This patch implements the library_limit concept for Report/Reports. Staff with the correct permission and superlibrarians can set libaries to which the report should be visible, if the system preference is enabled.
Test plan:
Confirm Initial Settings
1. Log in to Koha staff with username: koha and password: koha and set your library as Centerville if it's not already.
2. Visit the Saved reports page, and create and save three reports: Report 1, Report 2, and Report 3. The SQL query for each report doesn't matter, it should just be something valid.
3. Visit the Patrons page and create two staff users: StaffReportLimitUser and StaffNoLimitPermission. Set their home libraries to Centerville and Fairfield, respectively.
4. Under Allow access to the reports module, ensure both users have report management permissions for Create, Delete, Execute.
Verify Patch Settings
5. Apply the patch and restart services. If using Koha Testing Docker (KTD): from the Koha repo directory, apply the patch (e.g. `git bz apply 16631`, or check out the patched branch with `git fetch && git checkout <branch>`), then run `ktd --shell` to enter the KTD shell and run `restart_all`. If the patched branch is already checked out, just enter the KTD shell and run `restart_all`.
6. Click Patrons in the top navbar to go to the Patrons page.
7. Search for "StaffReportLimitUser" in the patron search field.
8. Click StaffReportLimitUser to edit the patron record for this user.
9. Click More -> Set permissions to access the permissions screens for the StaffReportLimitUser.
10. In the row for Allow access to the reports module (reports), click Show details to view relevant permissions.
11. Confirm Manage Report Limits (manage_report_limits) is an option under Allow access to the reports module (reports).
12. Click the checkbox for Manage Report Limits to give this user this permission, and click Save.
13. Go to the System Preferences page (Click the More dropdown from the top nav bar, click Administration, click System Preferences).
14. Verify Reports is an option in the left side navigation bar, and that when clicked, you see the LimitReportsByBranch option.
15. Enable LimitReportsByBranch as described in step 14.
16. Go back to Saved reports as in Step 2.
17. Click Edit in the row menu for Report 1.
18. At the bottom of the Report 1 edit page, you should see a Library limitation select box.
Verify the Library Limitation Settings are Persisted
19. Choose Centerville from the select box and click Update SQL.
20. Reload the page, or navigate away from the page and go back to the edit screen for Report 1.
21. Verify that Centerville is still in the Library limitation select box.
22. Add Fairfield in the Library limitation select box and click Update and run SQL.
23. Go back to editing Report 1.
24. Confirm the Library limitation select box has both Centerville and Fairfield selected.
25. Duplicate Report 1.
26. Confirm the Library limitation select box has both Centerville and Fairfield selected.
27. Click Save Report.
28. Confirm the Library limitation select box has both Centerville and Fairfield selected.
Verify Reports are Limited Based on Library Limitations
29. Edit Report 1 to add Centerville in the Library limitation select box as the only choice and click Update SQL.
30. Edit Report 2 to add Fairfield in the Library limitation select box as the only choice and click Update SQL.
31. Report 3 should have no library limitations, so it should be visible to all libraries.
32. Go to Saved reports as in Step 2.
33. Confirm you do not see Report 2, and only Report 1 and Report 3.
34. In the upper right corner, click the drop down that says koha Centerville and click Set library to change your library.
35. Set your library to Fairfield.
36. Go to Saved reports as in Step 2.
37. Confirm you do not see Report 1, and only Report 2 and Report 3.
Verify Disabling LimitReportsByBranch Preference Shows All Reports
38. Disable LimitReportsByBranch preference as in steps 13 to 15.
39. Go to Saved reports as in Step 2.
40. Confirm Report 1, Report 2, Report 3 are visible.
41. Click to edit Report 1 and verify there is no Library limitation select box.
Verify Library limitations are Persisted When EnableFilteringReports is Toggled On or Off
42. Enable LimitReportsByBranch preference as in steps 13 to 15.
43. Ensure your library is set to Fairfield as in step 35.
44. Go to Saved reports as in Step 2.
45. Confirm Report 1 is not visible, and Report 2 and Report 3 are visible.
46. Click to edit Report 2 and verify the Library limitation select box is at the bottom of the page and that it has Fairfield selected.
Verify the Show all reports option shows all reports for users with the Manage Report Limits permission and superlibrarians
47. Go to Saved reports as in Step 2 and in the Show reports dropdown, select Show all reports, and click Apply filter.
48. Confirm the page reloads with all reports visible: Report 1, Report 2, and Report 3 should be visible.
49. Select Show my branch reports from the dropdown and click Apply filter.
50. Confirm Report 1 is not visible, and Report 2 and Report 3 are visible (you should only see reports for your branch, Fairfield).
