CRUD Fee/Fine Transfer Accounts Settings

Purpose: Allows Fee/Fine Owner to identify accepted accounts to which fees/fines are transferred. When a fee/fine is transferred, it is zeroed out by FOLIO and given a Payment Status of Transferred fully or Transferred partially, depending on the situation. The "Action" within Fee/Fine Details will display as Transferred fully-<transfer-account-name> or Transferred partially-<transfer-account-name>. For example: "Transferred fully-Bursar", "Transferred partially- State Tax Office", "Transferred fully-Collections", etc. (Note: The transfer feature should not be used for collections unless the balance is actually purchased by the collections agency.)

DISPLAY SCENARIOS

1. Scenario
   Given the Fee/fine: Transfer accounts page
   When displayed with no existing fee/fine owners
   Then display page as shown in attached mock-up 4-Fee-Fine-Transfer-Accounts2.jpg)
2. Scenario
   Given the Fee/fine: Transfer accounts page
   When displayed with existing fee/fine owners
   Then display page as shown in attached mock-up 4-Fee-Fine-Transfer-Accounts.jpg, allowing user to select Fee/Fine Owner to create, view, or modify transfer accounts for

ADD NEW TRANSFER ACCOUNT

1. Scenario
   Given the +New button
   When pressed
   Then add a new row on the top line for entering required field Name and optional field Description (as shown in attached mock-up 4-Fee-Fine-Transfer-Accounts.jpg)--the Save button will be inactive until the required field Name has been entered and proven to not be a duplicate
2. Scenario
   Given the Fee/fine: Transfer accounts page with inserted row
   When Name is skipped
   Then display error "Please fill this in to continue" (in same manner already being used for Payment Methods)--do not progress further until error is fixed or Cancel button is pressed
3. Scenario
   Given the Fee/fine: Transfer accounts page with inserted row
   When Name is a duplicate
   Then display error "Transfer account already exists" (in same manner already being used for Payment Methods)--do not progress further until error is fixed or Cancel button is pressed
4. Scenario
   Given Fee/fine: Transfer accounts page with inserted row
   When Name provided and not a duplicate
   Then activate Save button at end of insert row
5. Scenario
   Given activated Save button at end of insert row
   When pressed
   Then save the new transfer account in the database for the selected fee/fine owner and display it as the first row of the table
6. Scenario
   Given Cancel button at end of insert row
   When pressed
   Then close row that was to be inserted, leaving user where they were just prior to pressing the +New button

UPDATE EXISTING TRANSFER ACCOUNT

1. Scenario
   Given the pencil icon at end of existing row of Fee/fine: Transfer accounts page
   When pressed
   Then open Name and Description fields for editing
2. Scenario
   Given the Fee/fine: Transfer accounts page with edited row open
   When Name is skipped
   Then display error "Please fill this in to continue" (in same manner already being used for Payment Methods)--do not progress further until error is fixed
3. Scenario
   Given the Fee/fine: Transfer accounts page with edited row open
   When Name is a duplicate
   Then display error "Transfer account already exists" (in same manner already being used for Payment Methods)--do not progress further until error is fixed
4. Scenario
   Given Fee/fine: Transfer accounts page with edited row open
   When Name provided and not a duplicate
   Then activate Save button at end of edited row
5. Scenario
   Given activated Save button at end of edited row
   When pressed
   Then save the updated transfer account data, along with date, time and source, in the database for the selected fee/fine owner and display it in the table
6. Scenario
   Given Cancel button at end of edited row
   When pressed
   Then close row that was to be inserted, leaving user where they were just prior to pressing the pencil button

DELETE EXISTING TRANSFER ACCOUNT

1. Scenario
   Given the garbage can icon on existing row of Fee/fine: Transfer accounts page
   When pressed
   Then display Delete transfer account pop-up (as shown in attached mock-up 4-Fee-Fine-Transfer-Accounts3jpg)
2. Scenario
   Given the Cancel *button on the *Delete transfer account pop-up
   When pressed
   Then close out the "Delete transfer account" pop-up and go back to the list of transfer accounts as shown before the garbage can icon was selected
3. Scenario
   Given the Delete button on the Delete transfer account pop-up
   When pressed
   Then delete the selected transfer account from the database, close out the "Delete transfer account" pop-up, and go back to the list of transfer accounts with the deleted one no longer displaying