Details
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Story
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Status: Closed (View Workflow)
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P2
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Resolution: Done
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None
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None
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EPAM-Veg Sprint 35, EPAM-Veg Sprint 38, EPAM-Veg Sprint 39
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8
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Vega
Description
To see how this JIRA issue integrates with the other automated patron blocks JIRA issues please see the diagram at https://drive.google.com/file/d/1D9tZE-EgTZYRV28Wc2ghpfHIdnqBwpr2/view?usp=sharing
Purpose: Allow institution to set limits, if any, by patron groups for six initial situations.
Limits Origin: The third column displayed, which is labeled Limits, is a list of all patron groups. When a new patron group is added, a new blank limits record must be created. When an existing patron group is deleted, the existing limits record must be deleted. When a patron group is renamed, the existing limits record must be renamed. This work will be covered in MODUSERS-178.
SCENARIOS
1. Scenario
Given Settings ==> Users
When displayed
Display in format as show by attached screen mock-up Patron-blocks-limits.png, adding Patron Blocks section with Limits option for this user story
2. Scenario
Given Settings ==> Users ==> Limits
When Limits selected
Then display all Patron Group Limit records for institution as shown in the third column of the attached screen mock-up Patron-blocks-limits.png
3. Scenario
Given all institution Patron Group Limit records displayed
When one Patron Group selected
Then open page as shown in attached mock-up Patron-blocks-limits.png
Defaults
- Every field is blank; there should be NO zeros (this is necessary so we know if the institution has selected a limit of 0)
- "Save" button is grayed out
4. Scenario
Given one Limit open for editing
When change made
Then validate page
Validation
- The first field, "Maximum outstanding fee/fine balance" may be blank or a currency value between 0.01 and 9999.99. If user enters 0 or 0.00, display error message: A maximum balance of 0 will result in all patrons in this group being blocked; to skip this limit, leave value set to blank
- The remaining 5 fields have the same validation; they may be blank, 0, or a whole number from 1 to 999999. If user enters anything else, display error message: Must be blank or a number from 0 to 999999
- "Save" button should remain grayed out until all validation has been passed
5. Scenario
Given Limit has passed validation
When "Save" button selected
Then save entered data and display success toast as shown in attached mock-up Patron-blocks-limits-success.jpg
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DESCRIPTION
The purpose of this user story is to allow an institution to set actions to be blocked, if any, for six initial situations and to set a custom message to be displayed.
The first step in this task to to change the design of the Settings ==> Users section of FOLIO to add a Patron Blocks section (in the second column) with two new sub-sections: Actions and Limits (as shown in the attached screen mock-up Patron-blocks-limits.jpg) This user story covers the "Limits" option and UIU-1272 covers the "Actions" option.
The third column displayed, which is labeled Limits, is a list of all patron groups. When a new patron group is added, a new blank limits record must be created. When an existing patron group is deleted, the existing limits record must be deleted. When a patron group is renamed, the existing limits record must be renamed. This work will be covered in UIU-1305.
For the patron group selected to set limits for, the six hard-coded situations that the institution may select to set up patron blocks for (also seen in the Patron Blocks Actions table) are presented for assigning limits:
* Maximum outstanding fee/fine balance
* Maximum number of items charged out
* Maximum number of lost items
* Maximum number of overdue items
* Maximum number of overdue recalls
* Recall overdue by maximum number of days
Validation
* "Maximum outstanding fee/fine balance" may be blank or a currency value between 0.01 and 9999.99. If user enters 0 or 0.00, display error message: A maximum balance of 0 will result in all patrons in this group being blocked; to skip this limit, leave value set to blank
* The remaining 5 fields have the same validation; they may be blank, 0, or a whole number from 1 to 999999. If user enters anything else, display error message: Must be blank or a number from 0 to 999999
* "Save" button should remain grayed out until all validation has been passed
After updating the record, a "success toast" should be displayed, as shown in attached screen mock-up Patron-blocks-limits-success.jpg.
Please see Holly with any questions or comments. Thanks!
TestRail: Results
Attachments
Issue Links
- blocks
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MODPATBLK-7 Patron Blocks: Determine if one or more automated blocks exist for patron
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- Closed
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MODPATBLK-18 Patron Blocks: use calendar to determine loans overdue status
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- Closed
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- defines
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UXPROD-2304 CRUD Patron Blocks Limits and Conditions Tables - split from Q1 2020
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- Closed
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- has to be done after
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MODUSERS-178 BE: (3-APB-B) Maintain Patron Blocks Limits Table entries: patron group creation
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- Closed
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MODUSERS-180 BE: (3-APB-B) Maintain Patron Blocks Limits Table entries: patron group deletion
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- Closed
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MODUSERS-181 BE: (3-APB-B) Maintain Patron Blocks Limits Table entries: existing patron groups
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- Closed
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- has to be finished together with
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MODUSERS-174 BE: (3-APB-A) Create Patron Blocks Conditions API
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- Closed
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MODUSERS-176 BE: (3-APB-A) Create Patron Blocks Conditions table
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- Closed
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UIU-1272 FE: (3-APB-A) Create Patron Blocks Conditions Table
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- Closed
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- is blocked by
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CIRC-558 BE - Implement automatic item blocks
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- Closed
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MODUSERS-178 BE: (3-APB-B) Maintain Patron Blocks Limits Table entries: patron group creation
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- Closed
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MODUSERS-180 BE: (3-APB-B) Maintain Patron Blocks Limits Table entries: patron group deletion
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- Closed
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MODUSERS-181 BE: (3-APB-B) Maintain Patron Blocks Limits Table entries: existing patron groups
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- Closed
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MODUSERS-188 [SPIKE] Patron block limits BE needs redesign or facade for FE
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- Closed
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UX-337 UX: Two new Patron Blocks tables needed in Settings>Users
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- Closed
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- relates to
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UIU-1675 Limits do not update correctly
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- Closed
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