Patrons bugs

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New 341

Saving edits to a patron - error message clears or resets some fields
Warn staff that guarantors are being removed when changing patron category to one that cannot be guarantee
Have a way to add optional fields to patron search that won't be included in a standard search
500 error when creating/editing patrons with mandatory patron attribute and field collapsed
Register personal details on OPAC create empty modification requests
Merging patrons can cause lock timeouts
One should be able to remove a borrower relationship whenever one exists
Staff-only extended attributes break self-registration
Patron Importing should be a background job
Title is not displayed in hold history when bibliographic record is deleted
Enrolling in a club does not record the library from which the patron was enrolled [23.05.x]
Merged patrons should keep the most recent lastseen date
Unable to search date of birth using dashes (-)
Merging patrons does not bring over circulation note
Login attempts are reset/stored even if already at 0
When entering a new patron you can add guarantors that cannot be guarantors
Staff without edit_borrower permission still see patron information
Duplicate patron warning clears guarantor information
Koha should warn of circular invalid guarantor relationships
Cannot make "Protected" field required via BorrowerMandatory syspref
Remove relationship from *borrowerunwanted system preferences
Link ILL requests to surviving patron record when patrons are merged
Large patron databases create difficult patron auto-complete searches
Searching patrons with contains does not provide relevant results
Superlibrarians should be able to delete any patron messages
Remove username and cardnumber from default value form in patron import
Expiry Date not included on 'Quick add new patron' form
Rename borrowers.mobile to otherphone
Adding custom authorized values for bsort1/bsort2 can result in data loss
Don't display patron attributes which have been limited to another patron category
Submitting patron update request from OPAC deletes any pending updates
Different/no results between Check Out and Search Patron when searching for names with spaces
Patron quick search done on cardnumber even if not inDefaultPatronSearchFields
borrower_message_preference_id reaches limit
IndependentBranches Holes
Indefinite debarments should not be recorded with an expiration date of '9999-12-31'
Ability to add multiple guarantors affected ability to make guarantor fields mandatory
There should be a staff side equivalent to PatronSelfRegistrationEmailMustBeUnique
28502
DG
Changing patron category from child to adult doesn't delete non patron guarantor data.
Patron attributes branch limitations are unclear
Sorting patron search results by library does not work
Borrower messaging preferences lost when duplicating patron and changing category
If autoMemberNum is enabled, we should just ignore cardnumber entry in BorrowerMandatoryField
When changing patron category the digest option is not saved
Limit patron discharge management by library
Cannot add patron attributes to quick add without making them mandatory
Patron age calculated incorrectly after changing dateformat syspref
Unwanted and Mandatory borrower fields should be enforced consistently
Action buttons displayed in block leads to table overflowing
Cleanup database with --del-exp-selfreg deletes patrons who are guarantors
Updating child to adult does not check age limits
Patron batch modification doesn't respect "Library limitation" of "Patron categories"
Searching patrons by extended attribute should be a search field
When adding a new guarantee from a guarantor account, the Guarantor must be attached
Can not edit relationship or guarantee of guarantor from the guarantee form
Extended patron attributes not importing when using double quotes
logs keeping patron info even if privacy='never'
Including branchcode in PatronSelfModificationBorrowerUnwantedField causes internal server error on self registration page
Patron import tool allows duplication of unique attributes
Patron edit process doesn't remember restriction selections
batch_anonymise.pl SQL-query runs out of memory
Extended attributes with comma are not searchable
The "Edit" button appears in patron search results even when you cannot edit the patron
Category charge limits are integers in db but decimals in form
Non-patron guarantor info not dropped when patron category is updated
Show warning about pending ILL requests when a patron is deleted
Patron attribute fields are copied when account is duplicated
Patron name and DOB cleared when guarantor account added that isn't able to be a guarantor
Mark Guarantor as Required
Renewing patron without guarantor causes 500 error
Using patron search filters may clear "search type" settings in "More options"
Marking Lost card does not prevent patron from placing holds
Lifted restrictions will only show on checkouts but not on details tab
Patron registration fields revert back to last successful save if error occurs
Toolbar dropdown-menu doesn't always display well on patron pages
memberentry.pl uses both patron and borrower.data
Warning when empty ClaimReturnedWarningThreshold in patron_messages.inc
Patron information - terminology: borrowernumber
Road types missing on alternate contact
Adding guarantee from parent record allows choosing invalid card type
Alternate address and Alternative contact appear in Details even when fields hidden
Guarantor info not asked when patron is changed to child
Patron receives membership expiry notice but 'will expire soon' alert doesn't show for staff at checkout
Relabel "Gone no address"
Notices transferred during a patron merge should preserve their original dates
Patron account can be renewed multiple times in a row without noticing
Item cataloguing should be split into add and edit permissions
Add system setting to mark patron fields important
Create permission profiles for staff users
Making previous patron cardnumbers searchable
39385
JD
Add API end-points for patron consents
Customized Templates for Patron Setup by Branch
Add ability to block all linked accounts when one account has been restricted
Add ability for individual branches to customize/hide fields on patron add form
When checking in an item from the patron checkout table in transit messages are not displayed
Include staff interface entered purchase suggestions with system preference MaxOpenSuggestions
Preferred name should give option to replace more than first name
Patron search not correctly limited by branch if branch codes contain overlapping letters within branchcode
Add option to update_patrons_category cron to remove guarantors when patrons move to category that does not allow guarantors
Add option in Patron Extended Attributes to have a checkbox instead of options
Pseudonymized_transactions should include payments and writeoffs
Is "A guarantor cannot be a guarantee." still correct?
Extend uppercase formatting options beyond uppercasesurnames preference
Character string defaults to sexist emoticon
Add warning when a user with self-registration patron category is saved in staff interface
Statistical patron account should have limitations
Identify patrons as a group or family unit
Blocked contacts
Collapsing Patron Messaging Preferences in Patron Add Form Results in Spinning Wheel
Add permission to allow Merging Patrons
TrackLastPatronActivityTriggers should have an option for patron modification
Add ability to search by guarantor in patron search tool
Add font awesome icon for patrons in category of type Staff
Make manual patron restrictions editable
Fix "See highlighted items below" link without using an onclick attribute
Expire password if staff change it
Hide Quick add new patron button
Serial permissions necessary to see patron's alert subscriptions
Number of holds for record in patron information view
Add ability to delete patron attributes in batch patron modification
Add "relationship to patron" to Alternate Contact section
Add suffix to name field
Option to Delete Sent Notices
Add death date for deceased patron
Support hiding preferred_name from patron modification screen on OPAC but not staff client (or vice versa)
Add option for only the patron's home library to delete patron messages placed by any library
Subscription Fee for patrons
Apply Protected Status to a Patron Category
Tie account renewals to patron modification requests
Patron search results can be misleading
Add a system preference to configure which patrons fields are used for brief info
Koha could auto-update due dates if patron dateexpiry is updated to before current item due date
Tie patron gender to an authorized value
Prevent to search all patrons at once
Gender free type box
Protected flag permissions should be honoured in the REST API
Provide better feedback on import
Enforce password change on login
36886
JD
Allow Patron messages to be restricted to predetermined messages only. No free text messages.
Searchable attributes with autorized values works with the code instead of description
Superlibrarian unable to delete patron list
Link permissions to entry in the manual
Locking expired patrons via cronjob should have a switch to remove holds/article requests
Batch patron modification should have renewal as option
Add possibility to renew patron registration with modification request
Protected status should have a permission to block editing patron
Hide Show checkouts/charges to guarantor when not necessary
SMS Number
Add batch patron modification button to patron list
Add preference for which fields to prefill when copying a patron
37143
LG(
Patron registration allows for saving required fields with a single space instead of information
If "protected" is in BorrowerUnwantedField, it still shows when adding a patron
Action logs should include the logged in library for user
To be able to see patron email sent notices with AutoEmailNewUser enabled (staff site)
Add exact search option for patrons
Automatically update guarantee when updating guarantor
Permission to override NoIssuesCharge should be distinct from broader force_checkout permission
Push default message preferences "button"
Changing a patron category doesn't update form accordingly
Restrictions should not be deleted
edit_catalogue permission is not for holdings
Locked account requires a password change
