RELEASE-NOTES.rst

Release notes

v1.6.1

This patch allows to create additional queues for bulk indexing to prevent the creation of huge amounts of workers when full reindexing resources.

v1.6.0

⚠ Production instances need to migrate data, as this release modifies the data model of several resources:

• rero/rero-ils@dd83a91b (procedure to be found in the commit message).
• rero/rero-ils#2393 (procedure to be found in the PR description).
• rero/rero-ils@c4bdd9ef (procedure to be found in the commit message).

New options have been added to the CLI to allow to reindex a resource into another index, and the to switch from one index to the another. This prevents to interrupt the service during the reindexation process.

This release allow the user to sort the search result list alphabetically and by date (ascending and descending) for several type of records, on the public and professional interface. It also improves how the search handles queries with diacritics (#2396).

Notes can be added to the language field (#1867).

Two issues on the notification system are solved:

• The availability was wrongfully sent to the owning library instead of the pickup library (#2373).
• As overdue notifications are grouped, the reminder number in the e-mail subject can be misleading (#2390).

The anonymization of circulation transactions is modified to keep at least the last three months of operations, even if the patron doesn't keep the transaction history, in order to allow librarian to manage circulation (#2068).

The information displayed on the patron detailed view of the professional interface has been improved. In the patron brief view, the connexion to the circulation interface has been changed as a link instead of a button, thus allowing the librarian to open it in another window or tab.

The circulation history of the patron, as seen on the public and professional interface, displays correct data (#1227). Alongside, the total amount on the fee's tab of the public patron account is restored (#2319). The ILL requests are also correctly displayed (#1902).

Creating a template on the base of an existing record resulted in errors, due to the links to other records (#2385). From now, all the links inside templates are handled.

The comprehensive changes are to be found in the changelog. The changelogs of the other components of RERO ILS contains also relevant changes:

• rero-ils-ui.
• ng-core.

v1.5.1

This patch fixes several issues:

• Corrects the collection (seminar/courses) URL (#2337).
• Speeds the rendering of several professional interface pages (#2259).
• Restore the facets behaviour, without the limit to ten items.
• Fixes the computation of due date (#2198).
• Corrects the URL for Renouvaud catalogue on the frontpages used in production.

v1.5.0

This is the first release since the 🚀 go-live, as we published several patches (from v1.4.0 to v1.4.11). The main feature of this new version is the displaying of all the fields of the document, both on the public and professional interface. Patrons will finally see all the bibliographic metadata carefully filled in by librarians.

Alongside, some improvements and issue fixing take part of this version, such as:

• Clearing the input field of the circulation interface quicker, before the transaction is closed, thus allowing the librarian to go on (#2244).
• Removing default value of optional fields in the cataloguing editor, because in some case it forced the librarian to clean manually unused field (#2080 and #2310).
• Preventing the deletion of a document if it is a parent record of other documents (#2414).

The comprehensive changes are to be found in the changelog. The changelogs of the other components of RERO ILS contains also relevant changes:

• rero-ils-ui.
• ng-core.

v1.4.11

This patch improves the Angular application integration (ie the professional interface), which has an impact on the editor performance.

The comprehensive changes are available in the changelog.

v1.4.10

This patch improves significantly the editors of RERO ILS, especially the document editor which loads much faster now (#1747). Linking document to other resource is easier too, as the scope of the search is wider (#2352) and the results more detailed.

Other fixes have been added to the patch.

The comprehensive changes are available in the changelog.

v1.4.9

This patch brings several improvements and fixes on the notification process:

• Preventing to repeatedly send notifications that are in an error state.
• Preventing notifications to be in an error state if the pickup location is deleted.
• Cancelling generated notifications if the situation changed between the generation and the processing. Indeed, some notifications are asynchronous in order to be able to group several notifications of the same type to the same patron. But in the meantime, the notification may be outdated, because the loan has been renewed or checked in.
• Preventing to send reminders if the library is closed between the due date and the notification processing (#2303).
• Computing the date at which the due soon notification has to be sent when creating the loan, instead of through a recurring task, in order to improve performance and apply a more stable date.
• Processing due soon and overdue notifications as soon as possible, to prevent sending them after the loan is either renewed or checked in.

Other fixes have been added to the patch.

The comprehensive changes are available in the changelog.

v1.4.8

This patch improves the mechanism of error login for the selfcheck machines and notifications process to improve the diagnostic of issues and its resolution. Other issues on notification are also resolved:

• Improvement of readability of the groupes notifications (#2247).
• Availability notification sent to the wrong recipient (#2300).
• The link to the patron account should redirect to a login page if the user is not authentified (#2282).
• The library name is displayed in the notifications instead of the pickup library name when the location is not a pickup location anymore, or not available.

Other issues are solved on the SRU queries and on the display of items on the document detailed view.

Finally, the support of loan listing, even if linked items or documents are deleted, is supported.

The comprehensive changes are available in the changelog.

v1.4.7

This note includes the changes of the rero-ils-ui project [link]. It fixes various issues:

• rero#2168 Apparently connected to someone else session
• rero#2207 Request list: the wrong pick-up name is displayed
• rero#2213 Corporate bodies with subdivision are displayed with quotes and square brackets
• rero#2224 Issues become “late” one day too early
• rero#2234 Requests for patrons by librarians are impossible with librarian accounts of a specific library
• rero#2235 The request date is modified when an action is done on the loan
• rero#2248 Selfcheck: fix patron informations
• rero#2253 The cancel button of the delete dialog on a detail view returns to an empty document
• rero#2257 Some added local fields not displayed in the professional interface
• rero#2262 Wrong pick-up location name in the booking notification
• rero#2269 A template created from an existing record can’t be used
• rero#2212 Wrong default value of subject.source and genreForm.source

Other improvements (professional interface)

• Dynamic loading for items informations: when displaying the document detail view, the items are now loaded only if the user expand a holdings
• Fixes the document brief view for small screen: on small screen the thumbnail is now displayed next to the metadata and is yet maximised to prevent pixelisation
• rero#1720 Delete a holdings with items should be possible
• rero#1921 Adapt the field list in quick access in the document editor
• rero#2214 Remove validation on field copyrightDate
• Detailed view of persons and corporate bodies: removes the link on the RERO identifier, removes the space between documents on the list

Several bug fixes have been added to this patch. Find the comprehensive changes in the changelog.

v1.4.6

This patch mainly fixes notification issues signaled on the production server:

• Some notifications aren't sent to the patron when he or she has no primary e-mail, but e-mail as the communication channel. This is often the case with children that have the parent e-mail in the additional e-mail address field (#2152).
• In the notifications that should be sent to the patron by mail, the address block was missing (#2188).
• In the booking notification, the patron information that were displayed were the ones of the patron that is checking in the item, instead of the patron that is requesting it (#2197).
• Request notifications on item that have a temporary circulation category with a negative availability should not be sent (#2191).

Several bug fixes have been added to this patch. Find the comprehensive changes in the changelog.

v1.4.5

This patch is a fix for the precedent one (v1.4.4, below), that broke the display of items on the document detailed view. In the same move, some improvements have been added to the document detailed view of the professional and public interface:

• Collapses the holdings by default, except when there's only one item in it (#2133).
• Loads at least 10 holdings, as they are now collapsed. Then loads holdings 10 by 10 (#2134).

Several bug fixes have been added to this patch. Find the comprehensive changes in the changelog.

v1.4.4

The main purpose of this patch is to improve overall performances by optimizing the facet computation, which consume lots of CPU resources as the production server of RERO ILS has lots of documents with lots of fields:

• Fixes the extra API request on the public search page (#1970), that alone improves the performance by 2.
• Prevents to compute facets on the search suggestion queries, as they aren't used at all.
• Computes only the expanded facet on the public search (document type) and computes the other facets only if the user expands it.
• Prevents to launch an empty search for lists such as users or documents in the professional interface, as the user will always type a specific query, thus spare CPU resources for bette use.

Several bug fixes have been added to this patch. Find the comprehensive changes in the changelog.

v1.4.3

This patch resolves several issues on notifications, spotted on the production server:

• Request notification is sent to the pickup location instead of the owning library; furthermore, when a recall notification has already been sent, no request should be sent (#2152).
• Sometimes booking notifications are not sent (also #2152).

The fourth case listed in the #2152 issue will be fixed in a future patch.

Some improvements have been done on the selfcheck machine module.

v1.4.2

This note includes the changes of the rero-ils-ui project [link] .

This patch occurs after the 🚀 go-live 🚀. It resolves the most urgent issues signaled by librarians.

It improves the interface for validating requests that is too slow with lots of requests, thus preventing librarian to fulfill them.

Several issues on notifications spotted on the production server are also fixed:

• The URL in the notification is wrong (#2151).
• The to pick up until date in the availability notification is not displayed (#2140).
• Due soon and recall notification e-mail has not object (#2139).

Deletion of an item type attributed to items is prevented (#2159).

v1.4.1

This note includes the changes of the rero-ils-ui project [link] .

This patch is necessary to fix three issues:

• Allows to create users without preset PID from the CLI, that is needed for the selfcheck machine users.
• Adapts the homepage of one of our partner.
• Prevents the document input search to remove the organisation filter (issue #2130).
• Restores the message in the trashbin tooltip that inform the user why an item cannot be deleted.

v1.4.0

This note includes the changes of the rero-ils-ui project [link] .

This release mainly fixes issues and adds enhancements to prepare the 🚀 go-live that is scheduled for the 12th of July 2021 🚀. A new feature allows a system administrator to fetch the usage statistics of a live instance 📊 . The comprehensive changes are available in the changelog.

User interface

• Makes document availability handling more fault tolerant when holdings have issues.
• Displays the temporary location on the item detailed view.
• Implements the organisation views for the production instance.

Public interface

• Improves the display of the uniform resource locator on the document detailed view. Moves it from the description tab to the main part (header).

Professional interface

• Adds rank position information into loan dump to easily display this information into UI.
• Displays the patron position into the request queue.
• Adds the following fields in the list of fields that can be quickly added in the document editor:
  • contentMediaCarrier.
  • contribution.
  • editionStatement.
  • extent.
  • genreForm.
  • identifiedBy.
  • illustrativeContent.
  • note.
  • originalLanguage.
  • originalTitle.
  • partOf.
  • seriesStatement.
  • subjects.
  • summary.
  • tableOfContents.

Search

• Adds ISBN text search.
• Removes data field from Elasticsearch mapping, as it contains a complete resources structure (possibly including some other resource reference). This isn’t required in the search index and cause some troubles with JSON reference resolution.

Circulation

• Fixes the can_extend check method. Sometimes, no loan parameter can be send to the can_extend method. In this case, the function skip all checks and return True. Now this function try to load the loan based on others function arguments to be more relevant.
• Ensures there’s only one default circulation policy per organisation.
• Allows to create circulation policies with different loan period for 2 different libraries.
• Ensures that closed or refused ILL requests do not appear on the patron account.
• Adds a CLI to manage selfcheck terminals.
• Implements circulation history on the item detailed view of the professional interface. Ensures the trigger actions are translated.
• Fixes the display of the circulation category in the different languages set in the circulation category record.

Notifications

• Fixes the display of the next opened day of the library in the German availability notice template.

Metadata

• Corrects two relatedTo that should be reproductionOf and hasReproduction in the document JSON schema.
• Moves part of the assigner title in the description and completes the description.
• Allows the u00ba unicode character (º) to be used in the bookFormat field.
• Displays the temporary_location on the document detailed views of public and professional interfaces, and on the item detailed view of the professional interface.
• Sets adminMetadata as a required field.

Data import

• Makes import from the BNF SRU service more stable.

Data export

• Fixes SRU XML format and type. Changes XML element <record> to <recordData>. Adds provisionActivity and copyrightDate to MARC21 264 tag transformation.

User management

• Adds email field to the authenticate service.
• Allows to save a user without e-mail. Avoids to check the uniqueness of the user e-mail when the user has no e-mail.
• Improves the patron CLI to allow to import users and to update the user and patron records.

Utilities, scheduled tasks

• Uses a JSON writer (JsonWriter) to write data into JSON files.
• Deletes old unused translate function from cli.
• Removes standard holdings that has no items. Following the recent changes to the item indexing, the feature to automatically delete standard holdings with no items is disabled. This commits puts back the removed logic as a cron job.

Records

• Improves the method for record updating.
• Avoids multiple validations when a record is created.
• Adds a new commit parameter to the update, replace methods in ILSRecord.
• Fixes two operation logs creation when a resource a created, one for create one for update.

Fixtures

• Allows only one circulation policy per organisation.

Statistics

• Computes stats for pricing:
  • Enables operation logs for ILL requests and items.
  • Adds library information for the acquisition order lines.
  • Creates operation logs when an resource is deleted.
  • Fixes the JSON schema of operation logs which contains several errors.
  • Creates a hashed user PID at the operation log creation.
  • Adds a new configuration to enable or deactivate operation logs validation.
  • Adds a CLI to dump the statistics.
• Creates a REST API:
  • Creates a new stats resource.
  • Sets the read permissions only for admin and monitoring users.
  • Adds a CSV export format.
• Adds an admin view to visualize the stats:
  • Adds a stats detailed view.
  • Adds a view to see the stats.
  • Adds a list view for stats records.
  • Adds a new stats entry in the tools menu of the administration interface (/admin).
  • Adds stats admin view permissions.
  • Adds a recurrent task to collect the stats every night at 01:00 UTC.

Tests

• Fixes test_libraries_is_open unit test : instead to use a dynamic date, we choose a fixed date. Using dynamic date, we could check an exception date that fails the test.
• Fixes unit test on loan overdue.

Monitoring

• Fixes duplicate Elasticsearch display.

Documentation

• Improves the github action labeler.
• Cleans the License header in the HTML templates of the Angular project.

Dependencies

• Update dependencies to fix security issues.

Instance

• Installs procps to monitor processes from the console of a deployed instance.

Issues

• #1361: Make the field title.type required for value “bf:Title”.
• #1919: Document encoding level should be required.
• #1921: Adapt the field list in quick access in the document editor.
• #1859: Unable to create circulation policies with different loan period for 2 different libraries.
• #2014: The limit by overdue items is activated while the loans are not yet overdue.
• #2017: ISBN are indexed in “keyword” mode but should be tokenised.
• #2034: Display the queue position/number of requests (prof. view/requests screen).
• #2038: Field item.temporary_location is displayed in the public and professional interfaces.
• #2053: Sub-field “Assigning agency” has the wrong title.
• #2061: The document field relatedTo is repeated three times in the list of field to be added, in the editor.
• #2076: ILL requests appear in the patron account even if they are closed or refused.
• #2079: Only one default circulation policy by organisation should be possible.

v1.3.1

This release note includes the changes of the rero-ils-ui project [link] .

Search

• Restores settings on the ES template:
  • number_of_shards.
  • number_of_replicas.
  • max_result_window.

v1.3.0

This release note includes the changes of the rero-ils-ui project [link] .

User interface

• Moves ils.rero.ch to bib.rero.ch, as it is the RERO+ production server.
• Fixes the missing items on the document detailed view when these items are linked to an exhibition or a course (collection).
• Moves information on online resource from the description tab to the header of the document detailed views.
• Rewrites the mechanism to hide masked holdings on public and professional document detailed view. To do this, the count of item of a given hodlings is added to the holdings index.
• Moves the document availability at the end of the metadata of the document brief view.

Public interface

• Fixes the partOf link on the document detailed view, that was pointing to the professional interface.
• Fixes the current language on public interface.
• Improves center the text above thumbnail on document brief view.
• Informes the user when a serial holdings has no received items.

Professional interface

• Adds a column into the pending tab of the patron account to display the creation date of the request.
• Adds a column into the pickup tab of the patron account to display the date until which the item at desk is available.
• Fixes issue with the confirmation message when deleting the last item of an holdings.
• Adds the target library in the checkin note when the item is in transit.
• Translates the toast messages.
• Renames the label of the request list on item detailed view from Request to Requested by.
• Fixes items of the professional interface menu entries not translated.
• Translates the Role string of the patron brief view (users search results).
• Displays the identifier’s qualifier, status and note on the document detailed view.
• Fixes missing translations on the notification settings of the library.
• Fixes missing badges on the subjects of the document detailed view.
• Restores the search bar in the header of the document detailed view.
• Extracts the text strings of the organisation detailed view to be translated later through the Weblate service.
• Fixes the hide or show mechanism for the searchbar on the professional interface.

Search

• Fixes Elasticsearch mapping of the authorized_access_point field of the document.
• Fixes the city facet of the patron search, which wasn’t using the correct field.
• Increases the MAX_RESULT_WINDOW parameter of Elasticsearch to allow getting more results through the REST API.
• Index the title of the host document in the child document, in order to find children through its host title.

Circulation

• Improves the incremental fee limit in the circulation category editor, by setting the minimum to 1 instead of 0.
• Restricts ILL request form of the public interface to patron, thus preventing a librarian without the patron role to use this form to create an ILL request.
• Fixes fee computation. The datetime.now() as default value in function argument made the value computed only once.
• Groups notifications sent to each patron to reduce the number of received messages.
• Enables to configure notifications at the library level, in order to receive e-mails to be printed:
  • Adds new notifications: booking, requests and transit notice.
  • Adds new notifications templates in 4 languages.
  • Adds a communication language for the libraries notifications.
  • Moves the paging request notifications from the location to the library level.
• Fixes item status according to loans imported from the legacy system.
• Marks the masked items as unavailable.
• Improves SIP2 support:
  • Uses item barcode instead item PID to identify items.
  • Allows the patron to do a renewal on the selfcheck machine.
  • Adds CLI for selfcheck terminal creation.

