Fees/Fines (UXPROD-792)

[UXPROD-2391] Loan: (BE) Declared Lost/Aged to Lost using ACTUAL COST Created: 22/Apr/20  Updated: 25/Jan/23  Resolved: 13/Oct/22

Status: Closed
Project: UX Product
Components: Fees/Fines
Affects versions: None
Fix versions: Nolana (R3 2022)
Parent: Fees/Fines

Type: New Feature Priority: P2
Reporter: Holly Mistlebauer Assignee: Holly Mistlebauer
Resolution: Done Votes: 0
Labels: cap-mvp-split, feesfines, loans, needs-testrail, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PDF File Lost items - Close loan (1).pdf    
Issue links:
Blocks
blocks UXPROD-3983 Loan: Claimed Returned using ACTUAL C... Open
blocks UXPROD-2573 Loan: Claimed Returned using ACTUAL C... Closed
blocks UXPROD-2554 Loan: Declared lost - work for actual... Closed
Cloners
is cloned by UXPROD-3564 Loan: (FE) Declared Lost/Aged to Lost... Closed
Defines
defines UXPROD-3079 Implement actual cost for lost items In Progress
is defined by CIRC-714 BACKEND - Declared lost item: Assign ... Closed
is defined by CIRC-728 BACKEND - Declared lost/aged to lost ... Closed
is defined by CIRC-730 BACKEND - Declared lost/aged to lost ... Closed
is defined by CIRC-819 Aged to lost: Automatically age over... Closed
is defined by CIRC-894 Age to lost: Assign lost fees for age... Closed
is defined by CIRC-895 Age to lost: Add billing date and tim... Closed
is defined by CIRC-1432 Aged to lost: Assign lost fees for ag... Closed
is defined by CIRC-1556 BACKEND - Closing declared lost loan ... Closed
is defined by CIRC-1566 BACKEND - Aged to lost: Closing "Lost... Closed
is defined by CIRC-1607 Add fields for actual cost Closed
is defined by CIRC-1562 [BE][SPIKE] Investigate using partial... Closed
is defined by CIRCSTORE-331 Create actual-cost-record entity CRUD Closed
is defined by CIRCSTORE-358 Add fields for actual cost Closed
is defined by FAT-1484 Сheck test cases for validity and rel... Closed
Duplicate
is duplicated by UXPROD-846 Fees/Fines in-app report: Lost items ... Closed
Relates
relates to UXPROD-501 Loan: Declared Lost Closed
relates to UXPROD-2246 Loan: Declared Lost - Fee/Fine work f... Closed
relates to UXPROD-2260 Loan: Declared Lost (Stories dependen... Closed
relates to UXPROD-2554 Loan: Declared lost - work for actual... Closed
relates to UXPROD-2572 Loan: Aged to Lost using ACTUAL COST Closed
relates to UXPROD-3565 Loan: (BE) Lost Item Fees processing ... Closed
relates to UXPROD-3377 Loan: (FE) Lost Item Fees processing ... Closed
relates to UXPROD-3744 Loan: (FE) Lost Item Fees processing ... Closed
relates to UXPROD-3554 Loan: Lost Item Fees processing page ... In Refinement
Requires
requires UXPROD-2554 Loan: Declared lost - work for actual... Closed
Release: Nolana (R3 2022)
Epic Link: Fees/Fines
Front End Estimator: Zak Burke
Back End Estimate: XXXL: 30-45 days
Back End Estimator: Marc Johnson
Back-End Confidence factor: 80%
Estimation Notes and Assumptions: New back end developers are still getting used to working in the team (and FOLIO) and are all unfamiliar with this area. It could easily take much longer than 45 days.

If this work includes new APIs, then this estimate will likely need to grow in order to accommodate the expectation for API integration testing with Karate.
Development Team: Vega
Kiwi Planning Points (DO NOT CHANGE): 71
PO Rank: 96
Rank: Chicago (MVP Sum 2020): R5
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R4
Rank: GBV (MVP Sum 2020): R5
Rank: Grand Valley (Full Sum 2021): R1
Rank: Lehigh (MVP Summer 2020): R3
Rank: MTSU: R2
Rank: MI State-Lib of MI (Sum 2021): R2
Rank: MO State (MVP June 2020): R1
Rank: U of AL (MVP Oct 2020): R4

 Description   
Split on October 20, 2021

Split on October 20, 2021
UXPROD-2391 Closed split to create features for BE and FE separately on February 15, 2022

Split on October 20, 2021

Formerly UXPROD-2391 Closed included both the ACTUAL COST fee/fine work for items that are Declared Lost and the report that will be used to process the ACTUAL COST for both Declared Lost and Aged to Lost items. Holly split the processing report since it is for both Declared Lost and Aged to Lost items. UXPROD-2391 Closed now covers only the ACTUAL COST fee/fine work for items that are Declared Lost. UXPROD-3377 Closed covers the processing report.

Redesigned on September 23, 2020

The redesign of the ACTUAL COST process has resulted in no longer needing the following user stories...

  • UIU-1593 Closed (Declared lost item: Manual fee setting for ACTUAL COST fee/fine type)
  • MODFEE-51 Closed (BE - Declared lost item: Manual fee setting for ACTUAL COST fee/fine type)
  • CIRC-727 Closed BE - (Declared lost: renewal (effect on lost item fees) - SHARED ACTUAL COST)
  • CIRC-729 Closed BE - (Declared lost item: check in (effect on fines/fees) - SHARED ACTUAL COST)

The following user stories will be kept, but have been renamed...

  • CIRC-728 Closed
    • OLD: BE - Declared lost: renewal (effect on lost item fees) - FF OWNER ACTUAL COST
    • NEW: BE - Declared lost: renewal (effect on lost item fees) - ACTUAL COST
  • CIRC-730 Closed
    • OLD: BE - Declared lost item: check in (effect on fines/fees) - FF OWNER ACTUAL COST
    • NEW: BE - Declared lost item: check in (effect on fines/fees) - ACTUAL COST
Merged on July 20, 2020

UXPROD-846 Closed (Fees/Fines in-app report: Lost items requiring actual cost) was merged with UXPROD-2391 Closed (Lost: Declared Lost - Fee/Fine work for ACTUAL COST) to create UXPROD-2046 Draft ( UXPROD-2391 Closed (Lost: Declared Lost - Fee/Fine work for ACTUAL COST). Note: This was done because of the constant misunderstanding that the report wasn't a high priority although it was part of the thin-thread workflow.

Split on April 22, 2020

UXPROD-2246 Closed Loan: Declared Lost - Fee/Fine work was split into two features:

  1. UXPROD-2246 Closed Loan: Declared Lost - Fee/Fine work for SET COST (for Q2 2020)
  2. UXPROD-2391 Closed Loan: Declared Lost - Fee/Fine work for ACTUAL COST (for later in 2020 or Q1 2021)


 Comments   
Comment by Holly Mistlebauer [ 26/Apr/22 ]

Holly has summarized the ACTUAL COST SURVEY results at https://docs.google.com/document/d/1jqIIAC_Mz01N8vOGTZwrgjRTrJqWZK3ZJo5R8dQIrZw/edit?usp=sharing.
(The survey included questions about which sites use or want to use ACTUAL COST, how many items they will expect to process per day, how many staff members will process items at the same time, the expected response time, etc.)

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