Verify Report filters return the correct results
51. Go to Saved reports as in Step 2.
52. Verify you're viewing only your branch's reports in the filter.
53. Under Filter in the left sidebar, type "2" in the Keyword field and click Apply filter.
54. Confirm only Report 2 is visible.
55. Under Filter in the left sidebar, type "1" in the Keyword field and click Apply filter.
56. Confirm there are no reports visible, and the message "No saved reports match your criteria" is displayed.
Verify Library Limits column is available to superlibrarians and users with the Manage Report Limits permission
57. Go to Saved reports as in Step 2.
58. Click the Columns dropdown and ensure that the Library limits column is available to select for display. Select it.
59. Confirm that the Library limits column is now visible in the list of reports and that it shows the correct library limitations for each report (e.g., Report 1 should show 1 library limitation and Centerville (CPL) on hover, Report 2 should show 1 library limitation and Fairfield (FFL) on hover, and Report 3 should show no limitation).
Verify the Show all reports and Limit reports options are available to users that are not superlibrarian but have the Manage Report Limits permission
60. For the StaffReportLimitUser, add the permission for Manage Report Limits as described in steps 9 to 12. This will allow this user to see the Show all reports and Limit reports options.
61. Log out of the koha admin account. In the upper right corner, click the drop down that says koha Fairfield and click Log out.
62. Log in as StaffReportLimitUser, the previously created staff user with report permissions.
63. Confirm the staff user's library is Centerville in the upper right corner of the screen.
64. Go to Saved reports as in Step 2.
65. Confirm the filter option for Show reports is visible.
66. Click to edit Report 1.
67. Verify there is a Library limitation select box and that it can be interacted with.
Verify the Show all reports and Limit reports options are not available to users that are not superlibrarian and do not have the Manage Report Limits permission
68. Log out of the StaffReportLimitUser account.
69. Log in as StaffNoLimitPermission, the previously created staff user without the Manage Report Limits permission.
70. Confirm the staff user's library is Fairfield in the upper right corner of the screen.
71. Go to Saved reports as in Step 2.
72. Click the Columns dropdown and ensure that the Library limits column is not in the list of available columns to select for display.
73. Confirm the filter option for Show reports is not available.
74. Click to edit Report 2.
75. Verify there is no Library limitation select box at the bottom of the page.
[NEW] Verify library limits are auto-assigned and preserved correctly for non-permissioned users
76. Still logged in as StaffNoLimitPermission (Fairfield) from the previous section. Go to Saved reports and click New report. Enter "Limit Auto-Assign Test" as the report name and SELECT 1 as the SQL. Confirm there is no Library limitations select box visible on the form. Click Save.
77. Go back to Saved reports. Click Edit for Report 2 (limited to Fairfield). Add `-- test` as a trailing SQL comment and click Update SQL. This simulates a non-permissioned user saving an existing report that already has limits.
78. Go back to Saved reports. Click Edit for Report 3 (no library limits). Add `-- test` as a trailing SQL comment and click Update SQL. This simulates a non-permissioned user saving an existing report that has no limits.
79. Log out and log back in as StaffReportLimitUser (Centerville, has manage_report_limits).
80. Go to Saved reports. Use Show all reports if needed. Find "Limit Auto-Assign Test" and click Edit. Confirm the Library limitations select box shows Fairfield as the only selected library — the report was automatically limited to the creator's home library on create.
81. Find Report 2 and click Edit. Confirm the Library limitations select box still shows only Fairfield — the existing limit was preserved when the non-permissioned user saved the report.
82. Find Report 3 and click Edit. Confirm the Library limitations select box is empty — no limits were introduced when the non-permissioned user saved a report that had no existing limits.
Verify limited reports are not visible to users without permissions
83. While still logged in as StaffReportLimitUser from step 79, copy the URL for the edit page of Report 1.
84. Log out of the StaffReportLimitUser account.
85. Log in as StaffNoLimitPermission, the user without the Manage Report Limits permission.
86. Paste the copied URL for the edit page of Report 1 into the browser and navigate to it.
87. Confirm that you see an error message that says "This report is restricted and cannot be accessed by the current user." and that the page does not load the report details.
Run Unit Tests
88. Using Koha Testing Docker, in the Koha home directory run the command: ktd --shell to start the ktd shell.
89. Run command: reset_all to drop and recreate the koha database.
90. Run command prove t/db_dependent/Koha/Reports.t to run the test.
91. This file contains the unit tests for the reports_branches table and the new subtest `library limits enforcement on save and update`, which covers auto-assignment of branch limits on create and preservation of limits on update for non-permissioned users.
92. All tests should pass.
93. Run command prove t/Koha/Auth/Permissions.t
94. Permissions unit tests in this file were updated.
95. All tests should pass.
96. Run command prove t/db_dependent/Reports/Guided.t
97. The Guided report tests were updated to account for the new library limitations and permissions.
98. All tests should pass.
Signoff
99. Sign off if the steps above check out.
Sponsored-by: Ramapo Catskill Library System
Co-authored-by: Casey Conlin <casey.conlin@gmail.com>
Signed-off-by: Emmi Takkinen <emmi.takkinen@koha-suomi.fi>
Signed-off-by: Andrew Fuerste Henry <andrew@bywatersolutions.com>
Signed-off-by: Pedro Amorim <pedro.amorim@openfifth.co.uk>
Extends bookings.status enum to ('new', 'cancelled', 'issued', 'completed').
Migrates existing data intelligently: rows with an active checkout in the
issues table (via booking_id) are updated to 'issued'; rows whose item has
already been returned retain 'completed', which is already correct under the
new scheme where 'completed' means the booking was fully fulfilled and the
item returned.
Sponsored-by: OpenFifth <https://openfifth.co.uk/>
Sponsored-by: Westminster City Council <https://www.westminster.gov.uk/>
Signed-off-by: Hannah Dunne-Howrie <hdunne-howrie@westminster.gov.uk>
Signed-off-by: Paul Derscheid <paul.derscheid@lmscloud.de>
Signed-off-by: Pedro Amorim <pedro.amorim@openfifth.co.uk>
Adds a new system preference to control whether the real-time
holds queue processes only unallocated holds (faster, additive)
or rebuilds the entire queue for the affected biblio (current
behavior, more thorough).
Default is off (preserving current behavior).
Test plan:
1. Apply patch
2. Run:
$ ktd --shell
k$ perl installer/data/mysql/updatedatabase.pl
=> SUCCESS: New preference added
3. Verify RealTimeHoldsQueueUnallocated appears in
Administration > System preferences > Circulation
4. Sign off :-D
Signed-off-by: Alex Carver [Acerock7] <alex@rcls.org>
Signed-off-by: Pedro Amorim <pedro.amorim@openfifth.co.uk>
This patch adds configuration options for cashup reconciliation and
enhances the user interface with preview functionality and improved
interaction patterns.
Configuration Options:
1. CashupReconciliationNoteRequired (System Preference):
- Optional validation requiring reconciliation notes when discrepancies exist
- Ensures documentation of surplus/deficit causes when needed
- Can be disabled for less stringent workflows
- Applied at cashup completion time
2. CashupReconciliationNoteAuthorisedValue (System Preference):
- Allows use of authorized value dropdown for reconciliation notes
- Provides standardized note options (e.g., "Till count error", "Cash removed")
- Falls back to free text textarea when not configured
- Improves consistency and reporting capabilities
UI Enhancements:
1. Cashup Summary Preview:
- Preview cashup summary for in-progress cashups
- Shows current transaction totals before completion
- Clearly indicates preview vs. final summary status
- Helps staff verify amounts before committing
2. Improved User Experience:
- Conditional note fields based on configuration
- Authorized value dropdowns when configured
- Clear validation messages
- Responsive UI updates
Backend changes:
- Enhanced Koha::REST::V1::CashRegisters::Cashups with preview support
- Database atomicupdate script for system preferences
- Validation logic for required notes
Frontend changes:
- Preview modal functionality in cashup_modal.js
- Conditional rendering of note input fields
- Authorized value dropdown integration
- Enhanced summary display logic
Test plan:
1. Apply patches and run database update
2. Configure CashupReconciliationNoteRequired:
- Enable preference
- Perform cashup with discrepancy without note - should fail
- Add note and retry - should succeed
- Disable preference - verify note optional
3. Configure CashupReconciliationNoteAuthorisedValue:
- Create AV category (e.g., CASHUP_NOTE) with values
- Set preference to category name
- Verify dropdown appears in cashup modal
- Clear preference - verify textarea shown
4. Test cashup preview:
- Start cashup on register
- Click "Preview cashup summary"
- Verify current totals displayed
- Add transaction and re-preview - verify updated
- Complete cashup - verify final summary
Sponsored-by: OpenFifth <https://openfifth.co.uk/>
Signed-off-by: Jackie Usher <jackie.usher@westsussex.gov.uk>
Signed-off-by: Andrew Fuerste Henry <andrew@bywatersolutions.com>
Signed-off-by: Pedro Amorim <pedro.amorim@openfifth.co.uk>
This patch adds two new system account types to support cashup reconciliation:
- CASHUP_SURPLUS (credit type): Used when actual cash found exceeds expected amount
- CASHUP_DEFICIT (debit type): Used when actual cash found is less than expected amount
Both types are system-managed and cannot be manually added by staff. They will be
automatically created during cashup processes when discrepancies are detected.