Metadata

• Adds identifiedBy to subjects, genreForm, contribution, provisionActivity fields in order to store identifiers.
• Keeps the ID of RERO authorities when IdRef or RERO-RAMEAU for records imported from the legacy system.
• Removes abstract, titleProper and translatedFrom legacy fields. Data, index, views and conversion have been updated. abstract is replaced by summary field.
• Requires the encodingLevel administration metadata for documents.
• Sets the local_fields minimal length to 1 character in the JSON schema.
• Improves the validation of the JSON references inside an organisation to avoid getting that libraries end up linked to the wrong organisation.
• Implements MARC21 to RERO ILS JSON conversion for:
  • frequency.
  • bf:usageAndAccessPolicy.
  • Document relations, such has hasReproduction and reproductionOf.
  • publication_place link.
• Adds a validator to make the document mainTitle unique (only through the user interface editor, not when loading document through the REST API). Besides, at least one "title.type": "bf.Title"is required.

Data export

• Implements an SRU server:
  • Converts the RERO ILS JSON to Dublin Core.
  • Adds format=dc parameter and application/xml+dc type for document seach.
  • Adds dojson for RERO ILS JSON to MARC21 transformation.
  • Implements CQL parser.
  • Implements the explain response.
  • Adds with_masked to get_items_pid_by_holding_pid, get_holdings_pid_by_document_pid_by_org and get_holdings_pid_by_document_pid function.

Serials

• Ensures that the issue.status_date field is updated when an issue is created or updated.
• Adds a new temporary_location, associated to no logic yet. It allows to link all serial items of the same journal to the same holdings even if some items are in another location as the other one, as it is quite often the case. The new field is a JSON reference to a location and has an end_date.
• Fixes creation of late issue.

User management

• Adds a code field in the patron JSON schema to store a code from the legacy system and to keep the OAuth server working as it is.
• Makes the local_code an array.
• Relaxes the minLength constrain on the user firstname or lastname to 1 instead of 2, to allow to import or create user with very short names.
• Translate the validation message of the username field of the user record. This validation message comes from rero/invenio-userprofiles.
• Allows external services (such as public computers in a library) to authenticate users through RERO ILS. Creates a new API entrypoint which returns user data according the username and password.
• Implements OAuth server to allow RERO ILS patrons to be identified by external services providers:
  • Configures scopes.
  • Adds a REST endpoint to retrieve patron information.

Export

• Improves the perfomance of the CSV Inventory list export:
  • Uses ciso8601 to parse date.
  • Adds new API endpoint.
  • Uses streaming feature to process the CSV file download.
  • Reduces Elasticsearch calls through bunch request.
  • Adds fields to the generated CSV file.

Permissions

• Improves permission computation for record deletion. IlsRecord.can_delete returns a tuple with True or False and reasons on why the record cannot be deleted if False.
• Denies to all to read one operation log record.

Activity logging

• Reimplements the operation logs as an Elasticsearch resource only, because avoiding to save this many records in the DB improves performance.
• Creates an Elasticsearch record class for operation logs that creates one index per year.
• Adds a CLI to dump operation logs in a JSON file for backup purpose.
• Records loan activities. Converts patron birthdate into age. Adds local codes to patron.
• Anonymizes loan operation log for loans that are anonymized.

Monitoring

• Improves the monitor view to compute Elasticsearch and DB count diff when the index does not exists.

Performance

• Improves indexing preformance:
  • Removes the enriched metadata releated to the items of a collection in the document index at indexing process as it comes with a too high performance cost in regard to the need of the feature.
  • Removes the enriched local fields indexation in item and holdings indexes, for the same reason.
  • Removes the availability key that was updated during document, holdings and item resource indexation.
  • Replaces index flushing by the Elasticsearch parameter refresh='true'.
  • Changes the item circulation status directly in the document index instead of reindexing the complete document (with holdings and items data) index at each circulation operation.
  • Updates the masked value of the holdings only if the _masked field is updated.
  • Improves the items / holdings / documents chain indexation.
  • Reindexes the corresponding acquisition order as an acquisition order line is indexed. Adds an Invenio records extension to update the total acquisition order amount before indexing. Removes the total acquisition order amount from the JSON schema and from the DB.

Fixtures

• Adapt the template fixtures to the complete document JSON schema.

Documentation

• Extends the labeler github-actions to improve automatic labeling of PRs.
• Adds information on translations and updates the copyright of the README.
• Improves wiki integration in order to give to help pages more width.

Utilities

• Adds a JsonWriter class to write well formatted JSON data into a file.

Instance

• Sets the restart parameter of the docker-compose files to unless-stopped in order to prevent containers to restart always.

Tests

• Uses the correct REDIS service for external tests.
• Creates a script that tests the server with a lot of update requests, in order to evaluate performance.
• Removes useless index flushes.
• Tests through a CLI command for users with many librarian roles in the data to be imported.

Issues

• #1236: Circulation: enhance notifications in order to group emails sent to patrons.
• #1329: Export of inventory lists should be impossible if there are too many items.
• #1361: Make the field title.type required for value “bf:Title”.
• #1391: Interface does not display the right language.
• #1456: Improve CSV export performance (inventory list).
• #1599: Label of the request list on item detailed view should be improved.
• #1617: Provision activity has no country for articles.
• #1654: Receive an issue: confusion between the status date and the date of receipt.
• #1722: Missing Online access for bibliographic records with “Uniform Resource Locator”.
• #1725: Find a better operation log implementation.
• #1741: Notifications and fees don't respect the circulation policy settings.
• #1778: The request date should be displayed in the patron account of the professional interface.
• #1781: The acquisition accounts should be alphabetically sorted.
• #1788: Title of the host document not indexed in the child document.
• #1798: Add the target library in the checkin note “the item is in transit”.
• #1807: In a holdings, only active predictions should generate expected and late issues.
• #1806: The patron local_code should be repetitive.
• #1812: “Catalog” in the main menu is not translated.
• #1814: Toast message “dispute saved” is not completely translated.
• #1817: Two confirmation messages when deleting the last item of a document.
• #1820: Toast message of circulation interface are not translated.
• #1821: “Role” is not translated in the patron brief view.
• #1822: Delete a vendor is possible even if holdings are linked to it.
• #1846: Identifier’s qualifier, status and note should be displayed in professional interface.
• #1848: It is impossible to create a circulation policy with overdue fees.
• #1872: Harvested e-books should be marked as available.
• #1885: Fields with links to authorities are adapted to be able to store identifiers.
• #1886: Keep the ID of RERO authorities when IdRef or RERO-RAMEAU does not exist.
• #1895: Logged user without the patron role should not be able to edit the ILL request form.
• #1896: ils.rero.ch is renamed into bib.rero.ch.
• #1905: Adapt template fixtures to complete JSON schema of the document.
• #1919: Document encoding level should be required.
• #1926: Impossible to save a document when created with a template.
• #1929: otherPhysicalFormat should have as title “Also issued as”.
• #1942: An item linked to a exhibition / course / collection is not displayed in the document detailed view.
• #1943: When editing an item of a document with lots of holdings and items, ES takes to much time.
• #1949: The “City” facet of the patron search relies on the wrong field.
• #1951: The import of document field issuance is sometimes wrong.
• #1954: The system doesn’t use the today’s date to compute overdue fees.
• #1974: Item does not get the correct status after migrating Virtua loans.
• #1983: Circulation error for item migrated from Virtua.
• #1987: The MARC field 555 is not considered in the import from Virtua.
• #1989: 2 holdings created in RERO ILS instead of 1 present in Virtua.
• #1996: Intern note on document (field 019) is not correctly imported when MARC field is repeated.

v1.2.0

This release note includes the changes of the rero-ils-ui project [link] .

User interface

• Adds a missing icon for documents with the children audience target.
• Renames the collection resource into exhibition / course to ensure that the users understand it correctly.
• Updates the availability red/green dot and text accordingly to the new circulation category fields (see below).
• Renames the organisations tab and facet of the search result list into corporate bodies.

Public interface

• Updates the patron profile to support users registered as patron into several organisations.

Professional interface

• Fixes a bug preventing to select records to be exported through a file listing PIDs.
• Validates the EAN/ISBN/ISSN/ISSN-L identifiers as they are entered in the document editor:
  • Checks if the identifier already exists in the instance.
  • Validates and checks all identifiedBy values as they are imported.
• Improves the message when hovering the cursor on the identifiedBy field in the document editor.
• Enables a librarian with the patron role to access the request information on the item detailed view.
• Allows the librarian to mark all the fees of a patron for his or her library as paid.
• Adds the new fields in the circulation category (item type) detailed view (see below). Displays the circulation information label instead of the circulation category name if the label exists in the current interface locale.
• Updates the circulation interface to support users registered as patron into several organisations.
• Fixes the position of the action buttons on the item detailed view that makes them unusable.
• Restore the patron history tab in the circulation interface.
• Hides the item availability dot and message on brief views of the import through the web search results.

User management

• Allows patrons to be registered with the same account in several organisations.
  • Modifies the logged user structure.
  • Allows to import users registered in several organisations through the CLI.
  • Replaces current_patron by current_librarian in the entire project.
  • Adds a new current_patrons which contains the list of the patron accounts of the current logged user.
  • Replaces current_organisation.pid by current_librarian.organisation_pid.
  • Prevents several librarian accounts to be attached on the same invenio user.

Search

• Indexes the title and description of collections (exhibition / course) in the document index in order to enable finding documents associated to a specific collection.
• Adds the autocomplete_title field to the boosting of the document search results.

Circulation

• Adds the library PID in the patron transaction index if the transaction is related to a loan.
• Implements specific user account for the selfcheck devices (SIP2).
  • Creates a separate DB table for the selfcheck users.
  • Adapts the loan JSON schema to store the device ID on loan creation.
  • Adds a command into the Dockerfile to install the SIP2 module.
• Implements some unavailability features to the circulation category (item type):
  • Adds the disable_circulation boolean filed to the JSON schema. Set to true, it disallow every circulation transaction on items attached to it.
  • Adds the displayed_status field, which allows a librarian to define the label to be displayed when disable_circulation is set to true, to inform users. This field can be written in multiple languages to adapt the message to the browser locale of the user.
  • Adds the circulation_information field, which allows a librarian to define the label to be displayed instead of the circulation category title. This field can also be written in multiple languages.
  • Reindexes all items attached to a circulation category when its availability status is modified.

Fees

• Fixes the creation a non overdue fee, such as a fee for photocopy, which raised a JSON validation error due to the not well generated initial event.

Metadata

• Completes the document data model. The following fields have been added to the JSON schema:
  • intendedAudience.
  • summary.
  • supplement.
  • supplementTo.
  • otherEdition.
  • otherPhysicalFormat.
  • issuedWith.
  • precededBy.
  • succeededBy.
  • relatedTo.
  • contentMediaCarrier.
  • originalLanguage.
  • frequency.
  • originalTitle.
  • classification.
  • sequence_numbering.
  • dissertation.
  • credits.
  • supplementaryContent.
  • acquisitionTerms.
  • tableOfContents.
  • temporalCoverage.
  • adminMetadata.
  • genreForm.
  • subjects.
  • scale.
  • cartographicAttributes.
  • subjects_imported.
  • genreForm_imported.
  • work_access_point.
• Complete de document data conversion from MARC21 to RERO ILS JSON for the following fields:
  • intendedAudience.
  • summary.
  • contentMediaCarrier.
  • original_language.
  • note.
  • originalTitle.
  • adminMetadata.
  • classification.
  • sequence_numbering.
  • dissertation.
  • credits from.
  • supplementaryContent from.
  • acquisitionTerms.
  • tableOfContents.
  • genreForm.
  • subjects.
  • subjects_imported.
  • genreForm_imported.
• Fixes an issue with ngx-formly with a temporary workaround with required values in an object in a oneOf: ngx-formly/ngx-formly#2826
• Updates the subject field display to the new data model implementation.

Data

• Creates a CLI to import prepared circulation transactions from the legacy system (Virtua) into RERO ILS (checkouts, requests, fines).

API

• Allows to update existing records in the database through a CLI (create_or_update).

Tests

• Fixes the test_item_loans_elements unit test.
• Restores the coding style verification (pycodestyle).
• Restores the safty command to the tests.
• Fixes pycodestyle in test_documents_import_bnf_ean.
• Mocks the BnF tests to avoid relying on the availability of the BnF SRU service.
• Adds test-debug as an alias for pytest --vv -s --no-cov.

Dependencies

• Upgrades rero-ils-ui to version 0.14.1.
• Upgrades @rero/ng-core to version 0.17.1.
• Upgrades invenio-sip2 to version 0.5.1.
• Updates python-dotenv to the latest version.
• Updates several dependencies for security reasons.

Issues

• #1421: Prevent the enter key to submit the form in some fields that may be filled though a scanning device
• #1460: A user has an account in multiple organisations.
• #1490: No feedback is given to the user if the email is not confirmed.
• #1533: A librarian shouldn’t be able to resolve fees of item not belonging to the login location.
• #1583: Collection title and description should be indexed in the document index.
• #1584: Collection identifier should be optional.
• #1586: The availability of a holdings of type serial with no items should not be no items received.
• #1634: The affiliation library disappears in some cases in the patron editor.
• #1664: Check for duplicated identifier (ISBN/ISSN) in the document editor.
• #1672: Collection is renamed into exhibition/course.
• #1703: The sort by due date is not applied by default in the circulation interface.
• #1728: In the brief view, the word Organisation is changed in the tab and in the facet.
• #1804: Keep history settings enabled but not taken into account.
• #1837: “My Account” menu doesn’t appear for user with role librarian.
• #1839: User with patron and librarian roles can’t view request info in item detail view.
• #1851: Position in the request waiting queue is not displayed anymore to the patron.

v1.1.0

This release note includes the changes of the rero-ils-ui project [link].

User interface

• Displays, in the multi-level facets, only the sub-types associated with the selected main type.
• Renames the cover art files to the correct document main type.
• Fixes document thumbnails overflow.

Public interface

• Reorganises the user menu.
  • Groups the “RERO ID” (Invenio user profile) and “My account” (patron profile) into a single sub-item “My account”.
  • Adds other sub-items “Edit my profile”, “Forgot password?”.
• Hides masked records.

Professional interface

• Fixes permissions when the current user has librarian AND patron roles, thus preventing him or her to view/edit an ILL requests.
• Adds masking function. When a librarian masks all items of a standard holdings, the system masks the standard holdings automatically. The standard holdings will be unmasked when there is at least one unmasked item attached to it.
• Improves the document detailed view to use the complete available width.

User management

• Adds a new ‘user’ resource to manage the user profiles. It contains the user personal data as opposed to the patron data that are link to a specific organisation.
  • Enables, from the patron editor, to edit in a modal dialogue the user data.
  • Adds the following fields in the user data model: home phone, business phone, mobile phone, other phone (instead of phone), country, gender. Adapts the patron detailed and profile view.
  • Adds the following fields in the patron data model: second address, local code, source. Makes the barcode repetitive. Removes all user fields from the patron data model. Adapts the patron detailed and profile view.
  • Adds 3 invenio-userprofiles configuration to specify the list of countries, the default country and the read only fields.
  • Uses the standard ngx-formly widget field for the user JSON schema.
• Makes the patron barcode repeatable.
• Rewrites the user profile in Angular to optimise performance (when the patron has many loans, requests and/or loan history) and to improve the user experience.
• The data is modified only on the profile database and synchronized in only one direction: from profile to patron.
  • Removes loans anonymization from the patron update/creation.
• Disables the validation email for freshly created user.

Metadata

• Completes the item data model with the following fields: url, pac_code, price, _masked, legacy_checkout_count, legacy_circulation_rules. Adapts the item detailed view.
• Adds optional field enumerationAndChronology for electronic holdings.
• Sets the _masked fields as optional for concerned records.

Circulation and notifications

• Allows multiple reminders. They can be defined as loan expiry notices (before the due date) or as reminders.
• Allows incremental overdue fees.
  • A fee amount per day is defined for day intervals in the circulation policy. Adapts circulation policy detailed view.
  • Creates only one event with a set of steps instead of one event per fee per day.
  • Reorganises the patron circulation fee tab adding the fees preview about the overdue loans. Use a vertical tabs design to keep good readability of all fees categories into the component.
• Updates the circ_policies resource JSON schema for the multiple reminders and the incremental overdue fees. Update it to use ngx-formly instead of a custom editor.
• Blocks checkout, request and renew circulation operations if the patron expiration date is reached.
• Adds notification settings in the library settings. For patrons with mail communication channel, this enables to send the notifications to the corresponding library e-mail if it is defined.
  • Adds notifications settings in library custom editor. Improves the editor appearance for large screens.
  • Displays notification settings in library detail view.
• Adds patron information (addressee part) for each e-mail for patrons with mail communication channel. This enables to print the notification as a letter.
• Uses the back-end closed dates library API to prevent the user to choose a closed date for a fixed date checkout.

