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  • Wm. Nick Clemens's avatar
    Bug 28633: Add preferred name field to patrons · 2e833454
    Wm. Nick Clemens authored and Katrin Fischer's avatar Katrin Fischer committed
    
    
    This patch adds a new field 'preferred_name' to the patron record.
    
    On storage (creation or update) the preferred_name is set to the firstname if no
    value is passed. Patron modifications will set the preferred name to the firstname if
    the preferred_name field is hidden
    
    With this patchset preferred_name will always be set - either to the firstname, or a specified value.
    
    PatronAutoComplete/ysearch is updated to use 'preferred_name'
    
    To test:
     1 - Apply patches
     2 - Update database and restart all, clear browser cache
     3 - Load a patron in staff module
     4 - Confirm you see and can add a preferred name
     5 - Confirm the preferred name and first name now displays on patron details
     6 - Remove first name from patron record and confirm it no longer shows
     7 - Edit sysprefs BorrowerMandatoryFields and BorrowerUnwantedFields to confirm you can make
         new field required or hidden
     8 - Sign in as patron to opac
     9 - Confirm preferred name shows
    10 - Edit account on opac and confirm field is present
    11 - Verify DefaultPatronSearchFields contains 'preferredname' if your pref had firstname
    12 - Perform checkout and patron search using preferred_name, confirm patron is found
    13 - Enable PatronAutoComplete system preference
    14 - Type patron's surname into Checkout or patron search but don't hit enter
    15 - Confirm patron is displayed with 'preferred_name' in the preview
    16 - Set 'preferred_name' in all 'Unwanted' preferences
    17 - Confirm editing a patron in staff interface sets both fields when firstname updated
    18 - Confirm a patron modification sets both fields when firstname updated
    19 - Create a patron / perform self registration and confirm both fields set when preferred_name is hidden
    20 - Remove preferred_name from Unwanted prefs and confirm preferred_name is set to firstname if nothing passed
    
    Signed-off-by: default avatarEmily Lamancusa <emily.lamancusa@montgomerycountymd.gov>
    Signed-off-by: Martin Renvoize's avatarMartin Renvoize <martin.renvoize@ptfs-europe.com>
    Signed-off-by: default avatarKatrin Fischer <katrin.fischer@bsz-bw.de>
    2e833454
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