Purpose: To be able to create and save match profiles, so that they can be applied to saved and ad hoc job profiles used in Data Import

As a staff person
I want to be able to create and store match profiles for the Data Import app
So that I can assemble them, along with action and mapping profiles in various configurations of job profiles
And so that I do not have to reconstruct these configurations every time I import a new file

Notes:

• This story is only for creating the outline of the match profile pane on the settings screen. There will be additional stories for creating the create/edit screens for matches and for the detailed configuration of matches.

Live prototype:
https://xd.adobe.com/view/0bb2d8ab-aabd-4ff6-4d5a-faa59a93368e-7d83/

Brief video walk-through
https://www.dropbox.com/s/3slcv4v49qm92rv/2018-11-06-data-import-19.mp4?dl=0

Sample data: https://docs.google.com/spreadsheets/d/1sMiwp6nbb08H9SOD-zxIsJ1i5d0e8RXZ_mliIw9mmDA/edit#gid=1212064214

Scenarios

1. Scenario 1

   • Given the Data Import Settings

   • When a User clicks the Match profiles setting in the second pane

   • Then the Match profiles option in the second pane should turn grey with white text and

   • A third pane should open, displaying a list of the existing match profiles

   • As shown in attachment 40-Settings Match profiles.png

2. Scenario 2

   • Given the Match profiles third pane

   • When displaying the pane

   • Then the format of the pane should be as follows, as shown in attachment 40-Settings Match profiles.png

     • Header: [match profile icon] followed by Match profiles followed by a down caret [No action for now - action is covered by future story]

     • Subheader:

       1. profiles

       , where # is the number of match profiles in the results list

     • New button (no plus sign) on right side of header [No action for now - action is covered by future story]

     • Top of results list: search box [No action for now - action is covered by future story]

     • Results list column headers

       • Check box [Can check and uncheck the checkboxes, but no action for now; top checkbox does not yet affect the individual line checkboxes for now, and all action is covered by future story]

       • Name

       • Match

       • Tags

       • Updated

       • Updated by

     • Results list data elements per row (alternating rows in white and grey)

       • Check box [No action for now - action is covered by future story]

       • Match profile icon followed by match profile name (row 2 in sample data) [NOTE: Match profile name must be unique]

       • Icon for FOLIO record type being matched (see list of record types attached) followed by brief summary of match, which consists of

         • FOLIO record type (row 14 in sample data)

         • Centered dot

         • Match field from incoming record (row 16 or 20 in sample data)

         • Right arrow

         • Field label for FOLIO record field being matched to (row 31, 35, or 36 in sample data)

         • NOTE: make sure the arrow and construction will reformat properly when screen changes from LTR to RTL (use Arabic localization setting to check)

       • Tag icon followed by tags; multiple tags are separated by comma [space], e,g. first, second, third (row 11 in sample data)

       • Edit pencil icon followed by most recent update date (row 4 in sample data)

       • User icon followed by most recent updater's name (firstname lastname) and username in parentheses, e.g. John Doe (johndoe) (row 5 in sample data)

     • Default sort order should be alphabetical A-Z by profile name

     • User should be able to sort and reverse sort by clicking on any of the column headers

     • End of list component (icon and wording)

3. Scenario 3

   • Include standard automated testing coverage; add screenshot or other details to confirm test coverage is in place

NOTES

• will add story with sample data (MODDICONV-7): see https://docs.google.com/spreadsheets/d/1sMiwp6nbb08H9SOD-zxIsJ1i5d0e8RXZ_mliIw9mmDA/edit#gid=1212064214

• BE dev will add the sample data (MODDICONV-17)

• will create data schema spreadsheet for data elements of the match profile record DONE - may change slightly

• will add a list of all record types and icons (see attached - asking Filip for icons for the highlighted ones) DONE

• or will create related backend stories (and link to feature )