subject:"\[Koha\-bugs\] \[Bug 18002\] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time"

[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-08-16 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Katrin Fischer  changed:

   What|Removed |Added

 Status|Needs Signoff   |Failed QA

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-08-16 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #49 from Katrin Fischer  ---
Not sure if this one is valid, but the QA tools get upset about missing POD:

 FAIL   C4/Budgets.pm
   OK critic
   OK forbidden patterns
   OK git manipulation
   OK pod
   FAIL   pod coverage
POD is missing for GetHighestBudgetPeriod
   OK spelling
   OK valid

Some small stuff from code review:

1) We should not have unconditional warns:
Budgets.pm
+warn my $data = $dbh->selectrow_array("SELECT MAX(budget_period_id) FROM
aqbudgetperiods");

2) Small typo here:
Start by completing this form to create a currency which
you will be used to create your first budget and fund.

3) Wrong link to the manual - always use http://koha-community... now.
Start by completing this form to create a currency which you will be used to
create your first budget and fund.

4) Why do you comment out the hint? And why only on one of the 2 date fields?
+

5) Please include current test plans in commit message - otherwise it's often
hard to spot the right one and it will help people looking at git later. :)

6) Some little spelling things:
Vendor Information page = vendor information page 
according to our capitalization rules. Also budget administration page etc.

Some more from testing, overall the feature works alright and is a nice
addition. I am mostly concerned about the next point:

6) Wondering: Is there no way to skip the Onboarding process from the
installer? Or the Acquisitions onboarding? 

People who have done this a lot of times before might want to skip the process.
Because you want to add more currencies at the same time, add your whole fund
structure etc. I would like it better if it was visible, but less invasive
maybe? 

Also: Some libraries never set up acq, but need to be able to manage vendors in
acquisitions. So it might be nice if the onboarding tool could be hidden if not
needed.

Some ideas: 
- Don't show the onboarding tool if the user has only vendor_manage permission.
- Only show the onboarding tool, if the user has full acq permissions or is a
superlibrarian.
- I am not sure how helpful the 'next steps' are. Maybe they would be better
suited to go into the manual or help file? As it is the bug button always
remains visible, even if you are a power user of acq.

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-07-10 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #48 from Alex Buckley  ---
Created attachment 64947
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=64947=edit
Bug 18002: Made rate hidden and removed the overflow attribute of
onboardingModal

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-07-03 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #47 from Marc Véron  ---
Hi Alex

It works great. Two small issues:

- The modal box now shows sliders (inactive), they are not necessary. I think
it's in #onboardingModal (overflow) or something with the dimensions.
- The rate can not be changed, that is ok now, but users can enter oter values
and try to save. They will need an explanation why the exchange rate can not be
changed. Or maybe better hide the exchange rate?

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-07-02 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #64732|0   |1
is obsolete||

--- Comment #46 from Alex Buckley  ---
Created attachment 64765
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=64765=edit
Bug 18002 - Created an acquisition onboarding tool to be displayed when no
currency, budget, or fund exists

Implemented scrolling for acquisition onboarding tool.

Hidden the active checkbox for currencies and budget, and made exchange
rate readonly (displayed).

Same test plan as comment 29.

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-06-30 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

   See Also||https://bugs.koha-community
   ||.org/bugzilla3/show_bug.cgi
   ||?id=1

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-06-30 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #45 from Marc Véron  ---
(In reply to Alex Buckley from comment #44)
> Thanks for testing and the feedback Marc
> 
> At present the currency is not set in the onboarding process and will only
> be set if the user chooses to install currencies in the web installer.
> 
> However the creation of a currency in the onboarding too could be a good
> enhancement to the onboarding tool I will make a bug report for that if you
> like?

+1 :-)

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-06-30 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #44 from Alex Buckley  ---
Thanks for testing and the feedback Marc

At present the currency is not set in the onboarding process and will only be
set if the user chooses to install currencies in the web installer.

However the creation of a currency in the onboarding too could be a good
enhancement to the onboarding tool I will make a bug report for that if you
like?

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-06-30 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Marc Véron  changed:

   What|Removed |Added

   See Also||https://bugs.koha-community
   ||.org/bugzilla3/show_bug.cgi
   ||?id=4078

--- Comment #43 from Marc Véron  ---
(In reply to Marc Véron from comment #42)
> The active currency must have an exchange rate of 1.
> However, the wizard allows to enter a different value.

