Data import settings Match Profiles: Changes for Static value Number, Date submatches

CSP Rejection Details

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CSP Request Details

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CSP Approved

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Description

Purpose: Document the changes needed in the UI for various types of static value matches

As a staff person
I want to be able to use various kinds of static values as a submatch (e.g. match on Instance HRID first, then submatch on Holdings location field)
So that the match details can identify the correct subrecord within a primary match

See overview PPT at https://drive.google.com/open?id=1JDD1oKrNM3jRRj_NXJtqBJZAAImiQck-u3ZVH_t9X2E

Scenarios

  1. Scenario 1

    • Given the Create/Edit screen for Match profiles

    • When the Incoming record type = Static value - submatch only

    • Then add a dropdown to the right of the match header, as indicated in the attached Static value - Text string and Dropdown.PNG with values of

      • Text (make this the default)

      • Number

      • Date

      • Date range

  2. Scenario 2

    • Given the Create/Edit screen for Match profiles

    • When the Incoming record type = Static value - submatch only

    • And the user has selected Text

    • Then display a text box

    • And allow entry of letters, numbers, punctuation, etc

  3. Scenario 3

    • Given the Create/Edit screen for Match profiles

    • When the Incoming record type = Not applicable - match to static value

    • And the user has selected Number

    • Then display a text box

    • And only allow entry of numbers and punctuation (no letters) Not allowing decimals or commas; will write a separate bug for it

    • See attached Static value - Number.PNG for an example

  4. Scenario 4

    • Given the Create/Edit screen for Match profiles

    • When the Incoming record type = Not applicable - match to static value

    • And the user has selected Date

    • Then display a box with ghost text YYYY-MM-DD

    • And a date picker at the end of it

    • See attached Static value - Single date.PNG for an example

  5. Scenario 5

    • Given the Create/Edit screen for Match profiles

    • When the Incoming record type = Not applicable - match to static value

    • And the user has selected Date range

    • Then display

      • Text: From

      • Followed by a box with ghost text YYYY-MM-DD and a date picker at the end of it

      • Followed by text: To

      • Followed by a box with ghost text YYYY-MM-DD and a date picker at the end of it

    • See attached Static value - Date range.PNG for an example

  6. Scenario 6

    • Given the match profile result list in Settings/Data import/Match profiles

    • When a user clicks a match profile to display the View details screen

    • The details section for a MARC-to-MARC match should appear as indicated in the above scenarios, except it is not editable

  7. Scenario 7

    • Ensure automated testing coverage for this new code is 80% plus and confirm with screenshot

See attached screenshots

Environment

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Potential Workaround

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Attachments

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Ann-Marie Breaux March 23, 2020 at 3:56 AM

Hi Tested on folio-snapshot-load. All looks good except the number box is not allowing commas or decimals. I'll write a separate bug for it. Closing this story

Mariia Aloshyna March 18, 2020 at 3:35 PM

Ok, thank you !

Ann-Marie Breaux March 18, 2020 at 3:31 PM

Hi I think the number field allows punctuation too. I was able to put in a decimal and save it.

In any event, if we need a message: "Enter numbers only" and they can figure out by trial and error that punctuation works too

Mariia Aloshyna March 18, 2020 at 3:09 PM

But as far as I see in the description it is written that numbers and punctuation allowed, so I think such a number field as on the screenshot does not quite suit the requirements.

Ann-Marie Breaux March 18, 2020 at 3:04 PM

Hi It looks like there's a way that you can set the field so that only numeric content is allowed to be entered. Here's an example from the POL screen. It won't let me enter any letters, and it shows a little up/down icon at the end of the field:

If we do need warning wording, how about "enter numbers only"

Done

Details

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Priority

Story Points

Sprint

Development Team

Folijet

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Created February 28, 2020 at 1:50 PM
Updated March 23, 2020 at 4:07 AM
Resolved March 23, 2020 at 3:56 AM
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