Fees/Fines (UXPROD-792)

[UXPROD-1878] Create MVP Fee/Fine Permissions - Q3 2019 release Created: 12/Jul/19  Updated: 31/Aug/21  Resolved: 12/Sep/19

Status: Closed
Project: UX Product
Components: Fees/Fines
Affects versions: None
Fix versions: Q3 2019
Parent: Fees/Fines

Type: New Feature Priority: TBD
Reporter: Holly Mistlebauer Assignee: Holly Mistlebauer
Resolution: Done Votes: 0
Labels: cap-mvp, feesfines, mandatory, po-mvp, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by UIU-728 Create permission "Users: can create,... Closed
Relates
relates to UXPROD-1114 Create Initial Fee/Fine Permissions Closed
relates to UIU-1061 Error message when opening settings f... Closed
relates to UXPROD-1249 Create Final Fee/Fine Permissions Closed
relates to UIU-1269 Fee/Fine permissions available for se... Closed
relates to UXPROD-2844 Cleanup fee/fine permissions Closed
relates to UXPROD-2046 Finalize fee/fine permissions Draft
Potential Workaround: Holly: The POs met with Cate on 7/12/2019 to discuss MVP User permissions. This is what we have decided as a workaround.
Epic Link: Fees/Fines
Front End Estimate: Very Small (VS) < 1day
Front End Estimator: Holly Mistlebauer
Front-End Confidence factor: Low
Back End Estimate: Small < 3 days
Back End Estimator: Holly Mistlebauer
Development Team: UNAM
PO Rank: 122.5
PO Ranking Note: The ranking for UXPROD-1249 (Create Final Fee/Fine Permissions) is 120, so I used a close rank for this related feature.
Rank: Chalmers (Impl Aut 2019): R5

 Description   

UPDATE ON SEPTEMBER 12, 2019:
For the MVP we will have the following permissions via UXPROD-1878 Closed , this feature, which was 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 permissions via UXPROD-2046 Draft (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 override permission via UXPROD-1130 Closed (planned for Q4 2019):
1. Override patron block

Cate is working on a set of permissions for the MVP which will cover the following for Fees/Fines:
1. Settings (Users): Can create, edit and remove fee/fine settings (which exists) will have view patron notices permissions bundled with it
2. Fees/Fines: All Actions permission (which exists) will be renamed to Users: Can create, edit and remove fees/fines, and the patron blocks permission will be removed
3. Users: Can create, edit and remove patron blocks will be created to cover patron blocks separate from fees/fines

(Note: Cate is planning to create one user story for User Permissions, which means that the UNAM team won't have to make the above changes. We will, however, need to make the changes effective outside of Users.)

FOR THE MVP
For the MVP we will have the following permissions via UXPROD-1878:
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. 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:
1. Override patron 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



 Comments   
Comment by Erin Nettifee [ 20/Aug/19 ]

Duke and other institutions will want to have the ability for a staff member to have permissions to accept a payment for a fine, but not to create or waive fines. It's not clear from the description whether that use case has been accounted for in the MVP permissions model.

Comment by Holly Mistlebauer [ 12/Sep/19 ]

Erin Nettifee: Hi! Sorry for the delay in getting back to you. The use case you are defining has not been accounted for in the MVP. We have identified 3 permissions for the MVP:

1. Settings (Users): Can create, edit and remove fee/fine settings - this permission allows the user to make any changes they want to the fees/fines settings
2. Users: Can create, edit and remove fees/fines - this permissions allows the user to charge, pay, waive, refund, transfer and cancel fees/fines
3. Users: Can create, edit and remove patron blocks - this permission allows the user to create, edit and delete patron blocks

We are trying to keep the permissions to a minimum for the MVP, but it sounds like we need to add at least one more for users who are allowed to accept payments but not do anything else.
The permission Fees/Fines: Can pay was to be added as part of UXPROD-1249 Closed (Create Final Fee/Fine Permission), but we can add it as part of this MVP feature.

Thanks,
Holly

P.S. We also have an "Override patron block" permission as part of the MVP.

Comment by Holly Mistlebauer [ 12/Sep/19 ]

This is part 1 of the MVP permissions. Part 2 is in Q4 2019.

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