Tests

• Adds units testing for users.

API

• Adds GET, POST, PUT methods to create, update and retrieves the patron personal information.
• Adds a search endpoint to retrieve the patron personal information given an email or a username.
• Adds an entry point to list all templates available for notification creation. Only template directories containing files according to the configuration setting will be considered as valid.
• Adds an API entry point to preview the current due fees for a specific loan.
• Adds an API entry point to preview all the current due fees for a patron.
• Adds a simple API to know all closed dates between two dates for a specific library.

Instance

• Upgrades invenio-circulation to v1.0.0a30.
• Upgrades @rero/ng-core to v1.6.0.
• Updates security dependencies .

Issues

• #913: Send notification “availability” some time after the item is checked in.
• #1318: Fields name and birth date should not be editable by a user/patron.
• #1389: In the pro and public patron account, loans are marked as overdue too late.
• #1467: Creating a patron with a username and an email corresponding to two different invenio user cause unpredictable errors.
• #1495: Circulation: block checkout/renew/request when patron expiration date is reached.
• #1573: Impossible to save a circulation policy if only one toggle is enabled.
• #1579: In the professional patron account, the counter of the “Pending” tab is not updated after a checkout.
• #1600: Improve response time for circulation operations.
• #1625: Sort option for items within a holdings.
• #1670: Patron barcodes should be imported into the username field.
• #1684: Add a second filter to the organisation facet filter has no effect.
• #1697: 2nd-level values of hierarchical facets are not always sorted according to their parent value.
• #1708: ILL request form: patron wrongly displayed.
• #1709: ILL request detail view: error message if the librarian has also the role patron.
• #1715: Request - item detail view: request section should be always displayed.
• #1717: The expected issues are difficult to read, the grey is to light.
• #1734: Fixed date: closed date with repetition not taken into account.
• #1739: Place should be required in document field “Provision activity”.
• #1745: Document main title is not displayed with all subtitles.
• #1754: Checkout at fixed date doesn’t allow to choose the current date.
• #1756: Document model : add the type bf:Lccn to identifiers.

v1.0.1

This release note includes the changes of the rero-ils-ui project [link] .

User interface

• Displays the partOf on the brief views of the public and professional interface. Moves the partOf template and code to a new component in the shared library.

Public interface

• Adds a cancel button to the request dialog.
• Improves the get tab of the document detailed view of the public interface.

Professional interface

• Fixes editor options for docmaintype_audio subtypes.
• Ensures that all menu entries are translated.
• Fixes holding update when receiving an issue by adding the missing commit into the DB after the holdings update when an issue is created with the item editor (slow received).

Metadata

• Update the JSON schema form options for the new ng-core editor.
• Fixes item creation for holdings without pattern.

Monitoring

• Configures the monitoring of the ElasticSearch cluster.

Tests

• Adds Cypress tests to check document creation field by field.
• Moves the API request commands in the corresponding resource file.
• Improves test maintenance.
• Add HTML id= attributes to fix Cypress tests.

CLI

• Adds a CLI to migrate legacy system (Virtua) create and update operation logs to RERO ILS.

API

• Adds a new search query which takes care of the new masked flag on resources.
• Fixes the query filter on resources with the new masked flag.
• Improves handling of PIDs and IDs in get_all_pids and get_all_ids.

Instance

• Deployment:
  • Uses an existing DB for deployement.
  • Implements lazy reading of XML files.
  • Adds parameter to log errors on record creation.
• Checks operation log PID dependencies.
• Fixes dependency issues.

Issues

• #1366: Restrict pick-up in the location editor should be possible only if requests are enabled.
• #1423: Agent is difficult to understand in the provision activity of the document editor.
• #1426: Add a validation for field electronicLocator.url.
• #1596: Display partOf on the brief views.
• #1627: Admin menu entries cannot be translated.
• #1661: Only received issues are displayed on the document detailed view of the public interface.
• #1660: Holdings of serial type should be displayed on document detailed view of all kind of document type (public interface).
• #1696: Serials: enumeration and chronology field is incorrect in the slow issue receive.
• #1712: Document subtype audio book is missing.

v1.0.0

This release note includes the changes of the rero-ils-ui project [link] .

User interface

• Adds a cached decorator that allows to cache document covers.
• Displays the new document type fields on the brief and detailed views of both interface (public and professional).
• Improves elements alignment in document brief and detailed views.

Public interface

• Increases the visibility of the login button displayed on the document detailed view, to remind the patron to login to access to the request functionality.
• Improves the reset password instructions sent to the user (notifications).
• Adds a custom template for the reset notification.
• Allows to mask holdings from the public interface. This is done by the librarian that can edit the _masked field in the holdings editor.
• Implements in Angular the holdings section of the document detailed view of the public interface to improve the user experience when loading holdings with lots of items. With the JINJA templates, the performance is very bad. Angular allows to lazy load data and will make easier to add dynamic interaction between the user and the interface.
• Adapts the APIs to allow Angular application to retrieve data.
• Fixes the log in button in the holdings section of the document detailed view.

Professional interface

• Fixes the wrong label of a menu entry. The second patron types is in fact item types.
• Moves the item editor from the standard to the long editor.
• Updates the item brief and detailed view to display the temporary circulation category data.
• Displays an operation history button on record detailed views. The button opens a modal that list the operations that occurred on the record (creation, updates, deletion) and the user responsible of the operation.
• Enables the longmode for the holdings editor to improves usability. The following fields are displayed by default:
  • locations.
  • circulation_category.
  • call_number.
  • EnumerationAnyChronology.
  • vendor.
  • _masked.
• Extends the add button on the document detailed view to add either an item (which will automatically create a standard holdings) or an holdings (of serial type).
• Hides the add button on the document detailed view of harvested documents, such as e-books.
• Adds thumbnails in professional brief and detailed view:
  • Moves thumbnail logic in ‘shared’ library as it’s used in both admin and public-search projects.
  • Moves ‘type’ field below the thumbnail in admin detailed view.
• Renames the Label column title into Unit on the document detailed view.
• Adds pagination on holdings.

Search

• Improves ElasticSearch configuration through the use of templates
• Moves ElasticSearch configurations from the mapping files (one for each resource) to the ElasticSearch template (record.json):
  • number_of_shards.
  • number_of_replicas.
  • max_result_window.
• Fixes an encoding parameter issue in the URL preventing to create a new acquisition dynamic URL with a +.
• Indexes the following holdings fields in the document index in order to allow search requests on holdings data:
  • call_number.
  • second_call_number.
  • index.
  • enumerationAndChronology.
  • supplementaryContent.
  • notes.
• Adds document subtypes as subfacets.
• Indexes both ISBN 10 and 13 in the document index.
• Presents the suggestions, as the query is typed, according to the locale of the user.

Metadata

• Inherits the item call number from the holdings first call number when the item has no first call number. Applies to the following views of the public interface:
  • Document detailed view.
  • Patron profile (loans, request and history tabs).
  • Collection detailed view.
  • Late issues and inventory CSV export interface.
  • Generated notifications sent to the patron.
• Set the item barcode as optional. If an item is created or updated without barcode, the back end will generate a fictive barcode itself. This allows to edit an expected issue (serials) instead of receiving it.
• Adds the fields for the temporary item type (temporary circulation category) to the item JSON schema. Adapts accordingly the ElasticSearch item mapping.
• Creates a cron task to remove the obsolete temporary item type (if it has a deletion date).
• Completes the holding metadata to cover all the useful data from the legacy system. The following fields are added to the holdings JSON schema:
  • patterns.language.
  • issue_binding.
  • aquisition_status.
  • acquisition_method.
  • acquisition_expected_end_date.
  • general_retention_policy.
  • completeness.
  • composite_copy_report.
  • _masked that allows to mask a specific holdings.
• Allows to attach:
  • Holdings of serial type to any type of document.
  • Holdings of standard type to document of type journal.
  • Items of standard type to holdings of type serial.
• Adds a type to the holdings JSON schema to define if it is a serial or a standard holdings.
• Sets the EnumerationAnyChronology field input to text area.
• Removes the sample_issue_retained form the completeness enumeration of the holdings JSON schema.
• Sets the issue_binding field type of the holdings to string.
• Implements the full list of document types and subtypes, allowing only some subtypes by type through the use of a oneOf JSON schema property.
• Fixes the document JSON schema when the form options still have a different value for the key label than for the key value. This prevents the translator to translate once the code and once the natural language version of the same concept. The same is done in some oneOf sections, replacing the value of the title key by the code instead of the natural language version.

Record importation from the BnF SRU service

• Fixes the author facet of the BnF import search view.
• Adds the language facet to the same view.
• Fixes the crash at unimarc_series_statement creation.
• Removes the local fields tab, as it makes no sense on the import interface.

Circulation

• Unifies time management with utcnow in circulation API for transaction_date.
• Uses a temporary item_type (or Circulation category) for circulation operations (checkout, extend, renew) if it’s defined and valid on an item.
• Adapts SIP2 type to the new document types.
• Allows libraries to have as many pickup locations as the need.
• Adds conditions to consider a checkin with no action performed in order to display item info (for example, when an in transit item barcode is scanned at a wrong library).

Logging changes

• Creates a new resource named “operation logs” in order to keep history of record updates. Each time a record is created, updated, deleted, an operation_log record is created with the type of operation, the user responsible for it and the modified record. The tracked resources are documents, holdings and items.
• Adds configuration to enable the capture of operation by resource.
• Adds listener to add operation_log after record creation.

Documentation

• Adds a GitHub actions workflow to mark issues and PR with no recent activity as stale.

Tests

• Adds a Cypress test to check the 0 day checkout.
• Adds a Cypress test to creation of a circulation policy.
• Fixes an issue when GitHub actions submit data to the coveralls API.
• Fixes Cypress tests according to the new document types.

Monitoring

• Adds a user with permissions to access monitoring data.
• Monitors the redis service.

Instance

• Upgrades Invenio to version 3.4.
• Uses the rero-ils-ui version 0.10.0 and then 0.11.0.
• Fixes error message when deploying the Angular application with Invenio 3.4. The Angular application should live with the webpack bundle. To fix error message and a blank public search page, the zone.js script should be included.
• Upgrades Cypress to version 6.1.0.
  • Replaces cy.routes by cy.intercept because it’s deprecated.
  • Adds a parameter to the Cypress script in order to allow updating Cypress (-r or --reinstall).
• Fix a small typo in the bootstrap script (dos to does).

Issues

• #1188: Image thumbnails for documents should be displayed in pro interface.
• #1237: Unable to use a dynamic date with a + character for the new acquisition URL creation.
• #1287: A barcode should not be required when editing an expected issue instead of receiving it.
• #1288: The issue call number should be generated according to the holdings call number.
• #1341: A library should have as many pickup locations as wanted.
• #1387: Reset password e-mails are too terse and untranslated.
• #1401: Performance issue when loading and displaying documents with many items in the public interface.
• #1473: The Login (to see request options) button should be more visible on the public document detailed view.
• #1486: Index both ISBN 10 and 13 format in the document index.
• #1509: The search of the public interface does not adapt its suggestions to the browser locale.
• #1565: Remove unnecessary description in the loan JSON schema.
• #1571: Contribution aggregations are missing on the “import from the web” professional interface
• #1577: Label should be renamed into Unit in the professional document detailed view.
• #1612: Serial holdings should be allowed on any document types.
• #1639: Button ‘login (to see request options)’ has a wrong URL.

v0.15.0

This release note includes the changes of the rero-ils-ui project [link] .

User interface

• Increase the visibility of the user account menu entry by displaying the full patron name and place it in a green button.
• Removes the menu menu and replaces it by the language selector. The menu entry is the activated language.

Public interface

• Fixes the document title in the fee tab of the patron account. This is done through the create_title_text general function, used in the document detailed view.
• Allows the patron to edit the keep_history setting (see User management) in the RERO ID form.
• Adds an edit button in the personal data tab of the patron account to open the RERO ID form.
• Groups the holdings of the document detailed view by library.
• Removes the holdings structure of the document detailed view layout for book type document.
• Align the button vertically below the data.

Professional interface

• Fixes the permission check when accessing the professional interface, even if an invenio user has not any of the patron, librarian, system librarian role. The message provided to the user is Permission denied instead of Internal server error.
• Improve access control with multiple validation on the logged in user:
  • Checks its role.
  • Checks if the user is attached to at least one library.
  • Checks if the user is attached to an invenio user.
• Extends the use of the switch library menu to the librarian also. In the process, the switch library mechanism has been rewritten.
  • Ensures the redirection of the library switch occurs after the user confirmation.
  • Tests that the user isn’t trying to switch to the already active library.
• Fixes the link of the fees in the history tab. It rightfully points to the item.
• Display item note content instead of the post-it icon in the document detailed view.
• Fix dashboard layout after updating Angular to version 11.
• Improves the circulation policy editor:
  • Moves the button to the top to harmonizes with other editors.
  • Corrects fields validation.
  • Improves the layout.
• Improves the document detailed view of the professional interface:
  • Groups the duplicate button with other buttons.
  • Applies the outline style to the duplicate button.
  • Enlarge margins around the abstract to improve readability.
  • Spaces out basic information to allow long abstract to be correctly displayed.
• Improves the generation of menus (using Angular services) to leverage further menu addition in the future.

Search

• Corrects the status facet to display the correct value.
• Changes max_result_window for several resources to 20’000 as it is in the config.py file.
• Sets the number_of_shards to 8 and the number_or_replicas to 1 to improve ES performance.

User management

• Fixes issue on the patron editor when the patron role is removed. In this case, the expiration_date (and other patron related data) should be cleaned to allow the record to be saved.
• Allows the patron to decide if the loan history has to be kept or not. Both the patron and the librarian can set this parameter. If the keep_history parameter is set to false, then the loans are defined as to_anonymize.
  • Adds a scheduled task to anonymize loans after a patron changed the keep_history setting.
  • Once the keep_history parameter is set to false, loans are automatically anonymized after updates.
• Allows a librarian to work by multiple libraries (in the same organisation).
• Improves the validation message of the username field in the user editor.
• Allows the second patron email to be the only one. A patron without primary email, can set a secondary email for communication purpose, thus allowing a child to set the parents email for the notifications.

Circulation

• Improves wording of the circulation interface:
  • Rewords the checkin/checkout tab into on loan.
  • Rewords Circulation menu entry intro Checkout/checkin.
  • Adds a title to the checkin view.
• Allows the librarian to override circulation limitations with an override_blocking parameter added to the API URL.
• Improves the message displayed to the librarian when a circulation policy prevents a checkout operation.
• Prevents a blocked patron to renew any active loan.
• Allows the librarian to basically manage the ILL requests:
  • Adds a ILL requests menu entry.
  • Allows ILL requests to be edited by librarians.
  • Allows librarians to create ILL requests on behalf of the patron.
  • Allows to update manually the loan status of the ILL requests.
  • Adds public and staff notes.
  • Provides an ILL requests search view (list) with faceting.
  • Allows to search ILL requests by creation and update date.
    • Adds a brief and detailed view
  • Fixes translation issues on the user ILL request form.
• Ensures the transaction end date of a checkout is a library business day. If not, the transaction end date will be updated to the next business day.
• Implements support of SIP2 protocol for:
  • Item information.
  • Checkout and checkin actions.
  • Display of circulation notes.
• Changes minimum checkout duration in the circulation policy JSON schema to allow less than one day checkout.
• Improves wordings of the circulation interface:
  • Renames the checkin/checkout tab into on loan.
  • Renames Circulation menu entry into Checkout/checkin.
  • Adds a title to the checkin view.
• Adds counters on the tab title of the patron account as seen in the circulation interface. The counters are dynamically updated.
• Allows checkout with fixed due date:
  • Adds a settings button in the circulation interface which provides to the librarian options to be applied on checkout operation for the current displayed patron:
    • Fixed checkout due date selected through a date picker.
    • Override blocking to ignore limits or circulation policies.

Metadata

• Improves title and description of dates in provision activity field.
• Fixes when the same partOf field is generated twice.
• Implements local fields:
  • Creates a new resource that can be attached to document, holdings and item.
• Adds a deletion_date in the contribution JSON schema to track deletion of MEF record.

Acquisition

• Removes currency codes from the string to be translated.
• Fixes the task processing serial claims to prevent it to stop when errors are encountered. Instead, the task catches and log the error.
• Make the acquisition default date optional for new issue item.

API

• Allows to sort notifications.

Tests

• Updates Cypress tests after RERO ILS v0.14.0.
• Moves rero-ils-ui CI checks from Travis to GitHub Actions.

Instance

• Updates dependencies after RERO ILS v0.14.1.
• Updates lxml to version 4.6.2.
• Updates ini to 1.3.8.
• Updates invenio-circulation to v1.0.0a29.
• Update Angular from version 8 to version 11.
• Update ngx-bootstrap, ngx-formly, etc.
• Moves assets management to webpack:
  • Removes npm utils from the bootstrap script.
  • Removes angularjs translation extraction.
  • Moves all theme related fields to a specific directory.
  • Removes all bundles files.
  • Removes all INVENIO_SEARCH_UI useless configuration variables.
  • Customizes the Angular application inclusion to avoid double optimisation.
  • Removes the JS script to store the last HTML tab visited in the document detailed view.
  • Removes angularjs dependencies.
  • Uses simple code to generate thumbnails in the document detailed view.
  • Reduces the docker image size by cleaning several cache files.
• Fixes GitHub actions for continuous integration by setting invenio-celery to version 1.2.1 because 1.2.2 version causes issues with pytest-celery.
• Fixes russian_dolls script to use webpack integration instead of invenio bundles.
• Implements lazy loading for patron fixture to improve performance of patron records importation (setup).
• Imports vendor before holdings fixtures because holdings have $ref reference to vendors.
• Implements parallel indexing during setup.

Documentation

• Adds a check box about Cypress tests in the GitHub PR template.
• Improves GitHub issue template.

Issues

• #713: Static files on production delivers more files than expected, ie. package-lock.json.
• #1242: Same partOf field generated twice.
• #1280: Put better labels for checkin/checkout pages.
• #1305: Labels of the circulation policy editor should be improved.
• #1320: ILL request form is not translated.
• #1363: The application section of the circulation policy editor does not behave as expected.
• #1363: Some fields of the circulation policy editor can have negative values or be set to zero.
• #1383: The manual blocking of a user should block also the renewals.
• #1394: The tab displayed when opening a detailed view seems to be random.
• #1399: Holdings should be grouped by libraries.
• #1400: Show more button wrongly displayed and the counter display the variable instead of the value.
• #1424: Fields startDate and endDate in provisionActivity title and description should be improved.
• #1449: The new acquisition toggle should be disabled by default for issue items.
• #1466: Language menu in the public interface should not be Menu.
• #1470: Error message when checking out a no checkout item should be useful to the librarian.
• #1482: The counter of the to pickup tab is not refreshed automatically.
• #1487: Fee history: the link of the item is wrong.
• #1488: Series statement, color content, mode of issuance should be translated on professional interface.
• #1499: In the patron account, the email should not depend on the communication channel.
• #1501: Notes on items should be displayed in professional document detailed view.
• #1507: Status facet is not working in the inventory list.
• #1508: Loading the professional interface with the role editor should display a permission error.
• #1510: Changing the affiliation library of a librarian makes the editor spin for ever.
• #1515: Counter is missing in the history tab of the patron account in the professional interface (circulation interface).
• #1519: Do not expose currency codes to the translation workflow.
• #1543: User profile: sometimes the document field of the overdue in the fees tab is empty.
• #1549: Notification history is not in the chronological order in the circulation interface (item information expanded).
• #1562: Holdings detailed view page layout is broken.

v0.14.1

This release note includes the changes of the ``rero-ils-ui`` project [`link`_].

User interface

Professional interface

• Fixes a wrong behaviour of the cancel button in the editor. If the user had a template loaded, or even worse multiple templates to select the one needed, then the cancel button was reloading each previous state of the editor. To fix this, when a template has been loaded, the cancel button skips the previous “loading template URL”.

Metadata

• Adds corporate bodies to the contribution agents. The MEF server has been extended with the corporate bodies records. The corporate bodies can be added through the document editor, as a link to the authority record. The contribution agents data is displayed on the brief and detailed views of the professional and public interface, but also in the circulation module, patron account (both professional and public).
• Renames the RERO ILS person module into contribution module.
• Fixes the missing content of the item notes of the item detailed view of the professional interface.
• Improves the holdings editor to ensure the pattern preview is more robust when an invalid pattern configuration syntax is occurring.

Tests

• Fixes the way poetry is installed in GitHub actions.

Issues

• #1282: The roles are not translated in the user editor.
• #1283: The link to the patron profile of the public interface is not translated.
• #1319: Note labels for holdings are not translated in the professional interface.
• #1360: The loans in transit to house are not displayed in the patron history, both in professional and public interface.
• #1367: Message for a request that is denied is partially untranslated.
• #1371: Labels in the fees tab of the patron account (professional interface) are not translated.
• #1406: Brackets and parenthesis should not be removed by the conversion script from the source data for the responsibilitySatement field.
• #1450: Patterns preview in the holdings editor do not work anymore after an error 400.
• #1451: In the holdings editor, once an editor is selected, it can not be deselected.
• #1452: In the holdings editor, some unnecessary labels are displayed.
• #1453: The cancel button does not work as expected after loading a template.
• #1454: Creating a user with the patron role and with an existing RERO ID email causes the spinner to run forever.
• #1455: The patron email should be required if the communication channel is email.
• #1458: Changing the patron email in the RERO ID does not sync to the patron record (user resource).
• #1459: Patron without email is not able to change his personal informations

v0.14.0

This release note includes the changes of the rero-ils-ui project [link] .

User interface

• Displays the qualifier, status and note of the identifier in the document detailed view.
• Translates the identifier types.
• Displays in the patron account history, both professional and public interface, the item on loans that are in transit to house.
• Fixes an internal server error on the collection public view caused by wrongfully displayed data.

Professional interface

• Displays the new item note categories (see the metadata section), with an icon to identify public note.
• Sorts the requests in the modal to edit the request queue on an item by creation date.
• Updates the patron type detailed view to display the circulation restrictions (see circulation section).
• Updates the message displayed to the librarian when a patron is blocked.
• Adds counters on the patron account tabs title of the professional interface.
• Limits the payment account to 2 decimals in the transaction payment form (fee tab of the patron account of the circulation module).

Circulation

• Fixes the loan API to include the correct action name extend instead of extend_loan when a loan is renewed.
• Fixes the cancellation of a request when there are several requests on the item.
• Sort loan API response by loan creation date.
• Implements circulation restrictions:
  • Adds a limit on the total number of checkouts. Once the limit is reached, checkouts for this patron is blocked.
  • Adds a limit depending the total amount of fees for a patron.
  • Adds a limit on the number of overdue items. The limit is set in the patron_type record. Once the limit is reached, the patron cannot check out any items.
• Rewrites the blocked patron restrictions to adapt to the new implemented restrictions.
• Hides circulation actions in the public interface, either in document detailed view or in the patron account when the patron cannot operate these actions. The renew button is always displayed, but disabled when the action is not possible and an explanation is added in a tooltip.
• Fixes a bug when checking in on_shelf or in_transit item (with no loan) that did not receive the correct item status.
• Removes the time from the due date of a checked out item on the document detailed view of the public interface.
• Fixes a bug with paid fees. In the patron account of the circulation module (professional interface), some paid fees still appeared, due to arithmetic operation (10 - 9,54 = 0.460000000000085).
• Displays the pickup location name instead of the location name in the to pickup tab of the circulation module.
• Updates circulation HTML template after the v0.13.0 release to fix Cypress tests.
• Allows librarians to cancel requests on item with at desk status. The cancel_request permissions had to be updated. A flash message warns the librarian about the item status. The item detailed view is updated after the request cancellation.
• Adapts the patron name link, in the circulation module, to the context: in the checkin mode, the link points to the patron account of the circulation module, but in the patron account of the circulation module, it points to the patron detailed view of the professional interface.
• Adds the patron age to the patron birth date in the patron account of the circulation module, to quicker identify children.
• Allows the librarians to sort the checked out item of the patron account of the professional interface.
• Improves the patron search of the circulation module to allow searching by barcode or patron name. A warning is displayed if the system found more than one result. The first result is displayed in the circulation module.

Metadata

• Makes the cantons field conditional of the sz (Switzerland) value of the county field.
• Adds the following note categories to the item JSON schema:
  • binding note.
  • provenance note.
  • patrimonial note.
  • acquisition note.
• Renames the public note to general note.
• Adds the enumerationAndChronology field to all type of items (issue and others).
• Renames person module into contribution module.
• Sorts the contribution roles in the document editor (with selectWithSort form option).
• Updates the conversion of documents with contribution references from IdRef.
• Corrects MARC to JSON conversion for subjects.
• Improves the email validation message in several resources JSON schema.
• Makes the holdings vendor field optional. It should not be required.
• Sets the holdings, patron and item notes minLength to 1 instead of three, to allow codes in the notes of the legacy system to be imported without data loss.
• Sets the mingLength to 1 for the following fields, in order to avoid losing data (will be fixed later):
  • patron.city.
  • patron.postal_code.
  • patron.street.
  • item.barcode.

Acquisitions

• Adds a complete list of serial pattern templates, that are the most used patterns. These templates are now available to all librarians of all organisations.
• Allows to use the expected date of a serial issue in the serial pattern template. This leverage the setting of the enumeration and chronology of the issue.
• Improves the serial pattern preview. The number of HTTP calls have been reduced.
• Displays late and claimed serial issues in the professional interface and in the public interface.

User management

• Allows users without email. When a user without email attempt to reset his or her password, a warning message propose to contact a librarian.
• Allows the librarian to change a patron password, with a button in the patron information of the patron account of the circulation module. The patron editor can be opened directly from the circulation module.
• Displays the patron role in the circulation module and in the patron detailed view.
• Allows users to give a second email for notification only, thus allowing a child to give its parent email.
• Fixes a subscription renewal issue preventing to add to patron a subscription when they already have a valid one.
• Requires an email for a user with librarian or system librarian role in the user editor.
• Sets a default expiration date value to now + 3 years.

Permissions

• Grants to the system librarian all the librarian rights.

API

• Adds a configuration option to sort the API response by the record creation date.
• Optimizes the number of API calls when requesting permissions from the professional interface.
• Adds an invenio-account API to change a user password.

Tests

• Cypress tests:
  • Adds tests for resource template and template usage.
  • Adds tests for the collections.
  • Adds template fixtures.
  • Adds cookie preservation to keep authentication information between tests.
  • Adds a goToMenu command to Cypress to ease navigating the application.
  • Adds tests for login and logout.
  • Uses API calls to login and logout.
  • Replaces UI actions by API calls in order to speed up the tests.
  • Replaces UI navigation by cy.visit when relevant.
  • Adds a method to get the current date and hour in order to use it in the API requests.
  • Adds a method to create a document and an item with API calls.

Instance

• Fixes poetry version to <1.1.0.

Issues

• #918: Identifier type are not translated in the document detailed view.
• #1220: A method to keep authentication information for Cypress tests is needed.
• #1231: Selector with multiple choice are not alphabetically sorted.
• #1256: After a renewal, the new due date is not displayed in the professional view.
• #1278: The tab titles of the patron account of the professional interface should display a count of the items of the list.
• #1281: Fees is not translated in the patron account of the professional interface.
• #1285: The canton selector, in the document editor, should appear only if Switzerland is selected in the country selector.
• #1293: It’s not possible to cancel a request on an item with the at desk status.
• #1300: Display the pickup location name instead of the location name in the circulation module.
• #1303: Cannot delete a request of an item with multiple requests.
• #1314: Requests in the modal to edit the request queue are not ordered by creation date.
• #1317: The patron subscription renewal task raise issues in Sentry, because the get_patrons_without_subscriptions has a bug.
• #1334: The circulation action CHECKIN_1_1_2 does not work as expected.
• #1340: A system librarian without the librarian role doesn’t have all librarian rights, resulting in bugs.
• #1355: The authors should be displayed in the requests (pending and at desk) of the patron account of the professional interface.
• #1356: Rename the request status ready into to pick up in the patron account of the public interface.
• #1357: Display the renew button in the patron account of the public interface, even if the action is disabled, and add explanations in the tooltip.
• #1360: The loan in transit to house are not displayed in the patron history (professional and public interface).
• #1364: Search by patron name in the checkin/checkout form (circulation module).
• #1373: In the patron account of the professional interface, some paid fees still appear.
• #1378: In the checkin form of the circulation module, the patron information should contain a different link depending if the module is in checkin or checkout mode, and display the age of the patron to identify children quicker.
• #1381: Email without full domain name can be saved in the patron and vendor editor.
• #1382: In the patron editor (JSON schema), the description of the street field should not ask for a coma.
• #1385: Replace patron barcode by patron number label in the patron account of the public interface.
• #1386: Do not display the patron birth date in the upper part of the patron account of the public interface. Instead, display it in the personal data tab, below.
• #1398: In the document detailed view of the public interface, when an item is on loan, the due date should not display the datetime.
• #1403: The qualifier, status and note of the identifier should be displayed in the document detailed view.
• #1481: Internal server error when an exhibition (collection) has an empty library field.

v0.13.1

This release note includes the changes of the rero-ils-ui project [link].

User Interface

• Updates the help link of the homepage to the actual help instead of the old GitHub wiki page.

Circulation

• Fixes ILL request form validation issues that prevents ILL requests to be saved, or that saves ILL requests with wrong data.
• Fixes a bug that raises an internal server error when checking out an item with requests.

Metadata

• Restores default value for hidden field in the cataloguing editor.
• Improves the method to hide field in the cataloguing editor.

Search

• Fixes the contribution facets with an internationalization (i18n) filter.

User management

• Fixes an error in the user editor when the role patron is selected.

Documentation

• Removes from the pull request template checklist the item related to the translations, as they are managed in a specific branch.

Test

• Forces the version of Node.js used by the GitHub actions tests.

Instance

• Upgrades lxml and cryptography dependencies for security reasons.
• Upgrades formly to v0.5.10.5.
• Upgrades @rero/ng-core to v0.13.0.

Issues

• rero-ils#1119: Non required fields of the document editor should support default values.
• rero-ils#1277: The help link on the homepage is deprecated.

v0.13.0

This release note includes the changes of the rero-ils-ui project [link].

User interface

• Displays the new collection resource on the public and professional interface: brief views for the search results and the collection detailed view.
• Adds a link to extend the search to the union catalog when a search within a specific organisation retrieves no results.

Public interface

• Fixes the can_request JINJA filter of the document detailed view template, because it prevents a self registered user to display this view, and raises an internal server error.
• Adds the new “collection” resource public detailed view.
• Moves the help submenu entry to the new Tools menu.
• Adds a RERO ID menu entry in the user menu. The profile displays the patron account, its loans, requests, fees… and the RERO ID displays the user personnal data, its credentials.
• Allows the user to sign in with the username or the email.

Professional interface

• Adds a new resource to allow the librarian and the system librarian to create templates for several resources such as document, holdings, item, patron. The template JSON has a non validated field, labelled data, that contains the pre-validated data. A template can be private, thus available only to its creator, or public and available to all librarians of the related organisation. Only system librarians can create or edit public templates.
• Adds a new menu entry in the Admin menu to access the template search list.
• Allows to group menu entries in the menu blocks of the professional interface homepage.
• Creates the template brief view (search results) and detailed view.
• Removes the possibility to add a template from the brief view, as it has to be done from the relevant resource.
• Adapts the document, item, holdings, patron routes in order to be able to load data from an existing template in the editor.
• Adds a use it functionality through a canUse permission that allows the user to use a template.
• Allows duplication of records from the record detailed view. This leverages the creation of a new record similar to an existing one.
• Updates the Switch library button to be compatible with the new angular application initialization.
• Displays the holdings depending on the holding_type metadata from the holdings itself, and not on the parent document type.
• Renames the patrons entry of the User services menu into users.

Circulation

• Fixes the requesting patron last name and surname when a requested item is checked in.
• Adds a new resource for ILL requests, with related permissions (API) and tests.
• Displays the ILL requests in a new tab of the patron profile.
• Adds a new form for ILL requests, available to the patron in the public interface. This form allows the patron to place a request for a document not available in the patron’s organisation, and to select the pickup library.
• Improves the loan API performance to render the patron account (public and professional) quicker.
• Improves the performance of the patron account information in the checkin-checkout: a first call is requested to get linked item pids and barcode, then for each barcode, a second call is done to get the item details.

Metadata

• Improves the regular expression used in the JSON schema to validate dates, in all relevant resources.
• Create the new “collection” resource, to group items together.
• Adds optional fields to holdings that are displayed on the document detailed view:
  • enumerationAndChronology.
  • supplementaryContent.
  • index.
  • missing_issues.
  • notes.
• Removes conditionality of the 2nd call number depending on an existing 1st call number.
• Extends availability of the 2nd call number to all holdings types.
• Prevents deleted serial issues to be displayed on the public interface.
• Harmonizes the use of JSON schema custom options to sort items of selects in the editor.

Data

• Adds template records fixtures.
• Fixes import_users CLI to prevent storing pids in the patron_pid database table, because it results in issues when creating new users after the initial setup.
• Removes the append argument from the import_users function.
• Adds a username to the user fixtures.

Search

• Fixes ElasticSearch bulk indexing to improve performance of parallel indexing with MEF authority link creation.
• Adds facets to the template search view, to filter results by resource type (document, holdings, item, patron) and visibility (public, private).
• Improves ES mapping configuration for users to prevent that searching for patron by barcode retrieves multiple results, if the barcode contains dashes.
• Updates the total results display to ElasticSearch 7.9.0.

User management

• Moves the user personal data from the user resource (JSON of the user module) to the RERO ID profile (the user profile database).
• Extends the user resource with the following fields for patron:
  • Notes (displayed in the patron profile).
  • Expiration date (displayed in the patron profile).
  • Library affiliation.
• Group the patron data of the user in a nested structure.
• Adds a new Invenio account login view REST API.
• Moves the link between the patron record and the user profile from the email to the id.
• Synchronizes the patron record and RERO ID profile data in both directions.
• Sets the default user password as the birth date.
• Renames the patron API endpoints from patrons to rero_users.
• Adds a user web API to return the number of patrons given a username in order to ensure that usernames are unique.

