Patron Notices (UXPROD-18)

[UXPROD-3768] Add "Loan type" as notice token Created: 03/Aug/22  Updated: 30/Nov/23  Resolved: 27/Mar/23

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Poppy (R2 2023)
Parent: Patron Notices

Type: New Feature Priority: P3
Reporter: julie.bickle Assignee: julie.bickle
Resolution: Done Votes: 0
Labels: notice_tokens, patron_notice
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
defines CIRC-1601 Add the field "item.loanType" to the ... Closed
defines MODFEE-329 Add the field "item.loanType" to the ... Closed
defines MODNOTIFY-109 Populate the token "item.loanType" in... Closed
defines UICIRC-852 Add "item.loanType" as notice token i... Closed
Release: Poppy (R2 2023)
Epic Link: Patron Notices
Front End Estimate: Small < 3 days
Front-End Confidence factor: 100%
Back End Estimate: Small < 3 days
Back-End Confidence factor: 90%
Development Team: Volaris
PO Rank: 0
Rank: Cornell (Full Sum 2021): R3

 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!


 Comments   
Comment by julie.bickle [ 03/Aug/22 ]

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

Comment by Irina Pokhylets [ 08/Mar/23 ]

Hi julie.bickle,

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: Stephanie Buck, Gurleen Kaur1  

Comment by julie.bickle [ 10/Mar/23 ]

Hi Irina Pokhylets, 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.

Comment by julie.bickle [ 27/Mar/23 ]

Closing as all stories are done.

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