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  1. mod-bursar-export
  2. MODBUREXP-1

Identify CUL fees/fines to be transferred, create transfer 'action' record and initiate patron notice

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    Details

    • Type: Story
    • Status: Completed (View Workflow)
    • Priority: P2
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Labels:
    • Template:
    • Sprint:
      Scout Sprint 106, Scout Sprint 107, Scout Sprint 108, Scout Sprint 109, Scout Sprint 110
    • Story Points:
      8
    • Development Team:
      Scout
    • Affected Institution:
      Cornell

      Description

      Purpose: To identify fees/fines that need to be transferred to Cornell's bursar office.

      Story: As a staff member who processes transfers, I need to transfer outstanding student fees/fines to the bursar after they have been outstanding for 9 or more days.

      Parameters:
      To allow this module to be used by other institutions, the maximum number of days and the patron groups will be parameters that are passed to the module rather than hard-coded. For example, Cornell's parameters would be something like:

      -parameterdays 9 -parameterpgs 'Undergraduate', 'Graduate', 'CU Undergraduate', 'CU Graduate'

      (Note: The last two patron groups may not be migrated to FOLIO; not sure yet, but this is just an example.)

      APIs:
      There are two new APIs for transferring fees/fines. They are https://s3.amazonaws.com/foliodocs/api/mod-feesfines/accounts.html (for one action) and https://s3.amazonaws.com/foliodocs/api/mod-feesfines/accounts-bulk.html (for bulk actions). Everything that happens when you trigger a transfer manually online will also happen when you trigger a transfer via the API (such as creating a transfer 'action' and generating a patron notice, assuming one has been set up (Cornell does not send notices for transfers, so we don't need to worry about them). The endpoints related to transfer are

      • /accounts/ {accountId}/check-transfer
        * /accounts/{accountId}

        /transfer

      • /accounts-bulk/check-transfer
      • /accounts-bulk/transfer

      (Note: Please contact Oleksandr Kurash of the Vega team for help with the APIs.)

      Scenarios:

      1. Scenario
        • Given user has a status of 'Active' and a patron group that matches one of those passed as a parameter (parameterpgs)
        • When fee/fine billed date > parameterdays ago AND outstanding fee/fine amount > 0.00
        • Then call the API to transfer the fee/fine

        Attachments

        1. closed.png
          closed.png
          37 kB
        2. findfeefine.png
          findfeefine.png
          38 kB
        3. findUser.png
          findUser.png
          43 kB
        4. transfer_account.png
          transfer_account.png
          69 kB
        5. transfer.png
          transfer.png
          36 kB

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              Assignee:
              Roman_Leshchenko Roman Leshchenko
              Reporter:
              hollyolepm Holly Mistlebauer
              Tester Assignee:
              Holly Mistlebauer Holly Mistlebauer
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                Dates

                Created:
                Updated:
                Resolved: