Storage location in inspector missing in 2.0.3

bowbot

Hello,
II recently upgraded an instance of providence to 2.0.3 from 1.7.17 and the I have lost the storage breadcrumbs.
I took these actions already:

I loaded a clean 1.7.17 instance on my dev machine with the old DB and the storage location is displaying, without changes to conf.
I checked access control for admins and it not selected but it still displays in the app. I am stumped--help would be appreciated.

Thanks,
Matt
PS It looks like I cannot upload screen captures?

bowbot

Do I need to implement these settings for a movement policy and for the inspector in 2.0.3 to make available?

https://docs.collectiveaccess.org/providence/user/workflow/history_tracking_current_value#inspector-display

Can I start with settings in tests/conf/app.conf?

monica

I'll try and document here how to get started with adding history tracking policies to perform workflow based location tracking. This was a big change between version 1.7 and 1.8/2.0.
These are instructions based off the documentation from: https://docs.collectiveaccess.org/providence/user/workflow/history_tracking_current_value

In your local app.conf, add the following json block to define your policy. This should work on most people's install and just adds storage location to your policy. You can extended it with other records types like occurences and loans from here by looking at the examples in the documentation.

history_tracking_policies = {
	defaults = { 
		ca_objects = current_location
	},
	policies = {
		current_location = {
			name = _(Current location),
			table = ca_objects,
			contents = {
				expandHierarchically = 1,
				template = "^ca_object_representations.media.icon ^ca_objects.preferred_labels"
			},
			elements = {
				ca_storage_locations = {
					__default__ = {
						date = ca_objects_x_storage_locations.effective_date,
						setInterstitialElementsOnAdd = [effective_date],
						useDatePicker = 0,
						template = "<l>^ca_storage_locations.hierarchy.preferred_labels.name%delimiter=_➜_</l>",
						trackingRelationshipType = related,
						restrictToRelationshipTypes = [related]
					}
				}
			}
		} 
        }
}

In your object UI. In place or you related storage locations bundle, add the history_tracking_chronology bundle. You can pick in the setting displayMode to either show history in one chronological order, or to only show the currently and the rest in a different tab.
In your storage location UI, add the bundle history_tracking_current_content in place of related objects.

If you would like the current location to display in your inspector, add the following json to your app.conf

inspector_tracking_displays = {
	ca_objects = {
		__default__ = {
			policy = current_location,
			label = _(Current location)
		}
	}
}

If you want to use the home location function (also new in 1.8/2.0) where you set a home location you can return your object, such as it being returned from loan or conservation. You will need to also add the following json to your app.conf

inspector_home_location_display_template = "<unit relativeTo='ca_storage_locations.hierarchy' delimiter=' ➜ '>^ca_storage_locations.preferred_labels.name</unit>"
home_location_display_template = <l><inspector_home_location_display_template></l>

If after setting this and restarting your services (web server, cache, php), it doesn't display correctly, then you may need to run caUtils reload-current-values-for-history-tracking-policies

Good luck

bowbot

Thank you! We will give this a go and report back soon.