When creating guarantee card from the guarantor’s account can it default to the guarantor’s category?
Add option to choose a delimiter for patron import
With IndependentBranches on a non-superlibrarian cannot modify password
Clicking add guarantee should allow adding existing patron
A guarantee can add a staff guarantor
Removing email address has no effect on clubs that require an email address
Clubs requiring email just don't show if there is no email
Not possible to set default value for patron attributes
Make username creation configurable
E-mail and SMS verification
Password expiration date cannot be hidden with BorrowerUnwantedField
Add a permission to transfer items
Expand OverduesBlockCirc to guarantees and guarantors
SMSnumber wont show up on the quick add form
Batch patrons modification - add "Preferred language for notices"
Club enrollment counter not counting enrollments
Pseudonymized_transactions should include item barcode
Add the ability to email a patron invoice
Include the ability to type in a search within Members-Home.pl
Add permission for changing a user password
Add ability to select which values to retain when merging patrons
Koha should send a notice (via e-mail/print/or both) when changes are made to a patron account.
Note date when patron password was last changed
Merging Patrons allows for all patrons to be selected
Suspended and scheduled holds should be styled differently on moremember.pl
Improve Patron Notice Status options to be more clear to staff
23908
MR(
Require patrons to confirm their email address
Should an edited circulation message be re-displayed for the patron?
Self-registration creates empty patron attributes
Use patron attributes to track timestamp and count of patron related events
Add the ability to have patron driven choice in what format they receive messages
Patrons cannot see or update their housebound information
Not possible to add multiple patron restrictions when editing a patron
Partial refund triggers a 500 error
Allow admins to choose data types for additional attributes
Prompt to change patron messaging if email/SMS absent or changed
Patron record saves when cardnumber required and value entered is whitespace
Patron flags should be transitioned over to restrictions
Patron account renew has different behaviors in different places
Ability to limit AutoEmailNewUser to specific patron categories
System should log when a file is uploaded to a borrower
Patron search to find patrons with hyphens when they haven't been added in the search
26902
KMH(
Add ability to flag a patron email address as possibly invalid
With guarantor and guarantees, show expiration date next to linked accounts
Flatpickr calendar - year controls for date of birth on memberentry.pl are not intuitive
Patrons: Make expiration date an option
Make possible to set patron's privacy from staff interface
Generate password at patron detail edit page
Limit Patron expiry notices by category
22961
AG
Use special characters when generating passwords
20636
KMH(
Add unit tests to verify borrowernumber columns are mapped for patron merging
Add a staging tool to patron import tool
Add styling to emphasize the "clear selected patrons" button
Deleted patrons remain selected in patron search
Pending modifications to patron account in moremember.pl
Add flag to indicate if an OPAC user has set their preferences
Add a system preference to control the 'Remember selections across patron search pages' feature.
Add printable version of "Change password" in patron details
CollapseFieldsPatronAddForm - Needs ADD vs. EDIT component
CollapseFieldsPatronAddForm should have an option to check if fields are empty
Claim Return should be controlled by system preference
Patron category should regulate if account can have permissions
Add option to configure preferred pronouns as a pull down
Hide patron accounts that are for admin use only
Payment for multiple Lost items
Give superlibrarian ability to remove selected patron fine history.
Add a "add to a patron list" action from patron page
Send a notice to the patron when his discharge has been validated by staff
Add class to civility, surname, firstname and othername
in patron information block, othernames needs a label and a class for styling
Non-patron guarantor section independent of patron guarantor section
Customize required patron registration fields by patron type
Patron picture-upload.pl allows arbitrary file extension during upload
Identify specific patron categories to not be allowed to be renewed
Add ability to suspend club enrollments
Patron search exports only visible rows
Allow for autoMemberNum to generate cardnumbers with leading zeros
Patron privacy settings affecting statistics tab in patron account
Koha::Patrons::Import contains incorrect borrowernumber references
Patron verification through SMS one time code
Intranet password expiration warning on patron accounts
Patron attribute IDs should match code
Display borrowers.lastseen
Reprinting holds slip with updated expiration date - in patron account
Allow patron enrollment period to be set in days for patron categories
Membership renewal fee
Password reset should act like patron expiration when there are no notices available
