[Bug 23019] New: Ability to create 'matching profiles' when importing records

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[Bug 23019] New: Ability to create 'matching profiles' when importing records

bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

            Bug ID: 23019
           Summary: Ability to create 'matching profiles' when importing
                    records
 Change sponsored?: ---
           Product: Koha
           Version: master
          Hardware: All
                OS: All
            Status: NEW
          Severity: enhancement
          Priority: P5 - low
         Component: Tools
          Assignee: [hidden email]
          Reporter: [hidden email]
        QA Contact: [hidden email]
  Target Milestone: ---

This development will allow you to have the ability to create “matching
profiles” for use on the “Stage MARC Records for Import” screen. This would
make it possible to choose a profile rather than manually filling in each of
the fields for record type, encoding, record and item matching rules and
actions each time a batch of MARC records is imported.

For example, we might create “matching profiles” for different vendors or
formats, and it would save time to select the appropriate profile (maybe from a
drop-down list on the page) and have the fields populate automatically.

Specs:

Ability to set up profiles and save them while working in the
Tools->StageMarcRecords module.

Ability to manage/edit profiles in the Admin area (similar to Record->Matching
Rules).

Create an API to pull the profile data into Import Tool when selected on the
Import Screen.

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

Joy Nelson <[hidden email]> changed:

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           Assignee|[hidden email]-commun |[hidden email]
                   |ity.org                     |

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

Agustín Moyano <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
             Status|NEW                         |Needs Signoff
   Patch complexity|---                         |Small patch

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

--- Comment #1 from Agustín Moyano <[hidden email]> ---
Created attachment 104972
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=104972&action=edit
Bug 23019: Update database structure and add atomic update

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

--- Comment #2 from Agustín Moyano <[hidden email]> ---
Created attachment 104973
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=104973&action=edit
Bug 23019: Add koha_object_class and koha_objects_class methods to
ImportBatch.pm schema

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

--- Comment #3 from Agustín Moyano <[hidden email]> ---
Created attachment 104974
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=104974&action=edit
Bug 23019: Add ImportBatchesProfile schema and set is_boolean to parse_items
column

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

--- Comment #4 from Agustín Moyano <[hidden email]> ---
Created attachment 104975
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=104975&action=edit
Bug 23019: Add tests

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

--- Comment #5 from Agustín Moyano <[hidden email]> ---
Created attachment 104976
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=104976&action=edit
Bug 23019: Add profiles to stage-import-batch and magnage-import-batch pages

This patch adds the logic and the needed UI elements to be able to pre-load an
import profile. It also displays which profile was used to stage an import in
staged import manager.

To test:
1. Apply all patches
2. Updatedatabase
3. Go to Stage MARC records for Import tool in admin, and upload a file with
MARC records.
CHECK => after uploading, there is a fieldset with the legend “Profile
settings”
              => inside the fieldset there is a select labeled “Pre fill values
with profile”. The only value it has is “Do not use profile”.

4. Change some settings, and set “profile 1” as profile name and click on “Add
profile”
SUCCESS => The select now has the new profile selected

5. Change profile select to “Do not use profile”
SUCCESS => Default values are now displayed in the form

6. Reload the page and upload the file again
SUCCESS => the select still has the profile recently added

7. Select the profile, change some parameter in the form and set the profile
name to “profile 2”, and click add profile
SUCCESS => there are two profiles now, and if you toggle between them, the
parameter changes

8. Select profile 1, change one parameter and click on update profile
SUCCESS => if you toggle that profile with the other, the new parameter of the
value is shown when you select profile 1

9. Select profile 2, change some parameter and click Add profile (leaving the
name as profile 2)
SUCCESS => the page complains there is another profile with the same name, and
asks if you want to replace it.

10. Click on accept
SUCCESS => profile 2 now has the new value in the parameter

11. Select profile 2 and change the name to profile 1
SUCCESS => the page complains there is another profile with that name, and asks
if you want to replace it

12. Click on accept
SUCCESS => in profile select there is only one profile called profile 1 that
has the values of profile 2

13. Select profile 1 and click remove profile
SUCCESS => there is no profile in profile select.

14. prove t/db_dependent/ImportBatch.t
t/db_dependent/api/v1/import_batch_profiles.t
15. Sign off

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

Andrew Fuerste-Henry <[hidden email]> changed:

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[Bug 23019] Ability to create 'matching profiles' when importing records

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https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

Tomás Cohen Arazi <[hidden email]> changed:

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           Severity|enhancement                 |new feature
                 CC|                            |[hidden email]

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[Bug 23019] Ability to create 'matching profiles' when importing records

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In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

David Cook <[hidden email]> changed:

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--- Comment #6 from David Cook <[hidden email]> ---
Yes! I've been meaning to do something like this for years.

I've even been thinking about implementing it for
https://github.com/minusdavid/koha-plugin-oaipmh-import, so it would be great
to have this in the core codebase!

I'll make a note to come back to this, but very very interested.

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

--- Comment #7 from David Cook <[hidden email]> ---
Comment on attachment 104976
  --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=104976
Bug 23019: Add profiles to stage-import-batch and magnage-import-batch pages

Review of attachment 104976:
 --> (https://bugs.koha-community.org/bugzilla3/page.cgi?id=splinter.html&bug=23019&attachment=104976)
-----------------------------------------------------------------

::: api/v1/swagger/definitions/import-batch-profile.json
@@ +9,5 @@
> +      "description": "name of this profile",
> +      "type": "string"
> +    },
> +    "matcher_id": {
> +      "description": "the id of the match rule used (matchpoints.matcher_id)",

Wouldn't marc_matchers.matcher_id  be a more accurate table description here?

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

--- Comment #8 from David Cook <[hidden email]> ---
(In reply to David Cook from comment #6)
> Yes! I've been meaning to do something like this for years.
>
> I've even been thinking about implementing it for
> https://github.com/minusdavid/koha-plugin-oaipmh-import, so it would be
> great to have this in the core codebase!
>

Looks like this won't be a good fit for the plugin but interesting nonetheless!

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

Agustín Moyano <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
             Status|Needs Signoff               |ASSIGNED

--- Comment #9 from Agustín Moyano <[hidden email]> ---
Change back to Assigned because just discovered issues to fix

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

Tomás Cohen Arazi <[hidden email]> changed:

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

Tomás Cohen Arazi <[hidden email]> changed:

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             Status|Needs Signoff               |ASSIGNED

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[Bug 23019] Ability to create 'matching profiles' when importing records

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https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

Abbey Holt <[hidden email]> changed:

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

--- Comment #10 from Abbey Holt <[hidden email]> ---
This sounds really slick. I'm looking forward to testing it! I tried creating a
sandbox with this bug number to see what the development looks like in action,
but the staff client won't load for me right now.

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[Bug 23019] Ability to create 'matching profiles' when importing records

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Deb <[hidden email]> changed:

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[Bug 23019] Ability to create 'matching profiles' when importing records

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Agustín Moyano <[hidden email]> changed:

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

Agustín Moyano <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
 Attachment #104972|0                           |1
        is obsolete|                            |
 Attachment #104973|0                           |1
        is obsolete|                            |
 Attachment #104974|0                           |1
        is obsolete|                            |
 Attachment #104975|0                           |1
        is obsolete|                            |
 Attachment #104976|0                           |1
        is obsolete|                            |

--- Comment #11 from Agustín Moyano <[hidden email]> ---
Created attachment 105536
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=105536&action=edit
Bug 23019: Update database structure and add atomic update

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
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https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

--- Comment #12 from Agustín Moyano <[hidden email]> ---
Created attachment 105537
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=105537&action=edit
Bug 23019: Add koha_object_class and koha_objects_class methods to
ImportBatch.pm schema

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
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https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

--- Comment #13 from Agustín Moyano <[hidden email]> ---
Created attachment 105538
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=105538&action=edit
Bug 23019: Add ImportBatchesProfile schema and set is_boolean to parse_items
column

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[Bug 23019] Ability to create 'matching profiles' when importing records

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--- Comment #14 from Agustín Moyano <[hidden email]> ---
Created attachment 105539
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=105539&action=edit
Bug 23019: Add tests

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

--- Comment #15 from Agustín Moyano <[hidden email]> ---
Created attachment 105540
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=105540&action=edit
Bug 23019: Add profiles to stage-import-batch and magnage-import-batch pages

This patch adds the logic and the needed UI elements to be able to pre-load an
import profile. It also displays which profile was used to stage an import in
staged import manager.

