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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customfield_11100 16643
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UNAM
Description
PURPOSE: To allow library staff to fully or partially pay one or more fees/fines for a patron. Staff member must have payment permission in order to be able to pay fees/fines.
IMPORTANT NOTES:
- John Coburn says that there is a component called <Callout> that you can use for success/error announcements
- Paying fees/fines has two options: Regular Payment (covered by this user story) and Quick Paydown (covered by UIU-503)--work on this one first
SCENARIOS:
- Scenario
Given the Pay button Regular Payment option on the Open/All Fees/Fines page (see Option B on attached mock-up fee-fine-history-pay.jpg)
When clicked with no row box checked
Then display error message: "Must select at least one fee/fine to pay"
(Note: The Pay button is not present on the Closed Fees/Fines page--only the Refund button is available on that page.) - Scenario
Given the Pay button Regular Payment option on the Open Fees/Fines page (see Option B on attached mock-up fee-fine-history-pay.jpg)
When clicked with one row box checked
Then open Pay Fee/Fine modal (see attached mock-up 1-Pay-Fee-Fine.png) with top line message indicating "Paying 1 fee/fine for a total amount of 99.99" (where 99.99 is total amount of the fee/fine) - Scenario
Given the Pay button Regular Payment option on the All Fees/Fines page (see Option B on attached mock-up fee-fine-history-pay.jpg)
When clicked with one row box checked for a closed fee/fine
Then highlight closed fee/fine row and display message: "Cannot pay a closed fee/fine" - Scenario
Given the Pay button Regular Payment option on the All Fees/Fines page (see Option B on attached mock-up fee-fine-history-pay.jpg)
When clicked with one row box checked for an open fee/fine
Then open Pay Fee/Fine modal (see attached mock-up 1-Pay-Fee-Fine.png) with top line message indicating "Paying 1 fee/fine for a total amount of 99.99" (where 99.99 is total amount of the fee/fine) - Scenario
Given the Pay button Regular Payment option on the Open Fees/Fines page (see Option B on attached mock-up fee-fine-history-pay.jpg)
When clicked with two or more row boxes checked
Then open Pay Fee/Fine modal (see attached mock-up 1-Pay-Fee-Fine.png) with top line message indicating "Paying X fees/fines for a total amount of 99.99" (where X is the total count of fees/fines being paid and 99.99 is total amount of fees/fines being paid) - Scenario
Given the Pay button Regular Payment option on the All Fees/Fines page (see Option B on attached mock-up fee-fine-history-pay.jpg)
When clicked with two or more row boxes checked for one or more closed fees/fines
Then highlight all of the closed fees/fines and display message with each one: "Cannot pay a closed fee/fine" - Scenario
Given the Pay button Regular Payment option on the All Fees/Fines page (see Option B on attached mock-up fee-fine-history-pay.jpg)
When clicked with two or more row boxes checked and no closed fees/fines included
Then open Pay Fee/Fine modal (see attached mock-up 1-Pay-Fee-Fine.png) with top line message indicating "Paying X fees/fines for a total amount of 99.99" (where X is the total count of fees/fines being paid and 99.99 is total amount of fees/fines being paid) - Scenario
Given the Pay ellipsis option on the Open Fees/Fines page (see Option C on attached mock-up fee-fine-history-pay.jpg)
When clicked
Then open Pay Fee/Fine modal (see attached mock-up 1-Pay-Fee-Fine.png) with top line message indicating "Paying 1 fee/fine for a total amount of 99.99" (where 99.99 is total amount of the fee/fine) - Scenario
Given the Pay ellipsis option on the All Fees/Fines page (see Option C on attached mock-up fee-fine-history-pay.jpg)
When clicked for a closed fee/fine
Then highlight closed fee/fine row and display message: "Cannot pay a closed fee/fine" - Scenario
Given the Pay ellipsis option on the All Fees/Fines page (see Option C on attached mock-up fee-fine-history-pay.jpg)
When clicked for an open fee/fine
Then open Pay Fee/Fine modal (see attached mock-up 1-Pay-Fee-Fine.png) with top line message indicating "Paying 1 fee/fine for a total amount of 99.99" (where 99.99 is total amount of the fee/fine) - Scenario
Given the Pay button on the Fee/Fine Details page (see Option B on attached mock-up fee-fine-details-pay.jpg)
When clicked
Then open Pay Fee/Fine modal (see attached mock-up 1-Pay-Fee-Fine.png) with top line message indicating "Paying 1 fee/fine for a total amount of 99.99" (where 99.99 is total amount of the fee/fine)
Note: The Pay button will only appear on the Fee/Fine Details page for open fees/fines. - Scenario
Given the Pay Fee/Fine modal
When displayed
Then display information as shown in attached mock-up 1-Pay-Fee-Fine.png
Total owed amount is the total amount of outstanding fees/fines
Selected amount is the total amount selected for paying on the page the user just came from--this could be one fee/fine or many
Pay amount a required field and is the amount selected to pay--when the modal first appears it will match the selected amount, but it could be changed by the user within this modal
Remaining amount is the amount of outstanding fees/fines that will remain after the selected fees/fines are paid
Payment method is a required field and is a list of options that is set in Settings=>Users=>Fee/Fine: Payment Methods
Transaction information is an optional free-form text field
Additional information is a required field if Settings=>Users=>Fee/Fine: Comment Required setting "Require comments when fee/fine fully/partially paid" is set to "yes" (If required, change "Additional information" to "Additional information*" and "Enter more information about the fee/fine payment (optional)" to "Enter more information about the fee/fine payment (required)" (as shown in attached mock-up 6-Pay-Fee-Fine-Comment-Required.png)_
Notify patron is set to yes (checked) as the default--the user is able to uncheck this if they choose
Cancel button will close the modal and go back to the page from which the user came
Pay button will accept the information entered in the page and advance the user to the confirmation modal - Scenario
Given the Pay Fee/Fine modal
When Pay Amount = null, zero, < 0
Then display error message: "Pay amount must be greater than zero" (in location shown in attached mock-up 5-Pay-Fee-Fine-Pay-Error.png) - Scenario
Given the Pay Fee/Fine modal
When Pay Amount > Selected Amount
Then display error message: "Pay amount exceeds selected amount" (as shown in attached mock-up 5-Pay-Fee-Fine-Pay-Error.png) - Scenario
Given the Pay Fee/Fine modal
When Pay Amount < Selected Amount
Then what was originally a full payment becomes a partial payment
Change message on first line to indicate that fees/fine will be partially paid for the lower dollar amount (for example, if the user changes the Pay Amount from 70.00 to 50.00, "Paying 2 fees/fines for a total amount of 70.00" becomes "Partially Paying 2 fees/fines for a total amount of 50.00"; "Paying 1 fee/fine for a total amount of 70.00" becomes "Partially Paying 1 fee/fine for a total amount of 50.00")
If more than 1 fee/fine is selected for payment, the new Pay Amount will fully pay the smallest fee/fine selected first, the second smallest next, etc. leaving the largest fee/fine selected for last and mostly like partially paid - Scenario
Given the Pay Fee/Fine modal
When Payment Method not selected
Then display error message: "Please selected a payment method to continue" - Scenario
Given the Pay Fee/Fine modal
When Additional Information required but not entered
Then display error message: "Please enter additional information to continue" - Scenario
Given the Pay Fee/Fine modal
When Cancel button clicked
Then go back to page user came from (Open Fees/Fines, All Fees/Fines, or Fee/Fine Details) - Scenario
Given the Pay Fee/Fine modal
When Pay button clicked
Then open Confirm Fee/Fine Payment modal (as shown in attached mock-up 2-Confirm-fee-fine.png) - Scenario
Given the Confirm Fee/Fine Payment modal
When displayed
Then display information as shown in attached mock-up 2-Confirm-fee-fine.png, filling in the appropriate values for the amount, type of fee/fine, and type of payment (partially or fully)--for multiple fees/fines paid, there will be a single confirmation modal with one line for each fee/fine fully/partially paid - Scenario
Given the Confirm Fee/Fine Payment modal
When Back button clicked
Then go back to Pay Fee/Fine modal - Scenario
Given the Confirm Fee/Fine Payment modal
When Confirm button clicked
Update the appropriate fields in the database for each fee/fine as shown in the table section of the Fee/Fine Details page (see attached mock-up fee-fine-details-pay.jpg)
Action date should include system date and time of waive
Action should be set to "paid fully" or "paid partially"
Amount should be set to the full Pay Amount if one fee/fine or split amount if multiple fees/fines
Balance of fee/fine should have pay amount subtracted from it
Created at should be set to library location of library staff member who did the payment
Source should be identifier of library staff member who did the payment
Payment method is be a new data field for storing the manner in which the payment was made (will need to figure out how to show this on Fee/Fine Details page)
Transaction information is a new data field for collecting additional information about the payment (will need to figure out how to show this on Fee/Fine Details page)
Comments should be the Additional Information for the payment
Note: Not sure of actual field names
Then display a "Success Toast" for each fee/fine partially/fully paid (see attached mock-ups 3-Success-Toast-Partial.png and 4-Success-Toast-Fully.png
TestRail: Results
Attachments
Issue Links
- is blocked by
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UIU-504 CRUD Fee/Fine Payment Methods
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- Closed
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UIU-506 Fee/Fine Comment Required Settings
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- Closed
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UX-136 UX: Create mock-up for Pay Fees/Fines
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- Closed
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- relates to
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UIU-633 Minor "Pay Fee/Fine" bugs to be fixed in Q4 2018 release
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- Closed
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UIU-676 Pay Fee/Fine modal when initiated from "Charge and pay now" is requiring comment even though "Require comment when fee/fine fully/partially paid" setting is "No'
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- Closed
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UXPROD-103 Pay outstanding fees/fines
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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-646 System error occurs when non-numeric value entered in Transaction Information field in Pay Fee/Fine modal
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- Closed
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UIU-698 Pay fee/fine confirmation modal is not showing up
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- Closed
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UIU-706 Fix consistency errors with Pay Fee/Fine modal
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- Closed
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