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  1. UX Product
  2. UXPROD-2046

Finalize fee/fine permissions

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    Details

    • Template:
      UXPROD features
    • Epic Link:
    • Front End Estimate:
      Medium < 5 days
    • Back End Estimate:
      XXL < 30 days
    • Confidence factor:
      Low
    • Development Team:
      Vega
    • Calculated Total Rank:
      117
    • Kiwi Planning Points (DO NOT CHANGE):
      24
    • PO Rank:
      82
    • Rank: BNCF (MVP Feb 2020):
      R1
    • Rank: Chalmers (Impl Aut 2019):
      R5
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R4
    • Rank: FLO (MVP Sum 2020):
      R1
    • Rank: GBV (MVP Sum 2020):
      R2
    • Rank: Grand Valley (Full Sum 2021):
      R1
    • Rank: hbz (TBD):
      R1
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R2
    • Rank: Leipzig (Full TBD):
      R1
    • Rank: Leipzig (ERM Aut 2019):
      R5
    • Rank: MO State (MVP June 2020):
      R2
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R4

      Description

      UPDATE ON JUNE 23, 2021

      Erin has researched the state of fee/fine permissions.  Her work is documented in the Google Sheet at https://docs.google.com/spreadsheets/d/1SP9STFNld6Xu2ohAqF-lTochfdiSHswq6mV6veCIKmc/edit?usp=sharing.

      Holly is creating user stories and assign them to either Vega or Prokopovych. 


       

      *UPDATE ON APRIL 19, 2021
      *

      Due to mass confusion on her part, Holly has once again decided to have just one version of fee/fine permissions.  UXPROD-2844 has been closed and we will just be using UXPROD-2046.  **

      UPDATE ON DECEMBER 7, 2020
      Due to time constraints, Holly has once again decided to create an MVP version of fee/permissions by splittiing UXPROD-2046 into:

      UPDATE ON SEPTEMBER 2, 2020
      See the Google Sheet at https://docs.google.com/spreadsheets/d/1SP9STFNld6Xu2ohAqF-lTochfdiSHswq6mV6veCIKmc/edit?usp=sharing for a list of fees/fines-related permissions and actions that need to take place.

      UPDATE ON JULY 23, 2020

      • User: Can override item block is being defined by CIRC-856
      • User: Can override patron block is being defined by CIRC-857
      Merged on July 20, 2020

      UXPROD-1249 (Create Final Fee/Fine Permissions) was merged with UXPROD-2046 (Create MVP Fee/Fine Permissions) to create UXPROD-2046 (Cleanup/finalize fee/fine permissions). Note: UXPROD-2046 was used because it is a cap-mvp feature. The rankings for UXPROD-1249 were transferred to UXPROD-2046 so that the needs of the implemented/implementing libraries are documented correctly. The round_iv Label was not transferred to UXPROD-2046 because it already has a cap-mvp label.

      UPDATE ON MARCH 23, 2020
      Latest planned MVP permissions:

      UPDATE ON SEPTEMBER 12, 2019
      For the MVP we will have the following permissions via UXPROD-2046 (planned for Q4 2019):
      1. Settings (Users): Can create, edit and remove fee/fine settings (exists) but needs to include view patron notices
      2. Users: Can create, edit and remove fees/fines (exists on folio-testing.aws.indexdata.com)
      3. Fees/Fines: Can pay (needed for users that are only allowed to accept payments)
      4. User: Can view fees/fines (will cover Fees/Fines History and Fee/Fine Details)
      5. User: Can view patron blocks
      6. Settings (Circ): Can create, edit and remove fee/fine policies

      For the MVP we will have the following permissions via UXPROD-1878 (released with Q3 2019):
      1. Users: Can create, edit and remove patron blocks (exists on folio-testing.aws.indexdata.com)

      For the MVP we will have the following override permission via UXPROD-1130 (planned for Q4 2019):
      1. Override patron block
      2. Override item block

      UPDATE ON AUGUST 20, 2019
      It looks like someone has created a lot more permissions than the basic ones we wanted for the MVP. At folio-testing.aws.indexdata.com Holly found...

      • Fee/Fine Details: Can create, edit and remove fee/fine actions (needs to be changed to Fee/Fine Details: Can create additional staff info)
      • Fee/Fine History: Can create, edit and remove accounts (don't need--everything in Fees/Fines History is covered by other permissions)
      • Settings (Users): Can create, edit and remove fee/fine settings (this covers all settings--everyone is fine with this for now)
        • Settings (Users): Can create, edit and remove comments comment required (change "comments" to "comment required"--don't need for MVP)
        • Settings (Users): Can create, edit and remove feesfines manual charges (change this to "manual charges"--don't need for MVP)
        • Settings (Users): Can create, edit and remove owners (don't need for MVP)
        • Settings (Users): Can create, edit and remove payment methods (add "methods" to end--don't need for MVP)
        • Settings (Users): Can create, edit and remove refunds reasons (add "reasons" to end--don't need for MVP)
        • Settings (Users): Can create, edit and remove transfer accounts (don't need for MVP)
        • Settings (Users): Can create, edit and remove transfer criteria (don't need for MVP)
        • Settings (Users): Can create, edit and remove waive reasons (add "reasons" to end--don't need for MVP)
      • Users: Can create, edit and remove fees/fines (don't need this if we have individual settings Fees/Fines: Can XXXXXX--this was going to be used for the MVP in lieu of individual settings)
        • Fees/Fines: Can charge
        • Fees/Fines: Can pay
        • Fees/Fines: Can waive
        • Fees/Fines: Can refund (need to add this permission to be consistent)
        • Fees/Fines: Can cancel (need to add this permission to be consistent)
        • Fees/Fines: Can transfer (need to add this permission to be consistent)
      • Users: Can create, edit and remove patron blocks

      What are these permissions for? <==found out on August 21 @PO meeting that these are mostly like "invisible permissions"
      comments collection get
      comments item delete
      comments item get
      comments item post
      comments item put
      feefineactions collection get
      feefineactions item delete
      feefineactions item get
      feefineactions item post
      feefineactions item put
      feefines collection get
      feefines item delete
      feefines item get
      feefines item post
      feefines item put
      feefines read-basic
      feefines read-restricted
      manualblocks collection get
      manualblocks item delete
      manualblocks item get
      manualblocks item post
      manualblocks item put
      owners collection get
      owners item delete
      owners item get
      owners item post
      owners item put
      payments collection get
      payments item delete
      payments item get
      payments item post
      payments item put
      refunds collection get
      refunds item delete
      refunds item get
      refunds item post
      refunds item put
      transfer criteria collection get
      transfer criteria item delete
      transfer criteria item get
      transfer criteria item post
      transfer criteria item put
      transfers collection get
      transfers item delete
      transfers item get
      transfers item post
      transfers item put
      waives collection get
      waives item delete
      waives item get
      waives item post
      waives item put

        TestRail: Results

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                Assignee:
                hollyolepm Holly Mistlebauer
                Reporter:
                hollyolepm Holly Mistlebauer
                Front End Estimator:
                Holly Mistlebauer Holly Mistlebauer
                Back End Estimator:
                Holly Mistlebauer Holly Mistlebauer
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                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

                      TestRail: Cases