Fees/Fines (UXPROD-792)

[UXPROD-4181] Hebis. Loans prepare a file to print for e.g. German Reminder Fees (Quesnelia) Created: 11/Apr/23  Updated: 17/Jan/24

Status: In Review
Project: UX Product
Components: None
Affects versions: None
Fix versions: Quesnelia (R1 2024)
Parent: Fees/Fines

Type: New Feature Priority: P2
Reporter: Charlotte Whitt Assignee: Florian Ruckelshausen
Resolution: Unresolved Votes: 0
Labels: hebis, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: Microsoft Word FOLIO_UXPROD-4181_Meeting18Apr_jb.docx     PNG File Skärmavbild 2023-05-09 kl. 11.47.10 fm.png     PNG File Skärmavbild 2024-01-16 kl. 5.49.23 em.png     PNG File Skärmavbild 2024-01-16 kl. 5.49.36 em.png     PNG File Skärmavbild 2024-01-16 kl. 5.49.51 em.png     Microsoft Word hebis_Reminder fees - minimal Requirements_20230213 (1).docx    
Issue links:
Defines
defines MODBATPRNT-4 Update Vert.x version to 4.5.1 In Progress
defines CIRC-1904 Hebis: Job to run for billing of "Rem... Closed
defines UICIRC-1036 Settings > Circulation > Patron notic... Closed
is defined by UICIRC-942 UI done. Awaiting BE. Hebis: Settings... Closed
is defined by UICIRC-985 Hebis: Settings > Circulation > Patr... Closed
is defined by UICIRC-1039 Hebis. Deprecate: Settings > Circulat... Closed
is defined by UX-516 UX. Settings page for fetching patron... Closed
is defined by MODBATPRNT-1 Hebis. Users. Action menu: Patron not... Closed
is defined by UICIRC-1031 Hebis. Users. Action menu: Patron not... Closed
is defined by CIRC-1925 Hebis. Update reminder scheduler to h... In Review
is defined by MODBATPRNT-3 Hebis: Integration test for mod-batch... In Review
is defined by UIU-3030 Users. Permissions that grant 1) Vie... In Review
is defined by MODBATPRNT-2 Hebis: User. Back end work for storag... In Code Review
is defined by MODSENDER-66 Hebis. Create print channel In Code Review
Gantt End to Start
has to be done after UXPROD-2015 Hebis (Poppy): Implement Reminder Fee... Closed
has to be done after UXPROD-3461 Hebis: Patron notices for reminder fe... Closed
has to be done after UXPROD-4267 Hebis: Add "User primary address" as ... Closed
has to be done after UXPROD-4464 Patron notices for reminder fees for ... Draft
Release: Quesnelia (R1 2024)
Epic Link: Fees/Fines
Analysis Estimate: Small < 3 days
Analysis Estimator: Charlotte Whitt
Front End Estimate: Medium < 5 days
Front End Estimator: Charlotte Whitt
Back End Estimate: Large < 10 days
Back End Estimator: Charlotte Whitt
Development Team: Odin
PO Rank: 0
Rank: Cornell (Full Sum 2021): R3

 Description   

Time line: Solution is part of Quesnelia flower release, but code will be made available for Hebis end of 2023.

Current situation or problem: We are developing solution for the German Reminder Fees. Here we for the final reminder, whether it's the third, the fifth or X there is the final, then some institutions want to send the final reminders as a printed file, and a delivery via snailmail.

In scope:
Mail: Create the reminder notice as a file and send it as attachment to defined email address or upload it to a cloud fileservice like Dropbox/Hessenbox.

Out of scope:
The initial solution will not require storing in FOLIO.

Use case(s):
As a staff user I want be able to access a file with all final reminder fees, which I need to print out and send to the respective patrons. The file is generated as a nightly job, as a pdf file.
This will allow me to print out all the respective reminder fee notifications and they can be delivered by snail mail to the given patrons.

UX mock up:
Old mock up - which have been changed based on feed back from PC 1/11/2024

New mock ups:

Proposed solution/stories

Links to additional info:
Reminder fees – minimal set for hebis (as of January 2023)
hebis_Reminder fees - minimal Requirements_20230213 (1).docx
Example reminder - https://docs.google.com/document/d/1QBe9wChGOKjOmkgBPBlpKvJd1yNHyI-aP7txXxHBvJM/edit

Questions



 Comments   
Comment by julie.bickle [ 12/Apr/23 ]

Hello Watchers,
I've preped the questions I would ask in our next meeting on 18 April, and attached it here FYI if you want to read it beforehand, but no action is needed until the meeting.

Comment by Thomas Trutt [ 20/Apr/23 ]

I wonder if uploading files may be a round about way of doing this. Perhaps adding a notices to be printed function like staff slips. Queue up the notices and then pull and print then via the UI. The other thing i would point out, may be already covered elsewhere, would be the inclusion of usr addresses as tokens.

Comment by julie.bickle [ 08/May/23 ]

Florian Ruckelshausen I'm about to write a feature similar to Add "Current date/time" as staff slip token, called "Add "Current time" as notice token". I'm wondering about formatting.

There is a standard date format for each language in FOLIO, for German it's dd.mm.yyyy . So a date from this token would render e.g.: "7.7.2023". Is this OK?

Comment by Florian Ruckelshausen [ 08/May/23 ]

The format in dd.mm.yyyy is fine and i think it is a great idea to use the preformatting based on the language setting.

Comment by Charlotte Whitt [ 09/May/23 ]

Florian Ruckelshausen - do you want the same format for the time stamp in the print file? Please notice if we chose so, then sorting will not be chronologic - ascended/descending when clicking the sortable header in the MCL

Comment by Charlotte Whitt [ 09/May/23 ]

Hi julie.bickle - is it correct that Add "Current date/time" has already been developed for Poppy?

Comment by julie.bickle [ 10/May/23 ]

Charlotte Whitt Only for staff slips. For patron notices, it's a similar principle, but I haven't written the feature yet (on my list for this week) + there is no exisitng section in the UI where that token can live, so I need to figure that out.

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