There is no visual indicator that a patron record has notes in the Web client

[Jane Sandberg]

In the XUL client, there were two such indicators: the phrase (Has notes) and a border around the patron's name. In the Web client (at least on Webby), you have to go to Other > Notes before even knowing whether or not any notes exist. While this definitely reduces clutter, it is a bit of a hassle for information that used to be readily available.

Perhaps the Notes menu item could include a count of relevant notes next to it, like so:

More
-- Display alert and messages
-- Notes (2)
-- Triggered Events / Notifications

[Kathy Lussier (klussier)]

My preference is for the visual indicator to display without the need to click the Other button. Unless circ desk staff get in the habit of clicking 'Other' every time they retrieve a patron, they aren't going to know that the note is there.

Displaying 'Note' as a clickable link only when a note is present, as is the current behavior on the XUL client, is one option that only adds clutter to the screen in those cases when the retrieved patron has a note.

Another option might be to list Notes along the left sidebar, as is done with other fields, and displaying the number of notes on the patron's record.

[Cesar V (cesardv)]

I've implemented a fix based on Kathy's comment, that mimics the XUL client's "has notes" indicator's behavior, i.e only show's up if there are notes, and displays a count of how many. See pic attachment.

Made the indicator be clickable and route to Other->Notes. Other ways to address this not mentioned in LP would be using a glyphicon instead, or moving the Notes submenu item out of Others tab.

Or even making the entire tab/menu be resposive, and collapsing into an Others submenu only when needed.

http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/cesardv/lp1677000-webstaff_patron_notes_indicator

[Jane Sandberg (sandbergja)]

The example indicator you showed looks pretty attractive, Cesar. I think that this type of indicator would not lead to an overly cluttered screen. Thanks for creating that branch!

[Terran McCanna (tmccanna)]

Very nice!

[Jason Etheridge (phasefx)]

Thanks Cesar! I signed off and pushed it into collab/phasefx/webstaff-bugs

http://git.evergreen-ils.org/?p=working/Evergreen.git;a=commitdiff;h=5c3529376e0f0b6bc552b89ba4d55399b4c83dfd

[Jason Etheridge (phasefx)]

and pushed to master!