[UIU-546] Indicate Service Point for Users (FOLIO Operators) in User Record Created: 19/Jun/18  Updated: 03/Jul/19  Resolved: 16/Aug/18

Status: Closed
Project: ui-users
Components: None
Affects versions: None
Fix versions: 2.13.0

Type: Story Priority: P3
Reporter: Cate Boerema (Inactive) Assignee: md331 (Inactive)
Resolution: Done Votes: 0
Labels: demo43, sprint42, sprint43, sprint44
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
blocks STCOR-235 Automatically Select Service Point Pr... Closed
blocks STCOR-237 Manually Select Service Point at Logi... Closed
blocks UICHKIN-17 Item status change upon checkin: in t... Closed
blocks UICHKIN-32 Deny Access to Check In App if No Ser... Closed
blocks UICHKOUT-433 Deny Access to Check Out App if No Se... Closed
blocks UIU-485 Closed loans - show service point as ... Closed
is blocked by MODINVSTOR-132 Create service-points-users endpoint Closed
is blocked by MODUSERBL-34 Add service point fields to userdata Closed
is blocked by MODUSERS-76 Add service point fields to userdata Closed
Cloners
is cloned by STCOR-237 Manually Select Service Point at Logi... Closed
is cloned by UIU-551 Add First Service Points to My Own Us... Closed
Relates
relates to UXPROD-260 Indicate service point for session Closed
Sprint:
Development Team: Prokopovych

 Description   

Purpose: When work is being done in FOLIO, it is necessary to know what "service point" (functional location e.g. circ desk) the work is being done at. In order to indicate the service point for a session, the RA SIG has decided that users will have 0 to many service points associated with them (where they are allowed to work) and they will then select from among those to indicate the SP to be used for their session. The purpose of this story is to outline how service points can be associated with users.

User story:
As a folio administrator
I want to be able to indicate the service points a library employee works at
So that when they log into folio, they can select from the allowed service points

Scenarios:

  1. Scenario
    • Given the view and edit modes of the user record
    • When displayed
    • Then a new "Service points" section should be displayed as shown in the below linked mockup
      • Collapsable
      • Collapsed by default
  2. Scenario
    • Given the create mode of the user record
    • When displayed
    • Then the "Service points" section should not display (I assume that, like permissions, service points can't be associated until after the record has been created)
  3. Scenario
    • Given there are no service points associated with a user record
    • When the Service points section is expanded in view and edit modes
    • Then a "No service points found" message should display
  4. Scenario
    • Given the edit mode of the user record
    • When the Service points section is expanded
    • Then an "+ Add service point" button should display as shown here
  5. Scenario
    • Given the "+ Add service point button"
    • When clicked
    • Then the Add service points popup should display as shown here
      • Popup header: Add service points
      • List header: Service points
      • List sub-header: <countFoundServicePoints> results found (out of scope)
      • List column:
        • Name - Service point name
      • Selection:
        • Should be possible to select multiple service points with checkboxes
        • Select all checkbox should also be available (should work similarly to select all checkbox on the Loans page)
      • Buttons: Cancel, Save & close
    • Out of scope for this story:
      • Search and filter capabilities
      • Library column
      • Sortable columns
  6. Scenario
    • Given one of more service point has been selected
    • When Save and close is clicked
    • Then:
      • Each selected service point is displayed in alphabetical order
      • Each selected service point is accompanied by a delete icon as shown here - Click to delete
      • A Service point preference menu should display
  7. Scenario
    • Given the Service point preference menu
    • When displayed
    • Then:
      • Selection should be required:
        • Label should be accompanied by required indicator (asterisk)
        • Validation if not populated: Please fill this in to continue
      • Default value should be Select service point
      • Second value should be "None"
      • The menu should also contain all service points selected for the user in alphabetical order

CB: Should we combine this story with UIU-551 Closed ? Maybe just add those two scenarios here? Devs, please let me know.

Out of scope:

  • Selecting service point at login when no preference is indicated
  • Changing service point after login
  • Attempting to access apps that require service points when none has been selected

Mockups: https://drive.google.com/drive/folders/1b-QSV-75p-xiLGNO2qgrcVbB0eCz6zuV



 Comments   
Comment by md331 (Inactive) [ 11/Jul/18 ]

Cate Boerema, are there any plans to have the Add Service Point dialog used in locations other than Users? I.e., would we want to assign Service Points to something other than a user? I can't think of anything at the moment and the related Discussion didn't seem to suggest anything, but I just want to double check.

For now, I think the only difference for me would be where I put the component (ui-users vs stripes-smart-components) and we could always move it later.

Comment by Cate Boerema (Inactive) [ 12/Jul/18 ]

md331 are you talking about this modal: https://drive.google.com/file/d/1ol7pxMGvEWMlspFNwq15K_Fab2bsav5O/view?usp=sharing ? There are no plans to need that exact modal anywhere else.

There are plans to associate service points with the session, of course, but there you only select one from the list of SPs associated with your user record: https://drive.google.com/file/d/10tLwQmuMurA08ZL1Ur05FZbPm3EFl-Lo/view?usp=sharing

Let me know if that didn't answer your question.

Comment by Kurt Nordstrom [ 12/Jul/18 ]

Per discussion during our Thursday roundup, I believe we have agreed on the following points:

  • Instead of modifying the userdata record, it is preferable to have the user/service-point association reside in the same storage as the service points themselves.
  • Even though service points are closer to circulation concerns, it makes sense to implement them in inventory storage, due to the implementation of the /locations storage

Service points are currently accessible at /service-points. In order to stay consistent, I would propose a /service-points-users endpoint, where we provide CRUD on a resource that would look like the following:

{
  "id" : "",
  "userId" : "",
  "servicePointIds" : [ ],
  "defaultServicePointId" : ""
}
Comment by Jakub Skoczen [ 06/Aug/18 ]

John Malconian ths item is waiting for a succesfull snapshot-stable build

Comment by md331 (Inactive) [ 15/Aug/18 ]

Hey Anya,

I've merged a PR to add that little "X results found" text. I didn't add it at first since when we get around to adding the search and filter capabilities, we'll get that little message for free with the implementation.

Question though, the bulk selection checkbox is there and working for me on snapshot-stable. Can you let me know if you're still having issues with it and how it differs from your expectation or the story?

Cheers!

Comment by Anya [ 15/Aug/18 ]

Mark, we did not see the bulk selection yesterday in snapshot - but we will be testing again tomorrow. Could you or the PO mark the X results found as out of scope for this ticket then put it back into in review?

Thank you very much for these comments!

Comment by md331 (Inactive) [ 15/Aug/18 ]

Hmm, it's weird that the checkbox wasn't visible yesterday since that was part of the PR that added the whole functionality. It should be directly to the left of the "Name" column header, so hopefully it'll be visible tomorrow.

In any case, I moved this back to In Review.

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