Instance. Action menu: Mark for deletion

Purpose: Mark for deletion means that a cataloger, who do not hold the permission to do a deletion, is able to just do 'Mark instance for delete' of any given record by set of a boolean check mark in the record. Mark instance for delete can happen from the Action menu, and from the edit view of the instance. And then her cataloger colleague with super power and with permission to perform deletion, will go in and filter on all instances being marked for deletion, and then delete them one-by-one (and later in bulk mode).

Use case: As a cataloger I want to be able to mark any given instance record for deletion.

Scenarios:

1. Scenario
   • Go to FOLIO snapshot stable, go to Inventory
   • Given any instance record
   • When displayed in detailed view in 3rd pane
   • Then the action menu holds following action items when an instance is instance source = FOLIO):
     • Edit
     • View source
     • Move items within an instance
     • Move holdings/items to another instance
     • Overlay source bibliographic record
     • Duplicate instance
     • Mark for delete New
     • New order
     • New request
   • See UX
   • 
2. Scenario
   • The action menu displays Mark instance for delete with a leading 'flag' icon.
     
3. Scenario
   • Given a "Mark instance for delete" option in the actions drop-down
   • When clicked
   • Then a "Confirm mark for deletion" modal should appear as shown in wireframe
     (insert wireframe - when available)
4. Scenario
   • Given the "Confirm mark for deletion" modal
   • When displayed
   • If no holdings and items records are associated with the instance record then, then cataloger gets following message, e.g.
   • "Instance record HRID in00000000006 has no holdings or item records associated or other dependencies and will be marked for deletion."
   • And then the cataloger can decide to 'Cancel' or 'Confirm'
5. Scenario
   • Given a 'Cancel' button
   • Then the action is terminated
   • The cataloger gets back to the detailed view of the given instance record in 3rd pane
6. Scenario
   • Given a 'Confirm" button on the "Confirm mark for deletion" modal
   • When clicked
   • Then the Mark for delete action is performed,
   • and a flag is set in the top of the instance record
   • which means the instance record now is being marked for deletion
7. Scenario
   • When viewing the instance record in detailed view then Marked for deletion is displayed next to Previous held in the top of the instance
   • See UX
   • When viewing the instance record in edit view then the check mark next to Marked for deletion is filled with a check mark
   • See UX
     
8. Scenario
   • Given the "Confirm mark for deletion" modal
   • When displayed and there are one or more holdings records associated with the instance record, then the cataloger gets following message, e.g.
   • "Instance record HRID in00000000006 has 5 holdings records associated. To be able to continue mark for deletion of this instance record, all associated holdings records must be marked for deletion or deleted." [charlotte will check requirements with the MM-SIG 6/30/2022]
   • And the cataloger can not perform the mark for delete action, before the associated holdings records are deleted or marked for deletion.
   • at the bottom of the modal, is a button 'Cancel'
9. Scenario
   • Given a "Cancel" button on the "Confirm mark for delete" modal
   • When clicked
   • Then the "Confirm mark for delete" modal will close and the mark for deletion will be cancelled
   • And the cataloger gets back to detailed view of the instance record

Documents:

• List of usecases gathered by the MM-SIG (10/18/2018) : https://docs.google.com/spreadsheets/d/1XkHDYCfY5Xl7rpcP_MIg5ZAkQrbBfpsQ4rtNTEWSrdE/edit#gid=0