Assign tags to Inventory Instances

CSP Request Details

None

CSP Rejection Details

None

CSP Approved

None

Description

Purpose: To display, assign, unassign, and output tags associated with individual INSTANCE records within the FOLIO Inventory app.

As a staff person
I want to be able to assign, unassign, view, and output tags in a FOLIO Inventory Instance record
So that I can categorize records for filtering and reporting purposes.

Tags are meant to be labels that can be assigned to individual data records in various FOLIO apps. Tags will be used as a visual indicator in the record, to gather records in some way, and to facilitate reporting. This is a cross-app “helper app,” similar to how the Notes app is envisioned. However, unlike notes, the tags need to be easily accessible as part of the record for filtering and output purposes. [Filtering and output are separate, future stories.]

Scenario
Use Tags smart component to introduce Tag CRUD in the ui-inventory *Instance *record. Tags have already been deployed in ui-users. See for any additional details that may be needed.

Testing Scenarios
Test the following scenarios to ensure that the Tags smart component was implemented properly:

  1. Scenario 1

    • Given Given Enable tags = Y in Settings > Tags > General per FOLIO-1302

    • When a User displays an Instance record in an Inventory search result

    • Then the Tags Icon should display at the top right of the record in the third pane, to the right of the Action menu

  2. Scenario 2

    • Given the Tags Icon

    • When tags are already assigned to a particular record

    • Then the system should display the number of tags to the left of the Tags Icon.

  3. Scenario 3

    • Given the Tags Icon

    • When it is clicked

    • Then a fourth pane with tag details (hereafter called the Tags Pane) should open to the right of the existing panes, similar to the Notes pane

  4. Scenario 4 [I think it's OK though --A-M]

    • Given the Tags Pane

    • When it has been opened as the fourth pane

    • Then it should stay defaulted to open, even if a user clicks on a different record in the second pane search results, changing to the tags relevant to that newly-selected record

  5. Scenario 5

    • Given the Tag Pane text entry box

    • When a user starts typing

    • Then FOLIO should auto-suggest existing options from the FOLIO central tag list, as follows:

      • Start suggesting as soon as the user starts typing

      • Auto-suggest looks for the typed string no matter where it appears in the existing tag

      • Any existing tags that start with the string should be presented at the top of the list in alphabetical order, followed by existing tags that have the string embedded in them, also in alphabetical order

  6. Scenario 6

    • Given the Tag Pane text entry box

    • When a user types a space or pipe character

    • Ignore that character when creating the tag (e.g. "do this" would become tag "dothis"

  7. Scenario 7

    • Given the Tag Pane text entry box

    • When a user attempts to type an upper-case letter

    • Then convert to lower-case

  8. Scenario 8

    • Given the Tag Pane text entry box

    • When the user sees an appropriate tag in the auto-suggest list

    • Then they should be able to select it by clicking on it or scrolling down to it and pressing Enter, thereby completing the text in the text entry box with the auto-suggestion

  9. Scenario 9

    • Given the Tag Pane text entry box

    • When the user enters text, presses "Enter," and the Tag does not already exist in the Library's central tag list.

    • Then the tag should be created as follows

      • Add to the record's tag list in the fourth pane

      • With a green callout message saying "New tag created"

  10. Scenario 10

    • Given the Tags Pane

    • When a new tag is assigned to a record

    • Then the number of tags in the Sub-header and the number next to the Tags icon should increase by 1

  11. Scenario 11

    • Given the Tags Pane

    • When a tag is unassigned from a record (by clicking the "x" for that tag)

    • Then the number of tags in the Sub-header and the number next to the Tags icon should decrease by 1

Environment

None

Potential Workaround

None

Attachments

1

Checklist

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Ann-Marie Breaux November 23, 2020 at 5:50 AM

Hi Tested on folio-snapshot-load. Looks good - thank you!!

Ann-Marie Breaux November 20, 2020 at 10:17 PM

it's 1 am! Sleep, dude! Will check this later tonight. I still have 2 more bugfix retests to finish. Thank you!

Aliaksei Chumakou November 20, 2020 at 9:54 PM

it could be verified on folio-testing

Ann-Marie Breaux October 27, 2020 at 4:24 PM

Hi yes, for Instances, it definitely will. Absolutely no issue.

It's Holdings and Items that are the issue, since they open as full-screen views. Currently all full-screen record views have tags implemented as an accordion within the full-screen rather than trying to smush the full-screen view and open a new pane on the right. I'm checking with the devs on whether that will work for Holdings and Items. If not, we'll embed as an accordion, like we've done in other full-screen views.

Charlotte Whitt October 27, 2020 at 1:41 PM

When assigning Tags, the implementation should look like the Orders app:

Done

Details

Assignee

Reporter

Tester Assignee

Priority

Story Points

Sprint

Development Team

Thunderjet

Fix versions

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Created September 20, 2018 at 6:07 AM
Updated June 17, 2021 at 4:00 PM
Resolved November 23, 2020 at 5:51 AM
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TestRail: Runs