Uploaded image for project: 'ui-users'
  1. ui-users
  2. UIU-219

Charge Manual Fee/Fine

    XMLWordPrintable

    Details

    • Template:
    • Development Team:
      UNAM
    • Analysis Estimate:
      None

      Description

      PURPOSE: To allow libraries to charge patrons manual fees/fines. This process is purposely being developed prior to the establishment of automated fees/fines for overdue books, lost books, etc. Automated fees/fines will not be handled by this page, but will be displayed and managed along with manual fees/fines.

      CHARGING MANUAL FEE/FINES USING BUTTON FROM USER DETAILS
      1. Scenario
      Given the User Details page
      When displayed
      Then a Fees/Fines section should display after the Addresses and before Loans (as shown in attached mock-up User Details - Fees and Fines Section.png--this is a change from what is currently displayed)
      Note: The two links for Open and Closed Fees/Fines are covered as part of UIU-238: Display Fees/Fines History (Open/Closed)

      2. Scenario
      Given the Charge Fee/Fine button on the User Details page
      When clicked
      Open Charge Manual Fee/Fine page (as shown in attached mock-up charge-manual-fee-1.png)

      3. Scenario
      Given Charge Manual Fee/Fine page
      When opened after Charge Fee/Fine button clicked
      Display Patron name and Barcode as displayed when button was clicked
      Display Fee/Fine Owner as location of current staff member with option to be changed
      Display Fee/Fine Type as "Select one"
      Build list of Fee/Fine Types from Fee and Fines Table using Fee/Fine Owner value
      Display all other fields as blank

      CHARGING MANUAL FEE/FINES USING DROP-DOWN OPTION FROM OPEN/CLOSED LOANS
      4. Scenario
      Given the Open Loans or Closed Loans page
      When displayed
      Then a New Fee/Fine option should display on the item drop-down menu (see attached mock-up loan-history-open-4.png)

      5. Scenario
      Given the New Fee/Fine drop-down option on the Open/Closed Loans page
      When selected for an item
      Open Charge Manual Fee/Fine page (see attached mock-up charge-manual-fee-1.png)

      6. Scenario
      Given Charge Manual Fee/Fine page
      When opened after Charge Manual Fee/Fine drop-down option selected from Open/Closed Loans page
      Display Patron name and Barcode as displayed when button was clicked
      Display Fee/Fine Owner as location of current staff member with option to be changed
      Display Fee/Fine Type as "Select one"
      Build list of Fee/Fine Types from Fee and Fines Table using Fee/Fine Owner value
      Populate Item Information with the Barcode, Title, Item Status, Call Number, and Location as shown on the Open/Closed Loans page

      APPLIES TO BOTH OPTIONS--BUTTON OR DROP-DOWN
      7. Scenario
      Given Charge Manual Fee/Fine page
      When edited
      Fee/Fine Owner must exist in the Fee and Fines Table and is a required field
      Fee/Fine Type must exist in the Fee and Fines Table and is a required field
      Fee/Fine Amount is a required field and is populated from the Fees and Fines Table if a value exists--it is editable whether a value exists in the table or not
      Fee/Fine Tax/Vat is an optional field that is populated from the Fees and Fines Table if a value exists--it is editable whether a value exists in the table or not
      Total is a non-editable field that is calculated as follows: Fee/Fine Amount + (Fee/Fine Amount x .Tax/Vat)
      Memo is an option field that should allow for a significant amount of text--the box on the attached example is too small

      8. Scenario
      Given Charge Manual Fee/Fine page item lookup
      When Select Item button clicked
      Initiate item lookup module by barcode/title so that user can select the correct item for fee/fine to be applied against--Does this currently exist?
      Display the Barcode, Title, Item Status, Call number, and Location for the item on the page (as shown in attached mock-up charge-manual-fee-1.png)

      9. Scenario
      Given Charge Manual Fee/Fine page Cancel button
      When clicked
      Close Charge Manual Fee/Fine Page and return to location user came from--if data has been entered, follow standard of asking if user wants to lose what has been entered

      10. Scenario
      Given Charge Manual Fee/Fine page Charge and Pay Now button
      When clicked
      Do nothing for now--this option is out of scope for the current sprint

      11. Scenario
      Given Charge Manual Fee/Fine page Charge Only button
      When clicked
      Update the patron record with the fee information, to include date/time fee/fine was charged, fee/fine type, charged amount, fee/fine owner, memo, etc.

        TestRail: Results

          Attachments

          1. Accordian Example.jpg
            Accordian Example.jpg
            332 kB
          2. ChargeFix1.jpg
            ChargeFix1.jpg
            212 kB
          3. ChargeFix2.jpg
            ChargeFix2.jpg
            295 kB
          4. ChargeFix3.jpg
            ChargeFix3.jpg
            269 kB
          5. ChargeFix4.jpg
            ChargeFix4.jpg
            621 kB
          6. charge-manual-fee-1.png
            charge-manual-fee-1.png
            63 kB
          7. ChargeManualFF-Q3.jpg
            ChargeManualFF-Q3.jpg
            194 kB
          8. errmsg.jpg
            errmsg.jpg
            224 kB
          9. FFTypeMissing.JPG
            FFTypeMissing.JPG
            48 kB
          10. FFTypesList.JPG
            FFTypesList.JPG
            34 kB
          11. Fix2_modalComponent.PNG
            Fix2_modalComponent.PNG
            30 kB
          12. folio-snapshot.PNG
            folio-snapshot.PNG
            52 kB
          13. folio-testing.PNG
            folio-testing.PNG
            52 kB
          14. loan-history-open-4.png
            loan-history-open-4.png
            149 kB
          15. MainAdminCharge.jpg
            MainAdminCharge.jpg
            231 kB
          16. MainAdminHistory.jpg
            MainAdminHistory.jpg
            337 kB
          17. MainAdminTable.jpg
            MainAdminTable.jpg
            120 kB
          18. MannCircDeskTable.jpg
            MannCircDeskTable.jpg
            167 kB
          19. multipleBarcodeChargeManualFeeFine.PNG
            multipleBarcodeChargeManualFeeFine.PNG
            35 kB
          20. screenshot-1.png
            screenshot-1.png
            30 kB
          21. User Details - Fees and Fines Section.jpg
            User Details - Fees and Fines Section.jpg
            538 kB

            Issue Links

              Activity

                People

                Assignee:
                magutierreza Maria Alejandra Gutierrez Ahumada
                Reporter:
                hollyolepm Holly Mistlebauer
                Votes:
                0 Vote for this issue
                Watchers:
                4 Start watching this issue

                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases