Bug 27753 - Automate resolution of return claim when checking in an item
Summary: Automate resolution of return claim when checking in an item
Status: Signed Off
Alias: None
Product: Koha
Classification: Unclassified
Component: Circulation (show other bugs)
Version: master
Hardware: All All
: P5 - low enhancement with 22 votes (vote)
Assignee: Laura Escamilla
QA Contact: Testopia
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2021-02-22 15:59 UTC by Andrew Fuerste-Henry
Modified: 2024-04-05 13:24 UTC (History)
11 users (show)

See Also:
Change sponsored?: ---
Patch complexity: ---
Documentation contact:
Documentation submission:
Text to go in the release notes:
Version(s) released in:


Attachments
Bug 27753: Added two new system preferences for automatically resolving claims. (9.38 KB, patch)
2024-02-27 20:17 UTC, Laura Escamilla
Details | Diff | Splinter Review
Bug 27753: Added two new system preferences for automatically resolving claims. (11.04 KB, patch)
2024-03-11 21:03 UTC, Laura Escamilla
Details | Diff | Splinter Review
Bug 27753: Testing - not ready (10.72 KB, patch)
2024-03-11 21:04 UTC, Laura Escamilla
Details | Diff | Splinter Review
Bug 27753: Testing - not ready (10.72 KB, patch)
2024-03-11 21:06 UTC, Laura Escamilla
Details | Diff | Splinter Review
Bug 27753: Testing - not ready (10.72 KB, patch)
2024-03-11 21:06 UTC, Laura Escamilla
Details | Diff | Splinter Review
Bug 27753: Added new system preferences for automatically resolving claims (10.62 KB, patch)
2024-03-12 04:12 UTC, Laura Escamilla
Details | Diff | Splinter Review
Bug 27753: Adding patch for AutoClaimReturnStatusOnCheckout syspref (1.50 KB, patch)
2024-03-12 04:17 UTC, Laura Escamilla
Details | Diff | Splinter Review
Bug 27753: Adding patch for AutoClaimReturnStatusOnCheckout syspref (1.54 KB, patch)
2024-03-12 12:41 UTC, ByWater Sandboxes
Details | Diff | Splinter Review
Bug 27753: Added new system preferences for automatically resolving claims (12.11 KB, patch)
2024-03-19 18:33 UTC, Laura Escamilla
Details | Diff | Splinter Review
Bug 27753: Unit tests (2.13 KB, patch)
2024-03-19 18:33 UTC, Laura Escamilla
Details | Diff | Splinter Review
Bug 27753: Unit tests (2.13 KB, patch)
2024-03-19 18:55 UTC, Laura Escamilla
Details | Diff | Splinter Review
Bug 27753: Unit tests (675 bytes, patch)
2024-03-19 18:55 UTC, Laura Escamilla
Details | Diff | Splinter Review
Bug 27753: Added new system preferences for automatically resolving claims (12.12 KB, patch)
2024-03-19 18:57 UTC, Laura Escamilla
Details | Diff | Splinter Review
Bug 27753: Unit tests (2.33 KB, patch)
2024-03-19 18:57 UTC, Laura Escamilla
Details | Diff | Splinter Review
Bug 27753: Added new system preferences for automatically resolving claims (12.20 KB, patch)
2024-03-19 20:43 UTC, Andrew Fuerste-Henry
Details | Diff | Splinter Review
Bug 27753: Unit tests (2.39 KB, patch)
2024-03-19 20:43 UTC, Andrew Fuerste-Henry
Details | Diff | Splinter Review

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Description Andrew Fuerste-Henry 2021-02-22 15:59:01 UTC
When an item has been marked Claims Returned and is later checked in, it would be good to let Koha automatically resolve that claim. We'd need a way to tell it which resolution status to go to.
Comment 1 Lisette Scheer 2021-02-23 01:17:27 UTC
Ideally from a workflow perspective checking in a claim return item would open up the options to set the resolution and update the note if needed.
Comment 2 Andrew Fuerste-Henry 2021-02-23 01:32:25 UTC
That's a fine idea -- to have the alert at checkin include some interface with which to mark the claim as resolve, rather than just a link to the patron -- but I'm suggesting something wholly automated.
Comment 3 Lisette Scheer 2021-02-23 01:47:43 UTC
(In reply to Andrew Fuerste-Henry from comment #2)
> That's a fine idea -- to have the alert at checkin include some interface
> with which to mark the claim as resolve, rather than just a link to the
> patron -- but I'm suggesting something wholly automated.

Ah yes that makes sense.
Maybe a sys pref that can say "If a claim return item is checked in on the returns.pl resolve the claim and set it to X resolution?"
Comment 4 Rebecca Coert 2021-03-12 20:11:59 UTC
> Maybe a sys pref that can say "If a claim return item is checked in on the
> returns.pl resolve the claim and set it to X resolution?"

That's exactly what we'd like to see happen.  Fully automated and no staff interaction required.
Comment 5 Koha Team University Lyon 3 2021-09-09 13:45:56 UTC
Hi,
For me if a book is really returned, the claims retruned note should desappear.

> Maybe a sys pref that can say "If a claim return item is checked in on the
> returns.pl resolve the claim and set it to X resolution?"

I'm Ok for a syspref but it should also be done if the return is done on a selfcheckout system via SIP.
Comment 6 cghattas 2023-07-10 20:01:18 UTC
Yes, we would like to see this as an automated resolution in Koha upon check-in by staff.
Comment 7 Laura Escamilla 2024-02-27 20:17:07 UTC Comment hidden (obsolete)
Comment 8 Laura Escamilla 2024-03-11 21:03:20 UTC Comment hidden (obsolete)
Comment 9 Laura Escamilla 2024-03-11 21:04:26 UTC Comment hidden (obsolete)
Comment 10 Laura Escamilla 2024-03-11 21:06:20 UTC Comment hidden (obsolete)
Comment 11 Laura Escamilla 2024-03-11 21:06:38 UTC Comment hidden (obsolete)
Comment 12 Laura Escamilla 2024-03-12 04:12:01 UTC
Created attachment 163084 [details] [review]
Bug 27753: Added new system preferences for automatically resolving claims

To test:
1. Configure Claims returned
    1. Go to Administration > Authorized Values > LOST
    2. Add a new authorized value with value:6 and description:Claims returned
    3. Go to Administration > System Preferences
    4. Set ClaimReturnedLostValue to 6 and save
2. Check out an item to a patron.
    1. Mark the item as claim returned
    2. Check the item in.
    3. A message stating that the item has been claimed as returned pops up with an option to resolve.
    4. Resolve the claim.
3. Check out the item to the patron again.
    1. Mark the item as claim returned.
    2. Check out the item to a new patron. Select “Yes, check out”
    3. Go back to the previous patron. Notice that their claim was not resolved.
4. Apply the patch.
    1. Updatedatabase
    2. restart_all
    3. Go to the system preferences and set the system preference ‘AutoClaimReturnStatusOnCheckin’ to ‘Returned by patron’
    4. Set ‘AutoClaimReturnStatusOnCheckout’ to ‘Found in library’
5. Redo step 2
    1. When checking the claim returned item in you will now see a message that says “The previously claimed returned item has been found, automatically resolving the associated claim.”
    2. View the previous patron. Their claim has automatically been resolved with a status of ‘Returned by patron’
6. Redo step 3
    1. Upon checking the item out to another patron you will see a message that says “The previously claimed returned item has been found, automatically resolving the associated claim.”
    2. View the previous patron. Their claim has automatically been resolved with a status of ‘Found in library’.
7. Sign off and have a wonderful day!
Comment 13 Laura Escamilla 2024-03-12 04:17:33 UTC
Created attachment 163085 [details] [review]
Bug 27753: Adding patch for AutoClaimReturnStatusOnCheckout syspref
Comment 14 ByWater Sandboxes 2024-03-12 12:41:05 UTC
Created attachment 163090 [details] [review]
Bug 27753: Adding patch for AutoClaimReturnStatusOnCheckout syspref

Signed-off-by: Michelle <mspinney@clamsnet.org>
Comment 15 Laura Escamilla 2024-03-19 18:33:34 UTC Comment hidden (obsolete)
Comment 16 Laura Escamilla 2024-03-19 18:33:37 UTC Comment hidden (obsolete)
Comment 17 Laura Escamilla 2024-03-19 18:55:10 UTC Comment hidden (obsolete)
Comment 18 Laura Escamilla 2024-03-19 18:55:12 UTC Comment hidden (obsolete)
Comment 19 Laura Escamilla 2024-03-19 18:57:44 UTC
Created attachment 163476 [details] [review]
Bug 27753: Added new system preferences for automatically resolving claims

To test:
1. Configure Claims returned
    1. Go to Administration > Authorized Values > LOST
    2. Add a new authorized value with value:6 and description:Claims returned
    3. Go to Administration > System Preferences
    4. Set ClaimReturnedLostValue to 6 and save
2. Check out an item to a patron.
    1. Mark the item as claim returned
    2. Check the item in.
    3. A message stating that the item has been claimed as returned pops up with an option to resolve.
    4. Resolve the claim.
3. Check out the item to the patron again.
    1. Mark the item as claim returned.
    2. Check out the item to a new patron. Select “Yes, check out”
    3. Go back to the previous patron. Notice that their claim was not resolved.
4. Apply the patch.
    1. Updatedatabase
    2. restart_all
    3. Go to the system preferences and set the system preference ‘AutoClaimReturnStatusOnCheckin’ to ‘Returned by patron’
    4. Set ‘AutoClaimReturnStatusOnCheckout’ to ‘Found in library’
5. Redo step 2
    1. When checking the claim returned item in you will now see a message that says “The previously claimed returned item has been found, automatically resolving the associated claim.”
    2. View the previous patron. Their claim has automatically been resolved with a status of ‘Returned by patron’
6. Redo step 3
    1. Upon checking the item out to another patron you will see a message that says “The previously claimed returned item has been found, automatically resolving the associated claim.”
    2. View the previous patron. Their claim has automatically been resolved with a status of ‘Found in library’.
7. Sign off and have a wonderful day!
Comment 20 Laura Escamilla 2024-03-19 18:57:47 UTC
Created attachment 163477 [details] [review]
Bug 27753: Unit tests
Comment 21 Andrew Fuerste-Henry 2024-03-19 20:43:04 UTC
Created attachment 163479 [details] [review]
Bug 27753: Added new system preferences for automatically resolving claims

To test:
1. Configure Claims returned
    1. Go to Administration > Authorized Values > LOST
    2. Add a new authorized value with value:6 and description:Claims returned
    3. Go to Administration > System Preferences
    4. Set ClaimReturnedLostValue to 6 and save
2. Check out an item to a patron.
    1. Mark the item as claim returned
    2. Check the item in.
    3. A message stating that the item has been claimed as returned pops up with an option to resolve.
    4. Resolve the claim.
3. Check out the item to the patron again.
    1. Mark the item as claim returned.
    2. Check out the item to a new patron. Select “Yes, check out”
    3. Go back to the previous patron. Notice that their claim was not resolved.
4. Apply the patch.
    1. Updatedatabase
    2. restart_all
    3. Go to the system preferences and set the system preference ‘AutoClaimReturnStatusOnCheckin’ to ‘Returned by patron’
    4. Set ‘AutoClaimReturnStatusOnCheckout’ to ‘Found in library’
5. Redo step 2
    1. When checking the claim returned item in you will now see a message that says “The previously claimed returned item has been found, automatically resolving the associated claim.”
    2. View the previous patron. Their claim has automatically been resolved with a status of ‘Returned by patron’
6. Redo step 3
    1. Upon checking the item out to another patron you will see a message that says “The previously claimed returned item has been found, automatically resolving the associated claim.”
    2. View the previous patron. Their claim has automatically been resolved with a status of ‘Found in library’.
7. Sign off and have a wonderful day!

Signed-off-by: Andrew Fuerste Henry <andrewfh@dubcolib.org>
Comment 22 Andrew Fuerste-Henry 2024-03-19 20:43:07 UTC
Created attachment 163480 [details] [review]
Bug 27753: Unit tests

Signed-off-by: Andrew Fuerste Henry <andrewfh@dubcolib.org>
Comment 23 Andrew Fuerste-Henry 2024-03-19 20:46:03 UTC
> 6. Redo step 3
>     1. Upon checking the item out to another patron you will see a message
> that says “The previously claimed returned item has been found,
> automatically resolving the associated claim.”

One small point, this checkout to another patron required a confirmation before Koha would proceed to return it from the one patron and check out to the other. However, the claim resolved immediately, before I responded to the confirmation about the checkout.

I can't think of a reason to *not* resolve the claim even if you don't complete the checkout, so I signed off anyway.