Bring Action Profiles to life: prep work

Description

Finish the last bits of UI for action profiles, plus set up all of the infrastructure so that the profiles can create, modify, replace, combine, and delete records in various apps.

Help the user set rules and profiles for dealing with incoming batch loads:

  • what type of incoming file

  • what FOLIO apps/record types should be affected (Inventory, MARCcat, Source Record Storage, Orders, and Invoices, to start)

  • what actions to take on those records

  • using what data mappings

  • allow actions to be saved as profiles or created on the fly

See https://docs.google.com/drawings/d/1IN2t0T838HtHytNctdugQN0nL8_KSJ-PzysQxSyZ1Hc/edit for a schematic

Split from , which accomplished most of the UI work in Q3 2019. This is now mostly backend work to enable the various actions for the various FOLIO record types

Q4 2019 Planning notes:

  • Need to do this in a centralized way, and not hard code for each action; otherwise will need more and more handlers for each record type; better to have a central engine to perform actions

  • Also would need to have completed MODPUBSUB if creating actions in each app

  • But if do central, can do it in parallel with PUBSUB

  • A-M to add umbrella for MODDATAIMP-201-205, plus a POC

    • e.g. MODDATIMP Converter Engine

  • UI: associator component & search & pick plugin; should be small – after the work being done in this current sprint

Priority

Fix versions

Development Team

Folijet

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

Attachments

2

defines

Checklist

hide

TestRail: Results

Activity

Show:

Ann-Marie Breaux December 16, 2019 at 9:12 PM
Edited

Moved the open Q4 stories from this feature to Q1 2020's

Done

Details

Reporter

PO Rank

93

Estimation Notes and Assumptions

Estimates by Ann-Marie and Folijet

Analysis Estimate

Large < 10 days

Analysis Estimator

Front End Estimate

XL < 15 days

Front End Estimator

Front-End Confidence factor

Low

Back End Estimate

XXL < 30 days

Back End Estimator

Rank: 5Colleges (Full Jul 2021)

R1

Rank: Cornell (Full Sum 2021)

R1

Rank: Chicago (MVP Sum 2020)

R1

Rank: Lehigh (MVP Summer 2020)

R1

TestRail: Cases

Open TestRail: Cases

TestRail: Runs

Open TestRail: Runs

Created September 30, 2019 at 7:31 AM
Updated September 16, 2020 at 9:16 PM
Resolved December 16, 2019 at 9:12 PM
TestRail: Cases
TestRail: Runs