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  1. UX Product
  2. UXPROD-2209

Bring Action Profiles to life: next work

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    Details

    • Template:
    • Analysis Estimate:
      Large < 10 days
    • Front End Estimate:
      XL < 15 days
    • Back End Estimate:
      XXL < 30 days
    • Confidence factor:
      Low
    • Estimation Notes and Assumptions:
      Estimates by Ann-Marie and Folijet
    • Development Team:
      Folijet
    • Calculated Total Rank:
      65
    • 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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                Assignee:
                abreaux Ann-Marie Breaux
                Reporter:
                abreaux Ann-Marie Breaux
                Analysis Estimator:
                Ann-Marie Breaux Ann-Marie Breaux
                Front End Estimator:
                Taras Tkachenko Taras Tkachenko
                Back End Estimator:
                Oleksii Kuzminov Oleksii Kuzminov
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                3 Start watching this issue

                  Dates

                  Created:
                  Updated:
                  Resolved:

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