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  1. ui-users
  2. UIU-199

Assign Proxy v2: Proxy Sub-Section

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    Description

      Purpose: To continue development of user proxy feature.

      Scenarios:

      1. Scenario
        • Given the Proxy sub-section of the Proxy section of User Details for User A
        • When a Proxy P is displayed
        • Then the following data elements should display:
          • Proxy - Name of Proxy P (<last>, <first>) with link to user details for Proxy P
          • Relationship status - Select menu with values "Active" and "Inactive" (UIU-201 defines how this menu should be set)
          • Expiration date - Date picker (locale aware)
          • Notifications sent to - Select menu with values "Proxy" and "Sponsor". Default = Sponsor
          • Fees and fines accrue to - Select menu with values "Proxy" and "Sponsor". Default = Sponsor
          • Relationship created - Read only time stamp with date/time proxy relationship was created in FOLIO. Locale-aware. CB: I see why this was missed - it's not displaying in the mockups except in a few places. I'm not sure why. Anyway, I do think we want it. You can see how it should look in this mockup
          • Proxy can request for sponsor - Select menu with values "Yes" and "No". Default = Yes
          • Default transactions - Number of open loans initiated by User A on behalf of Sponsor S. If > 0, should be a link to ?? CB: Need UX input on this - see UX-62 for details) CB: Agreed with SIG this isn't needed for v1
        • Out of scope for this story:
          • Set expiration date at beginning of academic term
      2. Scenario
        • Given Proxy P displaying in the Proxy section of User Details for User A
        • When displayed
        • Then a trash can icon should display as shown in the attached wireframes
      3. Scenario
        • Given the trash can icon
        • When clicked
        • Then a delete confirmation message should display:
          • Text:
            • Delete Proxy?
            • The proxy relationship of <ProxyPLast> to <ProxyPFirst> to <UserALast>, <UserAFirst> will be deleted.
          • Buttons:
            • Delete - Proxy relationship between Proxy P and User A should be deleted and:
              • Proxy P should be removed from the Proxy sub-section of User Details for User A
              • User A should be removed from the Sponsor sub-section of User Details for Proxy P
              • CB: NOTE: Due to recent changes in how proxy section is updated, these things will only take affect after the Update user button is clicked
            • Cancel - Closes delete confirmation
      4. Scenario
        • Given Proxy P displaying in the Proxy sub-section of User Details for User A
        • When displayed
        • Then it should be expandable/collapsible as shown in the linked wireframes CB: Having sub-accordions is dependent on STCOM-116 which may or may not have been done at the time of this work. If not, it's okay to have each proxy and sponsor expanded for the first pass (we can add sub-accordion later)

      Wireframes:
      https://drive.google.com/drive/folders/0By8ccf5VV4EWeXV6aVZ0Tmc5TGs

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                mpk35 Michal Kuklis
                cboerema Cate Boerema
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