Password reset menu location
AllFinesNeedOverride prompts for each checkout when there is a guarantee
Is message for staff or OPAC on circulation.pl?
Autocomplete for patron search should work for other search criteria
Add system preference to disable quick add patron
Patron category transitions should be managed in the interface, not on the command line
Add a field for personal ID
Add SMSAlertNumber to options in borrowers.primary_contact_method
Keep extended patron attributes when patron is deleted (moved to deletedborrowers table)
Age restrictions in patron categories
Add separate column for administrative locked patron
Standardize slots selection between staff interface and opac
When placing holds for clubs there should be an alert if a hold is not placed for a club member
Option to display whether a patron is debarred/restricted in patron search table (memberresultsst)
Script to send WELCOME email to a group of patrons
Improve _generate_userid_legacy
Add DataTables to suggestions table at /members/purchase-suggestions.pl
E-mail testing
Don't allow staff user to change patron categories of other staff users and their own account
'Print > Print X' could use clearer labels
Remove extra click from club enrollment without enrollment questions
[OMNIBUS] Email consent patron opt-in tracking for anti-spam legislation
Guarantees and Guarantors
30416
OL
Patron search results page UX fixes
Primary contact method enhancements
Electronic acknowledgement for certain loans
Configure unwanted and mandatory borrower fields based on patron category
Add primary phone to members.pl
API calls should update datelastseen for API patron
Changing a patron type should warn librarian if a guarantor/guarantee relationship will be severed
Duplicate checks for self registered patrons (other than email)
Allow the system preference AutoMemberNum to include a combination of numbers and letters when creating a new barcode
Allow manual definition of AutoMemberNum range
Add ability in patron attributes to use an authorized value with an "Other" option
Add a hint to patron records that still use the self registration patron category
Chrome tries to save patron passwords
New Organization field
Holds-table needs table setting
Discharge requests pending count should appear on patrons home page
25681
DR
Patron categories sorted inconsistently
Create a display of patrons with permissions
Allow patrons to pick a username
Add 'sort fields' to Housebound module
Housebound module needs to accomodate branches
Remove patrons from routing lists directly in their account
Internal server error when patron's birthday doesn't include required number of characters
CollapseFieldsPatronAddForm creates problems with hidden elements in Patron restrictions
Allow definition of default value in Cities and Towns
Add flags to batch patrons modification
Change Change password to modal?
Allow for Specific Patron Modifications on the OPAC to be instantly approved
Add details to permission Remaining system parameters permissions (parameters_remaining_permissions)
Link to clubs from patrons
GDPR: Log all CRUD actions on patron data
Club enrollment notification
Add the ability to send an e-mail or notifications to a particular club
Allow multiple non-patron guarantors on a record
Search for year of birth
GUI for export/import patron permissions
Provision for monthly library fee
Simplify patron deletion error handling
Break down patron modification requests for approval/give reasons for denials/allow corrections
Show thumbnails of patrons on patron search results
Overview of librarian's permissions as new column in members-home.pl list
Allow staff to add administrative patron lock
members-update.pl should show confirmation of changes
Patron modification controls
Selectable patron modification requests.
Add ability to edit values on patron modification requests
Independent branches should not show duplicate patron from another library
6605
IW
Store Patron Reading History separate from issues/old_issues
Option to hide statistics tab from patron account
Add patron statistics to the OPAC (statistics tab in staff)
Use select2 styled pull down for cities/town pull down in patron account
Don't allow patron renewal x days before expiry
Patron Self Registration Verify by email does not work with display and prefill option
Delete button for circulation note in Details screen
Move Expired Opac Registrations to deleted borrowers instead of deleting
GDPR: Send e-mail notification if user set that don't agree with consent
GDPR: Make a consent field visible at staff view
20645
JM
Print patrons before anonymise
Account restrictions applied during closure periods.
Send 'Opac self registration verification' email from branch address if possible
2985
GC
Link patron renewal to patron category age restrictions
Vocative version of name and surname: database and form field
Staff interface to manage self-registered patrons
Columns missing from patron lists
Add a geo service checker to the patron registration form
Send a custom email to some or all patrons
Patrons visiting the library (Patrons visits records)
Batch patron deletion based on list of cardnumbers or borrowernumbers
disable login for staff

