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  1. ui-users
  2. UIU-1958

Create fees/fines EXPORT spreadsheet for single patron

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    Details

    • Template:
    • Sprint:
      EPAM-Veg Sprint 106, EPAM-Veg Sprint 107
    • Story Points:
      1
    • Development Team:
      Vega

      Description

      Overview: We are adding the ability to dump all fee/fine details for a single patron in a spreadsheet as a thin-thread solution for UXPROD-100 in R1 2021. This spreadsheet may be requested on the User information, Fee/fine details and Fees/fines history pages, when the user is already focused on a specific patron. The output will be the same regardless of how the export is requested.

      Additional information: The export layout as approved by the RA SIG is available at https://docs.google.com/spreadsheets/d/1ueOUW9WQn62szgpfUhTAIf3G5WNrCtikR-aBwttAtro/edit?usp=sharing (this version is color-coded to show where the data is coming from). The attached version Export-spreadsheet-example.xlsx is how the spreadsheet will actually look.

      Outstanding issue: How will we let user know that report is ready? Holly has asked the designer via UX-405.

      Scenarios

      1. Scenario
        • Given Export option on User information, Fee/fine details and Fees/fines history
        • When selected for patron
        • Then create spreadsheet of all fees/fines and actions for patron (as shown in attached mock-up Export-spreadsheet-example.xlsx.
          • Columns A-C are from the user record
            • Patron name (in format as shown in Export-spreadsheet-example.xlsx)
            • Patron barcode, which is a link to the User information page
            • Patron group
          • Columns D-L are from the fee/fine 'action' record (as seen in the table portion of Fee/fine details)
            • Action date, which is Action date on Fee/fine details table
            • Action description, which is Action on Fee/fine details table (in format as shown in Export-spreadsheet-example.xlsx)
            • Action amount, which is Amount on Fee/fine details table
            • Action balance, which is Balance on Fee/fine details table
            • Action transaction information, which is Transaction information on Fee/fine details table
            • Action created at, which is Created at on Fee/fine details table
            • Action source, which is Source on Fee/fine details table (in format as shown in Export-spreadsheet-example.xlsx)
            • Action additional information for staff, which is Additional information with 'STAFF: " prefix on Fee/fine details table (we will use separate column in spreadsheet)
            • Action additional information for patron, which is Additional information with 'PATRON: " prefix on Fee/fine details table (we will use separate column in spreadsheet)
          • Columns M-AB are from the fee/fine record (as seen in the top portion of Fee/fine details, above the table) <=== This data will be duplicated for each 'action' above
            • Fee/fine type, which is Fee/fine type on Fee/fine details top of page
            • Fee/fine owner, which is Fee/fine owner on Fee/fine details top of page
            • Fee/fine billed date, which is Billed date on Fee/fine details top of page
            • Fee/fine billed amount, which is Billed amount on Fee/fine details top of page
            • Fee/fine remaining amount, which is Remaining amount on Fee/fine details top of page
            • Fee/fine latest payment status, which is Latest payment status on Fee/fine details top of page
            • Item instance, which is Instance on Fee/fine details top of page (separate from Material type in the spreadsheet)
            • Item material type, which is Material type on Fee/fine details top of page (separate from Instance in the spreadsheet)
            • Item barcode, which is Barcode on Fee/fine details top of page (and is a link to the Item record)
            • Item call number, which is Call number on Fee/fine details top of page
            • Item location, which is Location on Fee/fine details top of page
            • Item due date, which is Due date on Fee/fine details top of page
            • Item returned date, which is Returned date on Fee/fine details top of page
            • Item overdue policy, which is Overdue policy on Fee/fine details top of page (and is a link to the Overdue Fine Policy in effect)
            • Item lost item policy, which is Lost item policy on Fee/fine details top of page (and is a link to the Lost Item Fee Policy in effect)
            • Item loan details, which is the FOLIO id for the loan record as shown via View link on Fee/fine details top of page (and is a link to the Loan details page)
      2. Scenario
        • Given export spreadsheet created (Scenario 1 above)
        • When ready for user download
        • Then make file export.xlsx available for download by displaying the filename in the lower-left corner of the screen (as shown in attached mock-up Export-file-ready.png, which is an example for the Users page but would be the same for Fees/Fines History and Fee/Fine Details)

        TestRail: Results

          Attachments

          1. Export-file-ready.png
            Export-file-ready.png
            115 kB
          2. Export-spreadsheet-example.xlsx
            15 kB
          3. screenshot-1.png
            screenshot-1.png
            150 kB
          4. screenshot-2.png
            screenshot-2.png
            73 kB
          5. screenshot-3.png
            screenshot-3.png
            18 kB

            Issue Links

              Activity

                People

                Assignee:
                annamelnyk Anna Melnyk
                Reporter:
                hollyolepm Holly Mistlebauer
                Tester Assignee:
                Holly Mistlebauer Holly Mistlebauer
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                Watchers:
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                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases