From: Galen Charlton Date: Fri, 31 Jul 2020 16:10:39 +0000 (-0400) Subject: LP#1850547: release notes for Angular Acquisitions Search X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=4ec1e12ad209bce973f825fc3b2ff72a2c574f06;p=evergreen%2Fmasslnc.git LP#1850547: release notes for Angular Acquisitions Search The general test plan for the feature includes: - verifying that results are retrieved as expected - verifying that default searches can be saved and cleared and are used to populate the form. - verifying that the run immediately checkbox works as expected - verifying that grid result sorting and filtering works as expected - verifying that links to POs, providers, catalog records, etc. find their correct targets Sponsored-by: Evergreen Community Development Initiative Sponsored-by: Georgia Public Library Service Sponsored-by: Indiana State Library Sponsored-by: C/W MARS Signed-off-by: Galen Charlton Signed-off-by: Tiffany Little Signed-off-by: Bill Erickson --- diff --git a/docs/RELEASE_NOTES_NEXT/Acquisitions/Angular_Acquisitions_Search.adoc b/docs/RELEASE_NOTES_NEXT/Acquisitions/Angular_Acquisitions_Search.adoc new file mode 100644 index 0000000000..120ee1f74c --- /dev/null +++ b/docs/RELEASE_NOTES_NEXT/Acquisitions/Angular_Acquisitions_Search.adoc @@ -0,0 +1,47 @@ +Angular Acquisitions Search +^^^^^^^^^^^^^^^^^^^^^^^^^^^ +The acquisitions search interfaces are now written in Angular +and provide a new centralized place for searching Line Items, +Purchase Orders, Invoices, and Selection Lists in the Acquisitions +module of Evergreen. The Acquisitions Search interface can be accessed +under Acquisitions -> General Search. + +The search interface has four tabs for line item search, purchase order +search, invoices search, and selection list search. Each tab +offers a search form allowing the user to select one or more +fields to search on. Each search tab stores a separate default search +that the user can update; for example, a user could have their +line item search default to showing all on-order line items from +a particular provider. + +The grid that displays search results in each tab is filterable. + +The line items and PO search interfaces allow the user to navigate to +linked POs, invoices, and so forth, but offers no direct actions. The +invoices search tab includes a 'Print Selected Invoices' action, +while the selection lists search tab offers actions to create, +clone, delete, and merge selection lists. + +The Angular search page contains a link to the legacy Dojo search +interface if needed. The Dojo interface will be removed in a future +release of Evergreen. + +The Angular search interface offers various usability improvements +over the Dojo one, including: + +* only the search operators that are relevant for a given field + are displayed. +* search fields that are associated with controlled vocabularies + will display drop-downs on the search form. +* results are sortable +* the line item and PO state fields have been relabeled to "Status" +* greater than and less than are now available as search operators +* publication date searches are more flexible + +Adjustments to Stock Permissions +++++++++++++++++++++++++++++++++ +As part of this feature, the stock permissions for the Acquisitions +and Acquisitions Administrator profiles have been expanded. In +particular, the Acquisitions Administrator profile can now be +more readily used to perform normal acquisitions work in addition +to configuring the acquisitions module.