wishlist: Consolidate patron notes, alerts, and messages

Bug #1846354 reported by Andrea Neiman on 2019-10-02
16
This bug affects 3 people
Affects Status Importance Assigned to Milestone
Evergreen
Wishlist
Unassigned

Bug Description

This work is sponsored by the Evergreen Community Development Initiative (formerly MassLNC).

This work takes the existing Alerts, Notes, and Messages interfaces and collects them into one interface visible in the staff Patron area. Staff will now be able to enter all messages and penalties in this single interface, with a widget to indicate if the message is visible in the patron MyAccount interface. The Alert Message field currently available in Patron Edit will be removed, as will any extraneous interfaces.

An upgrade script will be included to migrate existing Alerts and Messages.

The full approved spec can be seen here:
https://yeti.esilibrary.com/dev/public/techspecs/consolidate_notes.pdf

A branch will be submitted to the community following partner testing.

tags: added: patron
Andrea Neiman (aneiman) on 2019-10-29
Changed in evergreen:
milestone: none → 3.next
tags: added: pullrequest
Ruth Frasur (rfrasur) wrote :

Alerts added to a patron account are not causing the "alert splash screen" to come up when first going into that patron's account.

Also, error for failed checkout based on blocking alert is not descriptive.

Ruth Frasur (rfrasur) wrote :

Screenshot of error message can be viewed here. https://drive.google.com/open?id=1WAiuLVVVKsLzEnK1_TwGQ9m9NSRqL_qI

Dawn Dale (ddale) wrote :

I agree with Ruth. The added alert did not cause the "alert splash screen" to come up when an alert was added. If I "display alerts" from the "Other" menu the alert is there.

When adding a message/note/alert there is no place for the staff member to enter there initials.

I would also like to know what happens to the old notes and alerts that were on the other screens in the staff client. Would it be possible to have some before accounts with alerts in the patron edit screen and alerts in the old "yellow" notes field so we can see how those are handled?

I do like the look and feel of the upgrade. I especially like the number of notes showing in the menu at the top of the screen. However, the number did not update when I added a new alert.

I am excited to see this coming to production!

Ruth Frasur (rfrasur) wrote :

Update on my "error message" comment - I've found where/how that can be changed to be more descriptive. Please disregard.

I think that the alert screen issue is an ongoing browser issue. More testers/feedback would help clarify whether or not that should keep this from being signed off on.

Terran McCanna (tmccanna) wrote :

The alert screen has been discussed before, but I can't find the discussions right now. I believe the alert screen only appears the first time you open a patron account during a session. The assumption being, that after the first time you open the account you'll read them, and the red alert text will remind you of them if you open the account again during the same session.

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