Uploaded image for project: 'mod-circulation'
  1. mod-circulation
  2. CIRC-707

BE - Declared lost item: Assign fees when declared lost w/ SET COST

    XMLWordPrintable

    Details

    • Template:
    • Sprint:
      Core: F - Sprint 86
    • Story Points:
      13
    • Development Team:
      Prokopovych

      Description

      Purpose: Assign fees to items when they are declared lost, based on the library's lost item fee policy for the item.

      Story: As a staff member, I need to charge the patron for items they have lost, so that they can pay for the items and the library can replace them.

      Attachment: UIU-1203.xlsx is a table representation of the Scenarios presented below. It may be an easier to develop the feature using the table.

      Fee/Fine Records: The Scenarios provide the values for three of the Fee/Fine Record fields. The remainder of the fields should be set the same as other New Fee/Fine records except for Created At and Source. Created At should be set to the service point where item was reported lost. Source should be set to the name of staff member logged in.

      Important Note: Fee/Fine Types "Lost item fee" and "Lost item processing fee" exist in the Manual Charges table (at Settings==>Users==>Fee/Fine: Manual Charges) with the new Manual/Automated Flag set to "automated." (See MODFEE-28, CIRC-656, MODFEE-30 and UIU-1490 for details; MODFEE-28 and CIRC-656 are scheduled for completion by March 6, 2020). The PO is not clear on why these entries need to be in the Manual Charges table or how they should be used. The "Overdue fine" Fee/Fine Type was added under the direction of Vega team member Oleksandr Kurash. Please contact him for for more information.

      Scenarios

      1. Scenario (Lost item fee not charged and lost item processing fee charged)
        • Given an open loan for a patron and item, and a lost item fee policy assigned to that combination of patron group, material type, location and loan type with the following aspects:
          • Charge amount for item: Set cost of 0
          • Lost item processing fee: some value A >0
          • Charge lost item processing fee if item declared lost by patron?: Yes
        • When the loan is declared lost
        • Then create the following fees/fines in accordance with the lost item fee policy:
          • Fee/Fine Record #1
            • Fee/fine owner: See DETERMINE THE FEE/FINE OWNER section below
            • Fee/fine type: Lost item processing fee
            • Fee/fine amount: value A
      2. Scenario (Lost item fee charged and lost item processing fee charged)
        • Given an open loan for a patron and item, and a lost item fee policy assigned to that combination of patron group, material type, location and loan type with the following aspects:
          • Charge amount for item: Set cost of some value A > 0
          • Lost item processing fee: some value B > 0
          • Charge lost item processing fee if item declared lost by patron?: Yes
        • When the loan is declared lost
        • Then create the following fees/fines in accordance with the lost item fee policy:
          • Fee/Fine Record #1
            • Fee/fine owner: See DETERMINE THE FEE/FINE OWNER section below
            • Fee/fine type: Lost item fee
            • Fee/fine amount: value A
          • Fee/Fine Record #2
            • Fee/fine owner: See DETERMINE THE FEE/FINE OWNER section below
            • Fee/fine type: Lost item processing fee
            • Fee/fine amount: value B
      3. Scenario (Lost item fee charged and lost item processing fee not charged)
        • Given an open loan for a patron and item, and a lost item fee policy assigned to that combination of patron group, material type, location and loan type with the following aspects:
          • Charge amount for item: Set cost of some value A > 0
          • Lost item processing fee: 0
          • Charge lost item processing fee if item declared lost by patron?: Yes
        • When the loan is declared lost
        • Then create the following fees/fines in accordance with the lost item fee policy:
          • Fee/Fine Record #1
            • Fee/fine owner: See DETERMINE THE FEE/FINE OWNER section below
            • Fee/fine type: Lost item fee
            • Fee/fine amount: value A
      4. Scenario (Lost item fee charged and lost item processing fee not charged)
        • Given an open loan for a patron and item, and a lost item fee policy assigned to that combination of patron group, material type, location and loan type with the following aspects:
          • Charge amount for item: Set cost of some value A > 0
          • Lost item processing fee: any value
          • Charge lost item processing fee if item declared lost by patron?: No
        • When the loan is declared lost
        • Then create the following fees/fines in accordance with the lost item fee policy:
          • Fee/Fine Record #1
            • Fee/fine owner: See DETERMINE THE FEE/FINE OWNER section below
            • Fee/fine type: Lost item fee
            • Fee/fine amount: value A

      DETERMINE THE FEE/FINE OWNER

      • Use the Barcode in the Loan Record to read the Item Record
      • Use the Holdings Location: Permanent Location of the Item Record to find the Primary Service Point (Settings>Tenant>Service Points provides a list of Assigned Locations for each Service Point)
      • Use the Primary Service Point to find the Fee/Fine Owner (Settings>Users>Fee/Fine: Owners provides a list of Associated Services Points for each Fee/Fine Owner)

      Open Issues:

      • How to identify actual cost will be addressed by UIU-1382 and can be ignored for now.
      • What should happen if Fee/Fine Owner not found will be addressed by UXPROD-2278 and can be ignored for now.
      • Patron notices will be addressed by UXPROD-2165 and can be ignored for now.

        TestRail: Results

          Attachments

            Issue Links

              Activity

                People

                Assignee:
                bohdan-suprun Bohdan Suprun
                Reporter:
                ecboettcher Emma Boettcher
                Votes:
                0 Vote for this issue
                Watchers:
                4 Start watching this issue

                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases