Bug 27595 - Place holds for patrons on accepted purchase suggestions
Summary: Place holds for patrons on accepted purchase suggestions
Status: Needs documenting
Alias: None
Product: Koha
Classification: Unclassified
Component: Circulation (show other bugs)
Version: Main
Hardware: All All
: P5 - low enhancement
Assignee: Nick Clemens (kidclamp)
QA Contact: Martin Renvoize (ashimema)
URL:
Keywords:
: 29039 (view as bug list)
Depends on:
Blocks:
 
Reported: 2021-02-02 15:02 UTC by Kelly McElligott
Modified: 2024-09-16 14:15 UTC (History)
25 users (show)

See Also:
Change sponsored?: Sponsored
Patch complexity: ---
Documentation contact: Philip Orr
Documentation submission:
Text to go in the release notes:
This patch adds a new system preference “PlaceHoldsOnOrdersFromSuggestions” that allows accepted suggestions to automatically be put on hold for the suggesting patron as soon as the suggested item is ordered. The default value is “Don't” automatically place a hold when ordering from a suggestion. **Sponsored by** *Bedford Public Library* **Sponsored by** *Altadena Library District* **Sponsored by** *St. Paul's School*
Version(s) released in:
24.05.00
Circulation function:


Attachments
Bug 27595: Add new system preference PlaceHoldsOnOrdersFromSuggestions (3.46 KB, patch)
2023-12-04 14:13 UTC, Nick Clemens (kidclamp)
Details | Diff | Splinter Review
Bug 27595: Add place_hold method to Koha::Suggestion (3.97 KB, patch)
2023-12-04 14:13 UTC, Nick Clemens (kidclamp)
Details | Diff | Splinter Review
Bug 27595: Place holds when ordering from a suggestion (1.50 KB, patch)
2023-12-04 14:13 UTC, Nick Clemens (kidclamp)
Details | Diff | Splinter Review
Bug 27595: Add new system preference PlaceHoldsOnOrdersFromSuggestions (3.52 KB, patch)
2023-12-04 16:40 UTC, ByWater Sandboxes
Details | Diff | Splinter Review
Bug 27595: Add place_hold method to Koha::Suggestion (4.02 KB, patch)
2023-12-04 16:40 UTC, ByWater Sandboxes
Details | Diff | Splinter Review
Bug 27595: Place holds when ordering from a suggestion (1.56 KB, patch)
2023-12-04 16:40 UTC, ByWater Sandboxes
Details | Diff | Splinter Review
Bug 27595: Add new system preference PlaceHoldsOnOrdersFromSuggestions (3.51 KB, patch)
2023-12-04 16:53 UTC, ByWater Sandboxes
Details | Diff | Splinter Review
Bug 27595: Add place_hold method to Koha::Suggestion (4.01 KB, patch)
2023-12-04 16:53 UTC, ByWater Sandboxes
Details | Diff | Splinter Review
Bug 27595: Place holds when ordering from a suggestion (1.55 KB, patch)
2023-12-04 16:53 UTC, ByWater Sandboxes
Details | Diff | Splinter Review
Bug 27595: Add new system preference PlaceHoldsOnOrdersFromSuggestions (3.51 KB, patch)
2023-12-04 16:53 UTC, ByWater Sandboxes
Details | Diff | Splinter Review
Bug 27595: Add place_hold method to Koha::Suggestion (4.01 KB, patch)
2023-12-04 16:53 UTC, ByWater Sandboxes
Details | Diff | Splinter Review
Bug 27595: Place holds when ordering from a suggestion (1.55 KB, patch)
2023-12-04 16:53 UTC, ByWater Sandboxes
Details | Diff | Splinter Review
Bug 27595: Add new system preference PlaceHoldsOnOrdersFromSuggestions (3.58 KB, patch)
2023-12-13 10:36 UTC, Martin Renvoize (ashimema)
Details | Diff | Splinter Review
Bug 27595: Add place_hold method to Koha::Suggestion (4.08 KB, patch)
2023-12-13 10:36 UTC, Martin Renvoize (ashimema)
Details | Diff | Splinter Review
Bug 27595: Place holds when ordering from a suggestion (1.62 KB, patch)
2023-12-13 10:36 UTC, Martin Renvoize (ashimema)
Details | Diff | Splinter Review
Bug 27595: Add new system preference PlaceHoldsOnOrdersFromSuggestions (3.60 KB, patch)
2024-03-18 13:56 UTC, Nick Clemens (kidclamp)
Details | Diff | Splinter Review
Bug 27595: Add place_hold method to Koha::Suggestion (4.08 KB, patch)
2024-03-18 13:56 UTC, Nick Clemens (kidclamp)
Details | Diff | Splinter Review
Bug 27595: Place holds when ordering from a suggestion (1.55 KB, patch)
2024-03-18 13:56 UTC, Nick Clemens (kidclamp)
Details | Diff | Splinter Review

