CRU Locations (Hierarchical)

Purpose: To implement v1 of hierarchical location CRU (delete in a separate story).

User story:
As a FOLIO administrator, I want to be able to set up hierarchical locations for my institution(s) so that I can associate them with holding and item records, as well as service points and possibly other things, as well

Scenarios:

1. Scenario:
   • Given Settings > Organization
   • When displayed
   • Then an option for "Location setup: locations" should display
     • Should be in alpha order relative to the other options that don't begin with "Location setup:", but of the options that do begin with "Location setup:", it should come directly below "Location setup: libraries" as shown in the below linked wireframes
2. Scenario
   • Given "Location setup: locations"
   • When selected
   • Then I should be able to CRU locations using the same UX pattern used in Loan policies, Permission sets, Service points etc
3. Scenario
   • Given Settings > Organization > Location setup: libraries locations
   • When "New" button is clicked
   • Then the new service point location form should open with the header "New location"
4. Scenario
   • Given Settings > Organization > Location setup: libraries locations
   • When "Edit" button is clicked for Location X
   • Then the edit service point location form should open with the header "Edit: <LocationX>"
5. Scenario
   • Given Settings > Organization > Location setup: locations
   • When the New and Edit forms are displayed
   • Then the following data should display
     • General information - Read-only header, section contains:
       • Institution *
         • Dropdown containing all institutions defined in Settings > Organization > Location setup: institutions
         • Format:
           • "<InstitutionName> (InstitutionCode)"
           • Parentheses should not display if no code exists
         • Default: Select institution
       • Campus *
         • Dropdown containing all campuses defined in Settings > Organization > Location setup: campuses which are associated with the selected instituion
         • Format:
           • "<CampusName> (CampusCode)"
           • Parentheses should not display if no code exists
         • Default: Select campus
         • Menu is uneditable/inactive until an institution is selected
       • Library *
         • Dropdown containing all campuses defined in Settings > Organization > Location setup: libraries which are associated with the selected campus
         • Format:
           • "<LibraryName> (LibraryCode)"
           • Parentheses should not display if no code exists
         • Default: Select library
         • Menu is uneditable/inactive until a campus is selected
       • FOLIO name * - Text box with validation:
         • Required - "Please fill this in to continue"
         • Unique - "Location name must be unique"
       • Code * - Text box with validation:
         • Required - "Please fill this in to continue"
         • Unique - "Code must be unique"
       • Discovery display name * - Text box with validation:
         • Required - "Please fill this in to continue"
       • Status - Select menu containing: CB: Please use this label "Status" instead of the longer label shown in the mockup
         • Active - Default
         • Inactive
       • Description - Large text box
       • Location details
         • Repeatable fieldgroup
         • Name - Textbox
         • Value - Textbox
         • Validation:
           • If name is populated, value is required
           • If value is populated, name is required
           • Validation message: "Please fill this in to continue"
6. Scenario
   • Given Settings > Orgaization> Location setup: libraries locations has unsaved changes
   • When I navigate away from the page by clicking another navigational element in FOLIO OR using the back button in the browser
   • Then I am presented with an unsaved changes notification
     • Text: Save changes?
     • Buttons:
       • Discard changes - Discards changes and allows user to navigate as indicated
       • Cancel - Closes notification popup and leaves user on create/edit user page. Unsaved changes remain and are unsaved.

Mockups:

• https://drive.google.com/file/d/1CaGrH8mRyjFbYDcfkftbl4pX1GKMK4Bg/view?usp=sharing
• https://drive.google.com/file/d/1cZRE92-r7ystFFA77D1DColTpHJVD3ym/view?usp=sharing