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  1. mod-circulation
  2. CIRC-397

[backend]Anonymize closed loans with fees/fines - exception for payment method

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    • Story
    • Status: Open (View Workflow)
    • P3
    • Resolution: Unresolved
    • None
    • None

    Description

      Purpose: Create settings in UI for users to anonymize closed loans with fee/fines according to payment method

      As a staff member, I want loans with fines and fees to be anonymized based on different criteria than other loans, so that the library doesn't lose important financial information so that their circulation history is private & the library complies with regulations on privacy.

      Scenarios

      1. Scenario
        • Given a closed loan with associated fees/fines, and a loan history settings exception for the fee/fine action 
        • Given that no payment method exception has been chosen
        • Anonymize that loan according to the criteria in Closed loans with associated fees/fine
      2.  Scenario
        • Given a closed loan with associated fees/fines, and a loan history settings exception for the fee/fine action 
        • Given that one or more payment method exceptions have been chosen
        • Anonymize each loan whose payment method matches an exception according to the criteria in that exception
        • Anonymize each loan whose payment method does not match an exception according to criteria in Closed loans with associated fees/fine

       Previous Description
      Purpose: Create settings in UI for users to anonymize closed loans.

      As a staff member, I want loans with fines and fees to be anonymized based on different criteria than other loans, so that the library doesn't lose important financial information so that their circulation history is private & the library complies with regulations on privacy.

      Scenarios

      1. Scenario
        • Given a closed loan with associated fees/fines, and a loan history settings exception for the fee/fine action Error
        • When the associated fees/fines have been marked as Error
        • Then anonymize the loan according to the exception for that fee/fine action
      2. Scenario
        • Given a closed loan with associated fees/fines, and a loan history settings exception for the fee/fine action Pay
        • When the associated fees/fines have been paid
        • Then anonymize the loan according to the exception for that fee/fine action
      3. Scenario
        • Given a closed loan with associated fees/fines, and a loan history settings exception for the fee/fine action Transfer
        • When the associated fees/fines have been transferred
        • Then anonymize the loan according to the exception for that fee/fine action
      4. Scenario
        • Given a closed loan with associated fees/fines, and a loan history settings exception for the fee/fine action Waive
        • When the associated fees/fines have been waived
        • Then anonymize the loan according to the exception for that fee/fine action

      Additional information:
      There are currently 4 fee/fine actions, which can be used to close a fee/fine: paid by the patron (Pay), forgiven by the library (Waive), acknowledged as a mistake by the library (Error) and transferred to some other financial office (Transfer).

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                Unassigned Unassigned
                energ1zr Dmytro Popov
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                  Updated:

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