Differences

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--- scratchpad:negative_balances [2014/09/22 20:26] – created klussier
+++ scratchpad:negative_balances [2022/02/10 13:34] (current) – external edit 127.0.0.1
@@ Line 31: / Line 31: @@
     * Does not reinstate overdue fines on a lost item return;
     * Does not generate new overdues on a lost checkin.
+  * Library F:
+    * Does not void overdue fines when an item is marked lost;
+    * Charges a $5 processing fee;
+    * Does not generate new overdues on lost checkin;
+    * Does not void processing fee on lost checkin.
+  * Library G:
+    * Voids overdue fines when an item is marked lost;
+    * Charges a $5 processing fee;
+    * Reinstates fines on a lost checkin;
+    * Generates new overdues on a lost checkin;
+    * Voids processing fee on lost checkin.
 ====Use Case 1 Simple No Negative Balance Transaction====
   * The library has enabled the //Prohibit Negative Balances (default)// setting or the //Prohibit negative balance on bills for lost materials// setting.
-  * Patron has checked out an item that accrues $1.75 ($.05 per day0 in fines before being it is marked lost.
+  * No overdue fines accrue before it is marked lost.
   * A lost item fee of $20.00 is assessed for the lost item.
-  * The patron pays the entire $20.00 for the lost item.
+  * The patron pays the entire $20.00 in cash for the lost item.
+  * The patron returns the lost item five days after it was marked lost.
+===Libraries A-E===
+**What the patron owes:** $0.00. The $20 paid towards the book is not refunded due to the prohibit negative balance setting.
+**What the UI shows:**
+  * $20 lost materials bill
+  * $20 cash payment
+  * $0 adjustment
+===Library F===
+**What the patron owes:** $0.00. Although the patron did not pay the $5 processing fee, the cost is covered by the lost materials bill when the lost item is returned.
+**What the UI shows:**
+  * $20 lost materials bill
+  * $5 processing fee bill
+  * $20 cash payment
+  * $5 adjustment for lost item return.
+===Library G===
+**What the patron owes:** $0.00
+**What the UI shows:**
+  * $20 lost materials bill
+  * $5 processing feel bill
+  * $20 cash payment
+  * $5 adjustment for lost item return
+**Question:** Should we clearly identify the $5 adjustment as being an adjustment to the processing fee? In the current negative balance code, the adjustment is identical to ones made to the lost billing fee because they use the same note. This isn't an issue in the pre-negative balance work because the void is applied to the specific bill, so it's easy to see which bill is being adjusted.
+====Use Case 2 Simple No Negative Balance Transaction with Partial Payment====
+  * The library has enabled the Prohibit Negative Balances (default) setting or the Prohibit negative balance on bills for lost materials setting.
+  * No overdue fines accrue before it is marked lost.
+  * A lost item fee of $20.00 is assessed for the lost item.
+  * The patron pays $4.00 in cash for the lost item.
+  * The patron returns the lost item five days after it was marked lost.
+===Libraries A-E===
+**What the patron owes:** $0.00. The $4 paid towards the book is not refunded due to the prohibit negative balance setting.
+**What the UI shows:**
+  * $20 lost materials bill
+  * $4 cash payment
+  * $16 adjustment for lost item return
+===Library F===
+**What the patron owes:** $1.00. The $4 paid goes towards the processing fee, leaving just $1.
+**What the UI shows:**
+  * $20 lost materials bill
+  * $5 processing fee bill
+  * $4 cash payment
+  * $20 adjustment for lost item return
+===Library G===
+**What the patron owes:** $0.00. The processing fee has been voided, so the transaction is similar to those we see in Libraries A-E
+**What the UI shows:**
+  * $20 lost materials bill
+  * $5 processing fee bill
+  * $4 cash payment
+  * $5 adjustment payment for lost item return (voiding of processing fee)
+  * $16 adjustment for lost item return (remainder of lost bill)
+====Use Case 3 Lost Fee with Fines and Partial Payment====
+  * The library has enabled the //Prohibit Negative Balances (default)// setting or the //Prohibit negative balance on bills for lost materials// setting.
