Edit instance connection of order line design
- Andrei Makaranka
- Dennis Bridges
| Author | Andrei Makaranka |
|---|---|
| JIRA task | UXPROD-3619 - Getting issue details... STATUS |
| Business Requirements | UXPROD-3619 - Getting issue details... STATUS |
| Architects Review | IN PROGRESS |
| PO review | IN PROGRESS |
Revision History
| Version | Date | Owner | Description | Reason |
|---|---|---|---|---|
| v1.0 | 04.27.2022 | Initial version | ||
| v2.0 | 04.28.2022 | @@Andrei Makaranka | Model and API definitions added | |
| v3.0 | 05.01.2022 | Andrei Makaranka | business PATCH method design added | |
| v3.1 | 05.04.2022 | Diagrams added | ||
| v3.2 | 05.09.2022 | Andrei Makaranka | storage PATCH method design added |
Overview
Current situation or problem: When a purchase orders is connected to the wrong instance there is no way to correct it. Unopening orders to do this is causing issues with receiving workflow.
Use cases
- Purchase order was connected to the wrong instance (often the electronic rather than physical instance) because of instance matching logic that is invoked for orders created through GOBI integration.
- Purchase order was connected to the wrong instance because of human error.
- Purchase order was connected to the wrong instance during order import or migration.
High-Level Requirements:
Constraints
- Instance update can not be dine for Package purchase order line
Assumptions, dependencies
In scope
Allow user to change the instance connection of a POL
When changing connection FOLIO will update all related order and inventory records
Out of Scope
- Allow user to Change instance connection but only update some records (Ie. do not move certain items)
Architecturally Significant Requirements
- No need to support distribution and compensation transactions
Solution Design
Data Model
mod-orders
Define schema for DTO "patch_order_line_request"
| Name | Type | Mandatory | Default | Description | Note |
|---|---|---|---|---|---|
| operation | enum | Y | NA | Type of a partial modification | [REPLACE_INSTANCE_REF] |
| replaceInstanceRef | replace_order_line_instance_ref | N | NA | Replace instance reference |
Define schema for DTO "replace_order_line_instance_ref"
| Name | Type | Mandatory | Default | Description | Note |
|---|---|---|---|---|---|
| newInstanceId | UUID | Y | NA | Reference to new instance | |
| holdingsOperation | enum | N | NA | How to process connected holdings | [MOVE, FIND_OR_CREATE, CREATE] |
| deleteAbandonedHoldings | boolean | Y | false | If abandoned holdings will be deleted |
mod-orders-storage
Define schema for DTO "storage_patch_order_line_request"
| Name | Type | Mandatory | Default | Description | Note |
|---|---|---|---|---|---|
| operation | enum | Y | NA | Type of a partial modification | [REPLACE_INSTANCE_REF] |
| replaceInstanceRef | storage_replace_order_line_instance_ref | N | NA | Replace instance reference |
Define schema for DTO "storage_replace_order_line_instance_ref"
| Name | Type | Mandatory | Default | Description | Note |
|---|---|---|---|---|---|
| newInstanceId | UUID | Y | NA | Reference to new instance | |
| holdings | array of storage_replace_order_line_holding_refs | N | NA | Holding references for replacement in the locations and pieces |
Define schema for DTO "storage_replace_order_line_holding_refs"
| Name | Type | Mandatory | Default | Description | Note |
|---|---|---|---|---|---|
| fromHoldingId | UUID | Y | NA | Reference to previous holding | |
| toHoldingId | UUID | Y | NA | Reference to new holding |
APIs
mod-orders-storage : Add PATCH method into ramls/po-line.raml
Method | Path | Request | Response | Description | Interface | Notes |
|---|---|---|---|---|---|---|
| PATCH | /orders-storage/po-lines/{id} | storage_patch_order_line_request | NA : Status 204 | Apply partial modifications to a order line | orders-storage.po-lines.item.patch | https://www.rfc-editor.org/rfc/rfc5789 |
mod-orders : Add PATCH method into ramls/order-lines.raml
Method | Path | Request | Response | Description | Interface | Notes |
|---|---|---|---|---|---|---|
| PATCH | orders/order-lines/{id} | patch_order_line_request | NA : Status 204 | Apply partial modifications to a order line | orders.order-lines.item.patch | https://www.rfc-editor.org/rfc/rfc5789 |
Detailed design
Class diagram
Should be defined in the mod-orders MODORDERS-683 (DTO : patch_order_line_request) and mod-orders-storage MODORDSTOR-298 (DTO : storage_patch_order_line_request)
Sequence diagrams
Work Breakdown Structure
| Work | Comments | Story | ~ Estimate | |
|---|---|---|---|---|
| 1 | MODORDERS-618 - Getting issue details... STATUS | 2 | ||
| 2 | Implement PATCH Storage API for updating Instance Reference for Non-package order line | MODORDSTOR-299 - Getting issue details... STATUS | 3 | |
| 3 | Define new business API for updating Instance Reference for Non-package order line | MODORDERS-683 - Getting issue details... STATUS | 2 | |
| 4 | Implement edit instance connection logic of POL - create inventory set to Instance, holding or Instance, holding, item | MODORDERS-684 - Getting issue details... STATUS | 3 | |
| 5 | Implement edit instance connection logic of POL - create inventory set to Instance or none | MODORDERS-685 - Getting issue details... STATUS | 3 | |
| 6 | Define data model for supporting edit instance connection logic of POL | MODORDSTOR-297 - Getting issue details... STATUS | 1 |
Open Items
| Question | Answer |
|---|---|
Andrei Makaranka Which link should be updated if there are more than one in the line?
| Dennis Bridges Each link should be updated separately. If the POL has more than one location/holdings, after the instance connection is changed the POL should still have more than one location and depending on the settings used a new holdings ID should be added for each “location”. If the POL only has Holdings IDs you could use those existing holdings IDs to get a location ID from the “Permanent location” of each holdings. |
Andrei Makaranka For which pieces is it allowed to change the instance?(Expected, Received) | Dennis Bridges |
