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New Features: Pickup Location and Transfers | December 2018

New Features: Pickup Location and Transfers | December 2018

We have a number of new features for our customers that work with multiple locations. Specifically, this releases builds upon our recent work to specify and control how pickup locations are handled, and allows you to transfer items between locations. New features allow your users to specify where they want to pick up a reservation and myTurn will help ensure you transfer items to the pickup location on time.

  • There new Transfer and Receive workflows:
    • Inventory -> Transfer 
      • Lets you know any items that need to be transferred to another location for an upcoming reservation or to return the item to it’s Home Location or Branch.
      • Allows you to start the Transfer process and to print out a “transfer slip”
    • Inventory -> Receive
      • Lets you receive items that have been transferred to your location
      • This workflow will also let you know if the items were transferred for an upcoming reservation so you can set them aside for pickup.
  • Admins will now get a warning when an item is checked in:
    • One or more items need to be transferred to another location for a reservation
    • Or items that should be sent back to their “home” inventory location
  • Temporarily transfer items to another location with a more formal “transfer” process

You can also require that users can only reserve items from their home location (one location at a time), if you do not want to allow inter-location transfers.

A full list of new features and fixes in this release can be found below

Updates

  • [LEND-5234] – Add way to mark item “in transit” and “received” when building order
  • [LEND-5235] – Add a “Receive Items” report/process
  • [LEND-5236] – Ability to mark an item received
  • [LEND-5237] – Transfer Item report/workflow
  • [LEND-5264] – Rransfer from item details page
  • [LEND-5265] – Receive an item from the item details page
  • [LEND-5268] – List of items being transferred
  • [LEND-5305] – Review permissions on transfers
  • [LEND-5313] – Integrate SIP2
  • [LEND-5314] – “Create account” page for SIP2
  • [LEND-5321] – Prevent check outs for in-transit items
  • [LEND-5323] – Update the current location when receiving an item transfer
  • [LEND-5335] – Add “canceled” property to transfers
  • [LEND-5376] – Option to ignore closed days when counting buffer days
  • [LEND-5377] – Skip closed days when counting buffer days, if that’s the organization option
  • [LEND-5383] – If all items of a reservation are being checked out, flag the reservation as fulfilled.
  • [LEND-5384] – At checkout (admin cart) check if the items being checked out are on reservations, and if all the items are being checked out
  • [LEND-5385] – Self-checkout API: call to remove items from the reservation so that a reservation may be marked as fulfulled
  • [LEND-5391] – 500 Server Error when there’s a reservation conflict (self-checkout API)
  • [LEND-5399] – Add “reservation buffer” option to org options — how many days ahead to look for when checking for items that need to be transferred to fulfill reservations
  • [LEND-5401] – On receive item pages, don’t remove lines; just remove buttons
  • [LEND-5402] – Allow start transfer on “Transfer Items” page via ID/barcode scan
  • [LEND-5439] – Add a ready flag to orders and send emails
  • [LEND-5316] – Allow searching and sort on the “Status” column in the Reservation Report
  • [LEND-5318] – Reservation list for orgs without locations should use the original criteria query
  • [LEND-5319] – Update restrictions on who can transfer or receive items
  • [LEND-5327] – Automatically & properly transfer items to location they are being checked in to if it differs from the Item’s Current Location
  • [LEND-5330] – Order the Membership Types list on for the Inventory Visibility Settings
  • [LEND-5332] – Single item transfer improvements
  • [LEND-5334] – Send “Set/reset your password” instead of “Confirm email” after creating SIP2 user
  • [LEND-5337] – Changes to home/current location in reservations, orders, transfers
  • [LEND-5342] – item_fee_discount is wrong on self-checkout api
  • [LEND-5345] – Add internal id columns to receive/return lists
  • [LEND-5346] – Don’t show the transfer table on orders if nothing needs to be transferred
  • [LEND-5347] – Keep correct group open Transfer table when moving children
  • [LEND-5352] – Add reservations to the transfer tables
  • [LEND-5356] – Add submit button to “create account – SIP2
  • [LEND-5357] – Grant users a “request” membership when created through sip2
  • [LEND-5361] – Showing “Coming From” on In Transit Section of Builder order with warning for items NOT headed to the pickup location
  • [LEND-5373] – Make nice arrows an option to the location’s toString() and a utility so we can stop manually writing replaceAll everywhere
  • [LEND-5374] – Add location picker to all checked out report
  • [LEND-5378] – More location picker “main location” cleanup
  • [LEND-5386] – Bail out of adding an item to an order via the form if it’s already on the order
  • [LEND-5387] – Arrow issue in transfer grouped item
  • [LEND-5389] – Show the reservation number on the build order page
  • [LEND-5400] – Sort listInTransit by Reservation ID (blank last)
  • [LEND-5410] – Add print button after an item on a reservation has been received
  • [LEND-5436] – SIP2: allow blocking based on fines due in remote system
  • [LEND-5442] – Expand permission checks for items in orders
  • [LEND-5449] – Modify system to use a non-session cookie to remember admin sidebar collapse state
