Add modal for 'Financial transactions detail report'

Description

Purpose:  Enter criteria for the creation of the Financial transaction detail report.  

SCENARIOS

Scenario 1

  • Given Actions options listed (as shown in attached mock-up 1-updated-actions-dropdown.png)

  • When Financial transaction detail report selected

  • Then display Financial transaction detail report modal (as shown in attached mock-up 5-financial-transactions-detail-report-modal.png) with...

    • Start date set to current date

    • End date set to current date

    • Fee/fine owner drop-down populated with all fee/fine owners

    • Cancel button active

    • Save & close button inactive

Scenario 2

  • Given Financial transaction detail report modal open (from Scenario 2)

  • When Cancel button pressed

  • Then close Financial transaction detail report modal, returning user to User search results page

Scenario 3

  • Given Financial transaction detail report modal open (from Scenario 2)

  • When Start date and End date are both blank

  • Then display this error message under Start date box:  "Start date" is required

Scenario 4

  • Given Financial transaction detail report modal open (from Scenario 2)

  • When Start date is blank but End date is not blank

  • Then display this error message under Start date box:  "Start date" is required if "End date" entered

Scenario 5

  • Given Financial transaction detail report modal open (from Scenario 2)

  • When End date is less than Start date

  • Then display this error message under End date box:  "End date" must be greater than or equal to "Start date"

Scenario 6

  • Given Financial transaction detail report modal open (from Scenario 2)

  • When Fee/fine owner has not been selected

  • Then display this error message under Service point selection box: "Fee/fine owner" is required

 Scenario 7

  • Given Financial transaction detail report modal open (from Scenario 2)

  • When Fee/fine owner has been selected

  • Then populate Associated service points drop-down with the service points associated with the fee/fine owner in the table at Settings/Users/Fee/fine: Owners.  (Please note that there will often be more than one)

Scenario 8

  • Given Financial transaction detail report modal open (from Scenario 2)

  • When all validation has been passed

  • Then activate Save & close button

Scenario 9

  • Given Financial transaction detail report modal open and Save & close button active (from Scenario 9)

  • When Save & close button pressed

  • Then...

    • Close Financial transaction detail report modal

    • Send "success toast" (as shown in attached mock-up 8-export-in-progress.jpg)

    • Initiate the creation of the report (see UIU-1962)

 

Environment

None

Potential Workaround

None

Attachments

11

Checklist

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Alina Dorosh July 21, 2021 at 12:13 PM

Thanks  !

Bug report https://folio-org.atlassian.net/browse/UIU-2223  was created  due to your comment.

Holly Mistlebauer July 20, 2021 at 3:10 PM
Edited

The criteria was all testing out correctly, until I added this transaction:

Patron was billed an overdue fine of 242.00, with a Fee/Fine Owner of Main Circ Desk.  I was was working at the Secondary Circ Desk when I waived 200.00 of the fee/fine and paid 22.00.  (I have attached screen prints Fees-Fines-History.jpg (showing Fees/Fines History for the patron) and Fee-Fine-Details.jpg (showing Fee/Fine Details for the overdue fine.)

After this transaction was completed, I started getting the attached system error (Error-on-Main-Circ-Desk.jpg) when attempting to run the report with the following criteria:

  • Start Date of today, End Date blank, Fee/Fine Owner "Main Circ Desk", Service Points blank

  • Start Date of today, End Date blank, Fee/Fine Owner "Main Circ Desk", Service Points "Online" and "Circ Desk 1"

  • Start Date of today, End Date blank, Fee/Fine Owner "Main Circ Desk", Service Point "Circ Desk 1"

If I enter this criteria the error does not appear:

  • Start Date of today, End Date blank, Fee/Fine Owner "Main Circ Desk", Service Point "Online"

Alina Dorosh July 14, 2021 at 12:26 PM

Hi team!

Story has been tested. Work as expected on the Snapshot env.

Except fail was found and created UIU-2204  bug report for test cases "Check when user click on the icon calendar appears "datepicker" and user can select any date".

Test cases "Check that the "Export in progress" success toast appear when the user click on the "Save&close" button" can not be test in this scope. Test case will be tested in the scope  UIU-1962

Evidence was added.

 

Alina Dorosh July 9, 2021 at 2:59 PM

Hello

I created test cases for this story. Test cases have been added. Could you please check and approve?

 

Holly Mistlebauer July 1, 2021 at 3:35 PM

:  The answers to all of your questions is "Yes".  Thanks so much for checking with me...

Done

Details

Assignee

Reporter

Tester Assignee

Priority

Story Points

Sprint

Development Team

Vega

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Created November 6, 2020 at 8:26 PM
Updated October 13, 2023 at 9:16 AM
Resolved July 21, 2021 at 1:51 PM
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