Create settings page to define alternate exchange rate source

Description

Some libraries wish to retrieve exchange rates via API from providers other than the European Central Bank. These exchange rates should apply to purchase orders and invoices.

Scenarios

  1. Add Exchange rate source setting to Finance settings

    • Given authorized user is viewing Settings

    • When user clicks on Finance

    • Then Exchange rate source appears underneath Export fund and expense class codes

  2. Exchange rate source in third pane

    • Given scenario 1

    • When user clicks Exchange rate source

    • Then Exchange rate source details appear in the third pane

  3. Exchange rate source details in third pane

    • Given scenario 2

    • When user views the third pane

    • Then user sees

      • Header of Exchange rate source

      • Edit button in blue on the right side of the third pane header (It seems that this button is redundant according to the settings form pattern)

      • Text at the top of the screen under the header: “FOLIO retrieves exchange rates from the European Central Bank. If your institution wishes to use an alternate source for exchange rates, please check the “Specify exchange rate provider” box and fill in the details below.”

      • A checkbox: “Specify exchange rate provider”

    • AND a “Save” button appears at the bottom of the screen

    • AND that Save button is DISABLED

  4. Third pane additional details if box checked

    • Given scenario 3

    • When the “Specify exchange rate provider” box is checked

    • Then user also sees an entry for URL

  5. URL exists and requires credentials

    • Given scenario 4

    • When a login or API key exists

    • Then a blue “Show credentials” box appears

  6. Show credentials

    • Given scenario 5

    • When user clicks “Show credentials”

    • Then entries appear for “Login/API key” and “Password/API Secret”

    • AND those entries appear in plain text

    • And a “Hide credentials” box appears

  7. Hide credentials

    • Given scenario 6

    • When user clicks “Hide credentials”

    • Then Login and password information disappear

    • AND the “Show credentials” box appears

  8. Third pane if box not checked

    • Given scenario 3

    • When the “Specify exchange rate provider” box is NOT checked

    • Then user ONLY sees what is described in Scenario 3

  9. Enable save

    • Given scenario 3

    • When user makes any changes or edits

    • Then the Save button becomes active

  10. Save

    • Given scenario 9

    • When user clicks Save

    • Then a green toast message appears: “Settings successfully updated.”

  11. Navigate away

    • Given scenario 9

    • When user attempts to leave the edit screen (e.g. by navigating away or opening a different setting)

    • Then a confirmation prompt appears

  12. Confirmation prompt

    • Given scenario 11

    • When the prompt appears

    • Then it has a heading of “Are you sure?”

    • AND text: “There are unsaved changes”

    • AND buttons:

      • Close without saving (white button with blue text)

      • Keep editing (blue button with white text)

  13. Close without saving

    • Given scenario 12

    • When user clicks Close without saving

    • Then the prompt disappears

    • AND the new page or setting opens

  14. Keep editing

    • Given scenario 12

    • When user clicks Keep editing

    • Then the prompt disappears

    • And the user remains on the settings page

Environment

None

Potential Workaround

None

Attachments

2

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Development Team

Thunderjet

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Created February 11, 2025 at 4:16 PM
Updated 3 days ago
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