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  1. ui-users
  2. UIU-1491

Declared lost item: Close loans when no fees charged

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    • Prokopovych

    Description

      CIRC-715 (Backend: Declared lost item: Close loans when no fees charged) is the backend story for this front-end story. If there isn't any frontend work, this user story should be Closed as a Duplicate.

      Scenarios 5 and 6 have been pulled from UIU-1203 and made into a separate User Story. This is because the two scenarios do not generate fees and result in the loan being closed. After UIU-1204 is developed, we will follow the example from the User Story to close the loans in this User Story.

      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

      5. Scenario (Lost item fee not charged and lost item processing fee not charged (not a likely scenario))

      • 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: set to 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:
          • no fees
        • close the loan

      6. Scenario (Lost item fee not charged and lost item processing fee not charged (not a likely scenario))

      • 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: 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:
          • no fees
        • close the loan

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                hollyolepm Holly Mistlebauer
                ecboettcher Emma Boettcher
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