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

Date

Oct 23, 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