  • [LEND-5450] – Dashboard improvements for Location Admins
  • [LEND-5451] – Add to order is still pretty slow
  • [LEND-5403] – Allow receive transfer on “Receive Items” page via ID/barcode scan
  • [LEND-5315] – Fulfilled orders are showing up on the “before today” page when the checkbox isn’t checked
  • [LEND-5317] – Invalid JSON response on reservation report sometimes
  • [LEND-5326] – Comments not saving on transfers
  • [LEND-5331] – Items need to be reindexed when being transferred
  • [LEND-5338] – Location missing on order page for groups
  • [LEND-5339] – Escaping issue on order page when expanding groups
  • [LEND-5343] – Only show “to order” or “transfer” button for groups if all the current locations are the same (if using transfers)
  • [LEND-5344] – Show location for individual child rows in orders when the whole group is not the same
  • [LEND-5348] – Export admin and user notes with Reservation report
  • [LEND-5354] – Receive Items (itemTransfer/listInTransit) should only show items for the current organization
  • [LEND-5355] – Change “Authority” to “Handled By” for consistency
  • [LEND-5358] – Make items on Build Order page clickable, but open in a new window
  • [LEND-5359] – Do not allow transfering an item on an order or upcoming reservation (unless it is to the pickup location)
  • [LEND-5362] – Make sure javascript replace uses /g (location arrows)
  • [LEND-5363] – Restrict /itemTransfer to location operator and higher
  • [LEND-5364] – Error listing transfers in progress
  • [LEND-5367] – Ugly error when trying to create an account and it is blocked
  • [LEND-5368] – Do not show Current Location when items are In Transit (editing, item page, etc.)
  • [LEND-5369] – Properly handle add to order by ID on the Build Order page
  • [LEND-5370] – Add ability to view and print “pickup slip” for a reservation when receiving transfers
  • [LEND-5371] – Change “Return Items” process to also show items that need to be transferred for a reservation pickup
  • [LEND-5372] – Update Transaction Receipt to show items that need to be transferred to their Home Location or to a Pickup Location for an upcoming reservation
  • [LEND-5375] – Transfer location on check in might be broken for qty > 1
  • [LEND-5379] – Reservations fulfilled via the Kiosk should be marked as fulfilled
  • [LEND-5380] – Add Fulfilled flag to Kiosk API for reservations
  • [LEND-5381] – Account gwh (site admin) cannot login in organization where they are not a member
  • [LEND-5382] – Arrow not showing up correctly in tooltip warning message on transfers
  • [LEND-5388] – Transfer table not showing up on orders sometimes when it should
  • [LEND-5396] – Membership extension transaction shows up as amount $-.–
  • [LEND-5397] – Remove start transfer buttons on items that are checked out
  • [LEND-5404] – Branch doesn’t have a @GlendObject and fails equal comparisons
  • [LEND-5405] – Sidebar issues on public show page
  • [LEND-5406] – Transfer Items: should ignore items with an upcoming reservation already at the Pickup Location for the item
  • [LEND-5407] – Date error on transfer form
  • [LEND-5408] – Button stacking issue on Build Order
  • [LEND-5411] – Remove item scan/ID box on build order does not work
  • [LEND-5412] – Reservation reminder emails is still using Order’s fulfilled flag
  • [LEND-5413] – Can’t start single item manual Transfer
  • [LEND-5415] – Transaction receipt pop-up shows items already In Transit
  • [LEND-5416] – When an item has both pre- and post- buffer days, build order gives warning of overlapping reservations when reservations just “touch”
  • [LEND-5417] – NPE on order editing
  • [LEND-5418] – Add ability to print a “transfer” slip to include with items being transferred
  • [LEND-5420] – i18n strings not escaped properly in Javascript on Reservations page
  • [LEND-5421] – Transfer item at Check In does not update solr’s current_location (but does update the database)
  • [LEND-5437] – Receive items page returns everything when searching for Main Location
  • [LEND-5438] – Name sometimes not showing on reservation calendar
  • [LEND-5441] – Change List Reservations to use Current Location or In Transit rather than Home Location
  • [LEND-5444] – Items being checked in (committed) through self-checkout kiosk aren’t reindexed if the user doesn’t complete the transaction
  • [LEND-5445] – Start Transfer button incorrectly showing for location admin when item is in transit
  • [LEND-5448] – Kiosk on iPad 2 broke with a recent-ish update of npm modules
  • [LEND-5452] – Solr exception checking back in via OLD Kiosk
  • [LEND-5455] – Error overriding a per-loan fee
  • [LEND-5457] – Filtering Reservation List by location should also show reservations with Pickup and Current item location at that location
  • [LEND-5458] – Can’t send items from Order to Admin Cart (check out) for items with home location Location admin does not have permission to
  • [LEND-5459] – Constraint preventing project deletion
  • [LEND-5460] – Location admin can’t check out item transferred to their location
  • [LEND-5462] – Project loan history page is missing loans that are grouped with previous ones
  • [LEND-5464] – Item page (inventory/show) should show the info for the Home Location of the item
  • [LEND-5466] – Home Page HTML is filtering too many tags
  • [LEND-5477] – Create organization fails
  • [LEND-5483] – Denied and old reservations showing up with multiple locations option
  • [LEND-5485] – Can’t edit items in the UK (maybe other countries)
  • [LEND-5488] – Make sure JS makeNiceArrows isn’t being called on an undefined object
  • [LEND-5489] – NPE trying to view some transaction(s)