the UseRecalls system
preference.
8. Go to Administration -> circulation rules. Set the following rules:
Recalls allowed (count) = 0
Recalls per record (count) = 0
On shelf recalls allowed ( If any unavailable / If all unavailable ) = If any
unavailable
Recall due date interval (days) = 3
Recall overdue fine amount = (something different to your normal fine amount)
Recall pickup period (days) = 1

Throughout your testing, try with different combinations of these rules and
itemtype / branchcode / categorycode. Also try with null values. Keep the
circulation rules open in another tab so you can refer to and update these
easily. You should also have at least one other tab open for the staff client,
and a third tab open for the OPAC, for ease of testing.

9. Go to your account -> More -> Set permissions. Confirm the recalls
permission is checked.
10. Set up a test user with OPAC login details (Borrower A). This could also be
your own user, as long as you have OPAC login access.
11. Set up a test record (Biblio A) with at least two items (Item A and Item B)
of the same item type (or an item type with the same recall circ rules).

PLACING A RECALL

12. Log in to the OPAC as Borrower A. Do a catalogue search with a term that
will return multiple results, including Biblio A.
13. Click on Biblio A.
14. Notice there is a 'Place recall' button on the sidebar menu. Click this
button. There will be a message saying that there are no items to recall - this
is because all items are available.

15. Check out Item A to another borrower (Borrower B).
16. Refresh the 'Place recall' page. You will still NOT be able to place a
recall - this is because Recalls allowed = 0 and Recalls per record = 0.

17. Edit the circulation rules to have the following values:
Recalls allowed (count) = 1
Recalls per record (count) = 1
18. Refresh the 'Place recall' page. You will now see the form to place a
recall.

BIBLIO-LEVEL RECALL, NO TRANSFER

19. Place a biblio-level recall.
Pickup location: Branch A, the set branch when you are logged into the staff
client
Recall not needed after (expiration date): whatever you want
Select 'recall next available item'
Click confirm
20. Confirm the recall is placed successfully. Confirm that the new due date
displayed is correctly calculated to be today's date, plus 3 days (taken from
the 'recall due date interval' circ rule)
21. In the staff client, look at Borrower B's account, and go to their Notices
tab. Confirm they have received a 'Notification to return recalled item'
notice.
22. Look at Borrower B's checkouts table. Notice the due date for their
checkout has been adjusted, and there is now a note to say that the item was
recalled and the due date adjusted.
23. Log in to the OPAC as Borrower B and go to your summary tab. Notice there
is a note under their checkout to say the item had been recalled.

24. Log out of the OPAC and log back in as Borrower A.
25. Go to your summary tab. Confirm there is a Recalls tab with a count of 1.
26. Cancel the recall using the button. Confirm it cancels and the Recalls tab
disappears.

27. Do a catalogue search with a term that will return multiple results,
including Biblio A.
28. When the results load, notice there is a 'Place recall' button next to the
'Place hold' button. Click this 'Place recall' button.
29. Notice you are redirected straight to the form to place a recall.
30. Place a biblio-level recall again, following the steps in Step 19.

31. Go to your recalls history tab. Notice your first cancelled recall shows
here.
32. Cancel the recall you just created, using the button. Confirm it cancels
and you are redirected to your summary tab.

33. In the staff client, enable the UseCourseReserves system preference.
34. Go to the main menu, click Course Reserves.
35. Add a new course. (You may also have to define an authorised value for
DEPARTMENT.)
36. Add Item A as a reserve to this course.

37. View Course Reserves in the OPAC. Click the course you just created.
38. Notice the reserve has a Recall button underneath it's 'Checked out'
status. Click this button.
39. Place a biblio-level recall again, following the steps in Step 19.

40. Click the 'Place recall' link in the breadcrumbs.
41. Notice there is a message saying that you have reached the max number of
recalls on this record. This is because Recalls allowed = 1 and Recalls per
record = 1.
42. Edit the circulation rules to have the following values:
Recalls allowed (count) = 10
Recalls per record (count) = 5
43. Refresh the 'Place recall' page. You will now see the form to place a
recall.

44. Create another test record (Biblio B) with at least one item (Item C).
45. Find this record on the OPAC and place a biblio-level recall again,
following the steps in Step 19.

46. In the staff client, go to Circulation -> Old recalls. You should be able
to see your two cancelled recalls.
47. Go to Circulation -> Recalls queue. Your current recalls should show here.
48. Use the 'Select all' checkbox to select all recalls.
49. Cancel the recalls using the 'Cancel selected recalls' button.

50. Go to the OPAC and place a biblio-level recall on Biblio A again, following
the steps in Step 19.

51. In the staff client, check in Item A, which should still be checked out to
Borrower B.
52. A box should pop-up asking you to confirm Borrower A's recall. Click
ignore.
53. Click the link to go view Biblio A's details in the catalogue.
54. Click the recalls tab. Notice Borrower A's recall is displayed, and shows
it is still Requested (has not been confirmed waiting).

55. Check in Item A again. This time, confirm the recall as waiting using the
"Confirm recall" button.
56. Go to Borrower A's Notices tab. Confirm there is a notice "Recalled item
awaiting pickup".
57. Go to Borrower A's checkouts. Notice there is a recalls tab. Confirm the
recall is showing as "Ready for pickup".
58. Click the 'Actions' dropdown. Click the "Revert waiting" button. The page
should show a message that the waiting status has been reverted, without
reloading.

59. This time, check in Item B. The recall confirmation box should show again,
because this a biblio-level recall that any recallable item under Biblio A can
fill. Click the "Print slip and confirm" button.
60. Check the slip that is generated. Confirm it contains Borrower A's correct
details, and the details of the recall are correct.
61. Go to Circulation -> Recalls awaiting pickup. Confirm the recall is now
waiting and shows in this list.
(You could also try this with Item B having a different item type to Item A,
and circ rules not allowing Item B's item type to have recalls. When checking
in Item A, it should not trigger the recall box).

62. Go to Borrower A's checkouts. Check out Item B.
63. Confirm the checkout is successful and the recall is removed from the
Recalls tab.
64. Go to Circulation -> Old recalls. The fulfilled recall should show.

65. Check in Item B.

BIBLIO-LEVEL RECALL, TRANSFER REQUIRED

66. Check out Item A to Borrower B.
67. Log in to the OPAC as Borrower A.
68. Find Biblio A and place a biblio-level recall.
Pickup location: Branch B, a different branch from your logged in branch. This
recall will require a transfer.
Recall not needed after (expiration date): whatever you want
Select 'recall next available item'
Click confirm

69. In the staff client, check in Item A at Branch A. Notice the box that pops
up shows that a transfer is required.
70. Click "confirm recall and transfer" and confirm the transfer.
71. Go to your account and click the Recalls tab.
72. Confirm the recall status now shows the item is in transit to Branch B.
73. In the drop-down top-right of your window, select 'Set library'.
74. Set your library to Branch B.

75. Go to Circulation -> Transfers to receive. Notice that the recall is
showing here.
76. Click 'Cancel transfer'.
77. Go to Circulation -> Recalls queue
78. Confirm the recall status has been reverted to Requested.

79. Set your library back to Branch A.
80. Check in Item A and trigger the transfer.
81. Set your library back to Branch B.

82. Check in Item A at Branch B.
83. When the 'Recall found' box pops up, click Ignore.
84. Go to Circulation -> Recalls to pull. The recall should show here, with a
button to "Cancel recall and return to: Branch A"
85. Click the button to cancel the recall.

86. Repeat Steps 66-70.
87. Check in Item A at Branch B. Confirm the recall as waiting.
88. Check out Item A to Borrower A to fulfill the recall.

89. Set your library back to Branch A and check in Item A.

ITEM-LEVEL RECALL, NO TRANSFER

90. Go to Administration -> circulation rules. Set the following rules:
On shelf recalls allowed ( If any unavailable / If all unavailable ) = If all
unavailable

91. Check out Item A to Borrower B.
92. Log in to the OPAC as Borrower A and go to Biblio A.
93. Click the 'Place recall' button. Confirm there is a message that there are
no items to recall. This is because On shelf recalls allowed = If all
unavailable, and there is still one item (Item B) available.
94. In the staff client, edit Item B to have a withdrawn, item lost or not for
loan status.
95. Refresh the 'Place recall' page. Confirm you can now see the form to place
a recall.

96. Place an item-level recall.
Pickup location: Branch A.
Recall not needed after (expiration date): whatever you want
Select 'recall a specific item'
Item B will not be selectable, and Item A should be selected by default.
Click confirm

97. In the staff client, edit Item B and remove the lost or missing status.
98. Check in Item B. Confirm the recall box does not pop up, because it cannot
fill the item-level recall.
99. Check in Item A. Confirm the recall as waiting.
100. Go to Circulation -> Recalls awaiting pickup
101. Expire the recall. Confirm it expires as expected.

ITEM-LEVEL RECALL, TRANSFER REQUIRED

102. Repeat steps 91 to 95.
103. Place an item-level recall.
Pickup location: Branch B, we will require a transfer.
Recall not needed after (expiration date): whatever you want
Select 'recall a specific item'
Item B will not be selectable, and Item A should be selected by default.
Click confirm
104. In the staff client, check in Item A. Confirm the recall and trigger the
transfer.
105. Set your library to Branch B and check in Item A.
106. Confirm the recall as waiting.
107. Check out Item A to Borrower A and fulfill the recall.

108. Set your library back to Branch A and check in Item A.

CRONJOBS: EXPIRING RECALL

109. Check out Item A to Borrower B.
110. Log in to the OPAC as Borrower A. Place a recall (any level) on Biblio A.
111. In your terminal, enter mysql and edit the expiration date of your recall
to be before today
UPDATE recalls SET expirationdate = NOW()-2 WHERE recall_id = X;
112. Run the expiry cronjob from within your shell
perl misc/cronjobs/recalls/expire_recalls.pl
113. Go to Borrower A's account and go to the Recalls history tab
114. Confirm the recall has been expired because the current date surpassed the
specified expiration date

115. Check out Item A to Borrower B.
116. Log in to the OPAC as Borrower A. Place a recall (any level) on Biblio A.
117. In the staff client, check in Item A and confirm the recall as waiting.
118. In your terminal, enter mysql and edit the waiting date of your recall to
be before today
UPDATE recalls SET waitingdate = NOW() - interval 5 day WHERE recall_id = X;
119. Run the expiry cronjob from within your shell
perl misc/cronjobs/recalls/expire_recalls.pl
120. Go to Borrower A's account and go to the Recalls history tab
121. Confirm the recall has been expired because the recall had been waiting
for more days than the Recall pickup period

122. Go to Administration -> circulation rules. Set the following rules:
Recall pickup period (days) = 0
123. Set the RecallsMaxPickUpDelay system preference = 1.
124. Check out Item A to Borrower B.
125. Log in to the OPAC as Borrower A. Place a recall (any level) on Biblio A.
126. In the staff client, check in Item A and confirm the recall as waiting.
127. In your terminal, enter mysql and edit the waiting date of your recall to
be before today
UPDATE recalls SET waitingdate = NOW()-2 WHERE recall_id = X;
128. Run the expiry cronjob from within your shell
perl misc/cronjobs/recalls/expire_recalls.pl
129. Go to Borrower A's account and go to the Recalls history tab
130. Confirm the recall has been expired because the recall had been waiting
for more days than the RecallsMaxPickUpDelay syspref

CRONJOBS: OVERDUE RECALL

131. Check out Item A to Borrower B
132. Log in to the OPAC as Borrower A. Place a recall (any level) on Biblio A.
133. In your terminal, enter mysql and edit the due date of the checkout to
Borrower B to be before today
UPDATE issues SET date_due = NOW()-2 WHERE issue_id = X;
134. Run the overdue cronjob from within your shell
perl misc/cronjobs/recall/overdue_recalls.pl
135. Go to Circulation -> Overdue recalls
136. Confirm your recall is showing here now as the recall has been marked
Overdue

CIRCULATION

137. Check in Item A.
138. When the recall box pops up, click Ignore.
139. Check out Item A to Borrower B. You should see a yellow confirmation box,
saying that another borrower has recalled the item you are trying to check out.
140. Click "No don't check out" and confirm the item isn't checked out and the
recall remains.
141. Repeat Step 139.
142. Click "Yes check out" and confirm the item is checked out and the recall
remains.
143. When Borrower B's checkout table loads, confirm that you cannot renew or
check in the item from the Checkouts table because there is a 'Recalled' link
which takes you to the recalls tab for that biblio.
144. Repeat Steps 137-139.
145. Select "Cancel recall" and click "Yes check out" and confirm the item is
checked out and the recall has been cancelled.
146. Log in to the OPAC as Borrower A. Place a recall (any level) on Biblio A.
147. Check in Item A. Confirm the recall as waiting.
148. Check out Item A to Borrower B. You should see a yellow confirmation box,
saying that that another borrower has recalled the item that you are trying to
check out.
149. Select "Revert waiting status" and click "Yes check out" and confirm the
item is checked out and the recall status has reverted to requested.

OTHER
150. In your terminal, enter mysql and edit the due date of the checkout to
Borrower B to be before today
UPDATE issues SET date_due = NOW()-2 WHERE issue_id = X;
151. Go to Borrower A's recalls and click the Actions dropdown.
152. Click "Mark as overdue" and confirm the recall is marked as overdue
manually.

153. Go to Tools -> Log Viewer. Check only the Recalls module, and leave all
other parameters, and click Submit.
154. Confirm all of the recalls actions that have been made are correctly
logged.

Note: recalls messaging preferences are introduced in Bug 23781.
The recall feature is fully documented at:
https://wiki.koha-community.org/wiki/Catalyst_IT_Recalls

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