[Bug 17406] New: Simplify pay.pl interface - pt.1

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[Bug 17406] New: Simplify pay.pl interface - pt.1

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https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406

            Bug ID: 17406
           Summary: Simplify pay.pl interface - pt.1
 Change sponsored?: ---
           Product: Koha
           Version: master
          Hardware: All
                OS: All
            Status: NEW
          Severity: enhancement
          Priority: P5 - low
         Component: Circulation
          Assignee: [hidden email]
          Reporter: [hidden email]
        QA Contact: [hidden email]
                CC: [hidden email], [hidden email]

I think we can simplify the payment screen.

1) Remove the Pay Amount button.  By default, all items are selected, so the
Pay selected will do the job.
2) Remove the cancel link.  A) It's a link, not a button.  B) All it does is
change tabs.  There isn't anything to really cancel.  Changing tabs or
navigating elsewhere does the same thing.
3) Remove Write off all button and replace with Write off selected button.
4) Remove the individual Pay and Write off buttons.  They are redundant.

#4 is my opinion, but they really convolute the flow.  The checkboxes and two
buttons are sufficient and straight forward.

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[Bug 17406] Simplify pay.pl interface buttons

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https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406

Christopher Brannon <[hidden email]> changed:

           What    |Removed                     |Added
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            Summary|Simplify pay.pl interface - |Simplify pay.pl interface
                   |pt.1                        |buttons

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[Bug 17406] Simplify pay.pl interface buttons

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In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406

Christopher Brannon <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
             Blocks|                            |17409


Referenced Bugs:

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17409
[Bug 17409] Remove redundant note fields for payments on pay.pl
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[Bug 17406] Simplify pay.pl interface buttons

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406

--- Comment #1 from Christopher Brannon <[hidden email]> ---
I'll add one more.

Since a Write off means removing a fine/fee without payment we might consider:

5) Have only one action button at the bottom.  It defaults to Pay selected, but
a dropdown button to the side reveals Write off selected.  If this is too
controversial, perhaps it could be setup as an option in preferences.

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[Bug 17406] Simplify pay.pl interface buttons

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https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406

Lisette <[hidden email]> changed:

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                 CC|                            |[hidden email]

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[Bug 17406] Simplify pay.pl interface buttons

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https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406

Kyle M Hall <[hidden email]> changed:

           What    |Removed                     |Added
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                 CC|                            |[hidden email]

--- Comment #2 from Kyle M Hall <[hidden email]> ---
Created attachment 56932
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=56932&action=edit
Screenshot of Accounts Rewrite payment system

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[Bug 17406] Simplify pay.pl interface buttons

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https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406

--- Comment #3 from Kyle M Hall <[hidden email]> ---
Christopher, I would propose a bit of an alternative. I've attached a
screenshot of the payment feature from the old accounts rewrite. As you can
see, there are a series of checkboxes and an amount field that is updated based
on what is selected. So you can pay by selected, or pay by amount ( or a
combination of both ). All the pay buttons are replaced with a single button
and a pulldown that lets you select whether the fine is being paid of forgiven
( the rewrite also allows for other arbitrarily defined payment types ).

What do you think of that idea?

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[Bug 17406] Simplify pay.pl interface buttons

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https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406

Kyle M Hall <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
           See Also|                            |https://bugs.koha-community
                   |                            |.org/bugzilla3/show_bug.cgi
                   |                            |?id=17408

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[Bug 17406] Simplify pay.pl interface buttons

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In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406

Kyle M Hall <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
           See Also|                            |https://bugs.koha-community
                   |                            |.org/bugzilla3/show_bug.cgi
                   |                            |?id=17409

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[Bug 17406] Simplify pay.pl interface buttons

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https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406

--- Comment #4 from Christopher Brannon <[hidden email]> ---
I like it.  It is very similar to my request.  The one thing I have trouble
with is the note.  This does not give the option to place individual notes on
the individual items.  See
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17409 for my
suggestion and let me know your thoughts.

I still think the real estate could be consolidated more by combining the
dropdown and process into an action button that defaults to payment.  What do
you think?

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[Bug 17406] Simplify pay.pl interface buttons

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https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17406

Josef Moravec <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
             Blocks|                            |17596
                 CC|                            |[hidden email]


Referenced Bugs:

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17596
[Bug 17596] Simplify accounting UI in staff client
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[Bug 17406] Simplify pay.pl interface buttons

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--- Comment #5 from Kyle M Hall <[hidden email]> ---
(In reply to Christopher Brannon from comment #4)
> I like it.  It is very similar to my request.  The one thing I have trouble
> with is the note.  This does not give the option to place individual notes
> on the individual items.  See
> https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17409 for my
> suggestion and let me know your thoughts.

I would suggest we have a global notes fields, and a per-line notes field. The
notes can then be concatenated when the payments are made. How does that sound?

> I still think the real estate could be consolidated more by combining the
> dropdown and process into an action button that defaults to payment.  What
> do you think?

Hmm, it's not a bad suggestion, but I fear accidental mis-choosing of the
payment type. We could add a confirmation popup, but then the number of clicks
wouldn't be reduced. What do you think?

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[Bug 17406] Simplify pay.pl interface buttons

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Sunny <[hidden email]> changed:

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[Bug 17406] Simplify pay.pl interface buttons

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Cheryl <[hidden email]> changed:

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