[UIPFO-46] Create or add list of donors Created: 11/Sep/23  Updated: 01/Dec/23  Resolved: 01/Dec/23

Status: Closed
Project: ui-plugin-find-organization
Components: None
Affects versions: None
Fix versions: 5.1.0

Type: Story Priority: P3
Reporter: Joseph Reimers Assignee: Joseph Reimers
Resolution: Done Votes: 0
Labels: None
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: File 2023-11-15_19h02_13.mp4     File C422161.mp4     File C422162.mp4     File C422163.mp4     File C422194.mp4     File C422251.mp4     PNG File Donor modal mock.png    
Issue links:
Defines
defines UXPROD-1018 Ability to manage Donor information w... In Review
Gantt End to Start
has to be done before MODFIN-333 BE - Add donor info to Fund Closed
has to be done before MODORDERS-944 BE - Add donor info to POL Closed
has to be done before UIF-473 Add donor info to Fund Closed
has to be done before UIOR-1147 Add donor info to POL Closed
has to be done before UIOR-1150 Add donor info to Order facets Closed
Relates
relates to FAT-9626 Review of C422163 Closed
relates to FAT-9583 Review of C422161 Closed
relates to FAT-9584 Review of C422162 Closed
relates to FAT-9695 Review of C422194 Closed
relates to FAT-9707 Review of C422251 Closed
Sprint: ACQ Sprint 177, ACQ Sprint 178, ACQ Sprint 179
Story Points: 3
Development Team: Thunderjet
Release: Quesnelia (R1 2024)
Tester Assignee: Joseph Reimers
RCA Group: TBD

 Description   

Purpose: Several different places in FOLIO need to keep track of donor information. This information should come from active Organizations that have been identified as Donors rather than be entered as text. Users should access this list by clicking on an "Add Donor" button.

User story statement(s):

As a person who maintains order, fund and/or inventory information,
I want to be able to look up donors from a list
so that I can properly manage donors and donations

Scenarios:

  1. Add donor:
    • Given user is working in a record containing a "donor" field
    • When user is creating or editing that record
    • Then the table of donors is displayed, if applicable
    • AND an "Add donor" button appears
  2. Generate modal:
    • Given user is creating or editing a record containing a "donor" field
    • When user clicks "Add donor"
    • Then a donor modal appears
  3. Modal interface:
    • Given user has clicked "Donor look-up" link
    • When the modal appears
    • Then user is presented with a multi-select list of all active Organizations that are Donors
    • AND user is presented with a search/filter box
    • AND user can facet on Types, Tags and Is vendor
    • AND "Previous" and "Next" buttons appear underneath the list of Organizations
    • AND there is text indicating which Organizations are visible (e.g. "1-30")
    • AND the total number of selected Organizations is displayed
    • AND a "close" box is active
    • AND a "save" box is NOT active
  4. Modal pagination:
    • Given modal is open
    • When more than 50 Organizations are available
    • Then 50 Organizations are displayed
    • AND the pagination buttons become active as appropriate
  5. Organization selected:
    • Given modal is open
    • When user selects at least one Organization
    • Then the "save" box becomes active
    • AND the total number of selected Organizations is updated
  6. Selection persistence:
    • Given user has selected at least one Organization on a given page
    • When user clicks "Previous" or "Next"
    • Then the previously selected Organizations remain selected
    • AND the "save" box remains active
  7. Save:
    • Given user has selected one or more Organizations
    • When user clicks "Save"
    • Then the modal disappears
    • AND the selected Organizations are added to the Donors list
  8. Close:
    • Given modal is open
    • When user clicks "Close"
    • Then the modal disappears
    • AND any changes are NOT saved
  9. Linked organization
    • Given scenario 1
    • When authorized user clicks on the donor Name
    • Then the Organization record opens in View mode in a new tab


 Comments   
Comment by Yury Saukou [ 09/Nov/23 ]

Please, pay attention to the "Select all" checkbox in the plugin: it causes refreshing the page.

Comment by NinaChistova [ 15/Nov/23 ]

Hello Alisher Musurmonov 

Could you please fix wrong behavior for "Select all" option? Thank you!

2023-11-15_19h02_13.mp4

Comment by Polina Ustimenko [ 30/Nov/23 ]

Tested on https://folio-snapshot.dev.folio.org/

Works as expected. Please see the attached screencasts. 

Joseph Reimers could you please review? Thank you!

Comment by Joseph Reimers [ 01/Dec/23 ]

Works as expected.

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