I think 
- the checkbox "Active" should be checked and read-only (maybe hidden?)
- the exchange rate should be set to 1 and read-only (maybe hidden?)

BTW I'm not sure, should not the currency be already defined in the onboarding
process immediately after installing? - Since the active currency is important
not only for acquisition, but should / will be used for fines etc. as well (at
least the symbol), see Bug 4078.

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-06-30 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #42 from Marc Véron  ---
The active currency must have an exchange rate of 1.
However, the wizard allows to enter a different value.

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-06-30 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #41 from Marc Véron  ---
Created attachment 64746
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=64746=edit
Can not scroll down Acquisition onboarding wizard

If the browser window is not high enough for the Acquisition onboarding wizard,
you can not scroll down to make visible the whole modal dialog.

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-06-29 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #40 from Alex Buckley  ---
Created attachment 64732
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=64732=edit
Bug 18002 - Created an acquisition onboarding tool to be displayed when no
currency, budget, or fund exists

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-06-29 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #63456|0   |1
is obsolete||
  Attachment #63456|1   |0
   is patch||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-14 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #39 from Katrin Fischer  ---
Just tested, looks all green for me now:

kohadev-koha@kohadevbox:/home/vagrant/kohaclone$ qa -c 1 -v 2
testing 1 commit(s) (applied to 830786a 'Bug 17461: Warn about plugins that
ca')

Processing files before patches
|>| 12 / 12 (100.00%)
Processing files after patches
|>| 12 / 12 (100.00%)

 OK C4/Budgets.pm
   OK critic
   OK forbidden patterns
   OK git manipulation
   OK pod
   OK spelling
   OK valid

 OK acqui/acqui-home.pl
   OK critic
   OK forbidden patterns
   OK git manipulation
   OK pod
   OK spelling
   OK valid

 OK admin/aqbudgetperiods.pl
   OK critic
   OK forbidden patterns
   OK git manipulation
   OK pod
   OK spelling
   OK valid

 OK admin/aqbudgets.pl
   OK critic
   OK forbidden patterns
   OK git manipulation
   OK pod
   OK spelling
   OK valid

 OK admin/currency.pl
   OK critic
   OK forbidden patterns
   OK git manipulation
   OK pod
   OK spelling
   OK valid

 OK koha-tmpl/intranet-tmpl/prog/en/includes/budgets-active-currency.inc
   OK forbidden patterns
   OK git manipulation
   OK spelling
   OK tt_valid
   OK valid_template

 OK koha-tmpl/intranet-tmpl/prog/en/includes/onboardinginclude1.inc
   OK forbidden patterns
   OK git manipulation
   OK spelling
   OK tt_valid
   OK valid_template

 OK koha-tmpl/intranet-tmpl/prog/en/includes/onboardinginclude2.inc
   OK forbidden patterns
   OK git manipulation
   OK spelling
   OK tt_valid
   OK valid_template

 OK koha-tmpl/intranet-tmpl/prog/en/includes/onboardinginclude3.inc
   OK forbidden patterns
   OK git manipulation
   OK spelling
   OK tt_valid
   OK valid_template

 OK koha-tmpl/intranet-tmpl/prog/en/modules/acqui/acqui-home.tt
   OK forbidden patterns
   OK git manipulation
   OK spelling
   OK tt_valid
   OK valid_template

 OK koha-tmpl/intranet-tmpl/prog/en/modules/admin/aqbudgetperiods.tt
   OK forbidden patterns
   OK git manipulation
   OK spelling
   OK tt_valid
   OK valid_template

 OK koha-tmpl/intranet-tmpl/prog/en/modules/admin/aqbudgets.tt
   OK forbidden patterns
   OK git manipulation
   OK spelling
   OK tt_valid
   OK valid_template

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-14 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #38 from Alex Buckley  ---
I have fixed up the spelling mistake that was causing a qa error in
acqui-home.tt and I have implemented [% USE Price %] at the top of the
onboardinginclude3.inc file (thanks to Marc Veron for the suggestion), so both
errors should now be fixed.

The two qa errors were not being thrown on my machine before making these
changes and so I cannot guarantee that this patch has fixed the two errors.

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-14 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #37 from Alex Buckley  ---
Created attachment 63456
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=63456=edit
Bug 18002 - Created a budget creation onboarding form to be displayed when the
user first visits the acquisition area

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-14 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #63380|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-11 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #36 from Alex Buckley  ---
(In reply to Marc Veron in comment 34)

Hi Marc

For some reason when I run the qa tool it only shows that all qa tests are
successful. 

However I was able to fix up the error in acqui-home.tt easily which is in the
rebased patch I have just attached to this bug report, but I am not sure how
fix up the issue with the onboardinginclude3.tt could you please suggest how
you would solve that issue?

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-11 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #35 from Alex Buckley  ---
Created attachment 63380
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=63380=edit
Bug 18002 - Created a budget creation onboarding form to be displayed when the
user first visits the acquisition area

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-11 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #63151|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-07 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Marc Véron  changed:

   What|Removed |Added

 CC||ve...@veron.ch

--- Comment #34 from Marc Véron  ---
Works nicely.

QA tools still have something to complain about:

FAILkoha-tmpl/intranet-tmpl/prog/en/includes/onboardinginclude3.inc
   FAIL   valid_template
: filter not found

 FAIL   koha-tmpl/intranet-tmpl/prog/en/modules/acqui/acqui-home.tt
   FAIL   spelling
 seperate  ==> separate

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-04 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #33 from Alex Buckley  ---
Created attachment 63151
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=63151=edit
Bug 18002 - Created a budget creation onboarding form to be displayed when the
user first visits the acquisition area

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-04 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #63150|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-04 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #32 from Alex Buckley  ---
Created attachment 63150
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=63150=edit
Bug 18002 - Created a budget creation onboarding form to be displayed when the
user first visits the acquisition area

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-04 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #61987|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-04 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #61988|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-04 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #60688|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-04 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #60687|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-04 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #60686|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-04 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #60685|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-04 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #31 from Katrin Fischer  ---
Patches eyeball well on first glance otherwise!

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-05-04 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Katrin Fischer  changed:

   What|Removed |Added

 CC||katrin.fisc...@bsz-bw.de

--- Comment #30 from Katrin Fischer  ---
Starting to take a look at this (finally!). There are some complaints by the QA
script:

 FAIL   koha-tmpl/intranet-tmpl/prog/en/includes/onboardinginclude.inc
   OK forbidden patterns
   FAIL   git manipulation
The file has been added and deleted in the same patchset
   OK spelling
   OK tt_valid
   OK valid_template

 FAIL   koha-tmpl/intranet-tmpl/prog/en/includes/onboardinginclude3.inc
   OK forbidden patterns
   OK git manipulation
   OK spelling
   OK tt_valid
   FAIL   valid_template
: filter not found

 FAIL   koha-tmpl/intranet-tmpl/prog/en/modules/acqui/acqui-home.tt
   OK forbidden patterns
   OK git manipulation
   FAIL   spelling
 seperate  ==> separate
   OK tt_valid
   OK valid_template

 FAIL   koha-tmpl/intranet-tmpl/prog/en/modules/admin/aqbudgetperiods.tt
   FAIL   forbidden patterns
forbidden pattern: tab char (line 337)
   OK git manipulation
   OK spelling
   OK tt_valid
   OK valid_template

As there have been no sign-offs yet, sqashing the patches should usually be
alright if you want to (for the remove/add complaint).

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-04-09 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #29 from Alex Buckley  ---
Test plan:

1. Restart memcached: sudo service memcached restart

2. Drop and recreate the database

3. Go through the web installer selecting all data values (except the basic
currencies)

4. After the web installer is finished log into the staff interface using
database admin credentials

5. Create a patron and assign superlibrarian permissions to them

6. Log out of staff interface and log back in as the new user you just created

7. Go to More->Acquisitions

8. Notice yellow/orange warning message telling you to create a budget

9. Apply the patches attached to this bug report

10. Repeat steps 1,2,3,4,5,6,7

11. Notice instead of warning messages a currency creation form appears along
with explanation of what a currency is and why the user is being asked to fill
this form out. Fill out and submit this form. Notice active checkbox is ticked
by default

12. A budget creation form is displayed along with an explanation of budgets
above it. Fill this form out and submit it. Notice active checkbox is ticked by
default. 

