CRU Fixed Due Date Schedules
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Theodor Tolstoy (One-Group.se) January 11, 2018 at 9:48 AM
Works like expected. A few UX polishes will come in other stories
Cate Boerema January 11, 2018 at 9:46 AM
Thanks . Yes, the UX of this page is due for refinement. One of our UX designers, just wrapped up an assessment and provided recommendations in . I'll be writing up development user stories for making the changes she recommends. Given that, it'd be great if you could go ahead and close this one. Thanks!
Theodor Tolstoy (One-Group.se) January 11, 2018 at 9:37 AMEdited
regarding scenario 3: the header currently reads "About" and is not the name of the Fixed due date schedule name. I think there is room for improvement here. do you agree?
regarding scenario 8: The "Add row" button is currently named "+ New". Is this the preferred naming?
Besides these minor questions, this one can be closed
Zak Burke November 10, 2017 at 10:45 PM
Cate, I think the layout issues are addressed in [https://github.com/folio-org/ui-circulation/pull/25|PR 25]. If not, can you add them as scenarios on this ticket? That'll make it easier to track the unfinished business.
Cate Boerema November 10, 2017 at 3:56 PMEdited
Hi Zak. Here are some cosmetic issues it would be great if we could address:
Can we make the view mode of this page look more like the wireframe? See below screenshot
On the edit page, can we change the X button to the trash can icon and line up with the rest of the data in the row?
"Schedules" should read "Schedule" (above the date range rows)
Can we change the header of the list pane to read "Fixed due date schedules" instead of
"Fixed Due Date Schedule"? (in general, FOLIO is using sentence case - john c says all labels should be entered in sentence case and CSS will do the rest)Can we change the header for the create view to "Create fixed due date schedule"?
Purpose: To implement Fixed Due Date Schedule CRU (delete is in separate story). Fixed due dates are used in Loan Policies so this is a prerequisite to the completion of Loan Policy CRUD. More background on how this is used below.
Scenarios:
Scenario
Given the Circulation section of FOLIO Settings
When displayed
Then a new sub-section should display for Fixed due date schedules
Scenario
Given the Fixed due date schedules section
When selected
Then a list of existing Fixed due date schedules should display
Sort order is alphabetical by name (case insensitive)
Header should include a "+ New" button
Scenario
Given a Fixed due date schedule
When selected from the list
Then a read-only "preview pane" should display
Header: <FixedDueDateScheduleName>
Body: read-only view of the data described below
Functions
Pull down arrow next to the <FixedDueDateScheduleName> offers option to edit
X in upper left closes the preview pane
Scenario
Given the "+ New" button
When clicked
Then a full-page Create form should open
Scenario
Given the menu next to the <FixedDueDateScheduleName> in the header
When Edit is selected
Then a full-page Edit form should open
Scenario
Given the Create or Edit page
When displayed
Then the the following details should display:
About section
Fixed due date schedule name* - Required, text
Description - Optional, text area
Schedule section
Section label: Schedule
Repeatable field set:
Date from - date picker
Date to - date picker
Due date - date picker
Scenario
Given the Create new fixed due date schedule form
When the schedule section is displayed
Then two blank rows should appear
Scenario
Given the Schedule section
When displayed
Then an "Add row" button should appear as shown in the linked wireframes
Scenario
Given the Add row button
When clicked
Then a new row should be added to the top of the schedule rows in the section
Scenario
Given a row in the schedule section of a Fixed due date schedule
When displayed
Then a delete icon should display
Scenario
Given the delete icon for a row in the schedule section
When clicked
Then the row should be deleted
Scenario
Given dates on this page
When in displayed
Then date format and date pickers should correspond with locale selected in Settings > Organization > Language and localization
Scenario
Given a Fixed due date schedule name
When not populated
Then:
Display as invalid with red X in field
Display "Please fill this in to continue" in red text below the field
Disallow saving of the record
Scenario
Given a Fixed due date schedule name
When not unique
Then:
Display as invalid with red X in field
Display "Please enter unique name" in red text below the field
Disallow saving of the record
Scenario
Given a "To date"
When set to a date before the "From date"
Then:
Display as invalid
Display "To date must be after from date" in red text below the field
Disallow saving of the record
Scenario
Given a "Due date"
When set to a date before the "To date"
Then:
Display as invalid
Display "Due date must be on or after to date" in red text below the field
Disallow saving of the record
Scenario
Given a fixed due date schedule with unsaved changes
When user attempts to navigate away to another part of FOLIO (within the same browser tab)
Then the unsaved changes modal should display
UICIRC-20
Wireframes: https://drive.google.com/drive/folders/0B18Bhhmr94zaMHpzb2MtWUJuMms
Background on this feature: Every loan is associated with a loan policy. Every loan policy, assuming loanable = Y, will have a "loan profile". Options are rolling or fixed and indefinite. When fixed is selected, you need to select a fixed due date schedule (these are library-defined, but will be things like quarter, semester and year). The system will then look at the date ranges in the selected schedule to determine the due date for the item.
If you look at the loan policy metadata, you'll see that fixed due date schedules are used for more than just calculating the primary due dates. For example, they can also be used for due date limits or for calculating alternative due dates for renewals.