To test:
1. Apply all patches
2. Updatedatabase
3. Go to Stage MARC records for Import tool in admin, and upload a file with
MARC records.
CHECK => after uploading, there is a fieldset with the legend “Profile
settings”
              => inside the fieldset there is a select labeled “Pre fill values
with profile”. The only value it has is “Do not use profile”.

4. Change some settings, and set “profile 1” as profile name and click on “Add
profile”
SUCCESS => The select now has the new profile selected

5. Change profile select to “Do not use profile”
SUCCESS => Default values are now displayed in the form

6. Reload the page and upload the file again
SUCCESS => the select still has the profile recently added

7. Select the profile, change some parameter in the form and set the profile
name to “profile 2”, and click add profile
SUCCESS => there are two profiles now, and if you toggle between them, the
parameter changes

8. Select profile 1, change one parameter and click on update profile
SUCCESS => if you toggle that profile with the other, the new parameter of the
value is shown when you select profile 1

9. Select profile 2, change some parameter and click Add profile (leaving the
name as profile 2)
SUCCESS => the page complains there is another profile with the same name, and
asks if you want to replace it.

10. Click on accept
SUCCESS => profile 2 now has the new value in the parameter

11. Select profile 2 and change the name to profile 1
SUCCESS => the page complains there is another profile with that name, and asks
if you want to replace it

12. Click on accept
SUCCESS => in profile select there is only one profile called profile 1 that
has the values of profile 2

13. Select profile 1 and click remove profile
SUCCESS => there is no profile in profile select.

14. Create a profile and click on “Stage for import”
15. Go to Staged MARC management page
SUCCESS => Improt should have the name of the profile in profile column, and
when you click on the file name, there should be the name of the profile in the
details.

16. prove t/db_dependent/ImportBatch.t
t/db_dependent/api/v1/import_batch_profiles.t
17. Sign off

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

--- Comment #16 from Abbey Holt <[hidden email]> ---
This is great! There is one area where my matching preferences would not stick
when I created a profile. If I select "No" under "Check for embedded item
record data" and click "Add profile", No switches back to Yes. My selection for
"how to process items" is remembered. It is just the yes-no button that isn't
being saved.

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

Agustín Moyano <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
 Attachment #105540|0                           |1
        is obsolete|                            |

--- Comment #17 from Agustín Moyano <[hidden email]> ---
Created attachment 105541
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=105541&action=edit
Bug 23019: Add profiles to stage-import-batch and magnage-import-batch pages

This patch adds the logic and the needed UI elements to be able to pre-load an
import profile. It also displays which profile was used to stage an import in
staged import manager.

To test:
1. Apply all patches
2. Updatedatabase
3. Go to Stage MARC records for Import tool in admin, and upload a file with
MARC records.
CHECK => after uploading, there is a fieldset with the legend “Profile
settings”
              => inside the fieldset there is a select labeled “Pre fill values
with profile”. The only value it has is “Do not use profile”.

4. Change some settings, and set “profile 1” as profile name and click on “Add
profile”
SUCCESS => The select now has the new profile selected

5. Change profile select to “Do not use profile”
SUCCESS => Default values are now displayed in the form

6. Reload the page and upload the file again
SUCCESS => the select still has the profile recently added

7. Select the profile, change some parameter in the form and set the profile
name to “profile 2”, and click add profile
SUCCESS => there are two profiles now, and if you toggle between them, the
parameter changes

8. Select profile 1, change one parameter and click on update profile
SUCCESS => if you toggle that profile with the other, the new parameter of the
value is shown when you select profile 1

9. Select profile 2, change some parameter and click Add profile (leaving the
name as profile 2)
SUCCESS => the page complains there is another profile with the same name, and
asks if you want to replace it.

