Attachment 96751 Details for Bug 24080 – Bug 24080: Add payout option to patron account page

[patch] Bug 24080: Add payout option to patron account page

Bug-24080-Add-payout-option-to-patron-account-page.patch (text/plain), 10.59 KB, created by Tomás Cohen Arazi (tcohen) on 2020-01-02 14:20:21 UTC

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Creator: Tomás Cohen Arazi (tcohen)

Created: 2020-01-02 14:20:21 UTC

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patch

obsolete

>From a58a3bd7026adfe1b48fe4430424edc9889c3316 Mon Sep 17 00:00:00 2001
>From: Martin Renvoize <martin.renvoize@ptfs-europe.com>
>Date: Thu, 21 Nov 2019 13:59:43 +0000
>Subject: [PATCH] Bug 24080: Add payout option to patron account page
>
>This enhancement adds a refined workflow to allow librarians to pay out
>money to patrons and record these payouts on the patrons account.
>
>The use case is that a patron has somehow accrued credit, through a
>refund perhaps, and the library wants to be able to physically hand over
>some money to balance the patrons account.
>
>Test plan:
>1) Undertake a series of transactions that result in some outstanding
>   credit on a patrons account.
>2) Note that a new 'Issue payout' button appears next to a credit with
>   an outstanding balance (but only if your user has the payout
>   permission or is a superlibrarian)
>3) Click the 'Issue payout' button and a modal should appear
>   pre-populated with the amountoutstanding.
>4) You should be able to edit the amount you wish to payout, make
>   payment or cancel.
>5) Signoff
>
>Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
>Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
>---
> .../prog/en/modules/members/boraccount.tt     | 82 +++++++++++++++++++
> members/boraccount.pl                         | 51 ++++++++++++
> 2 files changed, 133 insertions(+)
>
>diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/members/boraccount.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/members/boraccount.tt
>index 2ad20bb340..f6e6e02aba 100644
>--- a/koha-tmpl/intranet-tmpl/prog/en/modules/members/boraccount.tt
>+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/members/boraccount.tt
>@@ -84,6 +84,9 @@
>         [% IF account.is_credit %]
>           <a href="boraccount.pl?action=void&amp;accountlines_id=[% account.accountlines_id | uri %]&amp;borrowernumber=[% account.borrowernumber | uri %]" class="btn btn-default btn-xs void"><i class="fa fa-ban"></i> Void</a>
>         [% END %]
>+        [% IF CAN_user_updatecharges_payout && account.is_credit && ( account.amountoutstanding < 0 ) %]
>+          <button type="button" data-toggle="modal" data-target="#issuePayoutModal" data-account="[%- PROCESS account_type_description account=account -%]" data-accountline="[% account.accountlines_id | html %]" data-amount="[% account.amountoutstanding | $Price %]" class="btn btn-default btn-xs"><i class="fa fa-money"></i> Issue payout</button>
>+        [% END %]
>       </td>
>     </tr>
> 
>@@ -113,6 +116,73 @@
>         </div> 
>      </div> 
> 
>+    
>+    <div class="modal" id="issuePayoutModal" tabindex="-1" role="dialog" aria-labelledby="issuePayoutLabel">
>+        <form  id="payout_form" action="/cgi-bin/koha/members/boraccount.pl" method="get" enctype="multipart/form-data" class="validated">
>+            <input type="hidden" name="accountlines_id" value="" id="payoutline">
>+            <input type="hidden" name="action" value="payout">
>+            <input type="hidden" name="borrowernumber" value="[% account.borrowernumber | html %]">
>+            <div class="modal-dialog" role="document">
>+                <div class="modal-content">
>+                    <div class="modal-header">
>+                        <button type="button" class="closebtn" data-dismiss="modal" aria-label="Close"><span aria-hidden="true">&times;</span></button>
>+                        <h4 class="modal-title" id="issuePayoutLabel">Issue payout</h4>
>+                    </div>
>+                    <div class="modal-body">
>+                        <fieldset class="rows">
>+                            <ol>
>+                                <li>
>+                                    <span id="item" class="label">Account: </span><span></span>
>+                                </li>
>+                                <li>
>+                                    <span id="paid" class="label">Amount outstanding: </span><span>[% payout.amount | $Price %]</span>
>+                                </li>
>+                                <li>
>+                                    <label class="required" for="amount">Returned to patron: </label>
>+                                    <input type="number" step="0.01" id="amount" name="amount" min="0.00" required="required">
>+                                    <span class="required">Required</span>
>+                                </li>
>+                                [% SET payment_types = AuthorisedValues.GetAuthValueDropbox('PAYMENT_TYPE') %]
>+                                [% IF payment_types %]
>+                                <li>
>+                                    <label for="transaction_type">Transaction type: </label>
>+                                    <select name="transaction_type" id="transaction_type">
>+                                        [% FOREACH pt IN payment_types %]
>+                                            <option value="[% pt.authorised_value | html %]">[% pt.lib | html %]</option>
>+                                        [% END %]
>+                                    </select>
>+                                </li>
>+                                [% END %]
>+
>+                                [% IF Koha.Preference('UseCashRegisters') %]
>+                                <li>
>+                                    <label for="cash_register">Cash register: </label>
>+                                    <select name="cash_register" id="cash_register">
>+                                        [% FOREACH register IN registers %]
>+                                          [% IF register.id == registerid %]
>+                                        <option value="[% register.id | html %]" selected="selected">[% register.name | html %]</option>
>+                                          [% ELSE %]
>+                                        <option value="[% register.id | html %]">[% register.name | html %]</option>
>+                                          [% END %]
>+                                        [% END %]
>+                                    </select>
>+                                </li>
>+                                [% END %]
>+
>+                            </ol>
>+                        </fieldset> 
>+                    </div> 
>+                    <div class="modal-footer">
>+                        <input type="hidden" name="registerid" value="[% register.id | html %]">
>+                        <input type="hidden" name="op" value="payout">
>+                        <button type="submit" class="btn btn-default">Confirm</button>
>+                        <button type="button" class="btn btn-default" data-dismiss="modal">Cancel</button>
>+                    </div> 
>+                </div> 
>+            </div> 
>+        </form> 
>+    </div> 
>+
> [% MACRO jsinclude BLOCK %]
>     [% INCLUDE 'datatables.inc' %]
>     [% INCLUDE 'columns_settings.inc' %]
>@@ -157,6 +227,18 @@
>                     e.preventDefault();
>                 }
>             });
>+
>+            $("#issuePayoutModal").on("shown.bs.modal", function(e){
>+                var button = $(e.relatedTarget);
>+                var account = button.data('account');
>+                $("#account + span").replaceWith(account);
>+                var accountline = button.data('accountline');
>+                $('#payoutline').val(accountline);
>+                var amount = button.data('amount') * -1;
>+                $("#paid + span").replaceWith(amount);
>+                $("#amount").attr({ "value": amount, "max": amount });
>+                $("#amount, #transaction_type").focus();
>+            });
>         });
>     </script>
> [% END %]
>diff --git a/members/boraccount.pl b/members/boraccount.pl
>index 251a3aa565..df2ad35815 100755
>--- a/members/boraccount.pl
>+++ b/members/boraccount.pl
>@@ -29,6 +29,7 @@ use C4::Output;
> use CGI qw ( -utf8 );
> use C4::Members;
> use C4::Accounts;
>+use Koha::Cash::Registers;
> use Koha::Patrons;
> use Koha::Patron::Categories;
> 
>@@ -47,12 +48,14 @@ my ($template, $loggedinuser, $cookie) = get_template_and_user(
>     }
> );
> 
>+my $schema         = Koha::Database->new->schema;
> my $borrowernumber = $input->param('borrowernumber');
> my $payment_id     = $input->param('payment_id');
> my $change_given   = $input->param('change_given');
> my $action         = $input->param('action') || '';
> 
> my $logged_in_user = Koha::Patrons->find( $loggedinuser ) or die "Not logged in";
>+my $library_id = C4::Context->userenv->{'branch'};
> my $patron = Koha::Patrons->find( $borrowernumber );
> unless ( $patron ) {
>     print $input->redirect("/cgi-bin/koha/circ/circulation.pl?borrowernumber=$borrowernumber");
>@@ -61,12 +64,60 @@ unless ( $patron ) {
> 
> output_and_exit_if_error( $input, $cookie, $template, { module => 'members', logged_in_user => $logged_in_user, current_patron => $patron } );
> 
>+my $registerid;
>+if ( C4::Context->preference('UseCashRegisters') ) {
>+    $registerid = scalar $input->param('registerid');
>+    my $registers  = Koha::Cash::Registers->search(
>+        { branch   => $library_id, archived => 0 },
>+        { order_by => { '-asc' => 'name' } }
>+    );
>+
>+    if ( !$registers->count ) {
>+        $template->param( error_registers => 1 );
>+    }
>+    else {
>+
>+        if ( !$registerid ) {
>+            my $default_register = Koha::Cash::Registers->find(
>+                { branch => $library_id, branch_default => 1 } );
>+            $registerid = $default_register->id if $default_register;
>+        }
>+        $registerid = $registers->next->id if !$registerid;
>+
>+        $template->param(
>+            registerid => $registerid,
>+            registers  => $registers,
>+        );
>+    }
>+}
>+
> if ( $action eq 'void' ) {
>     my $payment_id = scalar $input->param('accountlines_id');
>     my $payment    = Koha::Account::Lines->find( $payment_id );
>     $payment->void();
> }
> 
>+if ( $action eq 'payout' ) {
>+    my $payment_id        = scalar $input->param('accountlines_id');
>+    my $payment           = Koha::Account::Lines->find($payment_id);
>+    my $amount           = scalar $input->param('amount');
>+    my $transaction_type = scalar $input->param('transaction_type');
>+    $schema->txn_do(
>+        sub {
>+            my $payout = $payment->payout(
>+                {
>+                    payout_type   => $transaction_type,
>+                    branch        => $library_id,
>+                    staff_id      => $logged_in_user->id,
>+                    cash_register => $registerid,
>+                    interface     => 'intranet',
>+                    amount        => $amount
>+                }
>+            );
>+        }
>+    );
>+}
>+
> #get account details
> my $total = $patron->account->balance;
> 
>-- 
>2.24.1

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