Tests

• Adds fixtures for a new organisation for testing purpose. Existing records, such as organisation, library, patron type, etc., makes the writing process of Cypress tests much easier.
• Adds a model of a Cypress test to ease further the creation of Cypress tests and to provide a list of good practices.
• Replaces cy.wait() by timeouts or by waiting for aliases to harden Cypress tests robustness.
• Tests with Cypress the circulation scenario A.
• Tests with Cypress the circulation scenario B.
• Moves from Travis CI to GitHub actions to improve the preformance of running tests at each pull request or merged commit.
• Updates Cypress tests to the patron module refactoring (renamed users).

Angular application (Professional interface, search)

• Initializes the application according to Angular standards.

Instance

• Updates Cypress to v4.12.1.
• Updates ElasticSearch to 7.9.0.
• Updates Invenio to 3.3.
• Updates Celery to 5.0.0
• Improves ElasticSearch monitoring by fixing ElasticSearch duplicate records computation.
• Fixes an issue that prevented the Celery configuration fixture to be found by setting the constraint on the celery python package version (<5.0.0).
• Fixes LXML errors during deployment. See this Invenio pull request.
• Enables invenio-admin and invenio-userprofiles.
• Adds an API to display the database connection counts. It allows to monitor the DB usage and to have statistics in order to decide how to improve the performance of a deployed instance.

Issues

• rero-ils#83: Types are deprecated in ElasticSearch, then document_type parameter should not be used anymore. Fixed by upgrading Invenio to 3.3.
• rero-ils#1187: Date validation in JSON schema (editor) are not robust as it allows date such as 2020-67-74.
• rero-ils#1230: The requesting patron last and first name are inverted in circulation module interface when a requested item is checked in.
• rero-ils#1246: Displaying the patron account, either on the public or on the Professional interface is too slow, because the API response is not optimized.
• rero-ils#1252: Holdings for journals have several issues: hidden issues (items) cannot be expanded; the description tab is empty; receiving an issue is not possible when the holdings is imported from the legacy system (Virtua) with the wrong type (standard instead of serial); sometimes the library is not displayed in the holdings (only the location)…
• rero-ils#1264: A note is hardcoded in the courtesy notice (circulation notification). It should be removed from all notification templates.
• rero-ils#1284: Call numbers (1st and 2nd) should not have validation constraints, such as minimal number of characters.
• rero-ils#1272: As a logged patron displays his or her patron account, if a fee is on dispute, the view crashes and displays an internal server error.

v0.12.0

This release note includes the changes of the rero-ils-ui project [link].

User interface

• Replaces the legacy authors by contribution field in the search results view (brief view), detailed view and the loan transaction history of the public and professional interface. In the same move, the search input in the document editor, that allows to link a document to an authority record, is adapted to the new field (see below, in the metadata section).

Public interface

• Adds a tab for the fees in the patron account view.
• Updates the entry menu link to the help page, to be consistent with the structure of the help section (help/public).

Professional interface

• Circulation interface:
  • Adapts the circulation module interface after updating invenio-circulation and refactoring the RERO ILS circulation module (see below the circulation section).
  • Fixes the renewal badge to prevent it to be displayed when an item that has been renewed is checked in.
  • Replaces the pickup location name by the item’s library name of the item details.
  • Adds an alert message to inform the librarian of the destination of a checked in item that goes in transit.
  • Fixes the checkout view to allow removing the displayed patron information in order to switch to the checkin view. Removes a wrong flash error message that appears in such a move.
  • Allows requests by a librarian in the name of a patron on all the organisation items, not on the library items only.
• Document editor:
  • Updates the document detailed view to display the new_acquisition field (see below, in the metadata section, the description of the new acquisition functionality).
  • Fills the document editor with the data of a record imported through an external client using the REST API. As the librarian saves the record, the _draft boolean field is set to false to allow its validation (see below, in the API section).

Search

• Adapts the author facet to the new contribution field of the metadata model.
• Fixes the total result count of the public search interface of an organisation view that is broken by the new contribution field implementation.

Circulation

• Upgrades invenio-circulation from v1.0.0a16 to v1.0.0a21, then to v1.0.0a23, v1.0.0a25, v1.0.0a26.
• Fixes automatic item assignment on pending loans, preventing a checked-in item to be assigned to all pending loans of its document, by adding the assign_item parameter to all ITEM_RETURNED transitions. Fixes inveniosoftware/invenio-circulation#127.
• Uses datetime to manage start and end date fields of the loans in rero-ils, since invenio-circulation v1.0.0a21 uses date format.
• Implements circulation actions, after an effort to extensively model all circulation use cases, for library network complex workflows:
  • add_requests actions. Fixes issues when multiple requests are allowed for the same patron on the same item, and when loans with state ITEM_IN_TRANSIT_TO_HOUSE were blocking new requests.
  • checkin actions.
  • validate request actions. Fixes the issue when a manual validation of a request validates all requests on the same items.
  • extend actions. Fixes an issue that allowed extension of a checked out item even if pending loans (requests) were associated to it.
  • cancel_request actions.
  • change_pickup_location actions.
• Adds a LoanState class to better handle loan states.
• Creates a item_record_to_a_specific_loan_state method to change the item record status.
• Adds a configuration named CIRCULATION_LOAN_LOCATIONS_VALIDATIONS to extend validation of loan locations (integrated to invenio-circulation v1.0.0a25).
• Fixes issues raising when placing several requests simultaneously (invenio-circulation v1.0.0a26).
• Extends circulation fixtures to reflect improvements in the circulation module.
• Allows an item having loans attached in CREATED state to be deleted. Such loans have no impact on circulation, as they are the result of interrupted circulation actions.
• Fixes an issue preventing an item to be checked out if two pending loans (requests) are attached to it.
• Allows circulation actions to be linked either to a transaction location or to a transaction library.
• Renames the validate API call to validate_request.
• Fixes an issue occurring when multiple requests are being validated simultaneously.
• Adds missing parameters to the renew button in the patron profile of the public interface.
• Uses the loan field _created instead of transaction.date to sort requests. request_creation_date is equal to _created.
• Allows requests to be placed on ITEM_IN_TRANSIT_TO_HOUSE loans.
• Adds item destination library name and code, and item destination location name and code to the loan dump to improve the circulation interface accuracy.
• Fixes an issue that prevents the pickup location of a request of ITEM_IN_TRANSIT_TO_PICKUP loans to be changed.
• Fixes an issue that prevents ITEM_IN_TRANSIT_TO_HOUSE loan to be checked out to a patron that does not own that loan.
• Rewrites the loan permission factory and adds a specific class for invenio-circulation resource. Simplifies the search_factory method. Fixes an error in the loan search_factory method when the user has both patron and librarian roles.
• Implements the patron information in the invenio-sip2 module, allowing patrons to access their information through the selfcheck machine: checked out items, requests, overdues, fees…

Metadata

• Improves marc2json and validate CLI commands to work properly with JSON references.
• Moves a field of the document JSON schema that was badly situated after the splitting of the schema, from rero_ils/jsonschemas/common/languages.v0.0.1.json to rero_ils/modules/documents/jsonschemas/documents/document_series-v0.0.1.json.
• Implements the new contribution field (that replaces of the authors field).
• Replaces, in the document JSON schema, the labels of the agent roles by their code (ie, the content of the value key), in order to avoid translating the code and the label.
• Adds a functionality in the Reports & monitoring section that allows a professional to export an item inventory list to a CSV file. Before the creation of the export file, items can be filtered by library, location, item type and item status. The search itself retrieves items based on all their fields, such as the barcode or call number. That points to the list presented as a search result on RERO ILS.
• Improves marc21tojson transformations with a better identification of empty values, and their replacement with default values.
• Allows (temporarily) to attach a serial holdings or a standard holdings to a document of journal type or periodical issuance type. This is necessary for migrating all the legacy system records to RERO ILS.

Acquisition

• Updates the document and item JSON schemas for the new acquisition list management. These lists are generated through an ES query that filters the newly acquired items with a specific time span. This allows a librarian to define a permalink to be shared through the library website (or elsewhere), that points to a RERO ILS search result presenting the list.
• Adds a search input in the order line editor to find a specific document and to save the librarian the burden of typing the full REST API document URL.

API

• Adds marcxml support to the document API, thus allowing an authenticated user to post marcxml records using an external script. The record is added to the database with the _draft flag set to true, to disable the validation of the data and to avoid the record to be found in the catalog.

Permission

• Adds the document_importer role to users posting records (documents) through the REST API. A new CLI command creates a personal OAuth token for authentication.
• Adds a method to return a record class from a given pid_type. This method is available globally.

Tests

• Adds fixture data for end to end (e2e) tests with Cypress.
• Splits commands.js file into multiple files to improve its readability and adds circulation custom commands to it.
• Tests the creation of a simple document (required fields only).
• Adds HTML id="" or name="" attributes in public and professional interfaces to ease the writing of the Cypress tests.
• Fixes the item status of newly created items by copying an existing item through a function, with the existing status. This function, obviously, is only used for circulation unit tests, not for the regular item creation.
• Adapts existing circulation unit tests to the new circulation actions.
• Extends circulation unit tests to cover all circulation actions.
• Adds circulation unit tests to cover all circulation scenarios.

Scripts

• Adds a script, called russian_dolls to package ng-core, include it in rero-ils-ui, and then package rero-ils-ui and include it in rero-ils, to ease some development processes.

Instance

• Upgrades python dependencies after upgrading invenio-circulation: removes constraints on marshmallow, adds ciso8601, fixes isort errors.
• Fixes python imports after upgrading isort to v5.
• Fixes autoflake errors, signaling unused python imports.
• Upgrades ngx-formly (the library that generates the editors, based on the JSON schemas) to 5.9.1.

Fixed issues

• #797: The renewal badges appears in the circulation interface when a renewed item is checked in.
• #927: As a librarian, I cannot request (the request button is not displayed) an item that do not belongs to my library.
• #1030: In the document detailed view of the professional interface, the contributors that aren’t a link to an authority record (MEF link), but only a plain string, aren’t displayed.
• #1085: Item search by barcode is not filtered by organisation, resulting in possible circulation actions in the wrong organisation.
• #1137: The patron account view, in the public interface, crashes when an item of the loan transaction history is deleted.
• #1158: A missing configuration prevented the Celery scheduler to locate the task_clear_and_renew_subscriptions method.
• #1160: Checking out an item ready at desk to the patron that requested it is impossible. The error is “This item is requested by another patron”.

v0.11.0

User interface

• Updates schema of forms to use the new sorted select menu.
• Displays new metadata fields: seriesStatement and partOf:
  • Displays fields in detailed view and in editor.
  • Removes partOf field from brief view.
  • Adds oneOf attribute in order to link issuance maintype and subtype in editor.
• Adds missing translations of item notes types.
• Limits length of document title to 150 characters in detailed view. Adds a Show more/Show less link if the title is truncated.
• Sorts pickup locations alphabetically when placing a request for an item.

Professional interface

• Adds inventory list functionality and view based on item resources. The librarian can access them using the Reports & Monitoring menu. This functionality allows the librarian to display a list of items, search and filter them and extract them to a CSV file for inventory purposes.
  • Adds CSVSerializer to render list results to CSV.
• Adds several improvements to the editor layout:
  • Improves document JSONSchema form options by adding css classes, default values and form options to increase its usability.
  • Adds borders to form groups and generally improves UI.
  • Fixes fields to be displayed by default in editor, input sizes, always-hidden fields.
• Adds a custom directive allowing to order tabs.
• Changes the sequence of editor initialization to avoid concurrency problem with JSONSchema loading in BNF import editor.

Metadata

• Adds three new fields to the data model: seriesStatement, partOf and issuance.
  • Implements transformation of these fields for MARC21 and UNIMARC.
  • Adapts ES mappings and JSON schemas.
  • Indexes host document title in child document’s record for search results relevance.
• Adds a second_call_number field to item resource.
• Splits document JSONSchema into smaller files, to improve readability. JSON references are resolved on the fly.

API

• Refactors the permission processes using a permission factory and classes for specific resources instead of all resources.
  • Refactors permission factories for resources: organisation, document, item, vendor.

Documentation

• Documents the new Weblate translation workflow.
  • Adds a Weblate badge in the README.rst that informs about the completion of translations, and points to the Weblate service.
  • Removes the check of translation message extraction in the PR template.
• Improves the rero-ils-ui README and adds badges as well as UCLouvain in copyright declaration.

Tests

• Adds an id on all menus in order to simplify and improve Cypress tests.
  • Replaces getId() by idAttribute pipe from Angular.
  • Doesn’t hide the Debug toolbar in Cypress tests as FLASK_DEBUG should be set to False when launching the server.
  • Creates new setLanguageToEnglish Cypress command to set language to English.
  • Deletes all cy.visit() methods and use menus to navigate in the application.
  • Creates new logout() Cypress command.
  • Creates new goToMenu() Cypress command.
  • Creates new createItem() Cypress command.
  • Creates new goToItem() Cypress command.
  • Improves checkout-checkin.spec.js Cypress tests using new Cypress commands.
• Limits pytest version to <6.0.0 in order to avoid critical issues with newer versions.

Instance

• Upgrades node.js package from v10 to v12.
• Updates poetry packages to latest versions.
• Prepares the project for migration from Transifex to Weblate translation web service. Pulls the translations from Transifex, extract messages and updates catalog.
• Adds ngx-spinner dependency used in ng-core to rero-ils-ui. ngx-spinner is used in version v8.1.0 for compatibility with Angular 8.
• The module rero-ils-ui uses the ng-core library in version v0.6.0

Scripts

• Fixes npm asset utils installation at bootstrap: adds error message when npm asset utils fails and uses –force option for npm asset utils installation.
• Improves Celery script option for server launching: adds new -l or --loglevel server script option to change Celery log level and adds new -n or --no-worker server script option to disable Celery workers.
• Improves check_license method to include Triple-Slash directives for .js files, avoids checking screenshots directory in Cypress, and adds a triple slash directive on 2 JS files (from Cypress).

Fixed issues

• #880: Reduce size of title in document detailed view
• #882: Translations of actions realised in circulation UI
• #883: Improvement needed on the request information when doing a checkin
• #886: Clear the patron info on top of checkin form when quitting it
• #898: Autocomplete stays even after the results list is displayed
• #906: Saving a document with edition responsibility impossible
• #916: Translate content field "Language" in document detailed view of public interface
• #917: Document type “Other” not translated in document detailed view (public interface)
• #1003: editor : multiple provision activity lost when editing a document
• #1035: Editor: “jump to” not always working
• #1078: The tab order of the document detailed view (pro interface) should be: get / description
• #1102: Authors and issuance fields: organisation as author and subtype are not loaded correctly when editing a record with those fields

v0.10.1

The f01ceffe and 38c982c1 commits for the Import from BnF functionality are missing in the v0.10.0 release. This patch fix this oversight.

v0.10.0

User interface

Public interface

• Keeps the active tab on the document or person detailed view on page reloads.

Professional interface

• Renders the language menu with the same look as in the public interface:
  • Uses the same icons.
  • Removes the current language.
  • Avoids to translate the language menu.
  • Adds a divider to separate the language menu from the help link.
• Takes the entire screen width. This is useful for the improvement of the editor.
• Improves the document editor:
  • Sets a max width for selects and inputs.
  • Sets bold font weight for titles.
  • Hides fields with unique value (as bf:Place).
  • Displays fields inline and makes this configurable through a HTML class in the JSON schema.
  • Adds HTML class in the JSON schema to fix max width and title font size.
• Implements interface components to import bibliographic records from external sources through the web (SRU protocol). The librarian searches in a regular search interface for the desired record, using a simple query (keywords for the author, title, date, IDs…), selects a record, gets a preview in two formats (the RERO ILS JSON rendered in HTML, and MARC). Once the desired record is identified, through an Import button, the record is loaded into the document editor to be modified and then added to the catalog. At this stage, only the BnF SRU service is implemented.
• Fixes the redirection to the parent document after the deletion of an item. This behaviour has been generalized to every parent/child resource relationship through a modification in the routing configuration.
• Allows to receive a serial issue through the professional interface (see the acquisition section, below). The workflow begins on the holding detailed view and then continues on a dedicated view for serial issues. The Quick receipt automatically receive a regular issue and create the corresponding item.
• Improves the transaction data displayed on the item detailed view, depending on the transaction type (checkout or request), to avoid displaying an empty pickup location name when this data is not relevant.

Circulation

• Adapts the patron profile URL in notification messages to the active RERO ILS instance.
• Adds a CLI for notifications to start the notification process with invenio run notifications process.

