2023-10-23 Meeting notes: Query builder in LDP Reporting App

Date

23 Oct 2023 

Meeting Link

Zoom: https://zoom.us/j/869183544 

Housekeeping

• Convener and notes: Martina Schildt 
• Next meeting:

Discussion items

1. What should a query builder look like across apps?
   1. Demo: Query builder functionality in LDP Reporting App | Mike Taylor 

Minutes

• Query builder: questions | where do we have query builder functionality?
  • relation to lists app?
  • UI LDP uses query builder
  • first step: what is available/what do we mean
  • bulk editing?
• Reporting App since Poppy
• can work against MetaDB as well
• real time event streaming
• new: user can run reports now
• settings:
  • record limits
  • table availability
  • Database configuration
  • report repositories (eachd escribes area within github)
• select statements
• run report - select report from different repositories
• results are shown in app
• example: list users by date of creation
• run reports = available tab in the left pane
• user can go back to it
• tabs can be closed
• limit of # of repositories: there are no limits
• point to different sections of same repo
• do the queries need to use functions → that is a question for Nassib
• request: ability to add sections - functional area in left pane
  • currently: display name, file name, Github repository
  • Sharon will file a ticket
• build query and load query work together
• build query → simple, in UI
• Load query much more powerful
• user can delete query in "load query" section
• question: where are permissions controlled?
  • that is a database configuration (URL, User + pw)
  • user who have access to database can see all information
  • it is up to the database to take care
• Sharon: roles would be great
• Maura would be interested in permissions for reports (for users)
• Mike: would be great if Maura could draft a high level JIRA ticket - Maura will bring up the topic with User Management
  •  corrie will create the ticket and share with UM 
• export as CSV is possible - limits can be set in settings
• max. limit 100.000 → is often not enough = "can be painful"
  •  Lisa will create a JIRA ticket for the requirement to extend the limit
• issues are to be found and created in UI LDP in FOLIO JIRA instance
• Owen in chat: https://folio-org.atlassian.net/projects/UILDP/
• table availability → can be disabled, e.g. in context of GDPR restrictions
• there are options to filter by columns
• Owen: dealing with boolean combinations of terms is sometimes difficult
• there is no attemot to do anything other than "and" in "build query"
• would need "load query" query
• not possible from "build query": course x or y - run it in a particular term
• in context of creating similarity for users it would be helpful
• no "contained in" available - but could
• operator preference / precedence
• in ERM: OR precedence over AND
• multiple groups of ANDs are possible in ERM
• MetaDB 2.0 is done
• testing for MetaDB: for Q-Release there will be a test instance - Corrie will take that to nassib
• this is new code - there will be bugs - please test and file bugs 
  • create tickets for the bugs and assign to Mike Taylor
• documentation for Poppy is worked on

Next steps

Chat

18:01:33 From Maura Byrne To Everyone:
    BRB
18:03:32 From Martina Schildt | VZG To Everyone:
    Hi all, Agenda for today: https://folio-org.atlassian.net/wiki/display/AppInt/2023-10-23+Meeting+notes%3A+Query+builder+in+LDP+Reporting+App
18:20:19 From Owen Stephens To Everyone:
    Conceptually it feels like there are some similarities with how we build queries for dashboard widgets (although they rely on the APIs rather than direct SQL access)
18:20:35 From Maura Byrne To Everyone:
    Reacted to "Conceptually it feel..." with 💯
18:23:07 From Lisa McColl To Everyone:
    A label as part of the "Build query" process?
18:23:24 From Scott Perry (UChicago) To Everyone:
    Reacted to "A label as part of t..." with 👍
18:24:21 From Dung-Lan Chen To Everyone:
    Reacted to "A label as part of t..." with 👍
18:27:12 From Maura Byrne To Everyone:
    Can queries be deleted after they’ve been saved?
18:31:04 From Maura Byrne To Everyone:
    I’d be interested in permissions for Reports.
18:31:31 From Owen Stephens To Everyone:
    That’s how I think about it too if that’s any support Mike!
18:31:54 From Owen Stephens To Everyone:
    Replying to "That’s how I think a..."
    
    A ‘role’ can be created by defining a permission set that contains all the relevant permissions
18:32:29 From Maura Byrne To Everyone:
    Replying to "That’s how I think a..."
    
    That’s how I’ve been defining “roles” at UC.
18:33:56 From Lisa McColl To Everyone:
    This is fantastic!
18:34:07 From Mike Taylor To Everyone:
    Replying to "That’s how I think a..."
    
    Thank you all, this is good to know!
18:34:42 From Lisa McColl To Everyone:
    Exciting development
18:38:25 From Owen Stephens To Everyone:
    https://folio-org.atlassian.net/projects/UILDP/
18:38:37 From Martina Schildt | VZG To Everyone:
    Reacted to "https://issues.folio..." with 🙏
18:38:39 From Mike Taylor To Everyone:
    Reacted to "https://issues.folio..." with 👍
18:57:35 From Corrie Hutchinson To Everyone:
    I’m monitoring the bugfest channel in case anyone posts questions there as well.
18:57:42 From Sharon Beltaine To Everyone:
    Reacted to "I’m monitoring the b..." with 👍
18:57:43 From Mike Taylor To Everyone:
    Reacted to "I’m monitoring the b..." with 👍
18:57:51 From Maura Byrne To Everyone:
    Reacted to "I’m monitoring the b..." with 👍
18:59:13 From Mike Taylor To Everyone:
    https://github.com/folio-org/ui-ldp/blob/master/doc/reports.md
18:59:27 From Jana Freytag To Everyone:
    Thank you, Mike! bye all
18:59:41 From Owen Stephens To Everyone:
    🙂

Attendees

Action items