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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>[UXPROD-676] CRUD Patron Notice Policies - Loan-related notices only (part 1)</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-676</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;font color=&quot;red&quot;&gt;&lt;b&gt;IMPORTANT NOTE: As a first pass, this feature has been modified for notices sent via email related to loan activities only. There are new features created for request-related notices and fee/fine-related notices as well as SMS and print notices.&lt;/b&gt;&lt;/font&gt;&lt;/p&gt;

&lt;p&gt;Needs to allow for scheduling, event triggers/listeners, and other conditions. This function will be configured using  in policies, including loan, request and fee/fine policies, and general configuration for notices. Early hand-drawn mockups are attached. &lt;/p&gt;

&lt;p&gt;See UXPROD-110 for earlier reference to patron notices, as well as 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-675&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-675&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;CRUD 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;
            UXPROD-675
        &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;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 setting up the name, description and templates.&lt;/p&gt;

&lt;p&gt;&amp;#8211; &lt;br/&gt;
Initially thought Workflow would be the right solution. Here&apos;s the original thinking on that:&lt;br/&gt;
&lt;del&gt;A visual representation of one use case is attached. It assumes a UI will be developed for the workflow engine. The attached visual shows two different notices sent at different points in time, overdue notice #1 is sent at Day 1 (maybe immediately is more appropriate here), and then overdue notice #2 is sent at Day 3. Additional criteria might include loan type, patron type (group), and/or loan policy.&lt;/del&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="10547">UXPROD-676</key>
            <summary>CRUD Patron Notice Policies - Loan-related notices only (part 1)</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>
                    </labels>
                <created>Fri, 25 May 2018 14:28:11 +0000</created>
                <updated>Wed, 16 Sep 2020 21:17:35 +0000</updated>
                            <resolved>Wed, 13 Mar 2019 09:11:37 +0000</resolved>
                                                    <fixVersion>Q1 2019</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>7</watches>
                                                                <comments>
                                                            <comment id="10225" author="5af5ed55244bc90a106063c7" created="Fri, 14 Sep 2018 14:48:15 +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;, it seems like the summary and description of this feature probably need to be updated now that the plan is to leverage loan rules for the logic (by tying notices to policies). &lt;/p&gt;</comment>
                                                            <comment id="10229" author="5af5ed55244bc90a106063c7" created="Fri, 14 Sep 2018 14:52:49 +0000"  >&lt;p&gt;Just looking at the number of blockers on this and the fact that no stories have yet been written, I would say this is at risk for Q4.  You will probably need to phase this out, first allowing patron notices to be tied to loan policies (which exist already) and later adding to fee/fine policies and request policies (neither of which exist or are currently targeted for Q4).&lt;/p&gt;</comment>
                                                            <comment id="10233" author="5af5ed55244bc90a106063c7" created="Fri, 14 Sep 2018 14:53:54 +0000"  >&lt;p&gt;When the description for this has been updated to reflect your current thinking, you should probably clear out the estimates and ask the devs to re-estimate.&lt;/p&gt;</comment>
                                                            <comment id="10237" author="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a" created="Fri, 14 Sep 2018 15:43:11 +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; - please provide updated estimates or assign someone to provide updated estimates - since we are now doing this with policies - loan, request and fee/fine policies - as well as some general configuration (most likely in notices) for patron notices of that are receipts (check-in, check-out and/or fee/fine payment).  Our earlier estimate was for workflow to handle the logic.&lt;/p&gt;</comment>
                                                            <comment id="10242" author="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a" created="Fri, 28 Sep 2018 17:24:37 +0000"  >&lt;p&gt;Another modification to this feature. After the SIG reviewed the mocks for adding patron notice to loan, fee/fine and request policies, it was decided to instead separate out notice logic into &lt;em&gt;notice policies&lt;/em&gt;. Circulation rules (currently called loan rules) is where loan, notice, request and fee/fine policies will be tied together using combinations of patron type, material type, loan type (and eventually location). &lt;br/&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 please update the front end and back end estimates if they need to be? &lt;/p&gt;</comment>
                                                            <comment id="10246" author="5af5ed55244bc90a106063c7" created="Tue, 16 Oct 2018 09:52:33 +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;, per our Slack, this is assigned to the Vega team for Q4.  We need to target sprint 50 - 51 for having the backlog in place.&lt;/p&gt;

