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  1. UX Product
  2. UXPROD-2208

Remaining Job and Match profile work, part 3

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    Description

      In Q1 2020, most work completed. A few refinements remain, which will be split to Remaining Job and Match profile refinements, UXPROD-2338

      Captures the remaining work for Job and Match profiles; remaining stories moved from UXPROD-2077

      By the end of this work, we should be able to
      1) Match against various types of Inventory records (and hopefully MARC records)
      2) Create SRS MARC, Instances, Holdings, and Items

      • SRS and Inventory Updates will be addressed in Q2
      • Orders/Invoice matching, create, update will be addressed in Q3

      General topics covered:

      • Job profiles
        • Final details of assembling job profiles
        • Deleting
        • Exporting
        • Linking match and action profiles to job profiles
      • Match profiles
        • Final details of defining match profiles
        • Delete
        • Export
        • Related job profile header actions
        • Linking to job profiles
      • UI buildout
        • Finish assign jobs screen (allow for assigning existing profiles or creating new ones)

      NOTE: Discussion with the Data Import subgroup: we can wait until post-MVP for a way to create a profile on-the-fly on the "choose jobs" screen. For now, assume all profiles are created in settings. See Slack convo in the comments below.

      TestRail: Results

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          Issue Links

            defines

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-47 Batch Importer (Bib/Acq)

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Analysis Complete
            is defined by

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODDICONV-73 Design schema for FlexibleForm component configurations storage and manipulation

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODDICONV-92 Create GET endpoint to retrieve Import Profiles associated children by ProfileID

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Task - A task that needs to be done. MODDICONV-94 Modify Profiles request payload to have id field on top level

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODDICONV-97 Job Profile save error if any profile added to NON_MATCH tree section

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Task - A task that needs to be done. MODDICONV-102 Fix Match and Action Profiles relations in Job Profiles stub data

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODDICONV-106 Get "refresh page" error when trying to access match profiles

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODDICONV-107 Backend save process doesn't clean up Details section parts for MatchProfiles

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            Task - A task that needs to be done. MODDICONV-109 Adjust staticValueDetail.json schema

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Task - A task that needs to be done. MODINVOSTO-46 Provide access to jsonSchemas

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Umbrella - UIDATIMP-237 Data import settings page's 4rd pane for Match Profiles: Details section of Create/Edit Screen

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-312 Job profile details, part 1: adding match profiles

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-313 Job profile details, part 2: adding secondary match/action profiles

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-314 Job profile details, part 3: adding action profiles

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-315 Job profile details, part 4: unlinking match or action profiles

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-317 Job profile details, part 6: View details pane

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-326 Create ProfileTreeComponent

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-330 Data import settings page's 4th pane for Match Profiles: Create FOLIO records' field lists

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-338 Profile Associator lists are empty when the user reloads the page with Profile Edit Form open

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Task - A task that needs to be done. UIDATIMP-341 Connect Profile Associator Component to unified data source

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Umbrella - UIDATIMP-342 Create complete Job Profiles creation/save process

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Task - A task that needs to be done. UIDATIMP-344 Cover ProfileTree Component with tests

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-345 ProfileTree component ProfileLinker dropdown doesn't close automatically after list option has chosen

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-348 Link/Unlink job profiles should not be possible on the Action profile

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-351 Data import settings page's 4th pane for Match Profiles: Changes needed to support multiple types of input

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-352 Data import settings page's 4th pane for Match Profiles: Changes needed to support Static value text submatches

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Task - A task that needs to be done. UIDATIMP-357 Connect Profile Tree Component to unified data source

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Task - A task that needs to be done. UIDATIMP-358 Rework ProfileLinker Component

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-372 Match profile edit screen does not show the "match from" record type

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-373 Data import settings page's 4th pane for Match Profiles: Create MARC records' match-to section

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-374 Search and Sort don't work in Profile Associator Component in view mode

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Task - A task that needs to be done. UIDATIMP-375 Convert Match Profiles form Existing Record Field name to JSONPath format

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-379 Fix wording of profile create/update confirmation toast

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-380 Page unstable error when trying to save match profile

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Task - A task that needs to be done. UIDATIMP-386 Augment RecordTypeSelector component with Incoming Record Type selection dropdown

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-390 Job profile details: suppress the delete/trash can icon

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-393 ProfileAssociator Component lists are empty

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-409 Default sort order for Profile associator component needs adjusting

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-410 Small problems when duplicating profiles that have associated profile

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-412 Created/edited actions do not stay in the same sequence in job profiles

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-414 Data import settings Match Profiles: Changes for Static value Number, Date submatches

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-415 Data import settings Match Profiles: Cleaning up UI data when changing Match From/To during edit

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-420 Job profile details: unlinking action profiles works incorrectly

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-421 Fix Match Profile regressions

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-427 Existing record field name is showing the backend field name

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIPFIMP-6 Plugin crashes on list generation when it is used on different pages

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIPFIMP-11 Job Profile Tree: Changes needed to support Static value submatches

            • P2 - normal priority level, must be included in the current development cycle
            • Closed
            relates to

            New Feature - New feature requests UXPROD-1377 CRUD for Job Profiles

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            New Feature - New feature requests UXPROD-1378 CRUD for Match Profiles

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            New Feature - New feature requests UXPROD-1379 CRUD for Action Profiles

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            New Feature - New feature requests UXPROD-1380 CRUD for MARC Field Mapping Profiles, part 1

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-1382 CRUD for Delimited Data Mapping Profiles

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Draft

            New Feature - New feature requests UXPROD-1769 Remaining Job and Match profile work, part 1

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            New Feature - New feature requests UXPROD-2074 Bring Action Profiles to life: prep work

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            New Feature - New feature requests UXPROD-2075 MARC Bib Field Mapping Profiles Details for Inventory records

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            New Feature - New feature requests UXPROD-2077 Remaining Job and Match profile work, part 2

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            New Feature - New feature requests UXPROD-2209 Bring Action Profiles to life: next work

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            New Feature - New feature requests UXPROD-2098 Add a way to create job profiles on-the-fly on the "choose job" screen - DRAFT

            • P4 - lowest priority level, nice-to have things that require future discussion and design
            • Draft

            New Feature - New feature requests UXPROD-2338 Remaining Job and Match profile refinements

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Activity

              People

                abreaux Ann-Marie Breaux
                abreaux Ann-Marie Breaux
                Ann-Marie Breaux Ann-Marie Breaux
                Taras Tkachenko Taras Tkachenko
                Oleksii Kuzminov Oleksii Kuzminov
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                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases