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  1. ui-users
  2. UIU-238

Display Fees/Fines History (Open/Closed/All)

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    Details

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

      Description

      PURPOSE: To allow libraries to display all fees/fines billed to a patron during their time at the institution. Three views will be available: open (to see all fees/fines not paid), closed (to see all fees/fines paid), and all (to see both together). From the Open Fees/Fine page users will be able to Pay, Waive, Refund, or Transfer one or more fee/fine entries. From the Closed Fees/Fine page users will be able to Refund one or more fee/fine entries. From the All Fees/Fines page, users will be able to view all fees and fines, but will only be able to Pay, Waive, or Transfer one or more open fee/fine entries. Refunding will be allowed for both open and closed fee/fine entries on the All Fees/Fines page. There are also options to view the details of the fee/fine or loan, plus cancel the fee/fine as an error. For this sprint none of these additional options (Pay, Waive, Refund, Transfer, Error, Loan Details) are in scope.

      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: This was covered in UIU-219, which dealt with the Charge Fee/Fine button but not the other two new links. The Open Fees/Fines button includes a count of open fees/fines (total fees/fines with remaining balance > 0 or < 0) and the Closed Fees/Fine button includes a count of closed fees/fines (total fees/fines with remaining balance = 0)

      2. Scenario
      Given the Open Fee/Fines button on the User Details page
      When clicked
      Open Open Fees/Fine page with the "Search and Filter" panel closed

      3. Scenario
      Given the Closed Fee/Fines button on the User Details page
      When clicked
      Open Closed Fees/Fine page with the "Search and Filter" panel closed

      4. Scenario
      Given the Fee/Fine value on the Open Loans/Closed Loans page (see attached mock-ups loan-history-open-4.png and loan-history-Closed-4.png)
      When clicked and contains > 1 fee/fine
      Then open Open Fees/Fines page if all fees/fines associated with loan are open
      Then open Closed Fees/Fines page if all fees/fines associated with loan are closed
      Then open All Fees/Fines page if some fees/fines associated with loan are open and some are closed
      (given that this is a filtered list only showing the fees/fines for one loan transactions, the "Search and Filter" panel will appear as shown in attached mock-up approved - 7 fees with a few filters (coming from loan page).png. The only "Applied Filter" will be the Loan Transaction ID in this case.)
      Note: If the Fee/Fine value on Open Loans/Closed Loans contains only 1 fee/fine, the Fee/Fine Detail page will be opened instead. This is covered in UIU-239.

      5. Scenario
      Given the Fee/Fine value on Loan Details page (see attached mock-up loan-details-4.png)
      When clicked and contains > 1 fee/fine
      Then open Open Fees/Fines page if all fees/fines associated with loan are open
      Then open Closed Fees/Fines page if all fees/fines associated with loan are closed
      Then open All Fees/Fines page if some fees/fines associated with loan are open and some are closed
      (given that this is a filtered list only showing the fees/fines for one loan transactions, the "Search and Filter" panel will appear as shown in attached mock-up approved - 7 fees with a few filters (coming from loan page).png. The only "Applied Filter" will be the Loan Transaction ID in this case.)
      Note: If the Fee/Fine value on Open Loans/Closed Loans contains only 1 fee/fine, the Fee/Fine Detail page will be opened instead. This is covered in UIU-239.

      6. Scenario
      Given the Open Fees/Fines page
      When displayed
      Then display fee/fine information (as shown in attached mock-up approved - 6 fees with full view side panel closed.png) for fees/fines with remaining balance > or < 0 (there may be cases where the patron paid the fee/fine and then we refunded it, resulting in a negative balance--this would still be considered open)

      • Patron name and group (which would come from User Details page, where user started); patron name is a link to User Details page
      • Outstanding Balance (calculated by adding up all Remaining fees/fines)
      • XX Open, Closed, All records found (count of the number of records for each category)
      • +New button (when pressed open Charge Manual Fee page)
      • Pay button with Quick Paydown and Regular Payment as drop-down options (Regular Payment option should be grayed out until a box next to an table row is selected, as shown in attached mock-up approved - 3 fees note pay button dropdown options.png; attached mock-up approved - 5a fees selected items for bulk action.png shows an example where 2 fee/fines have been selected for bulk updating so the buttons have all been activated)
      • Waive button (should be grayed out until a box next to an table row is selected; attached mock-up approved - 5a fees selected items for bulk action.png shows an example where 2 fee/fines have been selected for bulk updating so the buttons have all been activated)
      • Refund button (should be grayed out until a box next to an table row is selected; attached mock-up approved - 5a fees selected items for bulk action.png shows an example where 2 fee/fines have been selected for bulk updating so the buttons have all been activated)
      • Transfer button (should be grayed out until a box next to an table row is selected; attached mock-up approved - 5a fees selected items for bulk action.png shows an example where 2 fee/fines have been selected for bulk updating so the buttons have all been activated)
      • Export icon (square with upward arrow) is for exporting a spreadsheet of the data in the table and is outside the scope of this sprint
      • Date Created is the date the fee/fine was charged--the time will be included in the field but only date should be displayed here
      • Date Updated is the last date activity was posted against the fee/fine--this activity could be a payment, a comment, or whatever.
      • Fee/Fine Type is the type of fee/fine
      • Comment icon (little orange square) may appear next to the Fee/Fine Type; if a user hovers over the icon a portion of the most recent comment should appear with a link to Fee/Fine Details where all comments may be viewed (see attached mock-up approved - 4 fees notes tooltip.png)
      • Charged is the original amount of the fee/fine
      • Remaining is the amount remaining after payments, waives, etc. have been considered--this is out of scope for the current sprint so set Remaining to Charged amount for now
      • Payment Status is primarily for staff to quickly ascertain how many times fees/fines have been waived for a patron. If part was waived and part paid, we would want to see both statuses as shown on the mock-up
      • Fee/Fine Owner is the location that gets the fee/fine that is collected
      • Item is the item type that the fee/fine is for (there should always be an item type)
      • Barcode is the barcode of the item that the fee/fine is for (put a - in this column if there isn't one)
      • Call number is the call number of the item that the fee/fine is for (put a - in this column if there isn't one)
      • Loan transaction is the internal number used to identify the loan, which is needed to separate items checked out more than once into distinct transactions (this may be out of scope for this sprint)
      • Ellipsis drop-down options: Pay, Waive, Refund, Transfer, Error, Fee/Fine Details, Loan Details (see attached mock-up approved - 2 fees note ellipsis menu.jpg for how this should look)

      7. Scenario
      Given the Closed Fees/Fines page
      When displayed
      Then display fee/fine information (as shown in attached mock-up 8a closed fees - no items selected.png) for fees/fines with remaining balance = 0

      • Patron name and group (which would come from User Details page, where user started); patron name is a link to User Details page
      • Outstanding Balance (calculated by adding up all Remaining fees/fines from the Open Fees/Fines page)
      • XX Open, Closed, All records found (count of the number of records for each category)
      • +New button (when pressed open Charge Manual Fee page)
      • Pay button with Quick Paydown and Regular Payment as drop-down options (Regular Payment option should be grayed out for closed fees/fines, but Quick Paydown should be available, despite is showing up as grayed out in the mock-up)
      • Waive button (should be grayed out and never available for closed fees/fines)
      • Refund button (should be grayed out until a box next to an table row is selected)
      • Transfer button (should be grayed out and never available for closed fees/fines)
      • Export icon (square with upward arrow) is for exporting a spreadsheet of the data in the table and is outside the scope of this sprint
      • Date Created is the date the fee/fine was charged--the time will be included in the field but only date should be displayed here
      • Date Updated is the last date activity was posted against the fee/fine--this activity could be a payment, a comment, or whatever
      • Fee/Fine Type is the type of fee/fine
      • * Comment icon (little orange square) may appear next to the Fee/Fine Type; if a user hovers over the icon a portion of the most recent comment should appear with a link to Fee/Fine Details where all comments may be viewed (see attached mock-up approved - 4 fees notes tooltip.png)
      • Charged is the original amount of the fee/fine
      • Remaining is the amount remaining to be paid and should be zero (represented as -) on the Closed Fees/Fines page
      • * Payment Status is primarily for staff to quickly ascertain how many times fees/fines have been waived for a patron. If part was waived and part paid, we would want to see both statuses as shown on the mock-up
      • Fee/Fine Owner is the location that gets the fee/fine that is collected
      • Item is the item type that the fee/fine is for (there should always be an item type)
      • Barcode is the barcode of the item that the fee/fine is for (put a - in this column if there isn't one)
      • Call number is the call number of the item that the fee/fine is for (put a - in this column if there isn't one)
      • Loan transaction is the internal number used to identify the loan, which is needed to separate items checked out more than once into distinct transactions (this may be out of scope for this sprint)
      • Ellipsis drop-down options: Refund, Fee/Fine Details, Loan Details

      8. Scenario
      Given the All Fees/Fines page
      When displayed
      Then display fee/fine information the same as Open Fees/Fines above for all fees/fines regarding of remaining balance with some exceptions.
      The ellipsis drop-down options for closed fees/fines should only include Refund, Fee/Fine Details, Loan Details

      9. Scenario
      Given the +New button
      When clicked
      Open Charge Manual Fee/Fine page (as discussed in UIU-219--follow instructions within that JIRA)

      10. Scenario
      Given the Open Fees/Fine Page
      When one or more check boxes selected
      Then activate Pay, Waive, Refund, and Transfer buttons (all put Pay-->Quick Paydown are grayed out until this point) and add total of selected items to right of Outstanding Balance (as shown in attached mock-up approved - 5a fees selected items for bulk action.png)

      11. Scenario
      Given the Closed Fees/Fine Page
      When one or more check boxes selected
      Then activate Refund button (all put Pay-->Quick Paydown are grayed out until this point; attached mock-up approved - 5a fees selected items for bulk action.png shows an example where 2 fee/fines have been selected for bulk updating so the buttons have all been activated)

      12. Scenario
      Given the All Fees/Fine Page
      When one or more check boxes selected
      Then activate Pay, Waive, Refund, and Transfer buttons (all put Pay-->Quick Paydown are grayed out until this point) and add total of selected items to right of Outstanding Balance (as shown in attached mock-up approved - 5a fees selected items for bulk action.png)

      13. Scenario
      Given Pay (plus Quick Paydown and Regular Payment sub-options), Waive, and Transfer buttons on All Fees/Fines page
      When fee/fine is closed
      Then don't allow paying, waiving, or transferring of fee/fine as only refunding is allowed on closed fees/fines; for bulk actions go ahead and process the actions that are correct but flag those that aren't (as shown in attached mock-up approved - 5b fees selected items for bulk action.png)

      14. Scenario
      Given the Pay, Waive, Refund, and Transfer buttons
      When clicked
      Do nothing--this is outside the scope of the current sprint

      15. Scenario
      Given the Pay, Waive, Refund, Transfer, Error, Loan Details ellipsis drop-down options
      When clicked
      Do nothing--this is outside the scope of the current sprint (although you should check to see if Loan Details is being worked on)

      16. Scenario
      Given the Fee/Fine Details ellipsis drop-down options
      When clicked
      Open Fee/Fines Details page, which is covered in UIU-239.

      17. Scenario
      Given the Open/Closed/All Fees/Fines page
      When filters applied and "Search and Filter" panel closed
      Then display "Filters Applied" with icon to right of patron name and group (as shown in attached mock-up approved - 6 fees with full view side panel closed.png)

      18. Scenario
      Given the Open/Closed/All Fees/Fines page
      When "Search and Filter" panel closed
      Then display search icon (magnifying class) to left of patron name and group (as shown in attached mock-up approved - 6 fees with full view side panel closed.png)

      19. Scenario
      Given the Open/Closed/All Fees/Fines page
      When search icon (magnifying class) selected
      Then open "Search and Filter" panel (as shown in attached mock-up approved - 6 fees with full view side panel closed.png)

      20. Scenario
      Given the "Search and Filter" panel
      When displayed
      Then display information as shown in attached mock-up approved - 1 fees with filters side panel open.png
      Display only options for which current search has hits, for example each option presented should have 1 or more hits

      21. Scenario
      Given the "Search and Filter" panel
      When Search entered
      Then do nothing as this is outside the scope of the current sprint

      22. Scenario
      Given the "Search and Filter" panel
      When Filters applied
      Then search database again to load table, update "Applied Filters", and leave check boxes marked

      23. Scenario
      Given the Open/Closed/All Fees/Fines page
      When "Search and Filter" panel open
      Then ellipsis should be the last column on the far right of the screen, with additional columns that don't fit to the right of the ellipsis; the user will need to scroll to see these additional columns

      24. Scenario
      Given the Open/Closed/All Fees/Fines page
      When "Search and Filter" panel closed
      Then ellipsis should be the last column on the far right of the screen, with all other columns fitting to the left of the ellipsis; the user should not need to scroll to see any of the columns

      25. Scenario
      Given the export icon
      When selected
      Then export a spreadsheet of all fees/fines plus the associated actions from the Fee/Fine Details page--this is outside of the scope of the current sprint

      Please note that within FOLIO all lists are searchable and all columns are sortable. When date/time is not the chosen sort, it should be the implied second sort. For example, when user selects a barcode sort, with the barcode the fees/fines should be sorted by date/time with the most recent appearing on top.

