[UXPROD-2209] Bring Action Profiles to life: next work - FOLIO Issue Tracker

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Type: New Feature
Status: Closed (View Workflow)
Priority: P2
Resolution: Done
Affects Version/s: None
Fix Version/s: Q1 2020
Component/s: None
Labels:

Template:
Epic Link:
Batch Importer (Bib/Acq)
Analysis Estimate:
Large < 10 days
Front End Estimate:
XL < 15 days
Front-End Confidence factor:
Low
Back End Estimate:
XXL < 30 days
Estimation Notes and Assumptions:
Estimates by Ann-Marie and Folijet
Development Team:
Folijet
Calculated Total Rank:
PO Rank:
125
Rank: Chicago (MVP Sum 2020):
R1
Rank: Cornell (Full Sum 2021):
R1
Rank: 5Colleges (Full Jul 2021):
R1
Rank: GBV (MVP Sum 2020):
R2
Rank: Lehigh (MVP Summer 2020):
R1
Rank: MO State (MVP June 2020):
R1
Rank: TAMU (MVP Jan 2021):
R1

Description

Closed for Q1 2020; Delete stories moved to UXPROD-2350

Rolled forward the remaining stories from Q4 2019's ~~UXPROD-2074~~

By the end of Q1, action profiles should allow for Create SRS MARC, Instances, Holdings, and Items
By the end of Q2, action profiles should allow for SRS and Inventory Updates (modify, combine, replace), possibly including MARC Holdings and Authorities
By the end of Q3, action profiles should allow for CRUD for orders and invoices, including MARC Holdings and Authorities, if not done in Q2

Finish the last bits of UI for action profiles, plus set up all of the infrastructure so that the profiles can create, modify, replace, combine, and delete records in various apps.

Help the user set rules and profiles for dealing with incoming batch loads:

what type of incoming file
what FOLIO apps/record types should be affected (Inventory, MARCcat, Source Record Storage, Orders, and Invoices, to start)
what actions to take on those records
using what data mappings
allow actions to be saved as profiles or created on the fly

See https://docs.google.com/drawings/d/1IN2t0T838HtHytNctdugQN0nL8_KSJ-PzysQxSyZ1Hc/edit for a schematic

Per Oleksii, for now may be hard coded for mapping profile, then replaced with the variable mapping profiles once those are ready (~~UXPROD-2075~~)

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60-Settings Action profiles.png
272 kB
16/Dec/19 8:52 PM
61-Settings Action profiles Action profile details.png
197 kB
16/Dec/19 8:52 PM

Issue Links

defines

UXPROD-47 Batch Importer (Bib/Acq)

Analysis Complete

is defined by

MODDATAIMP-201 Enable Action profile action for incoming MARC Bibs: Create

Closed

MODDATAIMP-207 Enable Action profile actions

Closed

MODDICORE-6 Mapping profile engine

Closed

MODDICORE-7 Matcher profile engine

Closed

MODDICORE-8 Create PoC for mapping engine and design interfaces

Closed

MODDICORE-9 Move PoC core interfaces to the data-import-precessing-core lib

Closed

MODDICORE-10 Add implementation for MARC reader

Closed

MODDICORE-11 Implement the Instance writer

Closed

MODDICORE-20 Move PoC core interfaces of Matcher engine to the data-import-precessing-core lib

Closed

MODDICORE-21 Implement MatchValueReader for Matcher Engine

Closed

MODDICORE-22 Create MatchProfiles expression processor

Closed

MODDICORE-23 Add implementation for LoadQueryBuilder

Closed

MODDICORE-25 Implement rule processor to work with new mapping syntax Part 1

Closed

MODDICORE-28 Implement processor to handle default mapping rules

Closed

MODINV-172 Apply event-driven approach for data-import actions in inventory

Closed

MODINV-181 Integrate mod-inventory with mod-pubsub

Closed

MODINV-182 Implement action handler for Create Instance action

Closed

MODINV-201 Implement Loaders and MatchHandlers for Items and Holdings

Closed

MODINV-204 Implement InstanceLoader and handler for matching of Instances

Closed

MODINV-219 Upgrade MODINV's library, based on MODDICORE recent work

Closed

MODINV-241 Enable Action profile action for incoming MARC Bibs: Create Inventory Instance

