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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>[UXPROD-3906] Provide confirmation modal when anonymizing loans</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-3906</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;:&lt;/p&gt;

&lt;p&gt;Currently, if a FOLIO staff user is viewing a patron&apos;s closed loans and has permissions to anonymize all loans, when they click the button anonymization happens immediately.&lt;/p&gt;

&lt;p&gt;We need to insert a confirmation modal into this workflow so that staff have to confirm anonymization; this will reduce the potential for error.&#160;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Inserting a modal into the anonymization process.&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Out of scope&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Any changes to back-end workflows.&lt;/li&gt;
	&lt;li&gt;Any changes to anonymization permissions&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Use case(s)&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;A library staff member is reviewing a patron&apos;s closed loans. They are trying to export closed loans to CSV and accidentally click the button to Anonymize all loans instead. The pop-up confirmation modal allows them to catch their error and prevent it from going through.&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Proposed solution/stories&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UIU-1631&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UIU-1631&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Confirmation modal for manual anonymization&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;
            UIU-1631
        &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;
 - this was written by a PO who has left the project, but the story is complete.&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Links to additional info&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Questions&lt;/b&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="12448">UXPROD-3906</key>
            <summary>Provide confirmation modal when anonymizing loans</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="10047">UXPROD-788</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="5f0e042307efc40028144d47">Amelia Sutton</assignee>
                                                                <reporter accountid="5c48911b54e1e6466b11f38c">Erin Nettifee</reporter>
                                    <labels>
                            <label>ui-only-candidate</label>
                    </labels>
                <created>Tue, 29 Nov 2022 15:25:53 +0000</created>
                <updated>Thu, 8 Feb 2024 15:50:21 +0000</updated>
                            <resolved>Thu, 4 May 2023 13:12:11 +0000</resolved>
                                                    <fixVersion>Poppy (R2 2023)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>3</watches>
                                                                <comments>
                                                            <comment id="15598" author="5c48911b54e1e6466b11f38c" created="Tue, 29 Nov 2022 15:31:01 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5d794c218ce6b60c3810eb8a&quot; class=&quot;user-hover&quot; rel=&quot;5d794c218ce6b60c3810eb8a&quot; data-account-id=&quot;5d794c218ce6b60c3810eb8a&quot; accountid=&quot;5d794c218ce6b60c3810eb8a&quot; rel=&quot;noreferrer&quot;&gt;Stephanie Buck&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=62e94faeb5b801a9afeeccc1&quot; class=&quot;user-hover&quot; rel=&quot;62e94faeb5b801a9afeeccc1&quot; data-account-id=&quot;62e94faeb5b801a9afeeccc1&quot; accountid=&quot;62e94faeb5b801a9afeeccc1&quot; rel=&quot;noreferrer&quot;&gt;Tim Auger&lt;/a&gt; I&apos;m doing some Jira review and this is something that is small and should be UI-only that I think could provide a lot of benefit.&#160;&lt;/p&gt;

&lt;p&gt;Since it&apos;s related to loans, I went ahead and put it in Vega&apos;s queue, but definitely feel free to change that ...&lt;/p&gt;</comment>
                                                            <comment id="15602" author="62e94faeb5b801a9afeeccc1" created="Tue, 29 Nov 2022 18:37:57 +0000"  >&lt;p&gt;Thanks, &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;. My understanding for confirmation in this context is that anonymization is not reversible. Is my assumption true?&lt;/p&gt;</comment>
                                                            <comment id="15609" author="5c48911b54e1e6466b11f38c" created="Tue, 29 Nov 2022 18:41:11 +0000"  >&lt;p&gt;Correct. The anonymization process removes the userId attribute from the loan record. There is no way to revert it.&lt;/p&gt;</comment>
                                                            <comment id="15616" author="5c48911b54e1e6466b11f38c" created="Wed, 1 Feb 2023 14:38:43 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=62e94faeb5b801a9afeeccc1&quot; class=&quot;user-hover&quot; rel=&quot;62e94faeb5b801a9afeeccc1&quot; data-account-id=&quot;62e94faeb5b801a9afeeccc1&quot; accountid=&quot;62e94faeb5b801a9afeeccc1&quot; rel=&quot;noreferrer&quot;&gt;Tim Auger&lt;/a&gt; is it possible to sneak this one into Poppy? It seems simple enough and it really is needed to prevent errors....&lt;/p&gt;</comment>
                                                            <comment id="15624" author="70121:1dedb047-b475-4ea4-9be9-79b3aa27956f" created="Mon, 3 Apr 2023 12:13:55 +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;, could you please confirm?&lt;/p&gt;