Assigned 9

6960
KMH
staffaccess permission requires borrowers permission
29768
ET
hidepatronname hides guarantor name on borrower edit screen
25228
JD
Patron messaging preferences clearing if duplicate warning
36179
PA
"Quick add" patron form should be a modal
24303
DR
Guarantor name and relationship should show in patron info panel
27956
TCA(
Catch extended attributes exceptions in controllers
27925
FS
Add to inconsistencies script patrons with (sub-)permission(s) not in a category type S.
6812
AG
Configure enrollment, renewal, duplicate card, hold fees by branch and patron category
6846
M
Don't allow staff to change their own permissions

In discussion 15

Inconsistent case sensitivity around patron attribute code - potential data loss
Patron search broken
33997
MB
Borrowers.updated_on should not be updated by track_login
System preference HidePatronName controls whether phone number appears in Holds Queue
37451
BW(
Restrictions due to discharge should not be able to be removed
Allow staff to adjust privacy settings for patron
35908
PA
There is no length limit for what's presented in datatables
Temporary Card
36751
PA
Creating new patron attribute types should start with type choice
Check if email exists
Link self registration verification email to patron account after verification
Patron discharge page should show pending requests
Batch Patron Deletion (Trash) Performance Improvement
members/statistics.pl crashes because the SQL 'return'-keyword might be reserved at 'return FROM ('
[omnibus] GDPR (General Data Protection Regulation)

Failed QA 28

37144
LE
Add a subpermission for hiding patron contact information
Searching borrowers is a lot slower if there's searchable extended attributes
34671
ET
Collapsing fields in patron form allows saving without mandatory fields
AutoMemberNum fails on very large cardnumbers
30121
LG(
Cannot hide non-patron guarantor relationship via BorrowerUnwantedFields
15558
CA
To rename the patron expiration date field in patron screen
31354
SL
Clarify options for 'Change messaging preferences to default for this category?' popup
20028
LT
Export all patron related personal data in one package
38776
AS
Propose a list of value for restriction comment
33221
JM
Send WELCOME notices by SMS
25090
AA
Moderate OPAC self registrations before a patron account is created
17473
EG
Permission for voiding payments
31498
LG(
Allow for custom primary contact method values
14806
LT
Action Log for Modifying borrower messaging preferences
21314
KMH(
Koha enforces three (3) character password length even if RequireStrongPassword is disabled
35131
LG(
Add scan-able barcode to the patron sidebar (patroninfo)
22632
A
Add logging of merged patrons
30553
LG(
Add a count to the Files tab in the patron account
Patrons who can log into staff interface should be able to change their own password
Koha should let admins to configure automatically generated password complexity/difficulty
7915
SS
Print a barcoded membership card from member detail page
17718
RÅI(TS
Allow usage of Smartform API (Czech only)
14872
LT
Reminder to update SMSnumber when primary phone is updated
9833
MM
New virtual shelves/lists permissions
19909
JM
Show attributes in patron search results
13664
DR
Add password strength plugin
18818
FS
Manage categories displayed in Quick add patron list
16282
CC
Usernames should be case sensitive

