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  1. ui-circulation
  2. UICIRC-20

CRU Fixed Due Date Schedules

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      Description

      Purpose: To implement Fixed Due Date Schedule CRU (delete is in separate story). Fixed due dates are used in Loan Policies so this is a prerequisite to the completion of Loan Policy CRUD. More background on how this is used below.

      Scenarios:

      1. Scenario
        • Given the Circulation section of FOLIO Settings
        • When displayed
        • Then a new sub-section should display for Fixed due date schedules
      2. Scenario
        • Given the Fixed due date schedules section
        • When selected
        • Then a list of existing Fixed due date schedules should display
          • Sort order is alphabetical by name (case insensitive)
          • Header should include a "+ New" button
      3. Scenario
        • Given a Fixed due date schedule
        • When selected from the list
        • Then a read-only "preview pane" should display
          • Header: <FixedDueDateScheduleName>
          • Body: read-only view of the data described below
          • Functions
            • Pull down arrow next to the <FixedDueDateScheduleName> offers option to edit
            • X in upper left closes the preview pane
      4. Scenario
        • Given the "+ New" button
        • When clicked
        • Then a full-page Create form should open
      5. Scenario
        • Given the menu next to the <FixedDueDateScheduleName> in the header
        • When Edit is selected
        • Then a full-page Edit form should open
      6. Scenario
        • Given the Create or Edit page
        • When displayed
        • Then the the following details should display:
          • About section
            • Fixed due date schedule name* - Required, text
            • Description - Optional, text area
          • Schedule section
            • Section label: Schedule
            • Repeatable field set:
              • Date from - date picker
              • Date to - date picker
              • Due date - date picker
      7. Scenario
        • Given the Create new fixed due date schedule form
        • When the schedule section is displayed
        • Then two blank rows should appear
      8. Scenario
        • Given the Schedule section
        • When displayed
        • Then an "Add row" button should appear as shown in the linked wireframes
      9. Scenario
        • Given the Add row button
        • When clicked
        • Then a new row should be added to the top of the schedule rows in the section
      10. Scenario
        • Given a row in the schedule section of a Fixed due date schedule
        • When displayed
        • Then a delete icon should display
      11. Scenario
        • Given the delete icon for a row in the schedule section
        • When clicked
        • Then the row should be deleted
      12. Scenario
        • Given dates on this page
        • When in displayed
        • Then date format and date pickers should correspond with locale selected in Settings > Organization > Language and localization
      13. Scenario
        • Given a Fixed due date schedule name
        • When not populated
        • Then:
          • Display as invalid with red X in field
          • Display "Please fill this in to continue" in red text below the field
          • Disallow saving of the record
      14. Scenario
        • Given a Fixed due date schedule name
        • When not unique
        • Then:
          • Display as invalid with red X in field
          • Display "Please enter unique name" in red text below the field
          • Disallow saving of the record
      15. Scenario
        • Given a "To date"
        • When set to a date before the "From date"
        • Then:
          • Display as invalid
          • Display "To date must be after from date" in red text below the field
          • Disallow saving of the record
      16. Scenario
        • Given a "Due date"
        • When set to a date before the "To date"
        • Then:
          • Display as invalid
          • Display "Due date must be on or after to date" in red text below the field
          • Disallow saving of the record
      17. Scenario
        • Given a fixed due date schedule with unsaved changes
        • When user attempts to navigate away to another part of FOLIO (within the same browser tab)
        • Then the unsaved changes modal should display
          UICIRC-20

      Wireframes: https://drive.google.com/drive/folders/0B18Bhhmr94zaMHpzb2MtWUJuMms

      Background on this feature: Every loan is associated with a loan policy. Every loan policy, assuming loanable = Y, will have a "loan profile". Options are rolling or fixed and indefinite. When fixed is selected, you need to select a fixed due date schedule (these are library-defined, but will be things like quarter, semester and year). The system will then look at the date ranges in the selected schedule to determine the due date for the item.

      If you look at the loan policy metadata, you'll see that fixed due date schedules are used for more than just calculating the primary due dates. For example, they can also be used for due date limits or for calculating alternative due dates for renewals.

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                Assignee:
                zburke Zak_Burke
                Reporter:
                cboerema Cate Boerema
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                  Updated:
                  Resolved:

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