&lt;p&gt;1. Users can&#8217;t anonymize the closed loan with associated fees/fines (
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;CIRC-368&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/CIRC-368&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Back-end: Prevent manual anonymization of loans with fees/fines&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;
            CIRC-368
        &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;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UIU-1083&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UIU-1083&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Prevent manual anonymization of loans with fees/fines&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;
            UIU-1083
        &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;
). Is it a valid requirement and is there any other prevention (modal pop-ups) that we should consider?&lt;/p&gt;

&lt;p&gt;&lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;img src=&quot;/rest/api/3/attachment/content/11064&quot; height=&quot;147&quot; width=&quot;434&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/span&gt;&lt;/p&gt;

&lt;p&gt;2. In Circ settings we have options for automatic loan anonymization. How do they intersect with manual loan anonymization? For instance,&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;if &#8216;Anonymize closed loans&#8217;= Never. Can users manually anonymize the loan?&lt;/li&gt;
	&lt;li&gt;If &#8216;Anonymize closed loans with associated fees/fines&#8217; = &#8216;2 Days after fee/fine closed&#8217; Can users manually anonymize the loan if fee/fine for this loan is closed?&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;img src=&quot;/rest/api/3/attachment/content/11065&quot; height=&quot;389&quot; width=&quot;421&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/span&gt;&lt;/p&gt;

&lt;p&gt;CC: &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=712020%3Af2ab7665-e311-4af3-8b4a-fbbc4cd266f4&quot; class=&quot;user-hover&quot; rel=&quot;712020:f2ab7665-e311-4af3-8b4a-fbbc4cd266f4&quot; data-account-id=&quot;712020:f2ab7665-e311-4af3-8b4a-fbbc4cd266f4&quot; accountid=&quot;712020:f2ab7665-e311-4af3-8b4a-fbbc4cd266f4&quot; rel=&quot;noreferrer&quot;&gt;Priyanka Terala&lt;/a&gt;&#160;&lt;/p&gt;</comment>
                                                            <comment id="15631" author="5c48911b54e1e6466b11f38c" created="Mon, 3 Apr 2023 15:22:28 +0000"  >&lt;p&gt;Hmmm. Let me check with the other circ POs on this. The last work on anonymization was done quite a bit ago and I think I know how this is intended to work but I want to make sure I am not missing anything (as much as feasible.)&lt;/p&gt;</comment>
                                                            <comment id="15635" author="5c48911b54e1e6466b11f38c" created="Tue, 11 Apr 2023 16:47:13 +0000"  >&lt;p&gt;Circling back to this. The general agreement was that the settings for anonymization in Settings &amp;gt; Circulation &amp;gt; Loan history are only meant to be settings for automated loan anonymization and not for manual loan anonymization, which is only done user-by-user.&lt;/p&gt;

&lt;p&gt;The net effect is that this means that if someone wants to anonymize a closed loan with fees/fines, they must do that with the automated process, and not with the manual one. &lt;/p&gt;

&lt;p&gt;It&apos;s likely that we are at a point with anonymization that that should be looked at, but there is not a product owner for fees/fines or loan anonymization right now, and I hope that this feature work could still happen, even knowing that further development may be happening in the future. &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=62e94faeb5b801a9afeeccc1&quot; class=&quot;user-hover&quot; rel=&quot;62e94faeb5b801a9afeeccc1&quot; data-account-id=&quot;62e94faeb5b801a9afeeccc1&quot; accountid=&quot;62e94faeb5b801a9afeeccc1&quot; rel=&quot;noreferrer&quot;&gt;Tim Auger&lt;/a&gt;&lt;/p&gt;</comment>
                                                            <comment id="15639" author="70121:1dedb047-b475-4ea4-9be9-79b3aa27956f" created="Wed, 12 Apr 2023 07:31:43 +0000"  >&lt;p&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; thanks a lot for the clarification!&lt;/p&gt;</comment>
                    </comments>
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