Details
Description
Purpose: Users need to be able to export requests in CSV format in order to do more complex sorting and filtering, to use as a picklist for retrieving items from the shelves, to use as a list of requests that have expired and need to be removed from the hold shelf, etc.
This story is to add several data elements that are visible on the Requests screen but not yet available to the API
The additional data elements are:
Request expiration date
Contributor (formerly author)
Call number
Enumeration
Copy number - spun off into UIREQ-136
Item status - data in column is incorrect
Current due date - data in column is incorrect
(Number of) Requests - column doesn't exist, but we can wait for this if needed, see note below
Requester Patron group - no data in column
Pickup location - column exists but unable to test because perhaps can't assign a pickup location yet [Note: now called Pickup service point; still no data; should there be?]
Delivery address - no data in column, but maybe OK?
Requester's proxy name
Requester's proxy barcode
Scenarios
- Scenario
- Given the Requests screen (the list that results from a search within the Requests app)
- When at least one request is displayed
- Display and activate the export function
- Scenario
- Given the Requests screen (the list that results from a search within the Requests app)
- When a user clicks export on the Requests (search results) screen
- Then the following fields, populated as they are on the Request details page, are exported as CSV for each request:
- Request type
- Request status
- Request expiration date*
- Hold shelf expiration date
- Position in queue
- Item barcode
- Title
- Contributor (formerly author)
- Shelving location (Effective Location)
- Call number*
- Enumeration*
Copy number (aka Piece identifier SPIN OFF TO A NEW STORY)*CB: Moved intoUIREQ-136- Item status*
taniafersenheim for the paged item, it is showing a status of checked out; this is a separate ticket now
- Current due date*
(Number of) Requests*CB: Per taniafersenheim we can live without this for a while if it's going to have performance implications [not in the export - is this covered in another story now?]- Requester Name
- Requester Barcode
- Requester Patron group*
- Request Fulfillment preference
- Pickup service point (name not the ID)* (column exists but cannot test because we can't assign pickup service points yet)
- Delivery address*
- column exists; should there be data?
- Requester's proxy name*
- Requester's proxy barcode*
- Request type
- Scenario
- Given the Requests screen (the list that results from a search within the Requests app)
- When a user clicks export on the Requests (search results) screen
- Then the file will contain every field, even when no data is present for that field (e.g. a request with no proxy will have no Requester's proxy name or Requester's proxy barcode associated with it)
- Scenario
- Given the Requests screen (the list that results from a search within the Requests app)
- When a user has filtered the list of requests
- Then the exported csv will contain only the requests in the filtered results list
Implementation note: While this story is specific to exporting requests, we will need the ability to export other types of lists as well in FOLIO (e.g. fees/fines, users, loans). Please consider implementing as a reusable component.
TestRail: Results
Attachments
Issue Links
- is blocked by
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CIRC-140 Add properties needed by CSV export to requests endpoint
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- Closed
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CIRC-151 Provide pickup service point name for requests
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- Closed
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CIRC-156 dereference patron group ID to display the name along with the request
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- Closed
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UIREQ-131 Populate Pickup Service Point with Service Points Where Pickup Service Point = Yes and store the selection with Request
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- Closed
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- relates to
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CIRC-165 Incorrect related record queries query parameter
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- Closed
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MODINVSTOR-205 rename Piece Identifier to Copy Number in the schema
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- Closed
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STUTL-1 Allow CSV Export to Use UI Labels as Column Headers
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- Closed
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STUTL-2 Make CSV Export Column Order Settable
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- Closed
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UIREQ-136 Add Copy Number to Requests CSV
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- Closed
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UIREQ-148 Set Requests CSV Export Column Order
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- Closed
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UIREQ-157 Paging Request Creation and Handling
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- Closed
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UIREQ-102 Export Requests search results to csv
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- Closed
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UXPROD-1138 Requests Pick List: CSV Export
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- Closed
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