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  1. ui-circulation
  2. UICIRC-341

Circ Rules Editor - Add lost item fee policies to policy menu

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    Details

    • Template:
    • Sprint:
      Core: F - Sprint 57, Core: F - Sprint 58, Concorde - Sprint 77
    • Story Points:
      5
    • Development Team:
      Concorde

      Description

      When Holly cloned UICIRC-164 she was unable to clear the values in the Sprint field!

      This is an extension of issue UICIRC-164: Circ Rules Editor - Add new policy types to policy menu. In UICIRC-164, Request and Notice policies were added to the loan policy menu. At that time Holly thought the fee/fine policies would be added as well, but they were not. The lack of these policies in the Circ Rules Editor is now holding up Fees/Fines work.

      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
      • Lost item fee policy: i ("l" is already in use for Loan policy)

      Operation:

      • When "o" is entered, user selects Overdue Fines Policy from list of Overdue Fine Policy names.
      • When "i" is entered, user selects Lost Item Fee Policy from list of Lost Item 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 i lost-item-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.)
      • Lost item fine policy is required for a loan policy and there may only be one associated with each circulation rule.

      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 (split, now in UICIRC-353)
        • 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
            • title: Overdue fine policies
            • list all Overdue fine policies found under Settings/Circulation/Overdue fine policies, normalized
      3. Scenario (split, now in UICIRC-353)
        • 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 (split, now in UICIRC-353)
        • 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 policies menu
        • When the user selects Lost item fee policies
        • Then:
          • input "i " in the circulation rule
            • use same styling as other circulation policy selectors
          • display menu of Lost item fee policies
            • title: Lost item fee policies
            • list all lost item fee policies found under Settings/Circulation/Lost item fee policies, normalized
      6. Scenario
        • Given the Lost item fee policies menu
        • When the user selects a lost item fee policy from the menu
        • Then:
          • Input selection on circulation rule line, followed by a space
            • use same styling as other circulation policies
          • Close the Lost item fee policies menu
          • Open the Circulation policies menu
      7. Scenario
        • Given the circulation policy selector "i" 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
      8. Scenario
        • Given the circulation rules editor
        • When the user types " i" or " i " after a colon in a line
          • use same styling as other circulation policy selectors
        • Then display menu of Lost item fee policies
          • title: Lost item fee policies
          • list all lost item fee policies found under Settings/Circulation/Lost item fee policies, normalized
      9. Scenario (split, now in UICIRC-353)
        • 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
          • title: Overdue fine policies
          • list all Overdue fine policies found under Settings/Circulation/Overdue fine policies, normalized
      10. Scenario (split, now in UICIRC-353)
        • 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
      11. Scenario
        • Given a circulation rule with multiple "i" policies
        • When the user clicks save
        • Then:
          • Do not save the circulation rules
          • Display the error message "Only one policy of type i allowed" under the rule
      12. Scenario (split, now in UICIRC-353)
        • 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"
      13. Scenario
        • Given a circulation rule containing " i ", not followed by a policy name or ending in " i"
        • When the user clicks save
        • Then:
          • Do not save the circulation rules
          • Display the error message "Name missing"
      14. Scenario (split, now in UICIRC-353)
        • 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
      15. Scenario
        • Given a circulation rule not containing a lost item 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 i" under the rule not containing the lost item fee policy

      Note:
      Attachment policies.gif was attached to UXPROD-164 to show how the policies work. It has not been updated to reflect the two new policies.

        TestRail: Results

          Attachments

          1. Circulation-Rules-Updates.jpg
            Circulation-Rules-Updates.jpg
            263 kB
          2. lost_item_policy_1.png
            lost_item_policy_1.png
            92 kB
          3. lost_item_policy_2.png
            lost_item_policy_2.png
            99 kB
          4. policies.gif
            policies.gif
            875 kB
          5. screenshot-1.png
            screenshot-1.png
            4 kB
          6. screenshot-2.png
            screenshot-2.png
            12 kB
          7. screenshot-3.png
            screenshot-3.png
            0.8 kB

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                Assignee:
                SergiySergiyenko Sergiy Sergiyenko
                Reporter:
                hollyolepm Holly Mistlebauer
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                  Dates

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                  Updated:
                  Resolved:

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