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  1. ui-inn-reach
  2. UIINREACH-10

INN-Reach Circulation Settings: Save INN-Reach Agency to FOLIO Location Mappings

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    Details

    • Template:
      Front-end User Story Template
    • Sprint:
      Volaris Sprint 118
    • Story Points:
      13
    • Development Team:
      Volaris

      Description

      Purpose:

      In order to create local representations of items borrowed by FOLIO users from other INN-Reach agencies, FOLIO must create local instance, holdings, and item records. Holdings and item records require a permanent location to be set. This mapping indicates what FOLIO location should be associated with items from other agencies via INN-Reach central server by setting a default for each central server, an optional default for each local server, and optional locations for each agency hosted on another local server. When a Patron Hold is placed in FOLIO via INN-Reach, mod-inn-reach uses this configuration to assign a location to to the holdings and item records it creates to represent requested item in FOLIO.

      User story statement(s):

      As a FOLIO administrator with appropriate permissions, I want to manage the mapping of INN-Reach agencies hosted on other local servers to locations in FOLIO's location system so that items and holdings records can be properly associated with a location when created.

      Scenarios:

      MERGED with UIINREACH-8 and UIINREACH-9 

      1. Scenario:
        • Given at least one central server connection configuration has been created (UIINREACH-7)
        • When I click on INN-Reach in Settings
        • Then a "Circulation Settings" group is presented in the second pane, below the "General" with an "Agency to FOLIO Locations" option
      2. Scenario:
        • Given the previous scenario
        • When the user selects "Agency to FOLIO Locations"
        • Then an "edit" pane with a "Select Central Server" pull-down menu at the top appears with an inactive "Save & close" button
      3.  Scenario:
        • Given scenario 2
        • When the user selects a central server name from the list
        • Then menus to select a default shelving location (library + location menus) is presented (required, see mockups) and the "Save & close" button is inactive
      4. Scenario
        • Given the previous scenario
        • When no configuration has been set for this central server
        • Then the menus to select a default shelving location (library + location menus) are not set
      5. Scenario
        • Given scenario 3
        • When an existing configuration exists for the selected central server
        • Then the menus to select a default shelving location (library + location menus) are set to the configured values
      6. Scenario
        • Given scenarios 4 or 5
        • When the default location is set for the central server
        • Then a type-ahead select menu of local servers associated with the selected central server is presented and the "Save & close" button becomes active
      7. Scenario
        • Given the menu of local servers
        • When the user selects a local server from the list
        • Then menus to select a local server default location (library + location menus) are presented (optional)
        • Then a tabular list of agencies associated hosted on that local server (on the left) and folio locations (library + location) selection menus (on the right) is presented
      8. Scenario
        • Given the previous scenario
        • When there is more than one local server associated with the selected central server
        • Then you can repeat scenario 5 for reach
      9. Scenario
        • Given the desired mappings have been selected
        • When the user clicks the "Save & close" button
        • Then the form is submitted
      10. Scenario
        • Given that the form is valid
        • When the server returns success status
        • Then a success toast is presented and the user remains on the edit screen but the "Save & close" button is inactive again
      11.  Scenario:
        • Given the scenarios in UIINREACH-9
        • When the user clicks "Save"
        • Then the form performs local validation on the form before posting it to the API
      12. Scenario
        • Given Scenario 11
        • When the user attempts to save a form without the required fields
        • Then the form is not posted and in-page errors are presented to the user with instruction on what fields are required
      13. Scenario
        • Given Scenario 11
        • When the user attempts to save a form with al required fields completed
        • Then the form is posted to the backend API
      14. Scenario
        • Given Scenario 13
        • When the backend API returns a success status
        • Then a success toast is presented that says "The INN-Reach Agency to FOLIO Location Mapping for <central server name> has been <created/updated> successfully"
      15. Scenario
        • Given Scenario 13
        • When the backend API returns an error
        • Then an error toast is presented that says "There was a problem and your update was not saved: <error message and status code>
      16. Scenario
        • Given an un-saved and modified form
        • When the user clicks "Cancel" (or the "X" in the upper-left corner, if the create/edit screen is full-window)
        • Then a standard modal asking if the user wishes to cancel and lose all changes or continue editing should be presented
      17. Scenario
        • Given Scenario 16
        • When the user selects "Keep editing"
        • Then they are returned to the in-progress form
      18. Scenario
        • Given Scenario 16
        • When the user selects "Close without saving"
        • Then the form is discarded and the user is returned to the pane listing central servers under "INN-Reach Agency to FOLIO Location Mapping" in the "Circulation Settings" group of INN-Reach settings

        TestRail: Results

          Attachments

          1. 10-local-server-dropdown.png
            10-local-server-dropdown.png
            149 kB
          2. 11-local-server-FOLIO-library.png
            11-local-server-FOLIO-library.png
            172 kB
          3. 12-local-server-FOLIO-location.png
            12-local-server-FOLIO-location.png
            171 kB
          4. 13-local-server-set.png
            13-local-server-set.png
            171 kB
          5. 14-local-server-agency.png
            14-local-server-agency.png
            170 kB
          6. 15-local-server-agency-set.png
            15-local-server-agency-set.png
            170 kB
          7. 16-FOLIO-to-agency-success.png
            16-FOLIO-to-agency-success.png
            171 kB
          8. 5-agency-to-FOLIO-location.png
            5-agency-to-FOLIO-location.png
            120 kB
          9. 6-central-server-selected.png
            6-central-server-selected.png
            128 kB
          10. 7-FOLIO-library-default-selected.png
            7-FOLIO-library-default-selected.png
            126 kB
          11. 8-FOLIO-location-default-selected.png
            8-FOLIO-location-default-selected.png
            129 kB
          12. 9-local-server-option.png
            9-local-server-option.png
            130 kB

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                People

                Assignee:
                Dmytro_Melnyshyn Dmytro Melnyshyn
                Reporter:
                brookstravis Brooks Travis
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                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases