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

Bug #1677000 reported by Jane Sandberg on 2017-03-28
2
Affects Status Importance Assigned to Milestone
Evergreen
Medium
Unassigned

Bug Description

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) wrote :

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.

Changed in evergreen:
status: New → Confirmed
importance: Undecided → Medium
Cesar V (cesardv) on 2017-06-08
Changed in evergreen:
assignee: nobody → Cesar V (cesardv)
tags: added: needstest
Cesar V (cesardv) wrote :

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

Cesar V (cesardv) wrote :
tags: added: pullrequest
Changed in evergreen:
assignee: Cesar V (cesardv) → nobody
Jane Sandberg (sandbej) wrote :

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) wrote :

Very nice!

Changed in evergreen:
assignee: nobody → Jason Etheridge (phasefx)
Jason Etheridge (phasefx) wrote :

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

Changed in evergreen:
milestone: none → 3.0-alpha
status: Confirmed → In Progress
Andrea Neiman (aneiman) on 2017-06-23
tags: added: signedoff
removed: needstest
Jason Etheridge (phasefx) wrote :

and pushed to master!

Changed in evergreen:
status: In Progress → Fix Committed
Kathy Lussier (klussier) on 2017-07-27
Changed in evergreen:
assignee: Jason Etheridge (phasefx) → nobody
Changed in evergreen:
status: Fix Committed → Fix Released
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