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  1. ui-data-import
  2. UIDATIMP-16

Assign tags to Data Import Match Profiles



    • EPAM BatchLoader Sprint 20
    • 2
    • Folijet


      Purpose: To display, assign, unassign, and output tags associated with individual MATCH PROFILE records within the FOLIO Data Import app.

      As a staff person
      I want to be able to assign, unassign, view, and output tags in a FOLIO Data Import Match Profile record
      So that I can categorize records for filtering and reporting purposes.

      Tags are meant to be labels that can be assigned to individual data records in various FOLIO apps. Tags will be used as a visual indicator in the record, to gather records in some way, and to facilitate reporting. This is a cross-app “helper app,” similar to how the Notes app is envisioned. However, unlike notes, the tags need to be easily accessible as part of the record for filtering and output purposes. [Filtering and output are separate, future stories.]

      Use Tags smart component to introduce Tag CRUD in the ui-data-import Match Profile record. Tags have already been deployed in ui-users and Settings/Data import/Job profiles. See STSMACOM-113 for any additional details that may be needed.


      • Tags in the Data Import profiles are being implemented as an accordion in the record, instead of as a separate pane. Thus, the tags icon and count is not needed.
      • Per Oleksandr Yehorov cannot add/edit changes on existing profile sample data, since it is fake. Must create a new profile and then work with tags on it. All will be fine once we wipe out the sample data.

      Testing Scenarios
      Test the following scenarios to ensure that the Tags smart component was implemented properly:

      1. # Scenario 1
        • Given Given Enable tags = Y in Settings > Tags > General per FOLIO-1302
        • When a User displays a Match Profile record in Settings/Data Import/Match Profile search result
        • Then the Tags accordion should display in the Match profile details pane, between the Summary and Details accordions
        • And the Tags accordion should default to open.
      2. Scenario 2
        • Given the Tags accordion
        • When it has been opened
        • Then it should stay defaulted to open, even if a user clicks on a different record in the search results, and displays that new record's details (with its tags)
      3. Scenario 3
        • Given the Tag Pane text entry box
        • When a user starts typing
        • Then FOLIO should auto-suggest existing options from the FOLIO central tag list, as follows:
          • Start suggesting as soon as the user starts typing
          • Auto-suggest looks for the typed string no matter where it appears in the existing tag
          • Any existing tags that start with the string should be presented at the top of the list in alphabetical order, followed by existing tags that have the string embedded in them, also in alphabetical order
      4. Scenario 4
        • Given the Tag Pane text entry box
        • When a user types a space or pipe character
        • Ignore that character when creating the tag (e.g. "do this" would become tag "dothis"
      5. Scenario 5
        • Given the Tag Pane text entry box
        • When a user attempts to type an upper-case letter
        • Then convert to lower-case
      6. Scenario 6
        • Given the Tag Pane text entry box
        • When the user sees an appropriate tag in the auto-suggest list
        • Then they should be able to select it by clicking on it or scrolling down to it and pressing Enter, thereby completing the text in the text entry box with the auto-suggestion
      7. Scenario 7
        • Given the Tag Pane text entry box
        • When the user enters text, presses "Enter," and the Tag does not already exist in the Library's central tag list.
        • Then the tag should be created as follows
          • Add to the record's tag list in the accordion
      8. Scenario 8
        • Ensure automated testing coverage for this new code is 80% plus and confirm with screenshot

      TestRail: Results


          Issue Links



                Oleksandr Yehorov Oleksandr Yehorov
                abreaux Ann-Marie Breaux
                Ann-Marie Breaux Ann-Marie Breaux
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