Uploaded image for project: 'ui-users'
  1. ui-users
  2. UIU-1605

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

    XMLWordPrintable

    Details

    • Template:
    • Sprint:
      Prokopovych - Sprint 124
    • Development Team:
      Vega

      Description

      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.

      Two potential triggers for closing the loan are described in this story:

      • User pays actual cost (and lost item processing fee, if applicable), and there is neither an open actual cost fee nor an open lost item processing fee associated with the loan (see scenarios 1-2)
      • Enough time elapses after the item has been declared lost without the actual cost fee being charged (see scenarios 5-6)
        • This trigger should be ignored if there is still an open lost item processing fee associated with the loan, or if the actual cost fee has in fact been charged (see scenarios 3-4)

      Scenarios

      1. Scenario
        • Given a loan for a declared lost item with the following qualities:
          • Lost item fee policy:
            • charge amount set to Actual cost
            • “For lost items not charged a fee/fine” interval X
            • lost item processing fee = 0 or not charged for declared lost items
          • actual cost fee has been charged and is open
        • When the actual cost fee is paid
        • Then:
          • close the loan
          • change the item status to lost and paid
      2. Scenario
        • Given a loan for a declared lost item with the following qualities:
          • Lost item fee policy:
            • charge amount set to Actual cost
            • “For lost items not charged a fee/fine” interval X
            • lost item processing fee > 0
          • actual cost fee has been charged and is open
        • When both the actual cost fee and lost item processing fee are closed
        • Then
          • close the loan
          • change the item status to lost and paid
      3. Scenario
        • Given a loan for a declared lost item with the following qualities:
          • Lost item fee policy:
            • charge amount set to Actual cost
            • “For lost items not charged a fee/fine” interval X
            • lost item processing fee = 0 or not charged for declared lost items
          • actual cost fee has been charged and is open
        • When time X elapses
        • Then:
          • do not close the loan
          • do not change the item status to lost and paid
      4. Scenario
        • Given a loan for a declared lost item with the following qualities:
          • Lost item fee policy:
            • charge amount set to Actual cost
            • “For lost items not charged a fee/fine” interval X
            • lost item processing fee > 0
          • the actual cost fee, the lost item processing fee, or both are open
        • When time X elapses
        • Then:
          • do not close the loan
          • do not change the item status to lost and paid
      5. Scenario
        • Given a loan for a declared lost item with the following qualities:
          • Lost item fee policy:
            • charge amount set to Actual cost
            • “For lost items not charged a fee/fine” interval X
            • lost item processing fee > 0
          • lost item processing fee is closed
          • not actual cost fee has been charged
        • When time X elapses
        • Then:
          • close the loan
          • change the item status to lost and paid
      6. Scenario
        • Given a loan for a declared lost item with the following qualities:
          • Lost item fee policy:
            • charge amount set to Actual cost
            • “For lost items not charged a fee/fine” interval X
            • lost item processing fee = 0 or not charged for declared lost items
          • actual cost fee has not been charged
        • When time X elapses
        • Then:
          • close the loan
          • change the item status to lost and paid
      7. Scenario
        • 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: <None>
      8. Scenario
        • 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: -
      9. Scenario
        • Given an item with the status Lost and paid
        • When viewing item record in Inventory
        • Then populate the Loan and availability section with the following:
          • Item status: Lost and paid (no link)
          • Item status date: the date and time the status was changed to lost and paid
          • Requests: the number of requests on the item, linked to the queue
          • Borrower: -
          • Loan date: -
          • Due date: -

      Notes:

      • If the Actual cost fee has not been charged to the patron yet, but is expected according to the fee/fine policy, the loan should not be closed.
      • Whether or not an Actual cost fee is owed should be determined when the item is declared lost. If some aspect determining the circulation rule/lost item fee policy changes between when the item was declared lost and when the fees were charged or paid, adhere to the lost item fee policy in place when the item was declared lost.
      • Other fees or fines may exist on the loan that are not related to its being declared lost. These should not block the loan from closing once all lost item fees are paid.

        TestRail: Results

          Attachments

            Issue Links

              Activity

                People

                Assignee:
                Unassigned Unassigned
                Reporter:
                ecboettcher Emma Boettcher
                Votes:
                0 Vote for this issue
                Watchers:
                3 Start watching this issue

                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

                      TestRail: Cases