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  1. ui-users
  2. UIU-671

Develop Manual Transfer of Fees/Fines for an Individual

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    • UNAM

    Description

      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)

      TestRail: Results

        Attachments

          1. 1-Transfer-Fee-Fine.png
            63 kB
            Holly Mistlebauer
          2. 2-Confirm-fee-fine-mulitiple.png
            39 kB
            Holly Mistlebauer
          3. 3-Success-Toast-Fully.png
            29 kB
            Holly Mistlebauer
          4. 4-Success-Toast-Partial.png
            29 kB
            Holly Mistlebauer
          5. 5-Transfer-Fee-Fine-Error1.jpg
            159 kB
            Holly Mistlebauer
          6. 5-Transfer-Fee-Fine-Error2.jpg
            157 kB
            Holly Mistlebauer
          7. FF Details Transfer Button.jpg
            224 kB
            Holly Mistlebauer
          8. FF Details with Transfer Actions.jpg
            241 kB
            Holly Mistlebauer
          9. FF History Transfer Button.jpg
            239 kB
            Holly Mistlebauer
          10. FF History Transfer Ellipsis Option.jpg
            244 kB
            Holly Mistlebauer
          11. Transfer All FF Deselect.jpg
            114 kB
            Holly Mistlebauer

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                Luis Luis Contreras
                hollyolepm Holly Mistlebauer
                Holly Mistlebauer Holly Mistlebauer
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                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases