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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>
    </build-info>

<item>
            <title>[UIIN-2207] Do not allow item deletion if an open fine exists that is tied to the item record</title>
                <link>https://folio-org.atlassian.net/browse/UIIN-2207</link>
                <project id="10132" key="UIIN">ui-inventory</project>
                    <description>&lt;p&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;:&lt;/p&gt;

&lt;p&gt;Right now, patrons with appropriate permissions can delete item records in Inventory, with dependency checks on certain transactions (see 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UIIN-534&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UIIN-534&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Item record. Delete (only) - check on dependencies with other apps&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;
            UIIN-534
        &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;
).&lt;/p&gt;

&lt;p&gt;This feature covers implementation of dependency checks for fee/fines. &lt;/p&gt;

&lt;p&gt;An item may have an associated unpaid or unresolved fee/fine even if the item is available and/or does not have an active loan. This occurs with overdue or overdue recall fines, where items can circulate to multiple users and accrue fines without ever becoming lost. So the dependency check must actively check fine records, not just item statuses like &apos;declared lost&apos; or &apos;aged to lost&apos;.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Do not allow item deletion if an account record, tied to the item, exists with an &quot;open&quot; status - this indicates that money is still owed to the library and/or the issue is still unresolved.&lt;/li&gt;
	&lt;li&gt;Changes in Users to ensure that if the fine record is closed, and the item is still deleted, that the fine record still shows information as stored in the underlying fine so that it can be understood.&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Out of scope&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Use case(s)&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Proposed solution/stories&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Links to additional info&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Account JSON definition - &lt;a href=&quot;https://github.com/folio-org/mod-feesfines/blob/master/ramls/accountdata.json&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://github.com/folio-org/mod-feesfines/blob/master/ramls/accountdata.json&lt;/a&gt; - this shows that there is quite a bit of information stored on the item record directly that should still be there if the item record in inventory is deleted.&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Questions&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Do libraries want a warning even if all of the associated accounts are closed? It doesn&apos;t appear to warn for closed requests or closed loans, though this use case is arguably different because money is involved.&lt;/li&gt;
	&lt;li&gt;Are there libraries that would never want to delete an item if it has any fine history? That doesn&apos;t seem tenable, but they may be out there.&lt;/li&gt;
	&lt;li&gt;Are there libraries who would want to be able to configure a time check? E.g., don&apos;t allow deletion, even if the fine is closed, unless the fine is more than ___ years old? Or is the information still retained on the fine record enough to account for any record retention needs?&lt;/li&gt;
	&lt;li&gt;What happens to a closed fine UI if the item is deleted?&lt;/li&gt;
&lt;/ul&gt;
</description>
                <environment></environment>
        <key id="45808">UIIN-2207</key>
            <summary>Do not allow item deletion if an open fine exists that is tied to the item record</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="13654">UXPROD-792</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</priority>
                        <status id="1" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/open.png" description="The issue is open and ready for the assignee to start work on it.">Open</status>
                    <statusCategory id="2" key="new" colorName="blue-gray"/>
                                    <resolution id="-1">Unresolved</resolution>
                                                        <assignee accountid="-1">Unassigned</assignee>
                                                                <reporter accountid="5c48911b54e1e6466b11f38c">Erin Nettifee</reporter>
                                    <labels>
                            <label>feesfines</label>
                    </labels>
                <created>Mon, 18 Apr 2022 15:46:39 +0000</created>
                <updated>Mon, 20 Feb 2023 01:17:58 +0000</updated>
                                                                                <due></due>
                            <votes>0</votes>
                                    <watches>4</watches>
                                                                <comments>
                                                            <comment id="103908" author="5c48911b54e1e6466b11f38c" created="Mon, 18 Apr 2022 16:13:49 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aa957226f-df85-4fc8-97f4-8b27a26029ed&quot; class=&quot;user-hover&quot; rel=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; data-account-id=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; accountid=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; rel=&quot;noreferrer&quot;&gt;Holly Mistlebauer&lt;/a&gt; I played with this a bit on Snapshot this morning, you can definitely delete an item with an open fine, and it ends up making the fine details unviewable (because Stripes is attempting to read the current item status, but the item record doesn&apos;t exist anymore.)&lt;/p&gt;

&lt;p&gt;It seems like it&apos;s a better overall solution to prevent deletion for an open fine rather than trying to fix that bug, or at least to do this first, but I&apos;m not entirely sure (and we haven&apos;t had this level of detailed discussion with the SIG.)&lt;/p&gt;


&lt;p&gt;Error received when viewing fine:&lt;/p&gt;