Closed

MODSOURCE-94 Integrate mod-source-record-storage with mod-pubsub

Closed

MODSOURCE-96 Create event handler to update instance id to MARC bibliographic record

Closed

MODSOURMAN-226 Apply event-driven approach for data-import process

Closed

MODSOURMAN-238 Integrate mod-source-record-manager with mod-pubsub

Closed

MODSOURMAN-239 Fill matchedId the same value as id instead of stub value

Closed

MODSOURMAN-241 Implement endpoint to get event with saved instance

Closed

MODSOURMAN-242 Implement event sending on saving records in record-storage

Closed

MODSOURMAN-243 Implement endpoint to receive event about processed record

Closed

MODSOURMAN-244 Implement endpoint to receive events about data import errors

Closed

MODSOURMAN-278 Enable Action profile action for incoming MARC Bibs: Create MARC bib records in SRS

Closed

MODSOURMAN-293 Upgrade MODSOURMAN's library, based on MODDICORE recent work

Closed

UIDATIMP-269 Attach a field mapping profile to an action profile that does not have one

Closed

UIDATIMP-272 Create Associator Component to show associated profiles in a form, search and pick them

Closed

UIDATIMP-354 Associated profiles not clearing out after viewing, like they should

Closed

UIDATIMP-378 Fix wording of unlink confirmation modal

Closed

UIDATIMP-417 Add query param to "/processFiles" path

Closed

UIDATIMP-418 Remove defaultMapping query param when data-import process is run with chosen JobProfile

Closed

relates to

UXPROD-185 Import Orders in MARC format

Closed

UXPROD-1379 CRUD for Action Profiles

Closed

UXPROD-1380 CRUD for MARC Field Mapping Profiles, part 1

Closed

UXPROD-1382 CRUD for Delimited Data Mapping Profiles

Draft

UXPROD-2074 Bring Action Profiles to life: prep work

Closed

UXPROD-2075 MARC Bib Field Mapping Profiles Details for Inventory records

Closed

UXPROD-2286 MARC Field Mapping Profiles Details for Updating SRS MARC Bib records

Closed

UXPROD-3361 Prep for Importing Orders in MARC format

Closed

UXPROD-656 Data Import (Batch Importer for Bib Acq) Infrastructure and Planning

Closed

UXPROD-658 Import Inventory Items from MARC Bibs: Create

Closed

UXPROD-659 Import Inventory Holdings from MARC Bibs: Create

Closed

UXPROD-1377 CRUD for Job Profiles

Closed

UXPROD-1769 Remaining Job and Match profile work, part 1

Closed

UXPROD-2077 Remaining Job and Match profile work, part 2

Closed

UXPROD-2208 Remaining Job and Match profile work, part 3

Closed

UXPROD-2351 Import Inventory Holdings from MARC Bibs: Update

Closed

UXPROD-2353 Import Inventory Items from MARC Bibs: Update

Closed

UXPROD-2354 Import Inventory Instances from MARC Bibs: Update

Closed

(34 is defined by , 18 relates to)

Activity

People

Assignee:: Ann-Marie Breaux

Reporter:: Ann-Marie Breaux

Analysis Estimator:: Ann-Marie Breaux

Front End Estimator:: Taras Tkachenko

Back End Estimator:: Oleksii Kuzminov

Votes:: 0 Vote for this issue

Watchers:: 3 Start watching this issue

Dates

Created:: 16/Dec/19 8:52 PM

Updated:: 06/Oct/21 1:30 PM

Resolved:: 20/Apr/20 7:20 AM

Bring Action Profiles to life: next work

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