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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customfield_11100 25288
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Core: F - Sprint 62, Core: F - Sprint 63
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5
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Prokopovych
Description
Purpose: Establish basic overdue loans report.
Story: As a circulation staff member who handles billing, I want to see a list of all loans that are overdue, so that I can assign bills to them in FOLIO.
Scenarios
- Scenario
- Given the Users app
- When viewing the Users search & filter screen
- Then show a pane header dropdown for the Users app
- Scenario
- Given the Users app pane header dropdown
- When open
- Then show the option Overdue loans report (CSV)
- Scenario
- Given the Overdue loans report (CSV) option in Users app pane header dropdown
- When clicked
- Then export a CSV file listing all loans with due dates before the date and time the user generated the report
- Scenario
- Given the Overdue loans report CSV file
- When exported
- Then export column headers as first row of CSV
- Due date
- Loan date
- Loan policy ID
- Item title
- Material type
- Item status
- Barcode
- Call number
- Contributors
- Location
- Instance ID
- Holdings ID
- Item ID
- Scenario
- Given a loan in the overdue loans report
- When exporting
- Export the following metadata as comma-separated values:
- Due date
- Loan date
- Loan policy ID
- Item title
- Material type
- Item status
- Barcode
- Defined as barcode for item (not user)
- Call number
- Contributors
- Item location
- Instance ID
- Holdings ID
- Item ID
Notes:
- The fields exported in this report are already present in exporting a user's individual loans (
UIU-459); fields not present in that export but are needed for this feature are in separate stories. - Attached are a wireframe of the dropdown menu for generating this report & an example report itself, as well as an example of the pane header dropdown elsewhere in FOLIO (Requests - can also be viewed on folio-testing & folio-snapshot).
TestRail: Results
Attachments
Issue Links
- blocks
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CIRC-323 Backend: Overdue loans report (fine/fee fields)
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- Closed
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UIU-984 Overdue loans report (borrower fields)
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- Closed
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UIU-985 Overdue loans report (additional loan fields)
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- Closed
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UIU-986 Overdue loans report (additional item fields)
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- Closed
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UIU-987 Overdue loans report (fine/fee fields)
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- Closed
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- defines
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UXPROD-1621 Loans in-app report: Weekly overdue report (thin thread for Q2)
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- Closed
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- relates to
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UIU-459 Export patron's loans to CSV
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- Closed
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