Add "Loan type" as notice token

Description

Current situation or problem: Many librarians would like to have Loan type available as a notice token. It should always be the effective loan type, i.e. the temporary loan type first, and if not populated, then the permanent loan type.
N.B: This token is already available in the staff slip template editor; so ideally, use the same logic as there.

In scope: 

  • Adding a token to the notice template editor

  • Hard-coding the logic to show EITHER the temporary loan type, OR the permanent loan type.

  • Showing live data on a notice.

Proposed solution/stories:

  • UICIRC-852: Add "item.loanType" as notice token in Settings

  • CIRC-1601: Add the field "item.loanType" to the Item Object in the Notice context - in mod-circ

  • MODFEE-329 : Add the field "item.loanType" to the Item Object in the Notice context - in mod-fee-fines

  • MODNOTIFY-109: Populate the token "item.loanType" in the notices, with the data provided by the context.

Links to additional info

Questions: For the SIG:

  • Loan type is not stored in the loan, and when you navigate to the loan UI, you will not see loan type listed.
    Also, when the notice is generated and sent (e.g. a check out notice), FOLIO will pull in the loan type at that exact moment. So if the loan type is updated at a later time, then later notices (e.g. overdue notice) will contain the updated loan type. However, the notices are still send according to the original circ rule (policyID), which may be based on a loan type. Is this ok? 
    Answer in this Slack thread: It's ok!

Priority

Fix versions

Development Team

Volaris

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

Checklist

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Activity

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julie.bickleMarch 27, 2023 at 9:59 AM

Closing as all stories are done.

julie.bickleMarch 10, 2023 at 9:32 AM

Hi , excellent point, thank you for reminding me and sorry for not having thought about this.
I have update the 2 open notice token features by creating a new story to cover mod-fee-fine.
This topic does not affect the staff slip tokens.

Irina PokhyletsMarch 8, 2023 at 4:01 PM

Hi ,

The Volaris team is almost done with the proposed stories. But to implement this feature, the changes should be done in mod-feesfines module as well. The Vega team is the owner of this module. Please advise on the next steps.

We have 3 more features for adding tokens, it can be a common case. 

CC: ,  

julie.bickleAugust 3, 2022 at 12:46 PM

When the team has capacity, could I please have some time in a refinement session to check how this request could be implemented?

Done

Details

Reporter

PO Rank

0

Front End Estimate

Small < 3 days

Front-End Confidence factor

100%

Back End Estimate

Small < 3 days

Back-End Confidence factor

90%

Release

Poppy (R2 2023)

Rank: Cornell (Full Sum 2021)

R3

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Created August 3, 2022 at 12:42 PM
Updated November 30, 2023 at 4:41 PM
Resolved March 27, 2023 at 9:59 AM
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