&lt;p&gt;Error: TypeError: Cannot read properties of undefined (reading &apos;status&apos;)&lt;br/&gt;
at s.e.getItemDetails (&lt;a href=&quot;https://folio-snapshot.dev.folio.org/bundle.aedc43279b69c15c90b6.js:2:11195310&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-snapshot.dev.folio.org/bundle.aedc43279b69c15c90b6.js:2:11195310&lt;/a&gt;)&lt;br/&gt;
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</comment>
                                                            <comment id="103912" author="557058:f80403de-e149-421e-8750-af45c853402f" created="Fri, 9 Sep 2022 06:45:47 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5c48911b54e1e6466b11f38c&quot; class=&quot;user-hover&quot; rel=&quot;5c48911b54e1e6466b11f38c&quot; data-account-id=&quot;5c48911b54e1e6466b11f38c&quot; accountid=&quot;5c48911b54e1e6466b11f38c&quot; rel=&quot;noreferrer&quot;&gt;Erin Nettifee&lt;/a&gt; - I created an umbrella issue (
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-3798&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-3798&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Inventory. Item deletion. 2nd iteration. Do not allow item deletion e.g. if an open fine exists, has item status item status set to Claimed returned&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10307?size=medium&quot; /&gt;
            UXPROD-3798
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-complete jira-macro-single-issue-export-pdf&quot;&gt;Open&lt;/span&gt;
            &lt;/span&gt;
 ) to gather all 2nd iteration work of Item deletion. Do you think your feature needs more work, or can we change it to Open now?&lt;/p&gt;</comment>
                                                            <comment id="103914" author="5c48911b54e1e6466b11f38c" created="Fri, 9 Sep 2022 14:09:24 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Af80403de-e149-421e-8750-af45c853402f&quot; class=&quot;user-hover&quot; rel=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; data-account-id=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; accountid=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; rel=&quot;noreferrer&quot;&gt;Charlotte Whitt&lt;/a&gt; - I&apos;ll have to look back at the SIG notes to refresh my brain about where the discussion last left off.&lt;/p&gt;</comment>
                                                            <comment id="103916" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Fri, 16 Sep 2022 20:24:59 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Af80403de-e149-421e-8750-af45c853402f&quot; class=&quot;user-hover&quot; rel=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; data-account-id=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; accountid=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; rel=&quot;noreferrer&quot;&gt;Charlotte Whitt&lt;/a&gt;:  Should this be a UIIN story rather than a feature?  &lt;br/&gt;
&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5c48911b54e1e6466b11f38c&quot; class=&quot;user-hover&quot; rel=&quot;5c48911b54e1e6466b11f38c&quot; data-account-id=&quot;5c48911b54e1e6466b11f38c&quot; accountid=&quot;5c48911b54e1e6466b11f38c&quot; rel=&quot;noreferrer&quot;&gt;Erin Nettifee&lt;/a&gt;:  We definitely don&apos;t want the item deleted if there is an open fee/fine account record.  This is what I found in the notes from our June 23rd discussion (see &lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/RA/2022-06-23+Resource+Access+Meeting+Notes&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/display/RA/2022-06-23+Resource+Access+Meeting+Notes&lt;/a&gt;)...&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Items with open fees/fines should not be deletable&lt;/li&gt;
	&lt;li&gt;Some institutions have financial record-keeping requirements, so might not want to delete items with closed fees/fines that are less than five years old (for example).&lt;/li&gt;
	&lt;li&gt;Note that an item can have overdue fees/fines but still be circulating, so fees/fines on an item is independent from Item State.&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;With regard to financial record-keeping requirements, the fee/fine account record includes item information that can be retained.  I am not convinced that they need the item record for that.  &lt;/p&gt;</comment>
                                                            <comment id="103919" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Tue, 4 Oct 2022 00:18:21 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Af80403de-e149-421e-8750-af45c853402f&quot; class=&quot;user-hover&quot; rel=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; data-account-id=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; accountid=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; rel=&quot;noreferrer&quot;&gt;Charlotte Whitt&lt;/a&gt;:  I didn&apos;t hear back from you regarding my comment above, but I did receive an email about an action item you assigned to me stating &quot;&lt;em&gt;can I ask you to write up that jira ticket, so it gets worded exactly as you spec it&lt;/em&gt;.&quot;  This is the JIRA ticket.  Erin created it in April.  I changed it from a UXPROD- ticket to a UIIN- ticket given it really isn&apos;t a feature.  Please let me know if you want this handled differently.  Thanks, Holly&lt;/p&gt;</comment>
                                                            <comment id="103921" author="5c48911b54e1e6466b11f38c" created="Tue, 18 Oct 2022 16:52:59 +0000"  >&lt;p&gt;If we assume that an item has been deleted, the information retained on the account schema related to the item looks like it should be:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;title&lt;/li&gt;
	&lt;li&gt;callNumber&lt;/li&gt;
	&lt;li&gt;barcode&lt;/li&gt;
	&lt;li&gt;materialType&lt;/li&gt;
	&lt;li&gt;itemStatus (not sure if/when this value gets updated or if its the status when the fine is created)&lt;/li&gt;
	&lt;li&gt;Effective location&lt;/li&gt;
	&lt;li&gt;itemId&lt;/li&gt;
	&lt;li&gt;holdingsId&lt;/li&gt;
	&lt;li&gt;InstanceId&lt;/li&gt;
	&lt;li&gt;contributors&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;That seems pretty extensive in terms of reporting. I think if we can get the RA SIG to confirm that list is satisfactory, then there are additional steps:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Do not allow item deletion if there is one or more open fines;&lt;/li&gt;
	&lt;li&gt;Allow item deletion if all associated fines are closed;&lt;/li&gt;
	&lt;li&gt;Review the fields that appear on the feefine UI &amp;#8212;
	&lt;ul&gt;
		&lt;li&gt;If the field references the inventory value, then when the item is deleted, that field won&apos;t show any information. So that needs to be addressed, either by changing the field to reference the value stored on the account record, or adding logic so that if the field is referencing the live inventory data, and the inventory record is deleted, that the UI says something meaningful like &quot;item deleted&quot; or &quot;record deleted&quot;&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
&lt;/ul&gt;
</comment>
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