wishlist: give staff more control with override actions for checkout and items out

[Andrea Neiman]

This work is sponsored by PaILS and being developed by Equinox.

It will create the ability for staff to auto-override certain subsequent events (such as max_renewals_reached or patron_exceeds_fines) when encountered at check out or from the items out area.

This work does not propose to change any existing permissions used to override events and merely seeks to minimize the need for staff to click through multiple dialogs when performing actions across several items.

Work will proceed according to the approved specification, below:
https://yeti.equinoxinitiative.org/dev/public/techspecs/override_actions.pdf

[Jason Etheridge (phasefx)]

I pushed a branch for this to collab/phasefx/lp1908439-auto-overrides

https://git.evergreen-ils.org/?p=working/Evergreen.git;a=commitdiff;h=b0e4c86bab302cf4bcbb4d53be03c27c18ad7748

    lp1908439 Auto-override enhancment

    This reworks the override action dialogs in the patron display for Check
    Out and Items Out, and in the Circulation -> Renew Items interface. It
    exposes the auto-override behavior as checkboxes giving staff more fine
    grained control over which events are auto-forced or skipped upon
    subsequent encounters. It also changes the Cancel action for batch
    renewals to abort the remaining renewals in the batch, and makes it so
    that new authorization credentials provided during such a batch will be
    treated as an operator change for the entire batch. We also fix an
    existing bug where events marked as already encountered for
    auto-override could leak into other patron contexts via Patron Search.

[Andrea Neiman (aneiman)]

Docs draft here to facilitate testing:

https://docs.google.com/document/d/1XR0_fSobkroCeZiGjNtxtAx94cbrrXc_UH1b-nOPAv4/edit?usp=sharing

[Terran McCanna (tmccanna)]

I like it! The new override options and messaging are a good improvement.

- Tested checkouts and renews with patrons that were over the fines limit.
- Tested with item statuses of Bindery, Claims Returned, Lost, On Holds Shelf
- Tested with shelving location set to not circulate.
- Tested with too many renewals.

Since PaILS funded this, I'm not sure if they are still testing and ready to sign off or not, but it looks good to me so I'll add my sign off as well:

https://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/mccanna/lp1908439-auto-overrides-signoff

PS - I really appreciate the testing documentation, that made testing much easier.

[Andrea Neiman (aneiman)]

Thanks Terran - noting that PaILS did give Equinox a project signoff for this work after internal testing wrapped up earlier this year.

[Mike Rylander (mrylander)]

Well, heck.

I got overzealous and committed this to 3.6 and 3.7 in addition to master. I'm happy to revert the back branches if that's desirable, though. Input requested.

Apologies!

Regardless, thank you Jason, Terran, and PaILS!

[Mike Rylander (mrylander)]

After some internal discussion I've reverted my pushes to 3.6 and 3.7, since it's definitely a feature branch and not worth the risk of introducing problems to released versions.

It does backport cleanly, though, so anyone wanting to make use of it locally has at least a low barrier to testing it out.