Note You need to log in before you can comment on or make changes to this bug.
Description Kelly McElligott 2021-02-02 15:02:00 UTC
Currently, Koha does alert a patron when a purchase suggestion has been ordered and also when it is available in Koha.  But it would be nice to have a further enhancement to this process and place a hold for the patron on the record once it has been accepted.  This is an extra step for libraries, and it would streamline the library's process for this to be done automatically.
Comment 1 Andrew Fuerste-Henry 2021-04-16 15:11:29 UTC
+1 on this -- this is a really common request when training new Koha users!
Comment 2 Amanda Campbell 2021-08-18 16:23:28 UTC
Yes, we would be interested in this. Manually placing holds is very tedious and time consuming.
Comment 3 Katrin Fischer 2021-09-21 06:07:44 UTC
*** Bug 29039 has been marked as a duplicate of this bug. ***
Comment 4 Christopher Brannon 2021-09-23 15:33:24 UTC
+1

This would be a fantastic and much needed feature!
Comment 5 Mwoo 2021-09-23 15:35:00 UTC
Patrons ask us about this all the time. 
This would be an awesome feature.
Comment 6 Ashley Johnson 2021-09-23 15:36:01 UTC
Our Collection Development team processes hundreds of patron suggestions each month. This feature would be highly important to our library system. Please develop this feature!!!
Comment 7 George Williams (NEKLS) 2021-09-23 15:42:03 UTC
This would be a great feature to add to Koha.
Comment 8 Felicity Brown 2022-05-23 19:46:58 UTC
This would be an awesome feature, especially if we could somehow get it to work with EDI ordering, not just title by title purchasing.
Comment 9 Ashley Johnson 2022-09-22 21:25:56 UTC
We would definitely be in on helping fund this enhancement. We do a TON of patron suggestions.
Comment 10 Kim Gnerre 2022-09-22 21:30:35 UTC
We are interested in this enhancement.  We frequently have people make suggestions and want the book when it's been ordered.
Comment 11 Katrin Fischer 2022-09-23 12:21:44 UTC
We have discovered something similar for acquisition orders the other day and kept wondering how this could work.

A suggestion might not be linked to a bibliographic record when it's accepted. So would this be limited to suggestions on existing records or for suggestions, that are also handled through acquisitions?

Maybe it would be nice to be able to manually link a suggestion to a bibliographic record? This could make it easier to add this enhancement on top.
Comment 12 Andrew Fuerste-Henry 2022-09-23 13:09:00 UTC
> Maybe it would be nice to be able to manually link a suggestion to a
> bibliographic record? This could make it easier to add this enhancement on
> top.

Strong agree! I filed bug 31617 for this. We already have the database field for it.
Comment 13 carthur@slolibrary.org 2023-12-02 01:01:03 UTC
Hi,

We're [SLO County Libraries] also interested in having this feature added to the Suggest a Title module.

Thank you,
Charlie
Comment 14 Nick Clemens (kidclamp) 2023-12-04 14:13:17 UTC
Created attachment 159524 [details] [review]
Bug 27595: Add new system preference PlaceHoldsOnOrdersFromSuggestions
Comment 15 Nick Clemens (kidclamp) 2023-12-04 14:13:20 UTC
Created attachment 159525 [details] [review]
Bug 27595: Add place_hold method to Koha::Suggestion

This patch adds anew method to allow placing a hold from a purchase suggestion

To test:
prove -v t/db_dependent/Suggestions.t
Comment 16 Nick Clemens (kidclamp) 2023-12-04 14:13:23 UTC
Created attachment 159526 [details] [review]
Bug 27595: Place holds when ordering from a suggestion

This patch updates the ordering code to place a hold when adding to a basket from a
suggestion if the new preference PlaceHoldsOnOrdersFromSuggestions is enabled.

