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  1. ui-users
  2. UIU-455

Waive Fee/Fine

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    • UNAM

    Description

      PURPOSE: To allow library staff to fully or partially waive one or more fees/fines for a patron. Staff member must have waive permission in order to be able to waive fees/fines.

      SCENARIOS:

      1. Scenario
        Given the Waive button on the Open/All Fees/Fines page (see Option A on attached mock-up fee-fine-history-waive.jpg)
        When clicked with no row box checked
        Then display error message: "Must select at least one fee/fine to waive"
        (Note: The Waive button is not present on the Closed Fees/Fines page--only the Refund button is available on that page.)
      2. Scenario
        Given the Waive button on the Open Fees/Fines page (see Option A on attached mock-up fee-fine-history-waive.jpg)
        When clicked with one row box checked
        Then open Waive Fee/Fine modal (see attached mock-up 1-Waive-Fee-Fine.png) with top line message indicating "Waiving 1 fee/fine for a total amount of 99.99" (where 99.99 is total amount of the fee/fine)
      3. Scenario
        Given the Waive button on the All Fees/Fines page (see Option A on attached mock-up fee-fine-history-waive.jpg)
        When clicked with one row box checked for a closed fee/fine
        Then highlight closed fee/fine row and display message: "Cannot waive a closed fee/fine"
      4. Scenario
        Given the Waive button on the All Fees/Fines page (see Option A on attached mock-up fee-fine-history-waive.jpg)
        When clicked with one row box checked for an open fee/fine
        Then open Waive Fee/Fine modal (see attached mock-up 1-Waive-Fee-Fine.png) with top line message indicating "Waiving 1 fee/fine for a total amount of 99.99" (where 99.99 is total amount of the fee/fine)
      5. Scenario
        Given the Waive button on the Open Fees/Fines page (see Option A on attached mock-up fee-fine-history-waive.jpg)
        When clicked with two or more row boxes checked
        Then open Waive Fee/Fine modal (see attached mock-up 1-Waive-Fee-Fine.png) with top line message indicating "Waiving X fees/fines for a total amount of 99.99" (where X is the total count of fees/fines being waived and 99.99 is total amount of fees/fines being waived)
      6. Scenario
        Given the Waive button on the All Fees/Fines page (see Option A on attached mock-up fee-fine-history-waive.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 waive a closed fee/fine"
      7. Scenario
        Given the Waive button on the All Fees/Fines page (see Option A on attached mock-up fee-fine-history-waive.jpg)
        When clicked with two or more row boxes checked and no closed fees/fines included
        Then open Waive Fee/Fine modal (see attached mock-up 1-Waive-Fee-Fine.png) with top line message indicating "Waiving X fees/fines for a total amount of 99.99" (where X is the total count of fees/fines being waived and 99.99 is total amount of fees/fines being waived)
      8. Scenario
        Given the Waive ellipsis option on the Open Fees/Fines page (see Option B on attached mock-up fee-fine-history-waive.jpg)
        When clicked
        Then open Waive Fee/Fine modal (see attached mock-up 1-Waive-Fee-Fine.png) with top line message indicating "Waiving 1 fee/fine for a total amount of 99.99" (where 99.99 is total amount of the fee/fine)
      9. Scenario
        Given the Waive ellipsis option on the All Fees/Fines page (see Option B on attached mock-up fee-fine-history-waive.jpg)
        When clicked for a closed fee/fine
        Then highlight closed fee/fine row and display message: "Cannot waive a closed fee/fine"
      10. Scenario
        Given the Waive ellipsis option on the All Fees/Fines page (see Option B on attached mock-up fee-fine-history-waive.jpg)
        When clicked for an open fee/fine
        Then open Waive Fee/Fine modal (see attached mock-up 1-Waive-Fee-Fine.png) with top line message indicating "Waiving 1 fee/fine for a total amount of 99.99" (where 99.99 is total amount of the fee/fine)
      11. Scenario
        Given the Waive button on the Fee/Fine Details page (see Option A on attached mock-up fee-fine-details-waive.jpg)
        When clicked
        Then open Waive Fee/Fine modal (see attached mock-up 1-Waive-Fee-Fine.png) with top line message indicating "Waiving 1 fee/fine for a total amount of 99.99" (where 99.99 is total amount of the fee/fine)
        Note: The Waive button will only appear on the Fee/Fine Details page for open fees/fines.
      12. Scenario
        Given the Waive Fee/Fine modal
        When displayed
        Then display information as shown in attached mock-up 1-Waive-Fee-Fine.png
        Total owed amount is the total amount of outstanding fees/fines
        Selected amount is the total amount selected for waiving on the page the user just came from--this could be one fee/fine or many
        Waive amount a required field and is the amount selected to waive--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 waived
        Waive reason is a required field and is a list of reasons that is set in Settings=>Users=>Fee/Fine: Waive Reasons
        Additional information is a required field if Settings=>Users=>Fee/Fine: Comment Required setting "Require comments when fee/fine fully/partially waived" is set to "yes" (If required, change "Additional information" to "Additional information*" and "Enter more information about the fee/fine waive (optional)" to "Enter more information about the fee/fine waive (required)" (as shown in attached mock-up 6-Waive-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
        Waive button will accept the information entered in the page and advance the user to the confirmation modal
      13. Scenario
        Given the Waive Fee/Fine modal
        When Waive Amount = null, zero, < 0
        Then display error message: "Waive amount must be greater than zero" (in location shown in attached mock-up 5-Pay-Fee-Fine-Waive-Error.png)
      14. Scenario
        Given the Waive Fee/Fine modal
        When Waive Amount > Selected Amount
        Then display error message: "Waive amount exceeds selected amount" (as shown in attached mock-up 5-Pay-Fee-Fine-Waive-Error.png)
      15. Scenario
        Given the Waive Fee/Fine modal
        When Waive Amount < Selected Amount
        Then what was originally a full waive becomes a partial waive
        Change message on first line to indicate that fees/fine will be partially waived for the lower dollar amount (for example, if the user changes the Waive Amount from 70.00 to 50.00, "Waiving 2 fees/fines for a total amount of 70.00" becomes "Partially waiving 2 fees/fines for a total amount of 50.00"; "Waiving 1 fee/fine for a total amount of 70.00" becomes "Partially waiving 1 fee/fine for a total amount of 50.00")
        If more than 1 fee/fine is selected for waiving, the new Waive Amount will be divided equally amount the fees/fines (for example, the 50.00 partial payment for 2 fees/fines will be split evenly with 25.00 going to each fee/fine; if there were 3 fees/fines sharing the 50.00, one would get 16.66 and two would get 16.67)
      16. Scenario
        Given the Waive Fee/Fine modal
        When Waive Reason not selected
        Then display error message: "Please selected a waive reason to continue"
      17. Scenario
        Given the Waive Fee/Fine modal
        When Additional Information required but not entered
        Then display error message: "Please enter additional information to continue"
      18. Scenario
        Given the Waive 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)
      19. Scenario
        Given the Waive Fee/Fine modal
        When Waive button clicked
        Then open Confirm Fee/Fine Waive modal (as shown in attached mock-up 2-Confirm-waive-fee-fine.png)
      20. Scenario
        Given the Confirm Fee/Fine Waive modal
        When displayed
        Then display information as shown in attached mock-up 2-Confirm-waive-fee-fine.png, filling in the appropriate values for the amount, type of fee/fine, and type of waive (partially or fully)--for multiple fees/fines waived, there will be a single confirmation modal with one line for each fee/fine fully/partially waived
      21. Scenario
        Given the Confirm Fee/Fine Waive modal
        When Back button clicked
        Then go back to Waive Fee/Fine modal
      22. Scenario
        Given the Confirm Fee/Fine Waive 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-waive.jpg)
        Action date should include system date and time of waive
        Action should be set to "Waived fully" or "Waived partially"
        Amount should be set to the full Waive Amount if one fee/fine or split amount if multiple fees/fines
        Balance of fee/fine should have waive amount subtracted from it
        Created at should be set to library location of library staff member who did the waive
        Source should be identifier of library staff member who did the waive
        Waive reason should be a new data field called Reason (will need to figure out how to show this on Fee/Fine Details page)
        Comments should be the Additional Information for the waive
        Note: Not sure of actual field names
        Then display a "Success Toast" for each fee/fine partially/fully waived (see attached mock-ups 3-Success-Toast-Waived-Partial.png and 4-Success-Toast-Waived-Fully.png
        Note: John Coburn says that there is a component called <Callout> that you can use for success/error announcements

      TestRail: Results

        Attachments

          1. 1-Waive-Fee-Fine.png
            1-Waive-Fee-Fine.png
            60 kB
          2. 2-Confirm-waive-fee-fine.png
            2-Confirm-waive-fee-fine.png
            39 kB
          3. 3-Success-Toast-Waived-Partial.png
            3-Success-Toast-Waived-Partial.png
            29 kB
          4. 4-Success-Toast-Waived-Fully.png
            4-Success-Toast-Waived-Fully.png
            29 kB
          5. 5-Pay-Fee-Fine-Waive-Error.png
            5-Pay-Fee-Fine-Waive-Error.png
            64 kB
          6. 6-Waive-Fee-Fine-Comment-Required.png
            6-Waive-Fee-Fine-Comment-Required.png
            60 kB
          7. fee-fine-details-waive.jpg
            fee-fine-details-waive.jpg
            242 kB
          8. fee-fine-history-waive.jpg
            fee-fine-history-waive.jpg
            290 kB
          9. waive1.jpg
            waive1.jpg
            194 kB
          10. waive2.jpg
            waive2.jpg
            195 kB
          11. WaiveFFfix.jpg
            WaiveFFfix.jpg
            161 kB

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                Akireyram Erika Miranda
                hollyolepm Holly Mistlebauer
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                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases