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  1. ui-users
  2. UIU-2196

Fee/Fine permissions - Update/create individual "action" (charge, pay, waive, transfer, refund, cancel) permissions

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    • Vega

    Description

      Overview: We originally used one permission (Users: Can create, edit and remove fees/fines) to control all 'actions' within fees/fines. At some point we added individual "action" permissions for paying a fee/fine (Fees/Fines: Can pay), charging a fee/fine (Fees/Fines: Can charge) and waiving a fee/fine (Fees/Fines: Can waive).  At that time individual permissions for refunding a fee/fine, cancelling a fee/fine and transferring a fee/fine were not created.

      We still need this catch-all permission (Users: Can create, edit and remove fees/fines) , but we also need individual action permissions for all of the "actions."  The existing ones need to be renamed, and the new ones need to be created. 

      Actions:

      1. Update the display name for three existing permissions.

      Permission Name Old Display Name New Display Name
      ui-users.manual_pay Fees/Fines: Can pay Users: Can accept fee/fine payment
      ui-users.manual_charge Fees/Fines: Can charge Users: Can charge manual fee/fine
      ui-users.manual_waive Fees/Fines: Can waive Users: Can waive fee/fine

      2. For the permission ui-users.manual_charge, remove the sub permission ui-users.manual_pay.

      Reason: Users with ui-users.manual_charge should see the charge button. If they also need to be able to Charge & Pay Now, libraries should grant the user ui-users.manual_pay. We don't want to grant the ability to accept payment by default, since some libraries may want to have only select staff accept payment.

      3.  Create three new permissions.

       

      New Permission Desired Name New Permission Desired Functionality
      Users: Can refund fee/fine
      1. View the Fee/fines section of User Information, click on any link (but not press the Create fee/fine button to open New fee/fine page)
      2. View Fees/Fines History and press the Refund button or select Refund ellipsis option (without this permission the button and ellipsis option should be grayed out)
      3. View Fee/Fine Details and press the Refund button (without this permission, or if a fee/fine is not able to be refunded, the button should be grayed out)
      4. Enter a refund of fee/fine
      Users: Can transfer fee/fine
      1. View the Fee/fines section of User Information, click on any link (but not press the Create fee/fine button to open New fee/fine page)
      2. View Fees/Fines History and press the Transfer button or select Transfer ellipsis option (without this permission the button and ellipsis option should be grayed out)
      3. View Fee/Fine Details and press the Transfer button (without this permission the button should be grayed out)
      4. Enter transfer of fee/fine to any fee/fine owner and/or any fee/fine transfer account
      Users: Can cancel fee/fine
      1.  View the Fee/fines section of User Information, click on any link (but not press the Create fee/fine button to open New fee/fine page)
      2. View Fees/Fines History and select Error ellipsis option (without this permission the ellipsis option should be grayed out)
      3. View Fee/Fine Details and press the Error button (without this permission the button should be grayed out)
      4. Enter cancellation of a fee/fine

       

      TestRail: Results

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            defines

            New Feature - New feature requests UXPROD-2046 Finalize fee/fine permissions

            • P2 - normal priority level, must be included in the current development cycle
            • Draft
            is duplicated by

            Bug - A problem which impairs or prevents the functions of the product. UIU-1269 Fee/Fine permissions available for selection are not actually active

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

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                hollyolepm Holly Mistlebauer
                hollyolepm Holly Mistlebauer
                Holly Mistlebauer Holly Mistlebauer
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                  Updated:

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