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  1. ui-users
  2. UIU-1146

CRUD Fee/Fine Overdue Fine Policies

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    • Template:
    • Development Team:
      UNAM

      Description

      To see how this JIRA issue integrates with the other overdue fine JIRA issues please see the diagram at https://drive.google.com/file/d/1XSWA3SLDU4wIVjtazjXJHUWLbd1O5zZj/view?usp=sharing

      Purpose: Allow staff member to create/review/update/delete an overdue fine policy to be associated with a loan policy by the Circulation Rules Editor.

      SCENARIOS

      1. Scenario
      Given Settings ==> Circulation
      When displayed
      Display in new format as show by attached screen mock-up 1-with-headings.png, adding Overdue fine policies for this user story (and Lost item fee policies for future user story)

      2. Scenario
      Given Settings ==> Circulation ==> Overdue fine policies
      When no Overdue fine policies exist
      Then display blank list of existing Overdue fine policies as show in attached mock-up 1-with-headings.png, with option for adding a new one

      3. Scenario
      Given Overdue fine policies
      When New button selected
      Then open New overdue fines policy page as shown in attached mock-ups 2-new-overdue-fines.png and 3-overdue-fines-save.png, using defaults as shown in mock-up
      Validation

      • Overdue fine policy name is a required field and must be unique for the institution
      • If Overdue fine is not entered, set it to 0
      • Overdue fine must be = 0 or > 0
      • If Overdue fine > 0 then interval must be selected
      • Maximum overdue fine must be > 0 if Overdue fine > 0
      • If Overdue recall fine is not entered, set it to 0
      • Overdue recall fine must be = 0 or > 0
      • If Overdue recall fine > 0 then interval must be selected
      • Maximum overdue fine must be > 0 if Overdue recall fine > 0

      Save & close button should remain grayed out until all validation has been passed

      4. Scenario
      Given New overdue fine policies
      When Save & close button selected
      Then save entered data and display success toast as shown in attached mock-up 4-with-policy.png

      5. Scenario
      Given Settings ==> Circulation ==> Overdue fine policies
      When one or more Overdue fine policies exists
      Then display list of existing Overdue fine policies as show in attached mock-up 1-with-headings2.png, with option for adding a new one

      6. Scenario
      Given the Overdue fine policies list
      When one is selected to view
      Then display details of policy per attached mock-up 5-view-policy.png

      7. Scenario
      Given the viewed Overdue fine policy
      When Edit button is pressed
      Then present full-screen version of Overdue fine policy for editing, as shown in attached mock-up 6-overdue-fines-edit.png
      Save & close button is grayed out until a field is edited and validation is complete

      8. Scenario
      Given the Edit - <Overdue fine policy name> page (as shown in attached mock-up 6-overdue-fines-edit.png)
      When Cancel option is selected
      Then reset fields to original values and close out page, going back to previous page

      9. Scenario
      Given the Edit - <Overdue fine policy name> page (as shown in attached mock-up 6-overdue-fines-edit.png)
      When Delete option is selected
      Then display Confirm deletion modal (as shown in attached mock-up 7-overdue-fine-delete-confirm.png)

      9b. Scenario
      Given the Confirm deletion modal (as shown in attached mock-up 7-overdue-fine-delete-confirm.png)
      When Cancel button pressed
      Then close out Confirm deletion modal and display Edit - <Overdue fines policy name> page again

      9c. Scenario
      Given the Confirm deletion modal (as shown in attached mock-up 7-overdue-fine-delete-confirm.png)
      When Confirm button pressed
      Then delete policy, close out page, going back to previous page, and display success toast as shown in attached mock-up 8-policy-delete-success.png

      10. Scenario
      Given Edit - <Overdue fine policy name>
      When changes made and validated
      Then Save & close button becomes active

      11. Scenario
      Given Edit - <Overdue fine policy name>
      When Save & close button pressed
      Then save changes and close out page, going back to previous page, and display success toast as shown in attached mock-up 9-policy-update-success.jpg

      ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
      DESCRIPTION

      The purpose of this user story is to allow a staff member to associate an overdue fine policy
      with a loan policy in the circulation rules editor. The circulation rules editor requires that each policy type be present, so even libraries that do not charge overdue fines will need one overdue fine policy set to 0 that is used by all circulation rules.

      The first step in this task to to change the design of the Settings ==> Circulation section of FOLIO as shown in the attached screen mock-up 1-with-headings2.png. This section was getting very crowded and the designer decided to organize it. The "Fee'fine" section with two options is new. This user story focus on "Overdue fine policies" only.

      The functionality of "Overdue fine policies" is very similar to the other policies within the "Circulation" section. We need to be able to create new policies, review existing policies, update existing policies, and delete unneeded policies, as shown in the attached screen mock-ups.

      The field validation is as follows:

      • Overdue fine policy name is a required field and must be unique for the institution
      • If Overdue fine is not entered, set it to 0
      • Overdue fine must be = 0 or > 0
      • If Overdue fine > 0 then interval must be selected
      • Maximum overdue fine must be > 0 if Overdue fine > 0
      • If Overdue recall fine is not entered, set it to 0
      • Overdue recall fine must be = 0 or > 0
      • If Overdue recall fine > 0 then interval must be selected
      • Maximum overdue fine must be > 0 if Overdue recall fine > 0

      After adding a new "Overdue fine policy" or updating/deleting an existing "Overdue fine policy", a "success toast" should be displayed. Prior to deleting an "Overdue fine policy" a confirmation modal should be displayed. (Mock-ups are attached.)

      Please see Holly with any questions or comments. Thanks!

        TestRail: Results

          Attachments

          1. 1-with-headings.png
            1-with-headings.png
            91 kB
          2. 1-with-headings2.jpg
            1-with-headings2.jpg
            109 kB
          3. 2-new-overdue-fines.png
            2-new-overdue-fines.png
            75 kB
          4. 3-overdue-fines-save.png
            3-overdue-fines-save.png
            78 kB
          5. 4-with-policy.png
            4-with-policy.png
            99 kB
          6. 5-view-policy.png
            5-view-policy.png
            130 kB
          7. 6-overdue-fines-edit.png
            6-overdue-fines-edit.png
            84 kB
          8. 7-overdue-fine-delete-confirm.png
            7-overdue-fine-delete-confirm.png
            89 kB
          9. 8-policy-delete-success.png
            8-policy-delete-success.png
            98 kB
          10. 9-policy-update-success.jpg
            9-policy-update-success.jpg
            125 kB
          11. New Overdue Mock-ups 2019-08-21.zip
            694 kB
          12. Test Plan for UIU-1146.xlsx
            17 kB
          13. UPDATED_1-with-headings.jpg
            UPDATED_1-with-headings.jpg
            141 kB
          14. UPDATED_1-with-headings2.jpg
            UPDATED_1-with-headings2.jpg
            150 kB
          15. UPDATED_2-new-overdue-fine.jpg
            UPDATED_2-new-overdue-fine.jpg
            115 kB
          16. UPDATED_3-overdue-fine-save.jpg
            UPDATED_3-overdue-fine-save.jpg
            116 kB
          17. UPDATED_4-with-policy.jpg
            UPDATED_4-with-policy.jpg
            164 kB
          18. UPDATED_5-view-policy.jpg
            UPDATED_5-view-policy.jpg
            202 kB
          19. UPDATED_6-overdue-fine-edit.jpg
            UPDATED_6-overdue-fine-edit.jpg
            123 kB

            Issue Links

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                People

                Assignee:
                marcial Marcial
                Reporter:
                hollyolepm Holly Mistlebauer
                Tester Assignee:
                Holly Mistlebauer Holly Mistlebauer
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                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases