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  1. ui-users
  2. UIU-1605

Closing declared lost loan (Lost and paid status) for actual cost

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    • Prokopovych - Sprint 124, EPAM-Veg Sprint 147, EPAM-Veg Sprint 148
    • 0.5
    • Vega
    • Nolana (R3 2022)

    Description

      Updates on February 14: Holly was asked to split scenarios 3 from UIU-1605 into a separate frontend story UIIN-1930.

      Updates on February 7: Holly was asked to split scenarios 1-6 from UIU-1605 into a separate backend story CIRC-1437.

      Purpose: Close the loan for a declared lost item with a lost item fee policy stipulating actual cost. Reflect the closed loan in the loan details and user's loan history.

       

      1. Scenario (formerly #7)
        • Given an item with the status Lost and paid
        • When viewing loan details for the loan that was declared lost
        • Then the last row of the action table should be the following
          • Action date: <date the loan was closed>
          • Action: Closed loan
          • Due date: <Due date at time loan was closed>
          • Item status: Lost and paid
          • Source: <Last name, first name of staff member who closed the fee/fine, link to user profile>
          • Comments: -
      2. Scenario (formerly #8)
        • Given an item with the status Lost and paid
        • When viewing the loan history for the user for whom the item was declared lost
        • Then populate that loan’s row of the closed loans table as follows:
          • Item title: title of item
          • Due date: due date of item
          • Barcode: barcode of item
          • Fee/fine: total amount charged on item, including lost item fees
          • Effective call number string: effective call number string for the item
          • Contributors: contributors for item
          • Renewal count: total number of renewals on loan
          • Loan date: date item was checked out to patron
          • Return date: -
          • Check in service point: -
          • (Also leave the ACTIONS menu.)
      3. Scenario (new)
        • Given an item with the status Lost and paid
        • When viewing the patrons fees/fines exported to a CSV file
        • Then populate that fee/fines's row of the CSV file as follows:
          • Patron name : patron name, with last name first, then a comma
          • Patron barcode: barcode of patron, which is a link to User Details
          • Patron group: patron's patron group
          • Action date: date action occurred on fee/fine
          • Action description: action that occurred on fee/fine
          • Action amount: amount of action
          • Action balance: remaining balance after action
          • Action transaction information: related transaction information
          • Action created at: service point where action took place
          • Action source: logged in user when action took place
          • Action additional information for staff: comments to be shared with other staff members only
          • Action additional information for patron: comments to be shared with patron, as well as staff members
          • Fee/fine type: type of fee/fine action was taken on
          • Fee/fine owner: owner of the fee/fine action was taken on
          • Fee/fine billed date: date the fee/fine was initially charged
          • Fee/fine billed amount: amount that was initially charged
          • Fee/fine remaining amount: amount that is remaining as of the action listed
          • Fee/fine latest payment status: last payment status as of the action listed
          • Fee/fine details: link to Fee/Fine Details record for fee/fine
          • Item instance: item that the fee/fine was billed to (if fee/fine related to item)
          • Item material type: material type of item that the fee/fine was billed to (if fee/fine related to item)
          • Item barcode: barcode of item that the fee/fine was billed to (if fee/fine related to item)--this is a link to Item Details
          • Item call number: call number of item that the fee/fine was billed to (if fee/fine related to item)
          • Item location: location of item that the fee/fine was billed to (if fee/fine related to item)
          • Item due date: due date of item that the fee/fine was billed to (if fee/fine related to item)
          • Item returned date: returned date of item that the fee/fine was billed to (if fee/fine related to item and item actually returned)
          • Item overdue policy: name of Overdue Fine Policy in effect for loaned item (if fee/fine related to item)--this is a link to the actual Overdue Fine Policy
          • Item lost item policy: name of Lost Item Fee Policy in effect for loaned item (if fee/fine related to item)--this is a link to the actual Lost Item Fee Policy
          • Item loan details: link to _Loan Details (if fee/fine related to item)

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          4. export-fees-fines-spreadsheet (4).csv
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                Artem_Blazhko Artem Blazhko
                ecboettcher Emma Boettcher
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