        TestRail: Results

          Attachments

          1. 4-Bulk-Action-Modal.png
            4-Bulk-Action-Modal.png
            141 kB
          2. 8a closed fees - no items selected.png
            8a closed fees - no items selected.png
            104 kB
          3. 8b closed fees - item selected for bulk action.png
            8b closed fees - item selected for bulk action.png
            105 kB
          4. Accordian Example.jpg
            Accordian Example.jpg
            332 kB
          5. approved - 1 fees with filters side panel open.png
            approved - 1 fees with filters side panel open.png
            194 kB
          6. approved - 2 fees note ellipsis menu.jpg
            approved - 2 fees note ellipsis menu.jpg
            6.46 MB
          7. approved - 3 fees note pay button dropdown options.png
            approved - 3 fees note pay button dropdown options.png
            182 kB
          8. approved - 4 fees notes tooltip.png
            approved - 4 fees notes tooltip.png
            199 kB
          9. approved - 5a fees selected items for bulk action.png
            approved - 5a fees selected items for bulk action.png
            184 kB
          10. approved - 5b fees selected items for bulk action.png
            approved - 5b fees selected items for bulk action.png
            217 kB
          11. approved - 6 fees with full view side panel closed.png
            approved - 6 fees with full view side panel closed.png
            162 kB
          12. approved - 7 fees with a few filters (coming from loan page).png
            approved - 7 fees with a few filters (coming from loan page).png
            139 kB
          13. CommentHere.jpg
            CommentHere.jpg
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          14. CommentNotHere.JPG
            CommentNotHere.JPG
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          15. component use.jpg
            component use.jpg
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          16. component use2.jpg
            component use2.jpg
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          17. Fee-Fine-History_2018-08-30.jpg
            Fee-Fine-History_2018-08-30.jpg
            277 kB
          18. Fee-Fine-History_Q3.jpg
            Fee-Fine-History_Q3.jpg
            400 kB
          19. Fee-Fine-History2_2018-08-30.jpg
            Fee-Fine-History2_2018-08-30.jpg
            276 kB
          20. FFcancel1.jpg
            FFcancel1.jpg
            137 kB
          21. FFcancel2.JPG
            FFcancel2.JPG
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          22. FFHistoryTesting1.jpg
            FFHistoryTesting1.jpg
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          23. FFHistoryTesting2.jpg
            FFHistoryTesting2.jpg
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          24. FFHistoryTesting3.jpg
            FFHistoryTesting3.jpg
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          25. FFHistoryTesting4.jpg
            FFHistoryTesting4.jpg
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          26. FFHistoryTesting5.jpg
            FFHistoryTesting5.jpg
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          27. FFHistoryTesting6.jpg
            FFHistoryTesting6.jpg
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          28. FFHistoryTesting7.jpg
            FFHistoryTesting7.jpg
            499 kB
          29. loan-details-4.png
            loan-details-4.png
            90 kB
          30. LoanDetailsTesting.jpg
            LoanDetailsTesting.jpg
            194 kB
          31. loan-history-Closed-4.jpg
            loan-history-Closed-4.jpg
            297 kB
          32. loan-history-open-4.png
            loan-history-open-4.png
            169 kB
          33. LoanHistoryTesting.jpg
            LoanHistoryTesting.jpg
            305 kB
          34. LoanHistShowsOldFee.JPG
            LoanHistShowsOldFee.JPG
            302 kB
          35. LoanRenewalExample.jpg
            LoanRenewalExample.jpg
            349 kB
          36. NEW - fees with filters side panel open.jpg
            NEW - fees with filters side panel open.jpg
            278 kB
          37. NEW - fees with full view side panel closed.jpg
            NEW - fees with full view side panel closed.jpg
            257 kB
          38. screenshot-1.png
            screenshot-1.png
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          39. SortOrderIncludesTime.JPG
            SortOrderIncludesTime.JPG
            262 kB
          40. User Details - Fees and Fines Section.jpg
            User Details - Fees and Fines Section.jpg
            538 kB

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                Assignee:
                Akireyram Erika Miranda
                Reporter:
                hollyolepm Holly Mistlebauer
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                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases