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  1. mod-circulation
  2. CIRC-495

Backend for circ rules editor: add overdue fine policies to circulation policies menu (validation)

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Details

    • Story
    • Status: Closed (View Workflow)
    • P2
    • Resolution: Done
    • None
    • 17.0.0
    • Concorde - Sprint 74, Concorde - Sprint 75
    • 5
    • Concorde

    Description

      Purpose: To extend the functionality of the existing loan rules editor to include additional policy types (overdue fine policies and lost item fee policies) in support of additional circulation-related functions. The policies are used in conjunction with patron and item-related attributes to create 'circulation rules'. As the system performs an action, such as an item checkout or recall request for an item, the appropriate circulation rule is chosen and the associated policy pertinent to the incoming query is retrievable.

      Description:

      Currently the following policy types are presented:

      1 - Loan policies: Populated from Settings/Circulation/Loan policies
      2 - Request policies: Populated from Settings/Circulation/Request policies
      3 - Patron Notice policies: Populated from Settings/Circulation/Patron notice policies

      Please add two more policy types as shown below and in the attached mock-up Circulation-Rules-Updates.jpg:

      4 - Overdue fine policies: Populated from Settings/Circulation/Overdue fine policies (Note: Overdue fine policies were released in Q3.2)

      5 - Lost item fee policies: Populated from Settings/Circulation/Lost item fee policies (Note: Lost item fee policies are almost done and will be in the Q4 release)

      Policy type syntax for inclusion in the editor:

      • Overdue fine policy: o

      Operation:

      • When "o" is entered, user selects Overdue Fines Policy from list of Overdue Fine Policy names.

      Examples:
      The policy section of a loan rule could appear as:
      : l loan-policy-1 r request-policy-1 n notice-policy-1 o overdue-policy-1

      Validation:

      • Overdue fee policy is required for a loan policy and there may only be one associated with each circulation rule. (If the institution does not charge overdue fines, they should create one overdue fine policy that contains zeros and use it with all loan policies.)

      Technical Scope:

      • Can only be dependent upon circulation 6.0
      • Update endpoints used to reflect interface changes

      Scenarios

      1. Scenario
        • Given the circulation rules editor
        • When the circulation policies menu appears
        • Then list Overdue fine policies and Lost item fee policies as options in the menu
      2. Scenario
        • Given the circulation policies menu
        • When the user selects Overdue fine policies
        • Then:
          • input "o " in the circulation rule
            • use same styling as other circulation policy selectors
          • display menu of Overdue fine policies
            • list all Overdue fine policies found under Settings/Circulation/Overdue fine policies, normalized
      3. Scenario
        • Given the Overdue fine policies menu
        • When the user selects an overdue fine policy from the menu
        • Then:
          • Input selection on circulation rule line, followed by a space
            • use same styling as other circulation policies
          • Close the Overdue fine policies menu
          • Open the Circulation policies menu
      4. Scenario
        • Given the circulation policy selector "o", followed by a space
        • When the user types text immediately following the selector
        • Then use same styling for that text as with other circulation policies
      5. Scenario
        • Given the circulation rules editor
        • When the user types " o" or " o " after a colon in a line
          • use same styling as other circulation policy selectors
        • Then display menu of overdue fee policies
          • list all Overdue fine policies found under Settings/Circulation/Overdue fine policies, normalized
      6. Scenario
        • Given a circulation rule with multiple "o" policies
        • When the user clicks save
        • Then:
          • Do not save the circulation rules
          • Display the error message "Only one policy of type o allowed" under the rule
      7. Scenario
        • Given a circulation rule containing " o ", not followed by a policy name or ending in " o"
        • When the user clicks save
        • Then:
          • Do not save the circulation rules
          • Display the error message "Name missing"
      8. Scenario
        • Given a circulation rule not containing an overdue fine policy
        • When the user clicks save
        • Then:
          • Do not save the circulation rules
          • Display the error message "Must contain one of each policy name, missing type o" under the rule not containing the overdue fine policy

      TestRail: Results

        Attachments

          1. Circulation-Rules-Updates (1).jpg
            263 kB
            Emma Boettcher
          2. policies.gif
            875 kB
            Emma Boettcher
          3. screenshot-1.png
            4 kB
            Emma Boettcher
          4. screenshot-2.png
            12 kB
            Emma Boettcher

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                VRohach Volodymyr Rohach
                ecboettcher Emma Boettcher
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                  Updated:
                  Resolved:

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