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  1. UX Product
  2. UXPROD-90

Loan: Cancel loan

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    Details

    • Template:
      UXPROD features
    • Epic Link:
    • Front End Estimate:
      Medium < 5 days
    • Back End Estimate:
      Large < 10 days
    • Confidence factor:
      Medium
    • Development Team:
      Prokopovych
    • Calculated Total Rank:
      43
    • Kiwi Planning Points (DO NOT CHANGE):
      4
    • PO Rank:
      41
    • Rank: Chalmers (Impl Aut 2019):
      R5
    • Rank: Chicago (MVP Sum 2020):
      R4
    • Rank: Cornell (Full Sum 2021):
      R4
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R4
    • Rank: GBV (MVP Sum 2020):
      R4
    • Rank: hbz (TBD):
      R4
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R4
    • Rank: Leipzig (Full TBD):
      R1
    • Rank: Mainz (Full TBD):
      R4
    • Rank: MO State (MVP June 2020):
      R5
    • Rank: TAMU (MVP Jan 2021):
      R2
    • Rank: U of AL (MVP Oct 2020):
      R4

      Description

      Current situation or problem:
      Loans can be closed by checking the item in, or, if the item never comes back, by declaring it lost and having the ensuing fees/fines paid. However, they cannot be closed in any other way. If a loan was created by mistake, or if the library is handling fees/fines outside of the automated workflows, the library may need another option to cancel a loan

      In scope

      • Create (or reuse) close loan action and allow user to access it through loan UI
      • Create permissions, so that not all users can close loans
      • Handle side effects of canceling loan (see questions, below)

      Out of scope

      Use case(s)
      Accidentally checking out ILL item to the wrong account, and needing to cancel the loan without canceling the original request. If a loan was created by mistake, or if the library is handling fees/fines outside of the automated workflows, the library may need another option to cancel a loan

      Proposed solution/stories

      Links to additional info

      Questions

      • What are the side effects of canceling (or closing) a loan?
        • Item status of item?
          • An item that's on loan has an item status of "Checked Out". If a loan is cancelled, should it automatically move the item status back to Available?
          • Are there any other statuses where the loan should be cancellable? What if the loan is claim returned (item status "Claim Returned"), declared lost, or aged to lost?
        • Effect on fees/fines?
          • Easiest way would simply to be to not allow a loan with fees/fines to be cancelled.
        • Effect on requests?
          • Trickier, because the checkout may have filled a request, and then if you want to cancel the loan, what happens to the filled request?
        • Can the loan be anonymized?
      • There's a "closed loan" action in the loan action history - can some of that code be used here, just triggered by something other than fees/fines being paid?

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                Assignee:
                cmalmbor Cheryl Malmborg
                Reporter:
                cboerema Cate Boerema
                Front End Estimator:
                Michal Kuklis Michal Kuklis
                Back End Estimator:
                Marc Johnson Marc Johnson
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                0 Vote for this issue
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                5 Start watching this issue

                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

                      TestRail: Cases