Details
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.
- Scenario
- Given the open loan screen
- When a patron has at least one open loan
- Display and activate the export function
- 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
- 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
Issue Links
- blocks
-
UIREQ-102 Export Requests search results to csv
-
- Closed
-
- is blocked by
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CIRC-101 Export loans for an user to CSV format
-
- Closed
-
- relates to
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UIU-630 Export patron's loans to CSV - additional fields
-
- Open
-
-
UXPROD-262 Export user loans list to excel or csv
-
- Closed
-
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UIU-983 Overdue loans report (fields already in loans CSV export)
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- Closed
-
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UIU-984 Overdue loans report (borrower fields)
-
- Closed
-