Metadata

• Adds a translation mechanism for the resource editor (documents, items…). The translated schemas keys in the rero-ils project are served through an API endpoint to the rero-ils-ui project, in order to avoid translating them twice.
• Holding record, serial pattern:
  • Adds a field to describe the publication frequency of a serial pattern. The librarian has to pick from a fixed list of 15 frequencies, which correspond to the standard RDA list.
  • Adds an expected_date_for_first_issue field to indicate the expected date of the first issue to be received.
  • Sets the next_expected_date field as required for regular frequencies.
  • Adapts the item JSON schema to display fields conditionally.
• Adds type field in the item record, to distinguish between standard item and serial issue. If the item is of type issue, then the issue field is required, to describe the issuance details and issue status. Issue items can only be attached to holdings of serial type. The field item_type that indicates the circulation category will be removed later. The item circulation status is described in the item.status field, while the issue status is described in the item.issue.status.
• Adds notes field in the item JSON schema. Four types of notes have been added, two regarding their audience (public or staff) and two regarding a circulation operation (checkin/checkout). The notes are displayed according to their type: public notes are publicly displayed on the document detail view of the public interface, staff notes are displayed on the same view but in the professional interface, checkin notes are displayed as a permanent alert as the item is checked in, and checkout notes are displayed as a circulation transaction occurs.
• Uses JSONSCHEMAS_REPLACE_REFS = True to resolve JSON reference before serving the schema.
• Removes the document-minimal-v0.0.1.json schema, as it is not used.

Acquisition

• Receive an issue:
  • Allows the librarian to receive new issues through the holdings detailed view. The system, based on the holdings pattern, computes the next issue pattern and expected date. The librarian is able to add irregular or exceptional issues.
  • Updates automatically the next_expected_date after a successful receipt of a regular issue (expected_date of the receipt issue plus the pattern frequency).

API

• Corrects the process used when starting a delayed bulk indexing (switch from invenio-indexer to IlsRecordindexer).
• Uses the standard JSON schema end point (/schemas).
• Restricts the receipt of issue to librarians of the holdings record's library.
• The pattern preview API returns the issue_display_text (based on the preview template) and the expected_date.
• The holding API is able to receive the next regular issue.

Documentation

• Documents all circulation actions, trying to be the most comprehensive in the context of a library network with complex internal circulation workflows. Actions, scenarios and chart can be found in `/doc/README.md#circulation <https://github.com/rero/rero-ils/blob/dev/doc/README.md#circulation>`__. In the same move, the babel configuration has been cleaned.
• Removes unnecessary documentation in the LICENSE file.
• Fixes the AUTHORS.rst file (wrong indentation).
• Improves the github issue templates to automatically add various labels to the issue, depending on the type of issue (bug, correction, enhancement, etc.). This should also ease the process of issue creation and triage.
• Creates an API to expose which roles can be managed by the current logged user. Introduces a restriction to prevent the current user to delete itself.

Translation

• Fixes a wrong rule in the babel configuration that prevented strings to be extracted from the document JSON schema.

Instance

• Upgrades assets utilities (clean-css, node-sass…)
• Fixes version number in the pyproject.toml file.
• Uses enabled state of tasks already saved in REDIS.
• Integrates invenio-sip2 module, that can be installed with a new option for the bootstrap script.
• The module rero-ils-ui uses the ng-core library in version v0.5.0.

Scripts

• Fixes server script to make use of the correct scheduler back end and prevents rero_ils.schedulers.RedisScheduler file creation.

Fixed issues

• #802: In the notification sent to the patron, the patron profile URL isn’t adapted to the running RERO ILS instance URL.
• #821: The switch library menu of the professional interface should be better positioned. The menu itself should directly inform the librarian of which library is selected. Furthermore, the switch library menu should be displayed on every page of the professional interface, not only on the home page. When another library is selected, the page is reloaded with the new context, implying a possible data loss.
• #822: The switch library menu of the professional interface is not dynamically populated after the creation of a new library.
• #930: A librarian could edit librarian records of other libraries and manage system librarian roles.
• #943: Selecting another interface language in the professional interface wasn’t changing the language of the editor.
• #1033: Restarting the scheduler disables entries.
• #1036: notes field prevents to save document record.
• #1038: The person selector in the document editor doesn’t display the birth and death dates of the person correctly.

Known issues

There are some critical issues on the editor, that are known and are going to be fixed by one of the next sprints (July 2020 or August 2020):

• #906: saving a document with edition responsibility is not possible.
• #1003: multiple provision activity are lost when editing a document.
• #1035: the navigation helper (jump to) is not always functioning.

v0.9.1

This patch is needed because #1013 is missing in v0.9.0, resulting in many user interface elements that are missing.

Documentation

• Updates the chart of links between RERO ILS resources.
• Replace circulation chart with a new chart using dot from graphviz.
• Adds a markdown file with all circulation actions explained.
• Adds a markdown file with scenarios based on these actions.
• Enriches the mention of contributing libraries with UNamur and U.Saint-Louis Brussels (README.rst).

Translations

• Fixes a bug with the translation API that prevented exception to be logged.
• Returns the source string instead of an empty string when the translation is missing.

Instance

• Improves the nginx logs to prevents the OPTIONS requests to be logged to get cleaner logs in deployed instances.

Issues

• `#890`__: Displays the realized actions in the circulation interface to the past participle, so that the librarian knows the actions are actually done.

v0.9.0

This release note includes the release note of rero-ils-ui version v0.2.0.

User interface

• Improves the document detailed views (public and professional) with tabs: a “get” tab with the holdings and information on items, a “description” tab with extended document metadata and, in the professional view, an “online” tab when the resource is available through an hyperlink. On top of these tabs are displayed the main metadata of the document with the cover thumbnail.

Public interface

• Removes the item detailed public view which is useless, all relevant information being on the public document detailed view.

Professional interface

• Updates the library custom editor to normalize buttons according to the charter. Also, when a day is set to closed, the opening hours are hidden in addition to being disabled.

Search

• Moves from the ES query string, which is powerful but should not be used for public search input, to ES simple query, much simpler but much more resilient to syntax errors in the query. It also allowed to set the default boolean operator to AND, which is what librarians and patrons expect. The API requests are still done through the ES query string, as complex queries are needed to populate the user interface. A new HTTP query optional parameter is added to identify the simple query: &simple=1.
• Sets the same AND boolean operator instead of OR when selecting multiple items in the same facet, thus reducing the scope of the filter instead of expanding it.
• Improves the ES mapping to enhance the search quality.
• Adds a RERO ILS custom analyzer as the default analyzer.
• Improves language analyzer with unicode capabilities (oe, œ, ue, ü, etc.). Uses a new ES docker image with icu plugins for these functionalities.

Circulation

• Checks that there is only one pickup location per library.
• Processes notifications asynchronously, which is more scalable and reliable.
• Implements paging request to closed stack functionality, needed and developed by UCLouvain. It allows to restrict, for a specific location, the available pickup locations, or even to disable the request option for the whole location. It also allows to set a manager for these paging requests, who receives printable email notifications for each request.
  • Updates the location detailed view with new paging request fields.
  • Updates the location brief view to identify the closed stacks. Adds tooltip message when the location can’t be deleted. Updates the buttons style according to the charter.
  • Adapts the “request item” selector to display only the available pickup locations.
• Normalizes the action buttons of the user interface according to the charter.

Data

• Updates the item JSON schema in order to remove the requirement on the call number. The item barcode is still required, but can be left empty by the librarian and be automatically set by the system. These changes are needed to an upcoming functionality, receive an issue, in which the librarian should be able to add an item without having to assign a barcode and a call number to it.
• Creates a separate table for each resource in the database. Import and export of a resource are easier and access to records faster in big datasets.
• Updates JSON schema to draft 7.
• Adds methods to ensure PIDs are unique.
• Improves JSON schema and ES mapping of the patron transaction event.
• Implements physical description in the new data model: extent, duration, format, illustrations, colors and physical details.
• Fixes creation, merging and deletion of holdings records for ebooks, during harvesting.
• Links documents to person authority records through IdRef, GND or RERO ID instead of a MEF record ID. The MEF clustered record is still used to provide multilingual capabilities, but the source authority IDs are much more stable.
• Updates the document editor to propose person authorities from the IdRef and GND records in the MEF server.

User management

• Adds manual blocking of patrons by the librarian. Blocked patrons can’t check out or place requests on documents, and are informed of the blocking in their profile. Librarian are also informed of the blocking when displaying the patron profile or when trying to place circulation transactions that are not possible due to the blocking.

API

• Splits the item class into two classes, the api.record:ItemRecord to manage the item record, the api.circulation:ItemCirculation to manage item circulation transactions.
• Adds a new API URL to check, when creating or updating a patron, if the email does not already exist. A validation message is displayed in the editor.
• Exposes PO based translations in JSON through a new API HTTP endpoint to the angular application (rero-ils-ui), to avoid translating the same strings in both projects. On the rero-ils-ui side, the translation mechanism is updated to consume the exposed JSON file translations.
• Adds create to the permission API and removes permissions from the SearchSerializer.
• Improves the way rero-ils-ui gets permissions, through the permission API instead of a search query.

Documentation

• Adds an informative README.rst, addressed to the general public and developers, explaining the context of the project, what it does and is going to do, where to find documentation on how to develop, install or contribute to RERO ILS.
• Updates the rero-ils-ui issue template in order to remind users to privilege issue creation in the rero-ils GitHub repository.

Tests

• Fixes another dependency issue, this time with jsonresolver.
• Fixes pytest-invenio version 1.2.2 breaking tests, because it downgrades pytest-flask and Flask. pytest-invenio is pinned to 1.2.1.
• Fixes unit tests for item barcode automatically generated (prefixed with “f-”), to ensure that the time stamp of the generated barcode equals the sysdate time stamp.
• Tests the ES simple query with provided search use case in different languages.
• Installs, configures and adds first Cypress test for end to end (e2e) tests.

rero-ils-ui

• Rewrites MainTitleService as a pipe to ease its use in components.
• Fixes the test component name to be coherent with component name.
• Rewrites tests to limit imports and declarations.
• Fixes private attribute names that were missing the leading underscore.

Instance

• Moves from pipenv to poetry to improve dependency management. Uses python-dotenv to load .env and .flaskenv files. This allowed to upgrade werkzeug which resulted in an issue fixed with the item view and the tests.
• Removes a bad hack with appnope package for Mac OSX.
• Removes setuptools manifest which is not used anymore.
• Configures celery to load .env and .flaskenv files.
• Adds invenio-logging Sentry extensions.
• Removes pipenv environment variables from the setup script.
• Fixes an error when interrupting the server script, resulting in processes still running, after the move from pipenv to poetry.
• Improves the handling of scheduled tasks with the use of REDIS scheduler back end, allowing to enable, disable, update, create scheduled tasks dynamically.

Issues

• #91: The facets behaviour was not as expected. It associated two items with an OR instead of an AND operator.
• #675: A question was raised on how to improve the library custom editor, specifically the opening hours section. It was decided to hide the opening hours for closed days.
• #755: The search failed with a query containing brackets [].
• #819: The population of items in editor selectors was very slow.
• #850: Creation of two records with the same PID is possible.
• #884: Removes the public item detailed view as it is not useful anymore.
• #890: Actions realised in circulation should be in past participle, not in the infinitive form.
• #932: Librarians were able to edit item types and patron types, but these actions should be reserved to system librarians.
• #934: Searching for patrons in a large data set should rely on a good ranking, in order to get an exact match on the top of the results page.
• #1000: A test on the document API was not raising exceptions, resulting in a failed test.

v0.8.0

This release note includes the release note of rero-ils-ui version v0.1.2.

User interface

• Implements gradually the graphic charter specifications for buttons.
• Launches a search when the user clicks on a title suggestion in the search bar, directly.

Professional interface

• Filters search results by organisation to focus on the most useful content for the librarian.
• Filters by organisation also the search suggestions.
• Adds the librarian organisation as a parameter in the hyperlink of the document title in the brief view (search result list).
• Adds a history tab in the patron profile to display the loan history of the last 6 months.
• Updates the patron type detailed view with new subscription fields.
• Adds a holdings record editor to define:
  • Publication patterns.
  • Prediction preview templates.
• Supports three different types of holdings record in the document detailed view:
  • Standard with the add/edit buttons to load the item editor.
  • Electronic with no action available (replaces the harvested property mechanism).
  • Serial with the add/edit buttons to load the holdings record editor.
• Adds IdRef persons in the person search (adapts search suggestions and person brief view).
• Implements the requests and request queue edition, allowing the librarian to add a new request to the queue or to edit an existing request (deleting it, or updating the pickup location).

Circulation

• Adds the responsibility statement to the title in the notification sent to the patron.
• Uses the pickup location email as sender for the notification email.

User management

• Implements the subscription functionality, so that patrons of a specific patron type will receive an annual fee to subscribe to the library services.
• Creates the subscription at patron creation or update if needed (depending on the patron type).
• Implements scheduled tasks to:
  • Clean old subscriptions.
  • Create new subscriptions for patrons linked to a patron type with a subscription but that are missing the subscription fee.
• Displays an alert to the patron, in the patron profile for pending subscription.

Metadata and data

• Improves harvesting of ebooks metadata from external commercial platform, avoiding to stop the harvesting when it encounters faulty data.
• Displays IdRef as a source in the person detailed view, as IdRef has been added to the MEF server (rero/rero-mef@7d8a7467).
• Displays bibliographic metadata in the fee history only when relevant (ie ovedue transaction).
• Improves document JSON schema according to the guidelines.

Search

• Adapts indexer to new possibilities offered by Invenio 3.2, such as indexer class, which allows the IlsRecordIndexer to be simplified.

Acquisition

• Begins to implement serial management with the creation of a manual prediction:
  • Adds a holdings_type parameter to the holdings record to differentiate standard records (ie monographs), electronic records or serials.
  • Updates the JSON schema of the holdings record to:
    • Configure the holdings record editor, in which the publication pattern will be defined.
    • Encode the publication pattern in the holdings records.
  • Computes predicted issues preview based on the publication pattern of a given holdings record.
  • Implements a template mechanism to configure how the issue of a given pattern is displayed.

API

• Improves the permission API and configuration to ensure that some resources can only be updated by a system librarian.
• Allows the organisation record to be updated. This is needed to allow system librarians to edit the link from an acquisition account to a budget.
• Adds a route to update the pickup location of an existing request.

Fixtures

• Regenerates documents and holdings records after the changes for the serials predictions.
• Adds in the fixtures the 10 publication patterns that are currently most used in the RERO network.

Tests

• Uses pipenv run safety check instead of pipenv check to avoid a temporary issue with pipenv.
• Increases test coverage in the location module.
• Fixes pytest-invenio static path location. A PR is pending on the pytest-invenio project.
• Many fixes due to dependencies issues.

Scripts

• Allows the setup script to succeed even if records don’t have any responsibilityStatement.

Instance

• Updates Invenio framework to version 3.2.1!
• Upgrades https-proxy-agent for security reasons.
• Uses rero-ils-ui version v0.1.2.

Documentation

• Updates the PR templates to add a section on cross dependencies between rero-ils and rero-ils-ui projects.

Issues

• #788: The search suggestions are displayed only after a click in the input field, even after 3 typed characters.
• #939: The email notification should use the email of the library as sender.
• #960: A librarian using the web browser Chrome/Chromium wasn’t able to update the pickup location of a request.
• rero/rero-ils-ui#140: the library facet was missing in the professional interface.

v0.7.0

User interface

• Moves to rero-ils-ui version 0.1.0. rero-ils-ui is the angular project for part of the user interface (public search and professional interface).
• Fixes some issues in the source code identified through the translation process (in both projects: rero-ils and rero-ils-ui).

Public interface

• Improves request deletion by patron, to keep the request tab active after deletion.
• Fixes the cover image display in the document detailed and brief view of the public interface.
• Displays the document title field in brief and detailed views.
• Adapts the configuration of the search views to be compatible with ng-core, in order to ensure that professional action buttons do not appear on the public interface.

Professional interface

• Adds examples in the placeholders in the patron editor.
• Adds a request button on the document detailed view, that allows a librarian to place a request on an item on behalf of a patron. The button opens a modal in which the librarian can scan a patron barcode and select a pickup location.
• Truncates the abstract in the document detailed view and adds a show more link to get the complete abstract. This uses a ng-core component.
• Fixes the messages displayed to the librarian as he or she’s placing a request on an item for a patron.
• Centralizes useful data to populate the professional interface front page board and menu.
• Improves information about unavailable items on the item detailed view.
• Displays the electronic location on the document detailed view.
• Displays the document title field in brief and detailed views.
• Improves the edition statement field display on the document detailed view.
• Implements the fee tab of the patron account from the librarian point of view.
• Fixes uniqueness value check of several fields in the location record, such as is_online, pickup_name, etc., when a location is created or updated.
• Adds guards to protect access to any resource editor based on the user permissions. A basic error page is also added.
• Removes the location from the library brief view (search result) and moves it to the library detailed view.
• Hides the action button on the location detailed view depending on the user permission on the library (the parent record).

Circulation

• Generates fees (“patron transactions”) and “patron transaction events” when a loan is overdue.
• Returns all applied actions after a successful checkin ou checkout, in order to address new circulation use cases.

User management

• Adds a new resource, “patron transaction”, to manage all the different fees that a parton will generate (overdue checkout, photocopy, subscription, lost or damaged item, interlibrary loan, etc.)
• Adds a new resource, “patron transaction event” to track the history of each fee (partially paid, paid, disputed, etc.)
• Adapts the “fee” resource to make use of “patron transaction” and “patron transaction event” resource.
• Allows the librarian to register payment or partial payement for fees.