&lt;p&gt;Also, I added &quot;Patron notice policies&quot; to the summary of this feature, as the current thinking is that is where much of the logic will go (aside from the logic that says which transactions this applies to which falls into &quot;Extending Loan Rules Editor to target additional policy types&quot; (
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-1217&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1217&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Extending Loan Rules Editor to target additional policy types&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-1217
        &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;
).  Thanks!&lt;/p&gt;</comment>
                                                            <comment id="10251" author="5af5ed55244bc90a106063c7" created="Fri, 9 Nov 2018 11:03:22 +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;, are you still targeting sprint 51 for getting some stories to Vega?&lt;/p&gt;
</comment>
                                                            <comment id="10255" author="5af5ed55244bc90a106063c7" created="Wed, 5 Dec 2018 09:08:26 +0000"  >&lt;p&gt;Changed the title of this feature, as per &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A925f55a1-465f-4875-8818-49cbe9a45838&quot; class=&quot;user-hover&quot; rel=&quot;557058:925f55a1-465f-4875-8818-49cbe9a45838&quot; data-account-id=&quot;557058:925f55a1-465f-4875-8818-49cbe9a45838&quot; accountid=&quot;557058:925f55a1-465f-4875-8818-49cbe9a45838&quot; rel=&quot;noreferrer&quot;&gt;Kostyantyn Khodarev&lt;/a&gt;, the expectation is that the CRUD aspects of this will get done before the end of the Q4 development period while.  Making these policies effective will need to be done in Q1 2019 (see 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-1386&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1386&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Send patron notices via email for user initiated loan events, such as check in/out (i.e., check in or out receipt)&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-1386
        &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="10259" author="5af5ed55244bc90a106063c7" created="Wed, 5 Dec 2018 12:44:35 +0000"  >&lt;p&gt;Per discussion with &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A925f55a1-465f-4875-8818-49cbe9a45838&quot; class=&quot;user-hover&quot; rel=&quot;557058:925f55a1-465f-4875-8818-49cbe9a45838&quot; data-account-id=&quot;557058:925f55a1-465f-4875-8818-49cbe9a45838&quot; accountid=&quot;557058:925f55a1-465f-4875-8818-49cbe9a45838&quot; rel=&quot;noreferrer&quot;&gt;Kostyantyn Khodarev&lt;/a&gt;, if we change the scope of this to just CRUD patron notice, Vega will finish this prior to the start of the Q1 development period.  However, since it didn&apos;t get completed prior to Feature freeze for Q4, we do need to change the fix version to Q1 2019.  I will also  tag it with Q4-2018pFF (for Q4 post-feature freeze).  &lt;/p&gt;

&lt;p&gt;I will make sure the cap plan is not drawing time for this feature in Q1.&lt;/p&gt;

&lt;p&gt;Let me know if this doesn&apos;t make sense!  &lt;/p&gt;

&lt;p&gt;Oh, and Darcy, since this is moving out of the Q4 release, could you please make a note in the Weekly Status Report?  Thank you!&lt;/p&gt;</comment>
                                                            <comment id="10265" author="62a96ae7192edb006f9f1bf9" created="Thu, 6 Dec 2018 21:29:36 +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;, what is the start date of the Q1 development period?  &lt;/p&gt;</comment>
                                                            <comment id="10269" author="5af5ed55244bc90a106063c7" created="Sat, 8 Dec 2018 14:26:04 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=62a96ae7192edb006f9f1bf9&quot; class=&quot;user-hover&quot; rel=&quot;62a96ae7192edb006f9f1bf9&quot; data-account-id=&quot;62a96ae7192edb006f9f1bf9&quot; accountid=&quot;62a96ae7192edb006f9f1bf9&quot; rel=&quot;noreferrer&quot;&gt;Khalilah Gambrell&lt;/a&gt;, while the Q1 develoment period doesn&apos;t start until January 14th, I need to tag any work that is targeted for release in Q1 as fixversion = Q1 2019.  Per &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A925f55a1-465f-4875-8818-49cbe9a45838&quot; class=&quot;user-hover&quot; rel=&quot;557058:925f55a1-465f-4875-8818-49cbe9a45838&quot; data-account-id=&quot;557058:925f55a1-465f-4875-8818-49cbe9a45838&quot; accountid=&quot;557058:925f55a1-465f-4875-8818-49cbe9a45838&quot; rel=&quot;noreferrer&quot;&gt;Kostyantyn Khodarev&lt;/a&gt;, this work is in progress and will be completed before the Q1 development period begins so we are not factoring in additional time for it in Q1.  I have tagged this with &quot;Q4-2018pFF&quot; to indicate it&apos;s being worked on in Q4 but after Feature Freeze.&lt;/p&gt;</comment>
                                                            <comment id="10273" author="5af5ed55244bc90a106063c7" created="Fri, 4 Jan 2019 16:29:37 +0000"  >&lt;p&gt;Per Khalilah and Kostya, this is no longer planned to be completed by the end of Q4.  I am removing the Q4-2018pFF tag and pulling down the full estimates for this work from the Vega capacity in the cap plan.&lt;/p&gt;</comment>
                                                            <comment id="10277" author="5af5ed55244bc90a106063c7" created="Sun, 10 Mar 2019 15:40:12 +0000"  >&lt;p&gt;@darcy it looks like all the stories in this feature are complete.  Can we close the feature?&lt;/p&gt;</comment>
                                                            <comment id="10281" author="5af5ed55244bc90a106063c7" created="Wed, 13 Mar 2019 09:11:37 +0000"  >&lt;p&gt;Marking this done as all the stories it contains are completed.&lt;/p&gt;</comment>
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                                        <issuelink>
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        </issuelink>
            <issuelink>
            <issuekey id="10935">UXPROD-1387</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="11034">UXPROD-1585</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="10963">UXPROD-1589</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="38817">MODSENDER-4</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="58610">UICIRC-110</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="10962">UXPROD-1587</issuekey>
        </issuelink>
                            </outwardlinks>
                                                                <inwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="58656">UICIRC-181</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="10816">UXPROD-1217</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="58581">UICIRC-98</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="58588">UICIRC-108</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="58589">UICIRC-109</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="58644">UICIRC-167</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="58661">UICIRC-198</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="13112">UXPROD-1392</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="13113">UXPROD-1393</issuekey>
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                            <customfieldvalue>Modified issue - logic in notice policies instead of workflow or other policies (loan, fee/fine, request). Need new estimates. BE estimates assumes the scheduling, event triggers/listener logic is built specifically for PN rather than relies on existing functionality provided though &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-594&quot; title=&quot;Scheduler&quot; class=&quot;issue-link&quot; data-issue-key=&quot;UXPROD-594&quot;&gt;&lt;strike&gt;UXPROD-594&lt;/strike&gt;&lt;/a&gt; and &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-729&quot; title=&quot;Worflow Templates CRUD and State Machine with Triggers and Events&quot; class=&quot;issue-link&quot; data-issue-key=&quot;UXPROD-729&quot;&gt;UXPROD-729&lt;/a&gt;&lt;br/&gt;
&lt;br/&gt;
Jakub: XXL for the backend since this may include coding internal scheduling logic. XL for the UI, the assumption is all logic lives on the server and UI is merely a configuration interface.</customfieldvalue>

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