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<channel>
    <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>[UXPROD-675] CRUD patron notice templates</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-675</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Basic create, read, update and delete functionality (as well as clone or duplicate) for patron notice templates. They&apos;ll need to be configurable from settings &amp;gt; circulation &amp;gt; patron notices and a patron notice will have the following fields name, description, active/inactive toggle and templates. &lt;/p&gt;

&lt;p&gt;Notes: &lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Some notices will be &quot;out of the box&quot; and therefore not deletable. Users will still be able to designate them as &quot;active&quot; or &quot;inactive&quot; and should be able to clone them too.&lt;/li&gt;
	&lt;li&gt;General configuration has not been fully defined, but will include the ability to specify whether or not print notices will be sent.&lt;/li&gt;
	&lt;li&gt;&lt;del&gt;See UXPROD-110 for earlier reference to patron notices, and 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-723&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-723&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Patron notice templates and editor&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-723
        &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;
 for more details on templates.&lt;/del&gt;&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;Details on Templates (
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-723&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-723&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Patron notice templates and editor&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-723
        &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;
 has been merged with this and closed as a duplicate):&lt;/p&gt;

&lt;p&gt;Need the ability to define email, sms (text) and/or print templates depending on the institution/organization. For example, some organizations are required to send print notices for a fee/fine notice; whereas, some organizations have a no paper policy. For email, a subject, body (or multiple body parts) and signature are required. For sms, just a body of text is required. For print, they&apos;ll need to be able to include a patron name and address (for mailing) and body as well as signature. &lt;/p&gt;

&lt;p&gt;It was suggested that contact information (and logo) being defined with location settings instead of in the notice itself. If it changes, then it is edited once, and it&apos;ll fix all notices. &lt;/p&gt;

&lt;p&gt;Template requirements include:&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Layout&lt;/li&gt;
	&lt;li&gt;Fonts, styles (perhaps somewhat limited though so accessibility regulations are considered)&lt;/li&gt;
	&lt;li&gt;Tokens or individual fields, such as patron name, fee/fine description and amount&lt;/li&gt;
	&lt;li&gt;Loop through multiple values, such as a list of all over items including multiple fields for each object (title and call number)&lt;/li&gt;
	&lt;li&gt;Conditional, such as if patron type equals faculty, then... or if patron type equals student, then...&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;Also, the idea of consolidating notices came up. The use case that came up is over items from multiple library locations. For some institutions, it&apos;s simple, one notice with all items overdue with one statement about fee/fine policies and/or contact information. For some, it&apos;s more complicated, they might each have their own policies and/or generated fees, so it look something like this:&lt;/p&gt;

&lt;p&gt;Library 1&lt;br/&gt;
Statement about fee/fine policy and/or contact information&lt;br/&gt;
List of items&lt;/p&gt;

&lt;p&gt;Library 2&lt;br/&gt;
Statement about fee/fine policy and/or contact information&lt;br/&gt;
List of items&lt;/p&gt;

&lt;p&gt;...&lt;/p&gt;

&lt;p&gt;Not sure what templating language will be selected but some early ideas include Mustache. Mustache seems to be popular because of it&apos;s simplicity and it&apos;s ability to integrate with several languages as described by this comparison chart -  (&lt;a href=&quot;https://en.wikipedia.org/wiki/Comparison_of_web_template_engines&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://en.wikipedia.org/wiki/Comparison_of_web_template_engines&lt;/a&gt;). I&apos;d suggest it&apos;s biggest drawback is that it won&apos;t handle the conditionals outlined above. It will do a simple if exists/not empty test, but that&apos;s it. &lt;/p&gt;

&lt;p&gt;For what it&apos;s worth, a few developers at Cornell have researched the topic of rich-text editors combined with templating languages for an email notification system, and their solution eventually became a combination of Quill (&lt;a href=&quot;https://quilljs.com/&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://quilljs.com/&lt;/a&gt;) because it stores the template as JSON (and got them out of some earlier trouble with tags and/or elements being stripped out) and Liquid Droplets (&lt;a href=&quot;https://github.com/Shopify/liquid/wiki/Introduction-to-Drops&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://github.com/Shopify/liquid/wiki/Introduction-to-Drops&lt;/a&gt;) for field tokens and/or code snippets. Or at least I think I&apos;m explaining that correctly! Here&apos;s a ticket that goes into some details about their research - &lt;a href=&quot;https://github.com/cul-it/studentsite/issues/862#issuecomment-349994330&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://github.com/cul-it/studentsite/issues/862#issuecomment-349994330&lt;/a&gt;. &lt;/p&gt;






</description>
                <environment></environment>
        <key id="10542">UXPROD-675</key>
            <summary>CRUD patron notice templates</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="13680">UXPROD-18</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</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="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a">Darcy Branchini</assignee>
                                                                <reporter accountid="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a">Darcy Branchini</reporter>
                                    <labels>
                            <label>notices</label>
                            <label>resourceaccess</label>
                            <label>split</label>
                    </labels>
                <created>Fri, 25 May 2018 13:47:59 +0000</created>
                <updated>Wed, 16 Sep 2020 21:17:35 +0000</updated>
                            <resolved>Mon, 14 Jan 2019 16:15:49 +0000</resolved>
                                                    <fixVersion>Q4 2018</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>5</watches>
                                                                <comments>
                                                            <comment id="10184" author="5af5ed55244bc90a106063c7" created="Thu, 6 Sep 2018 16:18:50 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; class=&quot;user-hover&quot; rel=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; data-account-id=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; accountid=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; rel=&quot;noreferrer&quot;&gt;Darcy Branchini&lt;/a&gt; I see this is still targeted for Q3 2018.  Is there still a chance this can get into the release?  &lt;/p&gt;</comment>
                                                            <comment id="10188" author="5af5ed55244bc90a106063c7" created="Fri, 14 Sep 2018 14:34:49 +0000"  >&lt;p&gt;This is blocked on endpoint for patron notice templates (
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;CIRCSTORE-68&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/CIRCSTORE-68&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;endpoint for patron notice templates&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            CIRCSTORE-68
        &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;
) which is, in turn, blocked by these folijet stories: 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;MODLOGIN-55&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/MODLOGIN-55&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Create mod-template-engine module&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;
            MODLOGIN-55
        &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;
 and 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;MODLOGIN-56&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/MODLOGIN-56&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Add CRUD REST to mod-template-engine &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;
            MODLOGIN-56
        &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;</comment>
                                                            <comment id="10192" author="5af5ed55244bc90a106063c7" created="Fri, 14 Sep 2018 14:42:13 +0000"  >&lt;p&gt;Per agreement with Darcy, I am merging this with 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-723&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-723&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Patron notice templates and editor&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-723
        &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;
.  Given that, I have increased the estimates on this feature to include the time estimated for that feature.&lt;/p&gt;</comment>
                                                            <comment id="10196" author="5af5ed55244bc90a106063c7" created="Wed, 26 Sep 2018 10:00:55 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; class=&quot;user-hover&quot; rel=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; data-account-id=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; accountid=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; rel=&quot;noreferrer&quot;&gt;Darcy Branchini&lt;/a&gt;, this seems to be missing its frontend estimate.&lt;/p&gt;</comment>
                                                            <comment id="10200" author="5af5ed55244bc90a106063c7" created="Fri, 28 Sep 2018 14:34:59 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aff6a9612-bb35-41b2-88a8-a5b66d0a41a0&quot; class=&quot;user-hover&quot; rel=&quot;557058:ff6a9612-bb35-41b2-88a8-a5b66d0a41a0&quot; data-account-id=&quot;557058:ff6a9612-bb35-41b2-88a8-a5b66d0a41a0&quot; accountid=&quot;557058:ff6a9612-bb35-41b2-88a8-a5b66d0a41a0&quot; rel=&quot;noreferrer&quot;&gt;Michal Kuklis&lt;/a&gt; can you please estimate the front end work needed for this?  Thanks much!&lt;/p&gt;</comment>
                                                            <comment id="10203" author="557058:ff6a9612-bb35-41b2-88a8-a5b66d0a41a0" created="Fri, 28 Sep 2018 14:45:12 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5ed55244bc90a106063c7&quot; class=&quot;user-hover&quot; rel=&quot;5af5ed55244bc90a106063c7&quot; data-account-id=&quot;5af5ed55244bc90a106063c7&quot; accountid=&quot;5af5ed55244bc90a106063c7&quot; rel=&quot;noreferrer&quot;&gt;Cate Boerema&lt;/a&gt; done.&lt;/p&gt;</comment>
                                                            <comment id="10207" author="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a" created="Fri, 28 Sep 2018 17:19:25 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Ab8e64633-1f7c-402d-9caf-9959a5ba5d0d&quot; class=&quot;user-hover&quot; rel=&quot;557058:b8e64633-1f7c-402d-9caf-9959a5ba5d0d&quot; data-account-id=&quot;557058:b8e64633-1f7c-402d-9caf-9959a5ba5d0d&quot; accountid=&quot;557058:b8e64633-1f7c-402d-9caf-9959a5ba5d0d&quot; rel=&quot;noreferrer&quot;&gt;Jakub Skoczen&lt;/a&gt; - can you take another look at the back end estimate for this feature? Will it really be an XXL for just CRUD? The logic (scheduling, triggers - both event and conditions) is a separate issue. &lt;/p&gt;</comment>
                                                            <comment id="10211" author="5af5ed55244bc90a106063c7" created="Thu, 18 Oct 2018 14:13:26 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A63e17413-51f9-4a7c-910b-544728833e0f&quot; class=&quot;user-hover&quot; rel=&quot;557058:63e17413-51f9-4a7c-910b-544728833e0f&quot; data-account-id=&quot;557058:63e17413-51f9-4a7c-910b-544728833e0f&quot; accountid=&quot;557058:63e17413-51f9-4a7c-910b-544728833e0f&quot; rel=&quot;noreferrer&quot;&gt;Matt Connolly&lt;/a&gt;, this feature has a 30 day backend estimate.  I am pretty sure you said that the backend work was taken care of by Folijet so there is little to no BE work remaining for the Core team.  Is that right?  If so, can you please modify the backend estimate accordingly?&lt;/p&gt;</comment>
                                                            <comment id="10216" author="5af5ed55244bc90a106063c7" created="Thu, 8 Nov 2018 15:20:00 +0000"  >&lt;p&gt;Moving this from Blocked to InProgress because, as I understand it,  
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;CIRCSTORE-68&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/CIRCSTORE-68&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;endpoint for patron notice templates&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            CIRCSTORE-68
        &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;
  (the remaining blocker) is redundant at this point.  Development is unblocked.&lt;/p&gt;</comment>
                                                            <comment id="10220" author="5af5ed55244bc90a106063c7" created="Fri, 11 Jan 2019 15:57:19 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; class=&quot;user-hover&quot; rel=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; data-account-id=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; accountid=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; rel=&quot;noreferrer&quot;&gt;Darcy Branchini&lt;/a&gt;.  It is end of quarter and this feature is incomplete.  It will need to be split:&lt;/p&gt;

&lt;ol&gt;
	&lt;li&gt;Tag this feature with split&lt;/li&gt;
	&lt;li&gt;Create a new feature for the carry-over work and make a note at the top of the description that it was split out of this feature (this was requested by the early implementers)&lt;/li&gt;
	&lt;li&gt;Make sure the rankings are not populated for the new feature (if you are starting by cloning this feature, you will have to clear them out).  The early implementers wanted to rank all features including those that were split off from features they&apos;d previously ranked.&lt;/li&gt;
	&lt;li&gt;Move any incomplete stories out of this feature into the new one&lt;/li&gt;
	&lt;li&gt;Mark this feature complete&lt;/li&gt;
	&lt;li&gt;Make a note on the Weekly Status Report for Q4 about how this feature was split and why: &lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/PC/FOLIO+Q4+2018+Weekly+Status+Report&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/display/PC/FOLIO+Q4+2018+Weekly+Status+Report&lt;/a&gt;&lt;/li&gt;
&lt;/ol&gt;
</comment>
                    </comments>
                <issuelinks>
                            <issuelinktype id="10000">
                    <name>Blocks</name>
                                                                <inwardlinks description="is blocked by">
                                        <issuelink>
            <issuekey id="29715">CIRCSTORE-68</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="35152">MODLOGIN-55</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="35153">MODLOGIN-56</issuekey>
        </issuelink>
                            </inwardlinks>
                                    </issuelinktype>
                            <issuelinktype id="10003">
                    <name>Relates</name>
                                            <outwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="58674">UICIRC-70</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="58675">UICIRC-74</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="58595">UICIRC-85</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="58596">UICIRC-86</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="58598">UICIRC-87</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="58613">UICIRC-117</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="58618">UICIRC-118</issuekey>
        </issuelink>
                            </outwardlinks>
                                                                <inwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="13112">UXPROD-1392</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="13113">UXPROD-1393</issuekey>
        </issuelink>
                            </inwardlinks>
                                    </issuelinktype>
                    </issuelinks>
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CB: Per Jakub, this can be further reduced to 1 day for BE.  Jakub also thinks we should increase the front end from 5 to 15.  &lt;br/&gt;
&lt;br/&gt;
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