Patch doesn't apply 10

13901
MD
sort1 and sort2 not on self registration form
26436
LG(
Quick add patron will not copy over details from cities and towns pull down into patron details
39369
BW(
Button "generate discharge" should not validate again a validated discharge
30568
AF
Make patron name fields more flexible
31610
JM
When creating a guarantee, patron messaging preferences should be copied to this account from the category
Report anonymized patron records
32581
SL
Update dateexpiry on categorycode change
23817
DC
Normalize phone number when searching patrons
14620
LT
Contact information validations
Batch Patron Modification Performance Improvement

Needs signoff 9

39408
NC(
Cannot add patron via API if AutoEmailNewUser and WELCOME content blank
39014
ET
Storing a guarantee fails due to TrackLastPatronActivityTriggers "creating a patron"
39498
PO
Correct display of patron restriction comments
39453
DG
Add attribute type settings for restricting access to extended attributes
39229
DG
Search additional unique patron properties on patron quicksearch
32767
PV
Optionally allow for trimming whitespace from patron attribute values
38778
LG(
Allow for custom sort order in holdshistory table
38532
AF
Show both credits and debits in patron_messages.inc
38373
JR
Mandatory patron relationship has to be selected twice

Signed off 6

39452
NC(
Log cardnumber changes as distinct action within borrower logs
14250
BW(
Don't allow to generate discharges for patrons with fines
34776
ET
Patron messaging preferences are lost when an error occurs during new account creation
39467
DG
Fix patron "View restrictions" link in messages
25947
BW(
Improve locked account message in brief patron info in staff interface
37418
RS
Expand delete_patron.pl / Patrons with defined restrictions should not be deleted

Passed QA 1

39226
MDR
[WARN] DBIx::Class::Storage::DBI::insert(): Missing value for primary key column 'borrowernumber' on BorrowerModification

Pushed to main 16

39331
LG(
Guarantor relationships not removed when changing patron category from memberentry.pl
38892
HW
Patron category 'can be a guarantee' means that same category cannot be a guarantor (again)
39283
LG(
Middle name doesn't display in patron search results
32604
B
Patron categories upper age limit not respected when creating a patron
39334
DG
Preserve order when saving patron attributes
38841
BW(
Guarantor does not check non members guarantor while deleting with ChildNeedsGuarantor
39038
NC(
CollapseFieldsPatronAddForm - Collapsing "Non-patron guarantor" section also collapses the "Patron guarantor" section
39056
NC(
Do not copy preferred_name to new patron when using Duplicate
38847
BW(
Renewing an expired child patron without a guarantor and with ChildNeedsGuarantor set results in an internal server error
39308
LG(
No space between preferred name and middle name in some places
39246
EP
Patron category charge limit inputs should be larger
39021
OL
Badly formatted dropdown on patron account transactions page
26744
DG
Log changes to extended patron attributes
35635
LG(
Expand patron attribute type mandatory field to allow different settings for OPAC and staff interface
35028
JM
Add OPAC self-registration alert on staff interface main page
32742
HW
Add sorting options to patron list export

Needs documenting 18

35508
HW
Update borrowers.updated_on when modifying a patron's attribute
38112
JD
Description of patrons search no longer displayed
37489
SL
Cannot delete patron image without uploading a file
36882
PA
Flatpickr doesn't work for repeatable date patron attributes in overdues
36454
PA
Provide indication if a patron is expired or restricted on patron search autocomplete
23486
NC(
TrackLastPatronActivityTriggers should have an option for patron creation
27123
JB
Add messages to batch patron modification
36169
AB
Add guarantee to patron categories with category type 'Staff'
34608
OL
Add sort1 and sort2 to patron search results
36085
JD
Setting and unsetting the protected flag should be limited to superlibrarian accounts
33703
LG(
Entering dates should be more flexible accepting different entry formats
21431
MDR
Differentiate password change and password reset in action logs
33271
LG(
Show information about patron's guarantees charges on patron details page
25996
TCA(
Changes to restrictions should be logged
36204
LG(
Add othernames to the PatronAutoComplete display
35316
MDR
Add call number to holds history page
26597
HW
Transfer information from guarantor when adding a guarantor to an existing patron
28633
NC(
Add a preferred name field to patrons