Details
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Story
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Status: Closed (View Workflow)
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P2
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Resolution: Done
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None
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UNAM
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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
Issue Links
- is blocked by
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UX-61 UX: Create Mock-Ups for Charge Manual Fee/Fine
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- Closed
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- relates to
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MODINV-70 Add HoldingsRecord.callNumber to item response request
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- Closed
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UIIN-1515 Item lookup and selection
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- Draft
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UIU-578 Remove Tax/vat and Total from Charge Manual Fee/Fine
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- Closed
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UIU-607 Implement Charge and Pay Now feature for Charge Manual Fee/Fine
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- Closed
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UIU-610 Update Charge Manual Fee/Fine to set default Fee/Fine Owner for user
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- Closed
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UXPROD-107 Charge manual fee/fine
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- Closed
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UXPROD-1040 Charge Manual Fee/Fine - Q3 2018 release updates
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- Closed
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UXPROD-2006 Future Fees/Fines: Add item lookup by title to charge manual fee/fine
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- Draft
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