Bug 23674 - Allowing editable notes on all entries in patron Transactions table
Summary: Allowing editable notes on all entries in patron Transactions table
Status: NEW
Alias: None
Product: Koha
Classification: Unclassified
Component: Fines and fees (show other bugs)
Version: Main
Hardware: All All
: P5 - low enhancement with 2 votes (vote)
Assignee: Bugs List
QA Contact: Testopia
URL:
Keywords:
: 22185 (view as bug list)
Depends on:
Blocks:
 
Reported: 2019-09-25 00:35 UTC by Kelly McElligott
Modified: 2023-10-09 17:53 UTC (History)
7 users (show)

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Description Kelly McElligott 2019-09-25 00:35:13 UTC
It would be nice if a librarian forgot to add a note to a payment/write-off/manual invoice transaction, or if a note was added at time of transaction, that this note is editable.  Currently, this is not something that can be edited, therefore, a librarian would have to remove the entire transaction to edit the note.
Comment 1 Katrin Fischer 2019-09-30 14:12:01 UTC
*** Bug 22185 has been marked as a duplicate of this bug. ***
Comment 2 Andrew Fuerste-Henry 2020-08-26 14:44:33 UTC
Agreed. The Transactions table on boraccount.pl should allow one to add notes and/or edit existing notes.
Comment 3 George Williams (NEKLS) 2021-02-05 17:00:10 UTC
It's not a bad idea, but, as a system administrator for 51 libraries all using 1 shared Koha, I would want some control over who was able to edit notes.

We use custom jQuery to add usernames and branchcodes to all notes so any staff member can easily look at an accountline and know who created it an where so that they don't have to run a report to see, for example, if someone at another library did a writeoff without permission from the library that owns that accountline.  If anyone can edit any note, it makes it possible for someone to edit out the history of any undeserved writeoffs or credits they've created.

I would want to be able to control who can edit the accountlines notes.  A staff permission would be preferable, but a system preference would work too.
Comment 4 Andrew Fuerste-Henry 2022-01-20 13:37:37 UTC
Changed the bug title to reflect a broadened scope. Every accountlines entry has a notes field, so why not just put an Edit Note option on every line in the Transactions table.

As George says, we'd want access to that button to be tied to a specific permission.
Comment 5 Wally DesChamps 2023-10-09 17:53:27 UTC
Yes.  Ability to add and edit notes is needed.  Ability to extend "permissions" to that module for making/editing notes (and/or like in the Messages on patron's accounts where it gives the librarian, date, and time for the message when entered or edited) would be excellent, too [especially for the big wigs, like George ;-)]