Currently charges are only being displayed on the patron checkout page if they are being used as a restriction. If libraries choose to not restrict patrons because of unpaid fines then the only way they can see the fines is by checking the accounting page. It would be ideal if all unpaid fees could be displayed on the checkout page.
The total of fines already displays in the fines tab directly next to the checkouts on the circulation page. Maybe it could be made more visible instead?
Fines related to rentals are not displayed for patrons, unless libraries choose to restrict patrons at the max fine rate. For example, we have a $10 limit for fines and our movies are $1-2 each. If a patron checks out $15 worth of rentals, we don't want them to have to stop and pay when they hit $10, so we are not restricting that, but what we found out is that by doing that, they don't ever see any rental related fees show up at all on the self check and staff weren't even seeing it on the checkout screen. (Some JavaScript has added it as a separate fee, but not to the total fines.) We would very much like to see this fixed.
Trying to make sure we have all information needed here: * Is this about the patron account in staff interface, the patron account in OPAC or the self checkout display (web based/SIP2 based?) For rentals and staff there is also an old bug here: bug 14803
Created attachment 155404 [details] [review] Bug 33228 - Show all charges on the patron details and checkout page
Patch is for intranet only and only shows viewed patron's total charges (no possible guarantees accounted for).
Created attachment 155409 [details] [review] Bug 33228 - Show all charges on the patron details and checkout page
Created attachment 155410 [details] [review] Bug 33228 - Show all charges on the patron details and checkout page in intranet
Created attachment 155411 [details] [review] Bug 33228 - Show all charges on the patron details and checkout page in intranet
Hi Lari, could you please include a test plan? Thank you!
Just wondering if we could get some movement on this ticket, again. Thanks!
Created attachment 190628 [details] [review] Bug 33228: Display all fines on patron details and circulation This patch adds the patrons total balance to the details and circulation pages Only showing totla if different from the no account charges To test: 1 - Go to Administration - Debit types 2 - Add a new type: Code: BLOCK Description: Blocking fine Default amount: 1.00 Can be manually invoiced: checked Included in noissuescharge: checked 3 - Add a new type: Code: NoBLOCK Description: NonBlocking fine Default amount: 1.11 Can be manually invoiced: checked Included in noissuescharge: checked 4 - Find a patron 5 - Accounting->Create manual invoice 6 - Add 2 of each type of debit you created 7 - View patrons 'details' and 'Check out' tabs 8 - Confirm you see only the 2 blocking fees totaled 9 - Apply patch 10 - Reload 11 - Confirm you see 'Total balance: 4.22' Charges: Patron has outstanding charges that may block checkout of 2.00. 12 - Write off the two non-block charges 13 - Confirm you no longer see the 'Total balance' (as it now matches) 14 - Write off the blocking charges and add two non-blocking 15 - Confirm you see the total balance
Created attachment 190643 [details] [review] Bug 33228: Display all fines on patron details and circulation This patch adds the patrons total balance to the details and circulation pages Only showing total if different from the no account charges To test: 1 - Go to Administration - Debit types 2 - Add a new type: Code: BLOCK Description: Blocking fine Default amount: 1.00 Can be manually invoiced: checked Included in noissuescharge: checked 3 - Add a new type: Code: NoBLOCK Description: NonBlocking fine Default amount: 1.11 Can be manually invoiced: checked Included in noissuescharge: NOT checked 4 - Find a patron 5 - Accounting->Create manual invoice 6 - Add 2 of each type of debit you created 7 - View patrons 'details' and 'Check out' tabs 8 - Confirm you see only the 2 blocking fees totaled 9 - Apply patch 10 - Reload 11 - Confirm you see 'Total balance: 4.22' Charges: Patron has outstanding charges that may block checkout of 2.00. 12 - Write off the two non-block charges 13 - Confirm you no longer see the 'Total balance' (as it now matches) 14 - Write off the blocking charges and add two non-blocking 15 - Confirm you see the total balance Signed-off-by: David Nind <david@davidnind.com>
I didn't see what is mentioned in the test plan. I think for step 3, for the NoBLOCK debit type, the 'Included in noissuescharge:" should be 'NOT checked' (instead of checked, as indicated). If I do that, things work as detailed in the test plan. That is: - Before the patch Charges: Patron has outstanding charges of 2.00. - After the patch: Total balance: 4.22 Charges: Patron has outstanding charges that may block checkouts of 2.00. I've amended the test plan and signed off on that basis. If I got it wrong, please fix things up 8-). Following the test ================== Before the patch, for step 8: 1. On the patron's check out section I see: Cannot check out! Attention Charges: Patron has outstanding charges of 4.22. 2. On the patron's details section I see: Attention Charges: Patron has outstanding charges of 4.22. After the patch, I see: 1. On the patron's check out section I see: Cannot check out! Attention Total balance: 4.22 Charges: Patron has outstanding charges that may block checkouts of 4.22. 2. On the patron's details section I see: Attention Total balance: 4.22 Charges: Patron has outstanding charges that may block checkouts of 4.22.
I didn't go through steps 12 to 15! After steps 12 and 13, I still see 'Total balance' in the check out and details sections. Changing status to Failed QA. 8-(..