Changes include:
- Atomicupdate script for existing installations
- Mandatory YAML files for fresh installations
Sponsored-by: OpenFifth <https://openfifth.co.uk/>
Signed-off-by: Jackie Usher <jackie.usher@westsussex.gov.uk>
Signed-off-by: Andrew Fuerste Henry <andrew@bywatersolutions.com>
Signed-off-by: Pedro Amorim <pedro.amorim@openfifth.co.uk>
... also adds say_success.
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Martin Renvoize <martin.renvoize@openfifth.co.uk>
Signed-off-by: Pedro Amorim <pedro.amorim@openfifth.co.uk>
This system preference will be used to enable opac-export.pl?format=utf8
regardless of the OpacExportOptions values, specifically for Zotero
integration support.
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Martin Renvoize <martin.renvoize@openfifth.co.uk>
Signed-off-by: Pedro Amorim <pedro.amorim@openfifth.co.uk>
Signed-off-by: Andrew Fuerste Henry <andrew@bywatersolutions.com>
Signed-off-by: Anneli Österman <anneli.osterman@koha-suomi.fi>
Signed-off-by: Andrew Fuerste Henry <andrew@bywatersolutions.com>
Signed-off-by: Pedro Amorim <pedro.amorim@openfifth.co.uk>
Signed-off-by: Andrew Fuerste Henry <andrew@bywatersolutions.com>
Signed-off-by: Anneli Österman <anneli.osterman@koha-suomi.fi>
Signed-off-by: Andrew Fuerste Henry <andrew@bywatersolutions.com>
Signed-off-by: Pedro Amorim <pedro.amorim@openfifth.co.uk>
Test plan:
root@kohadevbox:koha$ perl /kohadevbox/misc4dev/run_tests.pl --run-db-compare-only --compare-with v24.05.00
should pass with this patch
Without this patch you get:
Running [diff /tmp/current_db.sql /tmp/upgraded_db.sql && diff -q /tmp/current_db.sql /tmp/upgraded_db.sql || { echo "ERROR - DB structures are not identical" && exit 1; }]...
7207c7207
< /*!40111 SET SQL_NOTES=@OLD_SQL_NOTES */;
Signed-off-by: Pedro Amorim <pedro.amorim@openfifth.co.uk>
Correct genuine spelling errors identified by the codespell 2.4.x
full scan after the KTD container OS upgrade. Changes are in
comments, POD, strings, and template text across 55 files.
"SAN Ouest Provence" (the French library co-operative and Koha
sponsor) is preserved as a proper noun. Perl copyright lines
receive an inline # codespell:ignore annotation; about.tt files
(contributor attribution pages) are added to the Koha::Devel::Files
codespell exception list so that future uses of "Provence" as a
typo for "Province" are still caught in all other files.
Notable user-visible fixes:
- "submiting" -> "submitting" in authority and bibliographic merge screens
- "deleteable" -> "deletable" in patron exception messages
- "Acquistions" -> "Acquisitions" in reports dictionary
Test plan:
1. Apply patches
2. In the staff interface, go to Cataloguing > Merge records and
confirm the submit button reads "Submitting" (not "Submiting")
3. In the staff interface, go to Authorities > Merge and confirm
the same correction
4. Attempt to delete a patron with outstanding issues and confirm
the error message reads "deletable" (not "deleteable")
5. prove xt/author/codespell.t
=> All tests pass
Signed-off-by: Pedro Amorim <pedro.amorim@openfifth.co.uk>
In Bug 36466 db_revs/251200019.pl was introduced to update wrong date values (0000-00-00) with NULL.
This can fail on MySQL as it is running with sql_mode NO_ZERO_DATE activated which does not allow to select or update date fields with values='0000-00-00'.
This patch changes the update queries in db_revs/251200019.pl to use Installer::sanitize_zero_date on both columns.
