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  1. ui-users
  2. UIU-983

Overdue loans report (fields already in loans CSV export)

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Details

    • Core: F - Sprint 62, Core: F - Sprint 63
    • 5
    • 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

      1. Scenario
        • Given the Users app
        • When viewing the Users search & filter screen
        • Then show a pane header dropdown for the Users app
      2. Scenario
        • Given the Users app pane header dropdown
        • When open
        • Then show the option Overdue loans report (CSV)
      3. 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
      4. 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
      5. 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).

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                mpk35 Michal Kuklis
                ecboettcher Emma Boettcher
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                  Updated:
                  Resolved:

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