Bug 17406

Summary: Simplify pay.pl interface buttons
Product: Koha Reporter: Christopher Brannon <cbrannon>
Component: Fines and feesAssignee: Bugs List <koha-bugs>
Status: NEW --- QA Contact: Testopia <testopia>
Severity: enhancement    
Priority: P5 - low CC: bdaeuber, clackman, gmcharlt, jbranick, josef.moravec, katrin.fischer, kyle.m.hall, kyle, lisettepalouse+koha, marjorie.barry-vila, martin.renvoize
Version: Main   
Hardware: All   
OS: All   
See Also: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17408
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17409
Change sponsored?: --- Patch complexity: ---
Documentation contact: Documentation submission:
Text to go in the release notes:
Version(s) released in:
Bug Depends on:    
Bug Blocks: 17409    
Attachments: Screenshot of Accounts Rewrite payment system

Description Christopher Brannon 2016-10-05 19:24:49 UTC
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.
Comment 1 Christopher Brannon 2016-10-05 20:05:37 UTC
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.
Comment 2 Kyle M Hall 2016-10-27 16:49:01 UTC
Created attachment 56932 [details]
Screenshot of Accounts Rewrite payment system
Comment 3 Kyle M Hall 2016-10-27 16:52:01 UTC
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?
Comment 4 Christopher Brannon 2016-10-27 17:26:48 UTC
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?
Comment 5 Kyle M Hall 2016-11-10 15:30:03 UTC
(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?
Comment 6 Benjamin Daeuber 2019-02-14 16:09:10 UTC
> 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.