To test:
1 - Apply all patches
2 - updatedatabase
3 - See new system preference PlaceHoldsOnOrdersFromSuggestions
4 - Create a new purchase suggestion, mark it accepted
5 - Go to acquisitions, find a vendor, find a basket, 'Add to basket' -> 'From a suggestion'
6 - Complete order, confirm no hold was placed
7 - Enable the new system preference
8 - Repeast 4-6
9 - Confirm a hold was placed
Comment 17 ByWater Sandboxes 2023-12-04 16:40:48 UTC
Created attachment 159533 [details] [review]
Bug 27595: Add new system preference PlaceHoldsOnOrdersFromSuggestions

Signed-off-by: Andrew Fuerste-Henry <andrewfh@dubcolib.org>
Comment 18 ByWater Sandboxes 2023-12-04 16:40:51 UTC
Created attachment 159534 [details] [review]
Bug 27595: Add place_hold method to Koha::Suggestion

This patch adds anew method to allow placing a hold from a purchase suggestion

To test:
prove -v t/db_dependent/Suggestions.t

Signed-off-by: Andrew Fuerste-Henry <andrewfh@dubcolib.org>
Comment 19 ByWater Sandboxes 2023-12-04 16:40:53 UTC
Created attachment 159535 [details] [review]
Bug 27595: Place holds when ordering from a suggestion

This patch updates the ordering code to place a hold when adding to a basket from a
suggestion if the new preference PlaceHoldsOnOrdersFromSuggestions is enabled.

To test:
1 - Apply all patches
2 - updatedatabase
3 - See new system preference PlaceHoldsOnOrdersFromSuggestions
4 - Create a new purchase suggestion, mark it accepted
5 - Go to acquisitions, find a vendor, find a basket, 'Add to basket' -> 'From a suggestion'
6 - Complete order, confirm no hold was placed
7 - Enable the new system preference
8 - Repeast 4-6
9 - Confirm a hold was placed

Signed-off-by: Andrew Fuerste-Henry <andrewfh@dubcolib.org>
Comment 20 Andrew Fuerste-Henry 2023-12-04 16:45:12 UTC
I want to note here that this feature will create holds that would not otherwise be allowed. It'll put holds on bibs without items and on bibs where all items are of an unholdable item type. I guess that shouldn't be an issue, since staff are purposefully ordering the title, but I wanted to make sure it was explicitly acknowledged.
Comment 21 ByWater Sandboxes 2023-12-04 16:53:06 UTC
Created attachment 159537 [details] [review]
Bug 27595: Add new system preference PlaceHoldsOnOrdersFromSuggestions

Signed-off-by: Kelly <kelly@bywatersolutions.com>
Comment 22 ByWater Sandboxes 2023-12-04 16:53:09 UTC
Created attachment 159538 [details] [review]
Bug 27595: Add place_hold method to Koha::Suggestion

This patch adds anew method to allow placing a hold from a purchase suggestion

To test:
prove -v t/db_dependent/Suggestions.t

Signed-off-by: Kelly <kelly@bywatersolutions.com>
Comment 23 ByWater Sandboxes 2023-12-04 16:53:12 UTC
Created attachment 159539 [details] [review]
Bug 27595: Place holds when ordering from a suggestion

This patch updates the ordering code to place a hold when adding to a basket from a
suggestion if the new preference PlaceHoldsOnOrdersFromSuggestions is enabled.

To test:
1 - Apply all patches
2 - updatedatabase
3 - See new system preference PlaceHoldsOnOrdersFromSuggestions
4 - Create a new purchase suggestion, mark it accepted
5 - Go to acquisitions, find a vendor, find a basket, 'Add to basket' -> 'From a suggestion'
6 - Complete order, confirm no hold was placed
7 - Enable the new system preference
8 - Repeast 4-6
9 - Confirm a hold was placed

Signed-off-by: Kelly <kelly@bywatersolutions.com>
Comment 24 ByWater Sandboxes 2023-12-04 16:53:17 UTC
Created attachment 159540 [details] [review]
Bug 27595: Add new system preference PlaceHoldsOnOrdersFromSuggestions

Signed-off-by: Kelly <kelly@bywatersolutions.com>
Comment 25 ByWater Sandboxes 2023-12-04 16:53:20 UTC
Created attachment 159541 [details] [review]
Bug 27595: Add place_hold method to Koha::Suggestion

This patch adds anew method to allow placing a hold from a purchase suggestion

To test:
prove -v t/db_dependent/Suggestions.t

Signed-off-by: Kelly <kelly@bywatersolutions.com>
Comment 26 ByWater Sandboxes 2023-12-04 16:53:23 UTC
Created attachment 159542 [details] [review]
Bug 27595: Place holds when ordering from a suggestion

This patch updates the ordering code to place a hold when adding to a basket from a
suggestion if the new preference PlaceHoldsOnOrdersFromSuggestions is enabled.