Test plan:
As the test shall be done using MysQL and Mariadb start 2 ktds:
MySQL) DB_IMAGE=mysql:8.0 ktd --proxy --name mysql8 up -d
MariaDB) ktd --proxy --name maria up -d
a) checkout a version prior 36466: git checkout v24.11.14-1
b) reset_all
c) Connect to staff interface (mysql8-intra.localhost and maria-intra.localhost)
d) Go to Serials and create a new subscription
e) run the following to enter database client in each ktd shell: koha-mysql kohadev
f-mysql) run the following commands to be allowed to change planneddate and publisheddate to '0000-00-00':
SET SESSION sql_mode = 'ONLY_FULL_GROUP_BY,STRICT_TRANS_TABLES,ERROR_FOR_DIVISION_BY_ZERO,NO_ENGINE_SUBSTITUTION';
update serial set planneddate = '0000-00-00', publisheddate = '0000-00-00';
f-maria)
update serial set planneddate = '0000-00-00', publisheddate = '0000-00-00';
g) verify via: select * from serial;
h) checkout main via: git checkout main
i-mysql) run updatedatabase
Upgrade to 25.12.00.019 [09:35:55]: Bug 36466 - Fix the incorrect 0000-00-00 date in planneddate and publisheddate field
ERROR: {UNKNOWN}: DBI Exception: DBD::mysql::db do Incorrect date error in db-revs when using MySQL
In 36466 db_revs/251200019.pl
for column 'planneddate' at row 1 at /kohadevbox/koha/C4/Installer.pm line 818
i-maria) do not run updatedatabase yet
j) apply patch
k-mysql) run updatedatabase
Upgrade to 25.12.00.019 [09:37:02]: Bug 36466 - Fix the incorrect 0000-00-00 date in planneddate and publisheddate field
Incorrect date planneddate and publisheddate fixed
...
-> is successful now
k-maria) run updatedatabase
l) verify via: select * from serial;
Signed-off-by: Lucas Gass <lucas@bywatersolutions.com>
Signed-off-by: Miranda Nero <mnero@oslri.net>
Signed-off-by: Andrew Fuerste Henry <andrew@bywatersolutions.com>
Signed-off-by: Lucas Gass <lucas@bywatersolutions.com>
Signed-off-by: Andrew Fuerste Henry <andrew@bywatersolutions.com>
Signed-off-by: Miranda Nero <mnero@oslri.net>
Signed-off-by: Andrew Fuerste Henry <andrew@bywatersolutions.com>
Signed-off-by: Lucas Gass <lucas@bywatersolutions.com>
Signed-off-by: Bob Bennhoff <bbennhoff@clicweb.org>
Signed-off-by: Andrew Fuerste Henry <andrew@bywatersolutions.com>
Signed-off-by: Lucas Gass <lucas@bywatersolutions.com>
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Andrew Fuerste Henry <andrew@bywatersolutions.com>
Signed-off-by: Lucas Gass <lucas@bywatersolutions.com>
MySQL 8.4 requires foreign keys to reference PRIMARY KEY or UNIQUE keys.
Since authorised_values.authorised_value is only unique in combination
with category (composite UNIQUE key av_uniq), the FK constraint is not
compatible with MySQL 8.4+.
Data integrity for illrequests.status_alias is maintained at the application layer:
- Koha::ILL::Request->status_alias() validates values against
authorised_values (category='ILL_STATUS_ALIAS') before storing
- All ILL request operations in Koha use this object layer
- CASCADE behaviors (ON DELETE SET NULL, ON UPDATE CASCADE) are already
handled by the application layer when modifying/deleting authorised values.
Test Plan, using KTD:
1. Prepare KTD for MySQL 8.4
- In koha-testing-docker, edit 'compose/db-mysql.yml'
- Comment out the line 5:
`# command: --default-authentication-plugin=mysql_native_password`
Note: This is required because MySQL 8.4 doesn't support the native password plugin.
2. Start a new instance with MySQL 8.4
- `DB_IMAGE=mysql:8.4 ktd up`
- Observe that it fails to start with the errors such as 'DBD::mysql::st execute failed'
3. Apply the patch
- `git bz apply 39107`
4. Start the instance again
- `DB_IMAGE=mysql:8.4 ktd up`
- Observe that it starts successfully
5. Update the database (Optional, only for existing instances)
- `perl installer/data/mysql/updatedatabase.pl`
6. Access Koha Staff and OPAC interfaces and verify that everything works as expected
7. Sign off
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Emily Lamancusa <emily.lamancusa@montgomerycountymd.gov>
Signed-off-by: Lucas Gass <lucas@bywatersolutions.com>
Pedro Amorim
Cameron E. Tidd
Martin Renvoize
Tomás Cohen Arazi
Katrin Fischer
Lucas Gass
Andrew Fuerste Henry
Jonathan Druart
Owen Leonard
Jan Kissig
Brendan Lawlor
Emily Lamancusa
Saiful Amin