13. A fund creation form appears (again with explanation text above it), fill
it out and submit it

14. The coloured acquisition onboard box disappears and a table of created
funds is displayed and should show the fund you just created


15. On the left of the screen below the text 'Administration' click on 'Funds'
and delete the fund you just created

16. Click on More->Acquisitions and observe how the funds form is displayed
rather than the currency or budget forms (because we already have a currency
and budget in the database). Fill out the fund form and submit it.

17. Again you'll notice the fund table is displayed


18. On the left of the screen click on 'Budget' and delete your budget

19. Navigate to More->Acquisitions and observe how this time the budget form is
displayed. Fill out this form and submit it. You should be redirected to the
Budget Information page (aqbudgetperiods.pl) where you can click Actions->Add
fund to add a fund.


20. Repeat steps 1,2,3,4,5,6,7 but making sure to install all sample data in
the web installer including the basic currencies

21. Notice this time because you have installed basic currencies the first form
to appear is the budget creation form

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-04-09 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #28 from Alex Buckley  ---
Created attachment 61988
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=61988=edit
Bug 18002 - Reduced the widths (and removed set heights) of the acquisition
onboarding includes

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-04-09 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #27 from Alex Buckley  ---
Created attachment 61987
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=61987=edit
Bug 18002 - Implemented currency creation form which is the first file to be
displayed if the user did not install sample currencies during installation.

Implemented new colour scheme to match the blue/grey Koha staff
interface colours.

Implemented text about what is happening in all forms, in addition to a
hidden 'Next steps' help text on the acqui-home.tt page which will
appear when the user hits the button clearly visible on the same page. This
Next steps text tells the user how to create a vendor (link supplied),
basket and order

I have defaulted the budget active checkbox and currency active
checkboxes to be ticked.

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-03-02 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

 Blocks||18060


Referenced Bugs:

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18060
[Bug 18060] Add onboarding functionality to guide users through setting up
labels for the first time
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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

 Status|ASSIGNED|Needs Signoff

--- Comment #26 from Alex Buckley  ---
Test plan:

1. Drop and recreate your database
2. Restart memcached: sudo service memcached restart
3. Go through the web installer
4. Go to More->acquisitions
5. Notice the warnings telling you that you need to create a budget
6. Create a budget and return to the acqui-home.pl page
7. Notice the warning to create a budget is still being displayed
8. Apply the patches in this bug: git bz apply 18002
9. Redo steps 1,2,3,4
10. Notice there is a box containing a simplified form for you to create a
budget is displayed on acqui-home.pl (no warning message being displayed)
11. Create a budget using this form and submit the form
12. Notice a simplified form containing a simplified form for you to create a
fund is displayed on acqui-home.pl
13. Create a fund using this form and submit it
14. Notice the fund you have created is displayed in a table in the subsequent
acqui-home.pl screen
15. Click on Budgets->Add fund
16. Create and save a fund 
17.Notice how this fund form in aqbudgets.pl redirects you back to aqbudgets.pl
after you have saved the fund form

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #25 from Alex Buckley  ---
Created attachment 60688
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=60688=edit
Bug 18002 - Tidied up the UI removing close button, and cancel links

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #24 from Alex Buckley  ---
Created attachment 60687
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=60687=edit
Bug 18002 - Created two includes onboardinginclude.inc and
onboardinginclude2.inc which contain the budget and fund creation forms
respectively

Both these forms successfully insert records into the database

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #23 from Alex Buckley  ---
Created attachment 60686
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=60686=edit
Bug 18002 - Added in a onboardinginclude.inc which will be the include
displayed if the user has not set up their acquisitions or labels areas.

This include contains a form to create a budget but this is not yet
inserting into the database

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #22 from Alex Buckley  ---
Created attachment 60685
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=60685=edit
Bug 18002 - Created a budget creation onboarding form to be displayed when the
user first visits the acquisition area

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #60684|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #60683|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #21 from Alex Buckley  ---
Created attachment 60684
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=60684=edit
Bug 18002 - Created two includes onboardinginclude.inc and
onboardinginclude2.inc which contain the budget and fund creation forms
respectively

Both these forms successfully insert records into the database

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #20 from Alex Buckley  ---
Created attachment 60683
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=60683=edit
Bug 18002 - Created a budget creation onboarding form to be displayed when the
user first visits the acquisition area

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #60682|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #60681|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #18 from Alex Buckley  ---
Created attachment 60681
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=60681=edit
Bug 18002 - Added a new include (onboardinginclude.inc) which displays a form
for the user to create a budget.

