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  1. ui-users
  2. UIU-459

Export patron's loans to CSV

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      Description

      Purpose: Users need to be able to export loans in CSV format in order to do more complex sorting and filtering, or to show a patron a list of their loans.

      Note: This story covers the export function and its appearance/function in the UI. The fields exported will be refined in UIU-630, and the story has been changed to reflect that.

      1. Scenario
        • Given the open loan screen
        • When a patron has at least one open loan
        • Display and activate the export function
      2. Scenario
        • Given a patron with open loans
        • When a user clicks export on the open loans screen
        • Then the fields available in the Loan API are exported to a CSV file.
          • status.name
          • loanDate
          • dueDate
          • action
          • loanPolicyId
          • metadata.createdDate
          • metadata.createdByUserId
          • metadata.updatedDate
          • metadata.updatedByUserId
          • item.holdingsRecordId
          • item.instanceId
          • item.title
          • item.barcode
          • item.status.name
          • item.location.name
          • item.materialType.name
      3. Scenario
        • Given a patron with non-anonymized closed loans
        • When a user clicks export on the closed loans screen
        • Then the fields available in the Loan API are exported to a CSV file
          • status.name
          • loanDate
          • dueDate
          • returnDate
          • systemReturnDate
          • action
          • loanPolicyId
          • metadata.createdDate
          • metadata.createdByUserId
          • metadata.updatedDate
          • metadata.updatedByUserId
          • item.holdingsRecordId
          • item.instanceId
          • item.title
          • item.barcode
          • item.status.name
          • item.location.name
          • item.materialType.name

      Implementation note: While this story is specific to exporting loans, we will need the ability to export other types of lists as well in FOLIO (e.g. fees/fines, users, requests). Please consider implementing as a reusable component.

        TestRail: Results

          Attachments

          1. export.csv
            2 kB
          2. export.csv
            2 kB

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                Assignee:
                rjruizes Roman Ruiz-Esparza
                Reporter:
                ecboettcher Emma Boettcher
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                  Dates

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                  Updated:
                  Resolved:

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