Details
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Story
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Status: Closed (View Workflow)
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P3
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Resolution: Done
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None
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None
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EPAM BatchLoader Sprint 30, EPAM BatchLoader Sprint 31
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5
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Folijet
Description
Umbrella - will break this into several UI stories, plus link backend stories that are needed
Purpose: To be able to create the details of the match profile
As a staff person
I want to be able to create the details of the match profile
So that I can show the matches that will be taken on new or existing records in various FOLIO apps
NOTE: See attached 20-Match workflow.png for overview of how the details for Create/Edit match profiles will be organized
Story involves taking existing config and renderer and enhance them with
- Add the confirmation modals that react to the config
- Put correctly structured field naming into the renderer
- Add existing validation methods into renderer so that they can be used
Scenarios
- Scenario 1
- Given the Data Import Settings Match profiles
- When a User clicks the New button in the third pane
- Then the New match profile screen should open
- Scenario 2
- Given the New match profile screen
- When a User views the screen with no edits
- Then they should see the existing screen (New match profile screen - Current.PNG) plus the following changes
- The new sticky Cancel/Save bar at the bottom of the screen instead of the Save button at the top right of the screen (see
UIDATIMP-238for details) - And the Details section as laid out in Scenario 3
- The new sticky Cancel/Save bar at the bottom of the screen instead of the Save button at the top right of the screen (see
- Scenario 3
- Given the Details section of the New match profile screen
- Create it as displayed in attached 21-New match profile 01.png, 22-New match profile 02.png, and 23-New match profile 03.png
- NOTES
- This screen assumes a match profile for MARC bibliographic records. We may need to refine this slightly in the future, when we have more types of records to match from
- Each of the "which type of existing record" blue bars should be a hot link, with the lines between them as shown on the wireframe. When the user clicks the existing record type, the screen changes as displayed in 22-New match profile 02.png with
- Incoming MARC header on the left
- MARC Bib icon and bar below it, to the left of the existing record type it is being compared to in the right column
- Marc holdings should be MARC holdings (all caps for MARC)
- Marc holdings should be MARC holdings (all caps for MARC)
- "Compare" between the MARC Bib bar and the Existing record bar
- "You are comparing to this record" message to the right of the existing record type bar
- Incoming MARC header on the left
- Ignore the Match metadata/Match name/Match description section of the wireframe, That's supposed to be above the record type table
- Match criteria:
- Incoming MARC record section
- Field: allow 3 characters alpha and/or numeric
- In.1: allow 1 character, alpha or numeric
- In. 2: allow 1 character, alpha or numeric
- Subfield: allow 1 character, alpha or numeric
- Field: allow 3 characters alpha and/or numeric
- If the user selects "Use a qualifier"
- Mark the checkbox, and open an area that looks like 22b-Match Details-Qualifier section.PNG
- Dropdown values need to be sentence case - added bug
UIDATIMP-340to fix them- Dropdown values in the left box (only 1 can be selected)
- Placeholder text: Select qualifier type
- Free text in the right box
- Dropdown values in the left box (only 1 can be selected)
- Mark the checkbox, and open an area that looks like 22b-Match Details-Qualifier section.PNG
- If the user selects "Only compare part of the value"
- Mark the checkbox, and open an area that looks like 22c-Match Details-Only compare part of the value.PNG with the dropdown choices as shown (only 1 can be selected)
- Placeholder text: Select comparison type
- Mark the checkbox, and open an area that looks like 22c-Match Details-Only compare part of the value.PNG with the dropdown choices as shown (only 1 can be selected)
- Match criterion section
- Dropdown box with choices as shown in 22d-Match Details-Match criterion.PNG (only 1 can be selected)
- Dropdown box with choices as shown in 22d-Match Details-Match criterion.PNG (only 1 can be selected)
- Existing [type] record section (separate story: see
UIDATIMP-330) - Ignore the parentheses, + sign and next match section for now. This will allow for more complex boolean matches in the future (e.g. match on this field and this other). I think this story is plenty complex enough for now!
- Scenario 4
- Given the New match profile screen
- When a user has finished entering details
- Then the Cancel/Save buttons on the sticky bar should work as detailed in
UIDATIMP-238, so that the user can compete their work
- Scenario 5
- Given the New match profile screen
- When a user has unsaved changes and tries to navigate away from the page
- The display the standard unsaved changes modal with the options to Close without saving or Keep editing
- Scenario 6
- Include standard automated testing coverage; add screenshot or other details to confirm test coverage is in place
NOTE: match metadata structure may need some updates. Tell A-M if we need to revisit any sections of it.
NOTE: Additional backend stories required; Oleksii will define and link
TestRail: Results
Attachments
Issue Links
- clones
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UIDATIMP-237 Data import settings page's 4rd pane for Match Profiles: Details section of Create/Edit Screen
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- Closed
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- defines
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UXPROD-2077 Remaining Job and Match profile work, part 2
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- Closed
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- is defined by
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UIDATIMP-242 SPIKE: Define SOW and create development stories for Match Profile Details implementation
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- Closed
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UIDATIMP-243 Create Tree component
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- Closed
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UIDATIMP-244 Create RecordTypesSelector Component
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- Closed
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UIDATIMP-245 SPIKE: Define Forms Metadata Structure for Match Profiles
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- Closed
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UIDATIMP-246 Create FlexibleForm Component
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- Closed
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UIDATIMP-278 Create Section Component for Data Import forms
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- Closed
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- relates to
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MODDICONV-72 Expand Match profile with new more fields
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- Closed
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MODDICONV-73 Design schema for FlexibleForm component configurations storage and manipulation
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- Closed
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UIDATIMP-138 Data import settings page's 3rd pane for Match Profiles: +New Action
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- Closed
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UIDATIMP-140 Create data import settings page's 4th pane for Match Profile Details
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- Closed
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UIDATIMP-332 Revise the 3rd and 4th panes of the Data import settings page for Match Profiles
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- Closed
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UIDATIMP-340 Use sentence case for Qualifier field dropdowns in Create/View match profile details
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- Closed
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UIDATIMP-239 Data import settings page's 4th pane for Match Profiles: Details section of View Details Screen
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- Closed
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UIDATIMP-330 Data import settings page's 4th pane for Match Profiles: Create FOLIO records' field lists
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- Closed
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UIDATIMP-333 Get "refresh page" error when trying to create a match profile or view a newly-created one
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- Closed
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