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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[ERM-428] Manage amendment status on agreement/license link</title>
                <link>https://folio-org.atlassian.net/browse/ERM-428</link>
                <project id="10130" key="ERM">ERM Platform</project>
                    <description>&lt;p&gt;Users who can link licenses to an agreement can manage the status of related amendments in the context of that agreement. &lt;/p&gt;

&lt;p&gt;In the edit agreement view, the following information is set for any amendment link: &lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;&quot;Status (this agreement)&quot; (required, no default)
	&lt;ul&gt;
		&lt;li&gt;Current&lt;/li&gt;
		&lt;li&gt;Future&lt;/li&gt;
		&lt;li&gt;Historical&lt;/li&gt;
		&lt;li&gt;Does not apply&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;&quot;Amendment note&quot; (optional, paragraph text)&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;All available amendments are presented in the Edit view, as per the attached wireframe, including the following non-editable fields taken from the amendment:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;status&lt;/li&gt;
	&lt;li&gt;start date&lt;/li&gt;
	&lt;li&gt;end date&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;A &quot;Conflicting status&quot; warning message is shown if both these conditions are met:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;amendment has &lt;tt&gt;Current&lt;/tt&gt; status (in agreement context)&lt;/li&gt;
	&lt;li&gt;amendment status (in license) is either Expired or Rejected OR amendment start date is in the future OR amendment end date is in the past&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;The message is presented as per the &lt;a href=&quot;https://folio-org.atlassian.net/secure/thumbnail/20683/_thumb_20683.png&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;attached image&lt;/a&gt;. &lt;/p&gt;</description>
                <environment></environment>
        <key id="40984">ERM-428</key>
            <summary>Manage amendment status on agreement/license link</summary>
                <type id="10005" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium">Story</type>
                            <parent id="13645">UXPROD-573</parent>
                                    <priority id="10005" iconUrl="https://dev.folio.org/assets/jira-priority/tbd.svg">TBD</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="5bfd62c75f77da6929583d6c">steve.osguthorpe</assignee>
                                                                <reporter accountid="557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa">Owen Stephens</reporter>
                                    <labels>
                            <label>erm</label>
                    </labels>
                <created>Tue, 13 Aug 2019 11:33:29 +0000</created>
                <updated>Fri, 1 Nov 2019 16:24:13 +0000</updated>
                            <resolved>Mon, 23 Sep 2019 10:05:24 +0000</resolved>
                                                                    <component>ui-agreements</component>
                        <due></due>
                            <votes>0</votes>
                                    <watches>5</watches>
                                                                <comments>
                                                            <comment id="91332" author="63ada7c86f068efec8f6fbdf" created="Mon, 26 Aug 2019 10:43:38 +0000"  >&lt;p&gt;From &lt;a href=&quot;https://docs.google.com/document/d/1RyiATY8sDHbbHYxxLIyoWFf-fS_kZNXMIgsmM5XoZKc/edit#&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;ERM subgroup discussion 2019-08-21&lt;/a&gt;:&lt;/p&gt;

&lt;blockquote&gt;&lt;p&gt;Are these statuses sufficient?&lt;/p&gt;&lt;/blockquote&gt;
&lt;p&gt;Yes&lt;/p&gt;

&lt;blockquote&gt;&lt;p&gt;Should we warn users when they have &quot;Current&quot; amendments (in Agreement context) that have non Active status or have start dates in future/end dates in past?&lt;/p&gt;&lt;/blockquote&gt;
&lt;p&gt;Yes&lt;/p&gt;

&lt;blockquote&gt;&lt;p&gt;Should there be a default status? If so, what should it be?&lt;/p&gt;&lt;/blockquote&gt;
&lt;p&gt;Mixed views. Default to no.&lt;/p&gt;

&lt;blockquote&gt;&lt;p&gt;Should it be possible to edit Amendment statuses on all Agreement-License links, or only when the License has status of Controlling?&lt;/p&gt;&lt;/blockquote&gt;
&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Ad24a7f4a-ee36-4af7-acea-00d5f1dbb2f4&quot; class=&quot;user-hover&quot; rel=&quot;557058:d24a7f4a-ee36-4af7-acea-00d5f1dbb2f4&quot; data-account-id=&quot;557058:d24a7f4a-ee36-4af7-acea-00d5f1dbb2f4&quot; accountid=&quot;557058:d24a7f4a-ee36-4af7-acea-00d5f1dbb2f4&quot; rel=&quot;noreferrer&quot;&gt;Gill Osguthorpe&lt;/a&gt; I&apos;m not clear from Q7 (and Q9 / Q10) in the meeting notes where this is a &quot;yes but only if there&apos;s a separate interface&quot;. Can you advise please?&lt;/p&gt;</comment>
                                                            <comment id="91333" author="557058:d24a7f4a-ee36-4af7-acea-00d5f1dbb2f4" created="Tue, 27 Aug 2019 10:35:09 +0000"  >&lt;blockquote&gt;&lt;p&gt;I&apos;m not clear from Q7 (and Q9 / Q10) in the meeting notes where this is a &quot;yes but only if there&apos;s a separate interface&quot;. Can you advise please?&lt;/p&gt;&lt;/blockquote&gt;
&lt;p&gt;The short answer is Yes &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=63ada7c86f068efec8f6fbdf&quot; class=&quot;user-hover&quot; rel=&quot;63ada7c86f068efec8f6fbdf&quot; data-account-id=&quot;63ada7c86f068efec8f6fbdf&quot; accountid=&quot;63ada7c86f068efec8f6fbdf&quot; rel=&quot;noreferrer&quot;&gt;Jag Goraya&lt;/a&gt; it should be possible to edit Amendment statuses on all Agreement-License links (not just for the Controlling license).&lt;/p&gt;

&lt;p&gt;This is probably not the right place to say this but...&lt;br/&gt;
The overarching issue is that the Agreement-License relationship can have a lot of information attached to it and this poses potential display problems. In addition to the Controlling license, users would like to be able to see future licenses, historical licenses and the amendments which applied to an agreement. For the Controlling license, they need to be able to see which amendments used to to apply and will apply in the future. &lt;/p&gt;

&lt;p&gt;Currently there is one accordion for display of the Agreement-License, which isn&apos;t going to be able to take the strain. Possible options to explore:&lt;/p&gt;
&lt;ul class=&quot;alternate&quot; type=&quot;square&quot;&gt;
	&lt;li&gt;Abstracting away the Agreement-License relationship and managing it in a separate UI&lt;/li&gt;
	&lt;li&gt;Introducing new ways to present and navigate the license-agreement relationship and associated entities - something for the longer term&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;This is what &quot;yes but only if there&apos;s a separate interface&quot; alludes to. A shorter term option is to restructure, in the UI, presentation of the agreement-license relationship. Something like this:&lt;br/&gt;
  &lt;span class=&quot;error&quot;&gt;Unable to render embedded object: File (screenshot-1.png) not found.&lt;/span&gt; &lt;/p&gt;

&lt;p&gt;I&apos;m floating this option by users, for feedback.&lt;/p&gt;</comment>
                                                            <comment id="91334" author="557058:d24a7f4a-ee36-4af7-acea-00d5f1dbb2f4" created="Tue, 27 Aug 2019 10:53:55 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=63ada7c86f068efec8f6fbdf&quot; class=&quot;user-hover&quot; rel=&quot;63ada7c86f068efec8f6fbdf&quot; data-account-id=&quot;63ada7c86f068efec8f6fbdf&quot; accountid=&quot;63ada7c86f068efec8f6fbdf&quot; rel=&quot;noreferrer&quot;&gt;Jag Goraya&lt;/a&gt; I have a WIP mockup for: &lt;/p&gt;

&lt;blockquote&gt;&lt;p&gt;Should we warn users when they have &quot;Current&quot; amendments (in Agreement context) that have non Active status or have start dates in future/end dates in past?&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;Users would like to be warned when:&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Status (this agreement)&lt;/b&gt;=&quot;Current&quot; AND&lt;/p&gt;

&lt;p&gt;Amendment &lt;b&gt;Status&lt;/b&gt; is in (&quot;Expired&quot;, &quot;Rejected&quot;)&lt;/p&gt;

&lt;p&gt;OR&lt;/p&gt;

&lt;p&gt;Amendment &lt;b&gt;End date&lt;/b&gt; is in the past&lt;/p&gt;

&lt;p&gt;OR&lt;/p&gt;

&lt;p&gt;Amendment &lt;b&gt;Start date&lt;/b&gt; is in the future&lt;/p&gt;

&lt;p&gt;I need to check with &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3A8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; class=&quot;user-hover&quot; rel=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; data-account-id=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; accountid=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; rel=&quot;noreferrer&quot;&gt;md331&lt;/a&gt; about the presentation of the Warning and the message content, which could be something like this:&lt;br/&gt;
&lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;a id=&quot;28377_thumb&quot; href=&quot;/rest/api/3/attachment/content/28377&quot; title=&quot;screenshot-2.png&quot; file-preview-type=&quot;image&quot; file-preview-id=&quot;28377&quot; file-preview-title=&quot;screenshot-2.png&quot;&gt;&lt;jira-attachment-thumbnail url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/28377?default=false&quot; jira-url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/28377&quot; filename=&quot;screenshot-2.png&quot;&gt;&lt;img src=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/28377&quot; data-attachment-name=&quot;screenshot-2.png&quot; data-attachment-type=&quot;thumbnail&quot; data-media-services-id=&quot;87cfe0cd-f71d-424e-99aa-78edc6aee96a&quot; data-media-services-type=&quot;file&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/jira-attachment-thumbnail&gt;&lt;/a&gt;&lt;/span&gt; &lt;/p&gt;</comment>
                                                            <comment id="91335" author="5bfd62c75f77da6929583d6c" created="Fri, 13 Sep 2019 21:09:07 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3A8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; class=&quot;user-hover&quot; rel=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; data-account-id=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; accountid=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; rel=&quot;noreferrer&quot;&gt;md331&lt;/a&gt; Added the model for this. linked Licenses now has an array object that you can add amendmentsId/status pairs to. Note nothing special happens with these, they aren&apos;t fetched as they are already part of the license that is embedded.&lt;br/&gt;
Properties are as below:&lt;/p&gt;

&lt;p&gt;String amendmentId&lt;/p&gt;

&lt;p&gt;&amp;#64;Defaults(&lt;span class=&quot;error&quot;&gt;&amp;#91;&amp;#39;Current&amp;#39;, &amp;#39;Future&amp;#39;, &amp;#39;Historical&amp;#39;, &amp;#39;Does not apply&amp;#39;&amp;#93;&lt;/span&gt;)&lt;br/&gt;
RefdataValue status&lt;/p&gt;

&lt;p&gt;String note&lt;/p&gt;</comment>
                                                            <comment id="91336" author="70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2" created="Tue, 17 Sep 2019 12:43:23 +0000"  >&lt;p&gt;Full functionality (the banners) requires 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;STCOM-592&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/STCOM-592&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Create Message Banner component&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            STCOM-592
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
. We can provide alternative styling until that is completed, so I&apos;m not marking this as Blocked.&lt;/p&gt;</comment>
                    </comments>
                <issuelinks>
                            <issuelinktype id="10008">
                    <name>Defines</name>
                                            <outwardlinks description="defines">
                                        <issuelink>
            <issuekey id="10847">UXPROD-1472</issuekey>
        </issuelink>
                            </outwardlinks>
                                                        </issuelinktype>
                            <issuelinktype id="10002">
                    <name>Duplicate</name>
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            <issuekey id="11151">UXPROD-1996</issuekey>
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            <issuelink>
            <issuekey id="41010">ERM-463</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="41131">ERM-544</issuekey>
        </issuelink>
                            </outwardlinks>
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