Bug 18002 - Added in modal box and message (outside of modal box) for when
users first visit Acquisitions.

These messages are in place of the unclear yellow warning messages.

Test plan:
1. Drop and recreate your database

2. Go through the web installer without installing any optional data
values

3. Visit Acquisitions you should see two large yellow warning message
boxes telling you to specify a currency and a budget

4. Apply this patch

5. Refresh the Acquisitions page. Instead of the two yellow warning
messages you will see a message sentence telling you to create a
currency (providing you with a link).
As well as a modal box fading in specifying (with links) the steps you need
to do to set up Acquisitions, in the following order: create budget, fund,
vendor and basket

Bug 18002 - Removed the Javascript preventing the display of currency and
acquisition setup messages at the same time

Bug 18002 - Removed errant warn and inline styling into an internal style sheet

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #19 from Alex Buckley  ---
Created attachment 60682
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=60682=edit
Bug 18002 - Added in a onboardinginclude.inc which will be the include
displayed if the user has not set up their acquisitions or labels areas.

This include contains a form to create a budget but this is not yet
inserting into the database

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #60679|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #60678|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #60677|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #59911|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #59992|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #59910|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-26 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #60676|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-25 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

  Attachment #60680|0   |1
is obsolete||

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-25 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #17 from Alex Buckley  ---
Created attachment 60680
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=60680=edit
BUg 18002 - Started to add label layout creation form to onboardinginclude.inc
file

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-25 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #16 from Alex Buckley  ---
Created attachment 60679
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=60679=edit
Bug 18002 - Successful insertion of budget and fund in the acquisitions
onboarding tool followed by the acquisition home page being displayed.

Also the order of the form display in the acquisition onboarding tool is
now correct with the budget being displayed first then fund.

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-25 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #14 from Alex Buckley  ---
Created attachment 60677
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=60677=edit
Bug 18002 - Added add fund form to the onboardinginclude.inc file to be
displayed after users have created a budget in the add budget form also in the
onboardinginclude.inc

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-25 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #15 from Alex Buckley  ---
Created attachment 60678
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=60678=edit
Bug 18002 - Successfully working budget and fund form display order

Created onboardinginclude2.inc for fund form

Added perl If statement logic into acqui-home.pl to control onboarding
include display

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-25 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #13 from Alex Buckley  ---
Created attachment 60676
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=60676=edit
Bug 18002 - Added in a onboardinginclude.inc which will be the include
displayed if the user has not set up their acquisitions or labels areas.

This include contains a form to create a budget but this is not yet
inserting into the database

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-23 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #12 from Alex Buckley  ---
To clarify how the patches for this bug report are going to help the users set
up their acquisitions area below is a description of how the developing
onboarding tool include will work:

I am developing the acquisitions onboarding tool as an include displayed by the
the acqui-home.tt file. So it will appear to users as a div box on the
acquisitions home page.

If the user is exploring Koha for the first time and visits the acquisition
home page for the first time this onboarding tool box will appear but if the
user does not want to set up Acquisitions yet they can simply use the Koha
global navigation to navigate to a new page, they are not forced to use the
acquisitions onboarding tool.

The acquisitions onboarding tool box will be displayed everytime the user
visits the acquisitions home page until they use it to set up their
acquisitions.

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-07 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

--- Comment #11 from Alex Buckley  ---
Still in progress

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[Koha-bugs] [Bug 18002] Make onboarding tool include framework to be embedded in Acquisitions to help the users set up Acquisitions for the first time

2017-02-07 Thread bugzilla-daemon

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18002

Alex Buckley  changed:

   What|Removed |Added

Summary|Clarify the initial setup   |Make onboarding tool
   |of Acquisitions with|include framework to be
   |onboarding message when |embedded in Acquisitions to
   |user arrives in |help the users set up
   |Acquisitions without|Acquisitions for the first
   |currency, budget and fund   |time

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