Develop Manual Transfer of Fees/Fines for an Individual

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

NOTE: Create the extract file and a log of what was transferred are separate features.

SCENARIOS:

1. Scenario
   Given the Transfer button on the Open/All Fees/Fines page (as shown on attached mock-up FF History Transfer Button.jpg, which is an example for All fees/fines but looks the same for Open fees/fines)
   When clicked with no row box checked
   Then transfer button should remain grayed out and therefore unclickable
   (Note: The Transfer button is not present on the Closed Fees/Fines page--only the Refund button is available on that page.)
2. Scenario
   Given the Transfer button on the Open Fees/Fines page (as shown on attached mock-up FF History Transfer Button.jpg, which is an example for All fees/fines but looks the same for Open fees/fines)
   When clicked with one row box checked
   Then open Transfer Fee/Fine modal (see attached mock-up 1-Transfer-Fee-Fine.png) with top line message indicating "Transferring 1 fee/fine for a total amount of 99.99" (where 99.99 is amount of the one fee/fine)
3. Scenario
   Given the Transfer button on the All Fees/Fines page (as shown on attached mock-up FF History Transfer Button.jpg)
   When one row box checked for a closed fee/fine
   Then transfer button should remain grayed out and therefore unclickable
4. Scenario
   Given the Transfer button on the All Fees/Fines page (as shown on attached mock-up FF History Transfer Button.jpg)
   When clicked with one row box checked for an open fee/fine
   Then open Transfer Fee/Fine modal (see attached mock-up 1-Transfer-Fee-Fine.png) with top line message indicating "Transferring 1 fee/fine for a total amount of 99.99" (where 99.99 is total amount of the fee/fine)
5. Scenario
   Given the Transfer button on the Open Fees/Fines page (as shown on attached mock-up FF History Transfer Button.jpg, which is an example for All fees/fines but looks the same for Open fees/fines)
   When clicked with two or more row boxes checked
   Then open Transfer Fee/Fine modal (see attached mock-up 1-Transfer-Fee-Fine.png) with top line message indicating "Transfer X fees/fines for a total amount of 99.99" (where X is the total count of fees/fines being transferred and 99.99 is total amount of fees/fines being transferred)
6. Scenario
   Given the Transfer button on the All Fees/Fines page (as shown on attached mock-up FF History Transfer Button.jpg)
   When clicked with two or more row boxes checked for one or more closed fees/fines
   Then display error modal (as shown in attached mock-up Transfer All FF Deselect.jpg) with closed fees/fines marked as errors with message "Deselect to continue"
7. Scenario
   Given the Transfer button on the All Fees/Fines page (as shown on attached mock-up FF History Transfer Button.jpg)
   When clicked with two or more row boxes checked and no closed fees/fines included
   Then open Transfer Fee/Fine modal (see attached mock-up 1-Transfer-Fee-Fine.png) with top line message indicating "Transferring 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 Transfer ellipsis option on the Open Fees/Fines page (see attached mock-up FF History Transfer Ellipsis Option.jpg, which is an example for All fees/fines but looks the same for Open fees/fines)
   When clicked
   Then open Transfer Fee/Fine modal (see attached mock-up 1-Transfer-Fee-Fine.png) with top line message indicating "Transferring 1 fee/fine for a total amount of 99.99" (where 99.99 is total amount of the fee/fine)
9. Scenario
   Given the Transfer ellipsis option on the All Fees/Fines page (see attached mock-up FF History Transfer Ellipsis Option.jpg)
   When row is a closed fee/fine
   Then transfer ellipsis option should remain grayed out and therefore unclickable
10. Scenario
    Given the Transfer ellipsis option on the All Fees/Fines page (see attached mock-up FF History Transfer Ellipsis Option.jpg)
    When clicked for an open fee/fine
    Then open Transfer Fee/Fine modal (see attached mock-up 1-Transfer-Fee-Fine.png) with top line message indicating "Transferring 1 fee/fine for a total amount of 99.99" (where 99.99 is total amount of the fee/fine)
11. Scenario
    Given the Transfer button on the Fee/Fine Details page (see attached mock-up FF Details Transfer Button.jpg)
    When clicked
    Then open Transfer Fee/Fine modal (see attached mock-up 1-Transfer-Fee-Fine.png) with top line message indicating "Transferring 1 fee/fine for a total amount of 99.99" (where 99.99 is total amount of the fee/fine)
    Note: The Transfer button will only appear on the Fee/Fine Details page for open fees/fines.
12. Scenario
    Given the Transfer Fee/Fine modal (as shown in attached mock-up 1-Transfer-Fee-Fine.png)
    When displayed
    Then display information as shown in attached mock-up 1-Transfer-Fee-Fine.png
    Total owed amount is the total amount of outstanding fees/fines
    Selected amount is the total amount selected for transferring on the page the user just came from--this could be one fee/fine or many
    Transfer amount a required field and is the amount selected to transferred--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 transferred
    Transfer account is a required field and is a list of accounts that is set in Settings=>Users=>Fee/Fine: Transfer Accounts
    Additional information is a required field if Settings=>Users=>Fee/Fine: Comment Required setting "Require comments when fee/fine fully/partially transferred" is set to "yes" (If required, change "Additional information" to "Additional information*" and "Enter more information about the fee/fine transfer (optional)" to "Enter more information about the fee/fine transfer (required)" (as shown in attached mock-ups 1-Transfer-Fee-Fine.png and 5-Transfer-Fee-Fine-Error.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
    Transfer button will accept the information entered in the page and advance the user to the confirmation modal (it will be grayed out until all required fields are entered)
13. Scenario
    Given the Transfer Fee/Fine modal (as shown in attached mock-up 1-Transfer-Fee-Fine.png)
    When Transfer Amount = null, zero, < 0
    Then display error message: "Transfer amount must be greater than zero" (as shown in attached mock-up 5-Trasfer-Fee-Fine-Error2.png) and gray out Transfer button
14. Scenario
    Given the Transfer Fee/Fine modal (as shown in attached mock-up 1-Transfer-Fee-Fine.png)
    When Transfer Amount > Selected Amount
    Then display error message: "Transfer amount exceeds selected amount" (as shown in attached mock-up 5-Trasfer-Fee-Fine-Error1.png) and gray out Transfer button
15. Scenario
    Given the Transfer Fee/Fine modal (as shown in attached mock-up 1-Transfer-Fee-Fine.png)
    When Transfer Amount < Selected Amount
    Then what was originally a full transfer becomes a partial transfer
    Change message on first line to indicate that fees/fine will be partially transferred for the lower dollar amount (for example, if the user changes the Transfer Amount from 70.00 to 50.00, "Transferring 2 fees/fines for a total amount of 70.00" becomes "Partially transferring 2 fees/fines for a total amount of 50.00"; "Transfer 1 fee/fine for a total amount of 70.00" becomes "Partially transferring 1 fee/fine for a total amount of 50.00")
    If more than 1 fee/fine is selected for transferring, the new Transfer Amount will be divided equally among the fees/fines (for example, the 50.00 partial transfer 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 Transfer Fee/Fine modal (as shown in attached mock-up 1-Transfer-Fee-Fine.png)
    When Transfer Account not selected
    Then gray out Transfer button (because Transfer Account is a required field)
17. Scenario
    Given the Transfer Fee/Fine modal (as shown in attached mock-up 1-Transfer-Fee-Fine.png)
    When Additional Information required but not entered
    Then gray out Transfer button (because institution has set Additional Information as a required field)
18. Scenario
    Given the Transfer Fee/Fine modal (as shown in attached mock-up 1-Transfer-Fee-Fine.png)
    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 Transfer Fee/Fine modal (as shown in attached mock-up 1-Transfer-Fee-Fine.png)
    When all required fields entered correctly
    Then ungray the Transfer button
20. Scenario
    Given the Transfer Fee/Fine modal (as shown in attached mock-up 1-Transfer-Fee-Fine.png)
    When Transfer button clicked
    Then open Confirm Fee/Fine Transfer modal (as shown in attached mock-up 2-Confirm-fee-fine-multiple.png)
21. Scenario
    Given the Confirm Fee/Fine Transfer modal (as shown in attached mock-up 2-Confirm-fee-fine-multiple.png)
    When displayed
    Then display information as shown in attached mock-up 2-Confirm-fee-fine-multiple.png, filling in the appropriate values for the number of fees/fines transferred, total amount transferred, and type of transfer (partially or fully)
22. Scenario
    Given the Confirm Fee/Fine Transfer modal (as shown in attached mock-up 2-Confirm-fee-fine-multiple.png)
    When Back button clicked
    Then go back to Transfer Fee/Fine modal (as shown in attached mock-up 1-Transfer-Fee-Fine.png)
23. Scenario
    Given the Confirm Fee/Fine Transfer modal (as shown in attached mock-up 2-Confirm-fee-fine-multiple.png)
    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 FF Details with Transfer Actions.jpg)
    Action date should include system date and time of transfer
    Action should be set to "Transferred fully" or "Transferred partially"
    Amount should be set to the full Transfer Amount if one fee/fine or split amount if multiple fees/fines
    Balance of fee/fine should have transferred amount subtracted from it
    Transaction information is for payments only and will be blank
    Created at should be set to library location of library staff member who did the transfer
    Source should be identifier of library staff member who did the transfer
    Transfer account should be a new data field that will show up on Fee/Fine Details with Action (e.g. Transferred Fully-Bursar, Transferred Partially-Collections)
    Comments should be the Additional Information for the transfer
    Note: Not sure of actual field names
    Then display a "Success Toast" for each fee/fine partially/fully transferred (see attached mock-ups 3-Success-Toast-Partial.png and 4-Success-Toast-Fully.png)