To test:
1 - Apply all patches
2 - updatedatabase
3 - See new system preference PlaceHoldsOnOrdersFromSuggestions
4 - Create a new purchase suggestion, mark it accepted
5 - Go to acquisitions, find a vendor, find a basket, 'Add to basket' -> 'From a suggestion'
6 - Complete order, confirm no hold was placed
7 - Enable the new system preference
8 - Repeast 4-6
9 - Confirm a hold was placed

Signed-off-by: Kelly <kelly@bywatersolutions.com>
Comment 27 Martin Renvoize (ashimema) 2023-12-13 10:36:38 UTC
Created attachment 159786 [details] [review]
Bug 27595: Add new system preference PlaceHoldsOnOrdersFromSuggestions

Signed-off-by: Kelly <kelly@bywatersolutions.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Comment 28 Martin Renvoize (ashimema) 2023-12-13 10:36:42 UTC
Created attachment 159787 [details] [review]
Bug 27595: Add place_hold method to Koha::Suggestion

This patch adds anew method to allow placing a hold from a purchase suggestion

To test:
prove -v t/db_dependent/Suggestions.t

Signed-off-by: Kelly <kelly@bywatersolutions.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Comment 29 Martin Renvoize (ashimema) 2023-12-13 10:36:46 UTC
Created attachment 159788 [details] [review]
Bug 27595: Place holds when ordering from a suggestion

This patch updates the ordering code to place a hold when adding to a basket from a
suggestion if the new preference PlaceHoldsOnOrdersFromSuggestions is enabled.

To test:
1 - Apply all patches
2 - updatedatabase
3 - See new system preference PlaceHoldsOnOrdersFromSuggestions
4 - Create a new purchase suggestion, mark it accepted
5 - Go to acquisitions, find a vendor, find a basket, 'Add to basket' -> 'From a suggestion'
6 - Complete order, confirm no hold was placed
7 - Enable the new system preference
8 - Repeast 4-6
9 - Confirm a hold was placed

Signed-off-by: Kelly <kelly@bywatersolutions.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Comment 30 Martin Renvoize (ashimema) 2023-12-13 10:37:41 UTC
All working well and no regressions, QA scripts happy.

Great addition, thanks Nick

Passing QA
Comment 31 Katrin Fischer 2024-03-18 09:00:54 UTC
Patch no longer applies and I'd prefer a rebase by the author. With the new list on the dashboard this should come right back up in the queue.

Apply? [(y)es, (n)o, (i)nteractive] y
Applying: Bug 27595: Add new system preference PlaceHoldsOnOrdersFromSuggestions
Using index info to reconstruct a base tree...
M	installer/data/mysql/mandatory/sysprefs.sql
M	koha-tmpl/intranet-tmpl/prog/en/modules/admin/preferences/acquisitions.pref
Falling back to patching base and 3-way merge...
Auto-merging koha-tmpl/intranet-tmpl/prog/en/modules/admin/preferences/acquisitions.pref
Auto-merging installer/data/mysql/mandatory/sysprefs.sql
Applying: Bug 27595: Add place_hold method to Koha::Suggestion
Applying: Bug 27595: Place holds when ordering from a suggestion
Using index info to reconstruct a base tree...
M	acqui/addorder.pl
Falling back to patching base and 3-way merge...
Auto-merging acqui/addorder.pl
CONFLICT (content): Merge conflict in acqui/addorder.pl
error: Failed to merge in the changes.
Patch failed at 0001 Bug 27595: Place holds when ordering from a suggestion
hint: Use 'git am --show-current-patch=diff' to see the failed patch
When you have resolved this problem run "git bz apply --continue".
If you would prefer to skip this patch, instead run "git bz apply --skip".
To restore the original branch and stop patching run "git bz apply --abort".
Patch left in /tmp/Bug-27595-Place-holds-when-ordering-from-a-suggest-4__rodz_.patch
Comment 32 Nick Clemens (kidclamp) 2024-03-18 13:56:52 UTC
Created attachment 163331 [details] [review]
Bug 27595: Add new system preference PlaceHoldsOnOrdersFromSuggestions

Signed-off-by: Kelly <kelly@bywatersolutions.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Comment 33 Nick Clemens (kidclamp) 2024-03-18 13:56:55 UTC
Created attachment 163332 [details] [review]
Bug 27595: Add place_hold method to Koha::Suggestion

This patch adds anew method to allow placing a hold from a purchase suggestion

To test:
prove -v t/db_dependent/Suggestions.t

Signed-off-by: Kelly <kelly@bywatersolutions.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Comment 34 Nick Clemens (kidclamp) 2024-03-18 13:56:59 UTC
Created attachment 163333 [details] [review]
Bug 27595: Place holds when ordering from a suggestion

This patch updates the ordering code to place a hold when adding to a basket from a
suggestion if the new preference PlaceHoldsOnOrdersFromSuggestions is enabled.

To test:
1 - Apply all patches
2 - updatedatabase
3 - See new system preference PlaceHoldsOnOrdersFromSuggestions
4 - Create a new purchase suggestion, mark it accepted
5 - Go to acquisitions, find a vendor, find a basket, 'Add to basket' -> 'From a suggestion'
6 - Complete order, confirm no hold was placed
7 - Enable the new system preference
8 - Repeast 4-6
9 - Confirm a hold was placed

Signed-off-by: Kelly <kelly@bywatersolutions.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Comment 35 Katrin Fischer 2024-03-19 09:04:48 UTC
Back on this one, thanks for the rebase, Nick!
Comment 36 Katrin Fischer 2024-03-19 09:27:47 UTC
Pushed for 24.05!

Well done everyone, thank you!
Comment 37 Fridolin Somers 2024-03-21 10:26:10 UTC
Enhancement not pushed to 23.11.x
Comment 38 Philip Orr 2024-04-08 13:20:25 UTC
Hmm, I was just documenting this and noticed that the new syspref is
in the Subgroup "Printing" of the Acquisitions system preferences.
Why "Printing"?
Comment 39 Martin Renvoize (ashimema) 2024-05-22 13:29:54 UTC
(In reply to Philip Orr from comment #38)
> Hmm, I was just documenting this and noticed that the new syspref is
> in the Subgroup "Printing" of the Acquisitions system preferences.
> Why "Printing"?

That does indeed seem odd...
Comment 40 Katrin Fischer 2024-05-22 13:31:03 UTC
(In reply to Martin Renvoize from comment #39)
> (In reply to Philip Orr from comment #38)
> > Hmm, I was just documenting this and noticed that the new syspref is
> > in the Subgroup "Printing" of the Acquisitions system preferences.
> > Why "Printing"?
> 
> That does indeed seem odd...

Could you please file a bug to move into a better spot? We are in string frezee bug can fix that for .01
Comment 42 Katrin Fischer 2024-05-22 14:03:26 UTC
Thanks! Can I also squeeze for your some release notes? :)
Comment 43 Philip Orr 2024-05-22 14:08:20 UTC
Sure thing, but it will be first thing tomorrow morning, I'm busy with other things rest of the day today :)
Comment 44 Katrin Fischer 2024-05-22 14:35:31 UTC
(In reply to Philip Orr from comment #43)
> Sure thing, but it will be first thing tomorrow morning, I'm busy with other
> things rest of the day today :)

This week is fine - thanks!!
Comment 45 Kim Gnerre 2024-09-16 13:35:50 UTC
Will this be available in the upcoming 24.05 upgrade?  I have an acquisitions person who is anxious to use it.
Comment 46 Katrin Fischer 2024-09-16 13:48:39 UTC
(In reply to Kim Gnerre from comment #45)
> Will this be available in the upcoming 24.05 upgrade?  I have an
> acquisitions person who is anxious to use it.

You can always see the versions a feature is included in in the "Version(s) released in:" in the right column on the left. This was first release din 24.05.00, so will be included.
Comment 47 Kim Gnerre 2024-09-16 14:15:51 UTC
Thank you!  I completely missed that.