10. Click on accept
SUCCESS => profile 2 now has the new value in the parameter

11. Select profile 2 and change the name to profile 1
SUCCESS => the page complains there is another profile with that name, and asks
if you want to replace it

12. Click on accept
SUCCESS => in profile select there is only one profile called profile 1 that
has the values of profile 2

13. Select profile 1 and click remove profile
SUCCESS => there is no profile in profile select.

14. Create a profile and click on “Stage for import”
15. Go to Staged MARC management page
SUCCESS => Improt should have the name of the profile in profile column, and
when you click on the file name, there should be the name of the profile in the
details.

16. prove t/db_dependent/ImportBatch.t
t/db_dependent/api/v1/import_batch_profiles.t
17. Sign off

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

--- Comment #18 from Agustín Moyano <[hidden email]> ---
(In reply to Abbey Holt from comment #16)
> This is great! There is one area where my matching preferences would not
> stick when I created a profile. If I select "No" under "Check for embedded
> item record data" and click "Add profile", No switches back to Yes. My
> selection for "how to process items" is remembered. It is just the yes-no
> button that isn't being saved.

Hi Abbey, thanks so much for pointing that out.. could you please try again?

Thanks!

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

--- Comment #19 from Abbey Holt <[hidden email]> ---
(In reply to Agustín Moyano from comment #18)

> (In reply to Abbey Holt from comment #16)
> > This is great! There is one area where my matching preferences would not
> > stick when I created a profile. If I select "No" under "Check for embedded
> > item record data" and click "Add profile", No switches back to Yes. My
> > selection for "how to process items" is remembered. It is just the yes-no
> > button that isn't being saved.
>
> Hi Abbey, thanks so much for pointing that out.. could you please try again?
>
> Thanks!

It worked! I'm signing off.

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[Bug 23019] Ability to create 'matching profiles' when importing records

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

ByWater Sandboxes <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
 Attachment #105541|0                           |1
        is obsolete|                            |

--- Comment #20 from ByWater Sandboxes <[hidden email]> ---
Created attachment 105555
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=105555&action=edit
Bug 23019: Add profiles to stage-import-batch and magnage-import-batch pages

This patch adds the logic and the needed UI elements to be able to pre-load an
import profile. It also displays which profile was used to stage an import in
staged import manager.

To test:
1. Apply all patches
2. Updatedatabase
3. Go to Stage MARC records for Import tool in admin, and upload a file with
MARC records.
CHECK => after uploading, there is a fieldset with the legend “Profile
settings”
              => inside the fieldset there is a select labeled “Pre fill values
with profile”. The only value it has is “Do not use profile”.

4. Change some settings, and set “profile 1” as profile name and click on “Add
profile”
SUCCESS => The select now has the new profile selected

5. Change profile select to “Do not use profile”
SUCCESS => Default values are now displayed in the form

6. Reload the page and upload the file again
SUCCESS => the select still has the profile recently added

7. Select the profile, change some parameter in the form and set the profile
name to “profile 2”, and click add profile
SUCCESS => there are two profiles now, and if you toggle between them, the
parameter changes

8. Select profile 1, change one parameter and click on update profile
SUCCESS => if you toggle that profile with the other, the new parameter of the
value is shown when you select profile 1

9. Select profile 2, change some parameter and click Add profile (leaving the
name as profile 2)
SUCCESS => the page complains there is another profile with the same name, and
asks if you want to replace it.

10. Click on accept
SUCCESS => profile 2 now has the new value in the parameter

11. Select profile 2 and change the name to profile 1
SUCCESS => the page complains there is another profile with that name, and asks
if you want to replace it

12. Click on accept
SUCCESS => in profile select there is only one profile called profile 1 that
has the values of profile 2

13. Select profile 1 and click remove profile
SUCCESS => there is no profile in profile select.

14. Create a profile and click on “Stage for import”
15. Go to Staged MARC management page
SUCCESS => Improt should have the name of the profile in profile column, and
when you click on the file name, there should be the name of the profile in the
details.

16. prove t/db_dependent/ImportBatch.t
t/db_dependent/api/v1/import_batch_profiles.t
17. Sign off

Signed-off-by: Abbey Holt <[hidden email]>

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12