Metadata

• Implements the electronicLocator fields in the metadata model.
• Implements the title fields in the metadata model, with transformation from RERO MARC21 and BNF UNIMARC, which was a huge work.
• Improves the marc21json CLI to enable debugging options.
• Updates the location JSON schema to make the pickup_name field required if the location is a pickup location (is_pickup is set to true).
• Updates the document records to the new MEF IDs.
• Checks and removes leading or trailing spaces in the item and patron barcodes.

Acquisition

• Adds “invoice” resource. This resource is linked to the “vendor” resource.
• Removes useless functions in the "order line" ressource.

API

• Adds a sort function on pickup name location.
• Checks if the librarian has the permission to place a request on an item for a patron.
• Adds the possibility for a librarian to place a request on an item for a patron.

Fixtures

• Adds patron transaction and patron transaction event fixtures.
• Adds loan fixtures to create active and paid overdue fees.

Tests

• Fixes issue with the daylight saving timezone that occurs twice a year.
• Fixes other timezone issues and displays better error messages. Tests for the circulation back end are highly dependent on a good timezone management.
• Compares library opening hours in UTC only, to avoid changing daylight saving timezones.
• Removes solved security exception and adds a new one on pipenv.
• Adds a new live_server_scope option in pytest.ini due to the new pytest version (1.1.0).
• Set bleach version to >=3.1.4 to fix a ReDOS security breach.
• Pins the SQLAlchemy version to 1.3.15 because the last version breaks the tests.

Instance

• Adds in the utilities scripts a method to get the JSON reference corresponding to a given PID.
• Improves dependencies declaration in the Pipfile to reduce dependency conflicts and documents the Pipfile accordingly.
• Starts BASH scripts with pipenv run (bootstrap, console, server, setup, update).
• Adds support for newer version of the python import order check tool (isort >= 4.3.10).
• Fixes the DB identifier sequence computation.
• Monitors data consistency between the DB and the indexes. That is useful to be aware of issues in a deployed instance.
• Pins the bleach version to fix a XSS security breach.
• Fixes a useless tgz file installation in the bootstrap script.
• Removes wrong parameters to the bootstrap script (-s and -b).
• Updates PyYaml to fix a vulnerability (CVE-2020-1747).
• Adds a script to check circulation dates (due date) through a complete year, to identify all timezone issues.
• Rename rero-ils-ui checkout component to checkin according to its usage.
• Update dependencies for security reasons: minimist, acorn, kind-of.

Documentation

• Updates installation procedure with instruction to set the correct version of pipenv and python.
• Adds a flask Flask-Wiki module to display and edit help documentation for the end users.
• Updates the contributors list of the rero-ils-ui project.

Issues

• rero-ils-ui#169: A CSS styling rule was missing on the person detailed view of the professional interface to reduce the size of the source information badges.
• rero-ils-ui#209: In the patron account fee tab of the professional interface, the actions drop down menu was not placed just below the action button.
• #538: Help messages (ie JSON schema description fields or validation messages) were missing in the patron editor.
• #575: The library editor was accessible to any librarian typing the correct URL in the web browser. The record couldn’t be saved, but still.
• #787: As a generalization of issue #575, access to resources editor had to be protected based on the user permissions.
• #793: In some cases, the patron displayed in the checkin interface wasn’t correct. To solved this, better information had to be returned after the checkin.
• #794: The pickup_name field of a location that is pickup wasn’t required, thus resulting in incomplete records when creating or updating a location through the editor.
• #798: The professional item detailed view didn’t display information on why an item isn’t available in some cases.
• #803: In the request validation interface, when the librarian validated a request, the focus form the input field was lost, forcing the librarian to click to set the focus for the next validation.
• #804: Example had to be added in the patron editor to help the end user.
• #826: In the checkin interface, when a checkin item has a request, the name of the patron that placed the request was not displayed in the correct order (last name, first name).
• #827: The component alignment in the circulation interface had to be improved. Items with an action button were shorter than items without any button.
• #829: Some flash messages were missing when the librarian is checkin in items that have requests, or fees, or that should be sent in transit.
• #830: In the circulation interface, the name of some pickup location had an extra trailing space, that had to be removed.
• #856: The bootstrap script was trying to install rero-ils-ui from the tgz file even if the -t option was not used.

v0.6.1

Instance

• Uses rero-ils-ui version 0.0.12.

Documentation

• Adds the missing release notes and changelog.

Issues

• rero/rero-ils#775: when using the switch library toggle, the list of requested items wasn't updated, so a wrong list was proposed to the librarian.
• Fixes a typo in cli.py.

v0.6.0

User interface

• Adds a “renew” button in the patron profile, to allow the patron to renew the borrowed item, if possible (no request on it).
• Re-enables autocomplete in the search input.
• Splits the user interface into a public interface and a professional interface (ie for librarians).
• Removes all professional actions from the public interface, as they are moved to the professional interface.
• Moves all professional functionalities to a dedicated angular application.
• Adds a link to switch to the professional interface (only available to logged in librarians).
• Adds a link to switch from the professional interface to the public interface.
• Filters persons by organisation views.
• Changes the angular library to generate forms (form angular6-json-schema-editor to ngx-formly), in order to accommodate the need for a complex cataloging editor.
• Displays custom logos and header color for each organisation and for the professional interface.
• Adds a “history” tab in the patron profile to display the transaction history of the last 6 months.
• Adds a button in the requests tab of the patron profile to allow patrons to cancel their own requests.
• Updates the frontpage for the pilot libraries instance, with relevant information.
• [rero-ils-ui] Improves the circulation module user interface with better information display (for requests, transit and fees) and automatic performance of transactions.
• [rero-ils-ui] Implements the patron account view in the professional interface, with tabs for checked out items, requests, fees and personal information.

Search and indexing

• Improves ebook bulk indexing (invenio reroils index reindex, invenio index run).
• Improves person indexing during document indexing and document creation.
• Fixes missing mappings in JSON schemas.
• Adds default sorting for each resource.

Circulation

• Takes into account library timezone for all circulation transactions.
• Links loans and fees through the notification resource.
• Enriches fee index with loan.pid, patron.pid and organisation.currency.
• Adds an order parameter to sort pending loans.
• Improves the method for finding the correct location of an item when it is in circulation.

Metadata

• Improves dojson transformations (MARC21 to JSON), especially the ability to do parallel transformations, which is necessary for complex tasks.
• Updates and improves UNIMARC dojson transformation (BnF importation).
• Adds a comprehensive language list to the document JSON schema.
• Reserves ranges of PIDs, useful to import linked resources from external systems.
• Adds a dump function to compute an unstructured _text field based on structured data. This field is for display purposes. This new field is also added to the JSON schema.
• Adds a dump function to items, to populate items index with organisation, location and availability data.
• Fixes document dumps for records without series.
• Fixes dojson series field transformation for ebooks.
• Adds a CLI command to automatically translate the LoC language list.
• Implements and rewrites provisionActivity field in the new data model and adapts the needed transformations.
• Fixes provisionActivity startDate.
• Implements edition statement field in the new data model and the needed transformations.
• Adds a command to the bootstrap script to compile JSON (JSON references for definitions).
• Improves performance with MEF person importations:
  • Imports MEF persons in the DB, not only in ES.
  • Reduces the number of requests to the DB and ES.
• Updates JSON schemas to the new ngx-formly library (form options are now directly in the schema).
• Sets the document abstract field to textarea type.

Acquisition

• Adds new resources for vendor file, orders and order lines.
• Adds new resources for organisation acquisition budget and library acquisition account.
• Inherits the acquisition account currency from organisation default currency.
• Prevents deletion of acquisition account if orders are linked to it.
• Enriches the organisation record by the current_budget_pid.
• Sets the budget dates field to date instead of datetime.
• Links order lines to documents.

API

• Restricts actions on items to the librarians working at the owning library.
• Allows read access to holdings and items for all users.
• Adds access to loan API for users of the same organisation.
• Restricts patron API loan search to their own loans.
• Sets loan API search sort order to loan’s transaction_date.
• Limits edit, delete and update actions on acquisition account to librarians of the same library.
• Allows librarians to read acquisition budgets of their library.
• Allows system librarians to create, edit, delete, update acquisition budgets and accounts at the organisation level.
• Blocks deletion of the organisation’s current budget.
• Allows system librarians to edit the parameters of their own organisation.
• Sets permissions for orders and order lines.
• Moves update and delete permissions from serializer to API.

Fixtures

• Fixes the numbers of items generated.
• Improves error handling and logging for JSON reference resolvers.
• Adds lazy record creation option to the setup.
• Sets opening of the third organisation libraries to 01:00 AM, because the editor does not validate with an opening hour set to 00:00.
• Adds a CLI and a configuration file to test the PID dependencies in the fixture data (ie relations between resources).
• Adds vendor fixtures.
• Adds acquisition budgets and acquisition accounts fixtures.
• Improves notification fixtures with due_soon and recall records.
• Exports existing MEF persons from a running instance and then imports persons when building another instance, in order to speed up the setup.

Tests

• Adds PID verification with commit/rollback.
• Improves test coverage with mef-persons tasks, ebooks receivers, API harvester.
• Updates .run-tests.sh to pytest 5.3.3.
• Improves the license check.

Instance

• RERO ILS is now three different projects, three different git repositories:
  • The repository rero-ils contains the back end, the Invenio instance and the flask application.
  • ng-core is an angular library for a User Interface, shared between two RERO projects based on Invenio, RERO ILS and SONAR.
  • rero-ils-ui contains two angular applications, one for the public search interface, the other one for the professional interface.
• Uses invenio-assets (NpmBundle) to integrate angular apps and removes webpack command in the bootstrap script.
• Adds the possibility to install rero-ils-ui from a locally generated .tgz.
• Adds a variable in bundles.py to set rero-ils-ui version.
• Updates Dockerfile to use rero-ils-ui package file.
• Adds rero-ils-ui version or commit hash on ilsdev.test.rero.ch frontpage.
• Improves scripts:
  • run-tests.sh.
  • speeds up scripts/setup and cleans unnecessary warnings.
  • scripts/bootstrap.

Documentation

• Improves templates for GitHub pull request, in order to remind developers to check if strings to be translated have correctly been extracted.
• Documents links between RERO ILS resources in doc/reroils_resources.* files.

Issues

• #571: the string “not extendable” was not translated in the notifications templates.
• #574: librarians could edit items belonging to other libraries.
• #550: person result list should be filtered by the organisation view.
• #552: after deleting a document, a page not found was presented to the user. This fix provides a confirmation message and redirects the user to the list of documents.
• #572: some strings in the patron editor were not correctly translated.
• #599: due date computation resulted in wrong output, due to incomplete timezone support.
• #601: deleting a document resulted in an exception, because a non existing linked mef_reference could not be deleted.
• #213: needs a method to validate circulation policies when they are imported and not created through the editor.
• #625: the circulation policy custom editor didn’t display selected policy settings (to which patron types and item types the policy applies to).
• #626: an error in circulation policies data prevented the second organisation system librarian to edit circulation policies.
• #646: the French translation of system librarian wasn’t correct on the frontpage.
• #770: the destination of an item in transit was not displayed correctly after a checkin.
• #776: item information in the holding displayed the library code, which is not relevant. The library name and location name are the desired information to be displayed here. The destination of an item in transit was not displayed correctly after a checkin.
• #777: the item request button should be populated by pickup location names instead of library names.
• #780: checkin of requested items resulted in the wrong transit destination. This was due to a bug in the invenio-circulation version used by RERO ILS. Temporarily, the circulation transitions have been overwritten.
• rero/rero-ils-ui#76: it should be possible to delete a circulation policy even if it contains parameters.

v0.5.2

• User interface:
  • Fixes user initials display in the user menu.
  • Fixes the extended facet items number which was troncated due to REST API configuration.
• Editor:
  • Fixes item type validation.
  • Fixes validation message for patron phone number.
  • Fixes dojson transformation from unimarc to JSON to prevent poor provisionActivity field implementation (WIP) to break BnF imported records to be submitted through the editor.
• Circulation:
  • Always cancels active loan when the check-in item has pending requests on it.
  • Sets loan transaction_date to datetime.now(utc).
  • Filters circulation policies by organisation.
• Fixtures:
  • Adds opening hours for the third organisation libraries.
  • Adds libraries, librarians, locations, patrons, items and transactions in the third organisation for the workshops.
• Issues:
  • #598: fixes population of the request button when there’s no pickup location in a library, as a patron load a document detailed view.
  • #607: fixes importation from BnF server. Logs have been improved.
  • #608: fixes the reset password link sent to a patron created by a librarian. To do this, the RERO ILS templates for flask-security have to be loaded before the falsk-security templates.
  • #609: fixes an error in the document JSON schema that prevent to add an author in the editor, when no author field is activated.

v0.5.1

• User interface:
  • Adds a new method to change session locale, in preparation for the future pure JS application.
  • Rewrites frontpage to emphasize the public demo site and improves its rendering on small screens.
  • Improves the search input suggestion UX.
• Fixtures: updates the third organisation default circulation policy for the workshops.
• Documentation:
  • Improves the github issue template with information on the instance and version of RERO ILS on which the issue occurred.
• Fixed issues:
  • #488: disallows editing libraries by a non affiliated librarian.
  • #475: redirects homepage to the global view.
  • #540: helps distinguish "organisation" from "organisation" as an author in order to ease translation.
  • #573: rename locations incorrectly labelled as online.
  • #232: improves position of flash messages in order to always show on the screen, even if the screen is scrolled down.
  • #556: fixes a wrong label field in the identifiedBy field.
  • #557: fixes a bug in the document editor which was preventing the submit button to be activated.
  • #562: fixes a bug in the location editor which was preventing the submit button to be activated.
  • #404: fixes internationalization code in the source in order to make it translatable.
  • #553: fixes wrong filter on persons detailed views to restore the list of related documents.
  • #560: makes sure fees are indexed in ElasticSearch.

v0.5.0

• User interface:
  • Document availability:
    • Replaces status by availability in item detailed views.
  • Improves button hiding approach on the document detailed view of harvested ebooks.
  • Development instance: displays deployed commit hash on the frontpage, in order to better identify which code is deployed.
• Data model:
  • Automatically creates holdings for harvested documents, ie ebooks:
    • Adds an online type to the item type resource.
    • Adds a is_online flag to the location resource.
    • Adds an online_harvested_source to the organisation resource.
    • Displays holdings data for harvested ebooks on document detailed views.
• Circulation:
  • Fees:
    • Adds a new fee resource.
    • Sets default currency at the organisation level.
    • Adds a new field to the circulation policy editor: overdue fees amount.
    • Updates the circulation policies editor with overdue fees amount field.
• Search:
  • Enables bulk indexing for harvested ebooks.
• Fixtures:
  • Adds an online location for online documents (only one per library).
  • Adds an online item type.
  • Adds circulation policies for ebooks, in order to disallow circulation for online documents.
  • Adds data for a third organisation, to be use during workshops.
• Tests:
  • Improves tests writing with postdata() instead of client.post() to reduce the number of POST requests.
• Documentation: now updates CHANGES.rst and RELEASE-NOTES.rst files.
• Instance:
  • Updates Elastiscearch and Kibana to 6.6.2
• Fixed Issues:
  • #363: structures editor with section.
  • #405: increases API size limit to allow loading many circulation policies in user interface.
  • #462: fixes wrong state attributed to an item belonging to organisation B checked in organisation A.
  • #547: fixes JSON export.
  • #563: resets database sequence to correct value after loading records.

v.0.4.0

• Data model:
  • Adds holdings level, to gather items data from the same circulation category and location.
    • As the librarian adds an item to a document, the holdings is automatically created, based on item type and location.
    • Then, new items are automatically attached to a holdings.
    • As the last item of a holdings is deleted, the holdings is automatically deleted.
    • As an item is updated, changing its type or location, the holdings is updated accordingly, meaning that it can be deleted and another one created.
    • Avoids holdings automatic creation for fixture, otherwise it slows to much the fixture population.
  • Implements new field in the data model: copyright date.
  • Implements new field in the data model: publication statement.
  • Improves the dojson utility to allow multiple visits of the same source field or zones for a single transformation.
• User interface:
  • Improves availability display for document, holdings and items, in document brief and detailed views
  • On document detailed views, holdings are displayed with holdings and item data.
  • In an organisation’s view, documents are filtered using holdings data.
• Record editor, specifically for cataloging usage:
  • Compacts the layout and improves the user interface look.
  • Allows to add and remove first level fields that are not required.
  • When updating an existing record or when importing a record, populated fields are displayed with data, but empty fields are hidden.
  • When using the async validator, ie to check the uniqueness of item barcodes, the submit button is disabled.
• Circulation:
  • Circulation policies get item data from the holdings.
  • Invenio logger message for item API added to circulation user interface, and improvement of error message provided to the librarian.
• Harvested documents:
  • Improves the ES indexing of OAI-PMH harvested records.
• Fixtures:
  • Renames fixture files from 10k or 1k to big and small, and reduces the size of fixture data to speed up the development setup.
  • Reduces missing items to 2%.
  • Extends the set of supported document languages, in order to allow the new data model to be tested.
  • Updates data with updated MEF data.
• Tests:
  • Adds a script to test the license headers for all concerned files.
  • Cleans tests fixture data.
• Instance:
  • bootstrap script:
    • Uses always pipenv npm instead of system npm.
    • Removes unnecessary virtualenv.
    • Improves output message colors.
  • Adds a validate command to the CLI to allow manual validation of a record against a JSON schema.
  • Standardizes timezone globally, using utc timezone in all cases.
• Documentation:
  • Moves the existing issue template to default issue template.
  • Adds a pull-request template with a checklist for code reviewers.
• Fixed issues:
  • #437: restores the display of field “note” in the document detailed view.
  • #390: fixes the edit button in the document detailed view and in the professional document brief view, complying with the view filter for organisations.
  • #389: selects the affiliation organisation of the librarian in the edition form.
  • #223: improves the user interface of library calendar exceptions.
  • #366: improves the text displayed in the tabs of the circulation user interface.
  • #377: applies organisation filter on circulation user interface to avoid processing items and patrons from other organisations.
  • #447: fixes missing message on item delete button in document detailed views.
  • #225: fixes user menu sometimes not displaying user initials.
  • #495: fixes display of default thumbnail icon on document and item detailed views.
  • #484: fixes unnecessary loan creation.
  • #381: improves front page display in small screens.

v.0.3.1

Fix missing strings translations.

v.0.3.0

Starting metadata and views

• User interface:
  • Add the language facet translations.
  • Add a button to expand or shrink the number of facet items displayed.
• Circulation:
  • Notifications are based on templates for the different languages and communication channels.
  • Upgrade invenio-circulation from v1.0.0a14 to v1.0.0a16
• Search and indexation:
  • Revert to default boolean OR operator and set the ranking order.
  • Add a new display_score=1 URL parameter to display the ES (Elasticsearch) score, in order to improve ES debugging or configuration.
  • Improve ES mappings and JSON Schemas for documents:
    • Documents have two schemas, one for harvested data, one for internal records.
    • eBooks no longer have their own mapping in order to have a single mapping for all documents (to make searching consistent).
  • Add indexation class property to IlsRecords, in order to get a different indexer for each resource.
• Data model:
  • Implement new data model for identifiedBy and language:
    • dojson transformation from MARC21.
    • Update JSON Schema and ES mappings.
    • Update user interface views and editor.
• Consortium:
  • Implement views by organisations and a global one, with content filtered by the URL parameter.
• Tests:
  • Extract external service tests to a specific test battery.
  • The external service tests are made optional in the run-tests.sh script.
  • Rewrite Pipfile to ensure a clean dependencies graph.
• Instance:
  • Upgrade to Invenio 3.1.1 (security updates).
  • Replace the deprecated invenio-records CLI by a invenio fixtures CLI.
  • Make use of pipenv sync in installation process to be consistent with Invenio 3.1.
• Documentation:
  • Fix a wrong docker image in the INSTALL.rst file.
  • Add an issue template to the GitHub repository.
  • Change license from GPLv2 to AGPLv3.
• Fixed issues:
  • #87: Add a button to expand or shrink the number of facet items displayed.
  • #89 : Implement a minimal JSON schema for harvested document but map all documents into the same index for searching. Add a boolean key to identify harvested documents to disable editing functionality.
  • #263 : Take library closed days into account as computing the due date.
  • #357 : Display the correct patron when checking in a requested item if the pickup location is equal to the check-in transaction location.
  • #378 : Compute due date based on the transaction library opening hours and calendar.
  • #384 : Restore default boolean operator OR for search engine query, but improve order of results (form most to less pertinent).
  • #407 : Improve confirmation message after item deletion.
  • #417 : Compute due date, beginning at the end of the transaction day.

v.0.2.3

Fix empty array in the publishers field

This patch also fixes #367.

v.0.2.2

Fix empty publisher in the publishers field array

This patch also fixes #367

v.0.2.1

Fix empty publishers field

This patch fixes #367.

v.0.2.0

Search and notifications

• Release version number following the Semantic Versioning recommandations
• Circulation:
  • “Notification” resource added (schema, mappings)
  • Notification parameters added to the “circulation policy” resource (number of days before due date, number of days after due date)
  • Automatic creation of four types of notifications: recall, availability (request), due soon, overdue first reminder
  • Celery task cron to create and send overdue and due soon notifications
  • Notification dispatcher created in order to send notifications to the proper patron, in his preferred language, through the appropriate channel
• Search:
  • ElasticSearch template mechanism implemented
  • Analyzers applying to resource fields configured
  • Field boosting configured
  • Query parser using the boosting configuration
• Consortium:
  • New role: system librarian
  • System librarian is granted full rights within his or her organisation
  • Librarian allowed to edit, add, delete librarians of his or her library only
  • Librarian cannot edit, delete system librarians
  • Librarian allowed to manage users of his own library only (when edition is not authorized, the buttons are not diplayed)
  • The selector of affiliation library presents only the authorized libraries
• Permissions:
  • Permission factory improved
  • Permission data added to the REST API:
    • Links to actions (create, update, delete)
    • Reasons why a permission is denied
• Fixtures: fix dojson transformation to adapt to RDA changes in the RERO data source
• Instance: upgrade invenio-records to version 1.2.1, in order to enable dedicated table for each resource
• Code quality:
  • Improved users fixtures for tests, with relevant roles
• Fixed issues: #52, #217, #349

v.0.1.0a22

Consolidation and consortium features

• User interface:
  • Web notification using bootstrap toast component
  • Pickup location name replaced by pickup library name
  • Pickup location name column removed from patron profile (checkouts tab)
• Professional user interface:
  • Patron type and library IDs replaced by names
  • Improved opening hours editor and validation
  • Optional description fields for item and patron type
  • Improved exceptions (holidays) editor
  • Add item shortcut button removed from the professional document result view
  • Re-ordered professional menu categories and subcategories
• Circulation:
  • New due date after renewal computed from current date instead of current due date
  • Renewal removed from list of actions if new due date is shorter than the current one
  • Check-out of in-transit items enabled (under specific conditions)
  • Renewal of requested items disabled
  • Corrected item status after checking in a requested item
• Consortium:
  • Multiple organisations support added
  • Fixture data contains two organisations
  • REST API result lists filtered by organisation
  • REST API access restricted by organisation (read, write, delete, update)
  • Item generation rewritten to comply with the two organisation model (item type, location)
  • Loan generation rewritten to comply whith the two organisation model (item type, patron type, circulation policy, location, … )
  • Action buttons on professional documents view disabled for items not belonging to the current logged in librarian organisation.
• eBooks:
  • Cantook platform harvesting using the API (provides richer data) instead of OAI-PMH
  • Cantook JSON transformed to Invenio MARC21 JSON (dojson)
  • Invenio MARC21 JSON tranformed to RERO ILS JSON (dojson)
  • Cantook cover art displayed if available
• Instance:
  • RERO ILS upgraded to Invenio 3.1
  • Error level logs sent to a RERO hosted Sentry service for monitoring purpose
  • RERO EBOOKS upgraded to Invenio 3.1 (webpack implemented)
  • RERO EBOOKS v0.1.0a1 released
• Code quality:
  • Increase test coverage to 89%
  • Fix all missing docstrings
  • Commit message template updated accordingly to Invenio recommandations
• Fixed issues: #58, #38 #155, #222, #223, #224, #230, #231, #232, #235, #254

v.0.1.0a21

• User interface:
  • Upgrade to twitter bootstrap 4.1.3 and fontawesome 4.7.
  • Simplification and harmonization of the user interface (public and professional views).
  • The menu moved from the sidebar to the header, with a improve responsive behaviour.
  • Favicons added.
  • The document type also displayed in the item detailed view.
  • Fix subjects facets issue (mapping).
  • Hide facet when it’s empty and remove date range facet.
  • Professional views are now an angular application:
    • Circulation ui, circulation settings, library edition, all editors.
    • Library and circulation policies are custom editors, the others are build with the form options, JSON shema, through angular6-json-schema-form.
    • Search for resources (libraries, patron types, item types, circulation policies, documents, patrons).
    • On the fly translation mechanism implemented for angular application.
    • A new modal dialog added in the professional views for resources deletion.
  • Circulation user interface compliant with invenio-circulation and circulation policies mechanism.
  • Public search view rewritten in angular6.
  • Autocomplete for the search (document and persons) with direct links to authorities.
  • Remove invenio-search-ui from the dependencies.
  • Reorder professional menus in a modular structure that should make sense to the professional.
• Editors:
  • Selector menus in the editor is dynamically populated (ie. PID are replaced by actual names).
  • Libraries editor: completely rewritten:
    • Opening hours can be set, as long as holidays and exceptions.
    • Fields are dynamically validated.
• Links between resources:
  • Use the JSON reference resolution ($ref) supported by invenio, for MEF Persons authorities too (through api).
  • All PID links are JSON reference.
  • Many search and detailed view have been updated correspondingly.
  • Library facets is now based on the library PID.
• API:
  • New replace function, different from update.
  • is_open function to determine if the library is open.
  • Resolvers added, especially a global one.
  • A global can_delete function added, to identify if a resource can be deleted or not, also for item types and patron types.
• Circulation:
  • Integration of invenio-circulation and refactoring of circulation apis.
  • Circulation ui refactoring to make use of the invenio-circulation api and the $ref mechanism.
  • Circulation policies can be added, edited in a custom angular form.
  • Circulation policies taken into account for each circulation transactions and the display of the request button.
• Fixtures:
  • Libraries with opening hours, holidays and exceptions.
  • Data importation has been updated after the $ref refactoring, especially for links between bibliographic records and MEF Persons authorites.
• Tests:
  • All tests are now compliant with invenio-pytest.
• MEF:
  • Document brief and detailed view display MEF authorities as a link.
  • MEF persons detailed view provides a list of document for which this person is an author.
  • MEF persons detailed view data are dynamically fetch on the MEF server (mef.test.rero.ch)
  • At indexation, data of the MEF record is injected into the document index.
  • Improve the mapping and indexation of MEF record, in order to display the Person’s name depending on the language interface.
• Fixed issues: #37, #43, #48, #70, #126, #114, #137, #164, #215, #221, #234

v.0.1.a20

⚠ This note lists the changes that occurred since the v0.1.0a18 release, ie including the v0.1.0a19 release.

• Refactoring:
  • reroils-app, reroils-data, reroils-record-editor modules merged together and renamed to rero-ils.
  • Module structure and script helpers updated using the new released version of invenio-cookie-cutter.
  • New installation process and contributing guidelines documented.
  • In the consortial structure, member renamed to library.
• Cataloging:
  • New rero-ils resource for authorities (MEF records), yet only for persons.
  • Authorities for persons harvested form the new MEF RERO service.
• Interface:
  • Document covers displayed, when available.
  • Facets:
    • Reordering of facets.
    • Replace locations by libraries facet.
    • Facets are foldable and extendable.
    • New sources facet for the persons results page.
  • Persons are searchable (only by logged in librarian yet).
  • Two detailed views implemented for persons, displaying data sources.
  • New administration sidebar menu.
  • New sticky autohide header bar, with new menu.
• Editor:
  • Deletion of record is verified: when the record is linked to other resources, then the delete button is disabled and a message is provided.
• Harvesting: added a parameter to limit the number of records to harvest by OAI-PMH or API.
• Circulation:
  • The librarian can define patron types.
  • The librarian can define item types.
  • The librarian can define circulation policies.
• Issues closed: #71, #20, #53, #44, #94, #109, #103, #111, #127, #125.

v0.1.0a18

• eBooks records from external services are imported and synchronized; from the detailed view of these eBooks, the users can bounce through a link to the source.
• The search has now AND as a default boolean.

v0.1.0a17

• Data: add document types (articles, books, journals, scores, sounds, videos).
• Fix issues #46, #57, #59, #61, #66

v0.1.0a16

• Fix issues #9, #11, #42
• Fix translations errors.
• Add circulation statecharts (item and loan point of view).

v0.1.0a15

The content of v.0.1.0a14, due to a deployment error.

v0.1.0a14

• Circulation:
  • The circulation UI supports now routing.
  • The table of the pending view is sortable.
  • Messages are displayed to the librarians when requested items are checked in.
  • Messages are displayed to the librarian when requests are validated (new status at desk, or in transit).
  • When a request is validated, the related patron is notified by email.
• Fixtures:
  • There is only one organisation with three members (libraries). The example looks like a true small network of libraries.
  • Some patrons have been added, with predefined circulation transactions. These transactions can be set in the `reroils-data/data/circulation-transactions.json <https://github.com/rero/reroils-data/blob/master/data/circulation_transactions.json>`__ file. This is especially useful for testing purpose.
• Data:
  • The librarians can access the item full view, which displays the related circulation transactions (loan and requests).
  • The visitors and logged in patrons aren’t authorized to access the members (libraries), locations and patrons full views.
• User experience:
  • The web interface is enriched with links that enables the librarians to access more quickly to the needed information or functions.
  • The availability information has been simplified with only two colors: green if it’s available, red when it’s not. When an item isn’t available, some additional information is displayed when relevant (ie. due date).
• Issues fixed:
  • rero#11
  • rero#26
  • rero#27

v0.1.0a13

• User management:
  • Librarians can create users and grant or revoke them roles.
    • Users with no roles can:
      • log in
      • and search for documents.
    • Users with the patron role can:
      • access their profile,
      • place requests
      • and borrow items.
    • Users with the staff role are authorized to:
      • manage all resources (documents, items, organisations, members, locations, users):
      • make use of the circulation module.
• Data:
  • Item and patron barcodes are validated at creation in order to assure that they are unique. This is required by the circulation-ui module.
  • Member and location codes are also validated.
• Search:
  • The placeholder of search input in the header changes according to the search view (documents, organisations, users). In the future, this will be a selector menu.
• Circulation:
  • The reroils-circulation-ui enables the management of requests (on items for now).
  • Additional item states have been added, such as at desk (the item is ready to be picked up at the loan office) and in transit (the item is being sent from one library to another).
  • In the circulation module, logged in librarians have access to a second tab that displays the pending requests related to their library.
  • Librarians can validate requests, meaning that the item has been retrieved from the shelf. The item state changes accordingly (at desk or in transit).
  • In the check in / check out tab, the renewal action is now available.

v0.1.0a12

• Users management:
  • Patrons fixtures have been extended with actual circulation transactions, such as check out and pending request, and authentication data. Therefore, these patrons are ready for testing actions.
  • Logged-in patrons can display their profile including personal data, list of borrowed and pending documents.
• Data:
  • A global API for all resources (records) is now available (class IlsRecords and RecordWithElements).
  • Circulation transactions are logged into a postgres table, enabling loan history.
  • Logged patrons can make requests on items, except if the item is missing or if the item is already requested/loaned by the patron.
  • When a patron request an item, a pick up location must be selected in a drop down menu.
  • Requested items are marked as such in the document detailed view (On loan requested or requested).
  • If there’s several request on the same item, the logged-in patron can see its rank in the pending list.
• Circulation:
  • The reroils-circulation-ui enables:
    • patron basic information display, with borrowed item and due dates,
    • check out (already in v.0.1.0a11),
    • in check out mode, default actions are guessed by the system, but can be modified by the librarian before validation,
    • check-in,
    • check-in missing item (when found again),
    • patron basic information display, with borrowed item and due dates.
• Documentation: the public demo help has been moved to the reroils-app GitHub wiki.

v0.1.0a11

• Users management:
  • Now we have patron’s accounts, with some fixtures.
  • There’s a view for patrons.
  • Patrons can be searched.
  • The librarian@rero.ch is able to create a patron’s account.
  • The patron’s account is linked to a user’s account through the email.
• Data:
  • The reroils-data module has been rewrited to get separated submodules for each type of record (documents, items, organisations, members, locations, patrons).
  • Institutions, libraries and locations are now organisations, members and locations.
  • Links now exists between:
    • organisations, members and locations,
    • patrons and users,
    • patrons and items when a patron borrowed an item,
    • items and locations. Links between documents and items were already implemented.
  • The librarian@rero.ch can, from the document detailed view, add items and linked them to:
    • documents,
    • locations.
  • When an item is created or edited, the barecode is checked in order to assure uniqueness.
  • All record types (document, item, organisation, member, location, patron) can be created, edited and deleted.
• Circulation:
  • Now there a specific view for circulation (an angular application.
  • The librarian@rero.ch can use it to lend items to a patron.
  • The same view should be used to realize checkins and manual renewals in the future (to be tested).

v0.1.0a10

• Project:
  • Changes now commited directly on github.
  • Minimal contribution information available.
• Fixtures:
  • Development version of the populate.sh script generates less items, for performance purpose.
  • There’s also fixtures for institutions, libraries and locations.
• Editor:
  • The editor is now more generic and can be used for all types of documents (bibliographic records, institutions records).
  • Institutions, libraries and locations can be created, edited and deleted by the librarian user.
  • There’s a search view for the same types of documents.
• Users management:
  • Visitors are able to create a user account, confirm their email address, reset their password.

rero-ils v0.1.0

rero-ils v0.1.0 was released on TBD, 2017.

About

rero21 ils data module

This is an experimental developer preview release.

What's new

• Initial public release.

Installation

$ pip install rero-ils==0.1.0

Documentation

https://rero-ils.readthedocs.io/

Happy hacking and thanks for flying rero-ils.

RERO ILS Development Team

Email: info@rero.ch

Gitter: https://gitter.im/rero/reroils

Twitter: https://twitter.com/rero_centrale

GitHub: https://github.com/rero/rero-ils

URL: https://ils.test.rero.ch