+  * $2 have accrued in fines ($.05 per day) before item is marked lost.
+  * A lost item fee of $20.00 is assessed for the lost item.
+  * The patron pays $10.00 in cash for the lost item.
   * The patron returns the lost item five days after it was marked lost.
 ===Library A===
+**What the patron owes:** $0.00 The $2 in overdue fines is covered by the $10 payment for the lost item.
+**What the UI shows:**
+  * $2 in overdue fine bills
+  * $20 lost materials bill
+  * $10 cash payment
+  * $12 adjustment for lost item return
+===Library B===
+**What the patron owes:** $0.00 The $2.25 in overdue fines is covered by the $10 payment for the lost item.
+**What the UI shows:**
+  * $2.25 in overdue fines ($2 initial accrual, $.25 in new fines that accrued between lost and checkin)
+  * $20 lost materials bill
+  * $10 cash payment
+  * $12.25 adjustment for lost item return
+===Library C===
+**What the patron owes:** $0.00 The $2.25 in overdue fines is covered by the $10 payment for the lost item.
+**What the UI shows:**
+  * $2.00 in overdue fines
+  * $2.00 adjustment for voided overdue fines
+  * $20 lost materials bill
+  * $10 cash payment
+  * $2 reinstated overdues bill
+  * $.25 in new overdues bill
+  * $12.25 adjustment for lost item return
+**Question:** The above is an accurate reflection of what happens with the bill and is similar to what I saw in the negative balance branch under earlier testing. However, it gives the impression that the total charges were $2 more than they really were because the $2 in fines are being shown twice. Would it be better to show the $2.00 adjustment for voided overdue fines after they are voided, but then to simply remove that adjustment when the fines are reinstated?
+===Library D===
+**What the patron owes:** $0.00 The $2.00 in overdue fines is covered by the $10 payment for the lost item.
+**What the UI shows:**
+  * $2.00 in overdue fines
+  * $2.00 adjustment for voided overdue fines
+  * $20 lost materials bill
+  * $10 cash payment
+  * $2 reinstated overdues bill
+  * $12 adjustment for lost item return
+**Question:** Same question as Library C above.
+===Library E===
+**What the patron owes:** $0.00 The $2.00 in overdue fines are voided when the item is marked lost.
+**What the UI shows:**
+  * $2.00 in overdue fines
+  * $2.00 adjustment for voided overdue fines
+  * $20 lost materials bill
+  * $10 cash payment
+  * $10 adjustment for lost item return
+===Library F===
+**What the patron owes:** $0.00 The $5.00 processing fee and $2.00 fine are covered by the $10 cash payment
+**What the UI shows:**
+  * $2.00 in overdue fines
+  * $20 lost materials bill
+  * $5 processing fee
+  * $10 cash payment
+  * $17 adjustment for lost item return
+===Library G===
+**What the patron owes:** $0.00
+** What the UI shows:**
+  * $2.00 in overdue fines
+  * $2.00 adjustment for voided overdue fines
+  * $20 lost materials bill
+  * $5 processing fee
+  * $10 cash payment
+  * $2.00 reinstated overdues bill
+  * $.25 new overdues bill
+  * $5 adjustment for processing fee
+  * $12.25 adjustment for lost item return
+**Question:** Same question as Library C above
+====Use Case 4 Lost Fee with Fines and Smaller Partial Payment====
+  * The library has enabled the //Prohibit Negative Balances (default)// setting or the //Prohibit negative balance on bills for lost materials// setting.
+  * $2 have accrued in fines ($.05 per day) before item is marked lost.
+  * The patron pays $2 in cash for the fines.
+  * A lost item fee of $20.00 is assessed for the lost item.
+  * The patron returns the lost item five days after it was marked lost.
+===Library A===
+**What the patron owes:** $0.00 The $2 in overdue fines is covered by the earlier $2 payment
+**What the UI shows:**
+  * $2 in overdue fine bills
+  * $2 cash payment
+  * $20 lost materials bill
+  * $20 adjustment for lost item return
+===Library B===
+**What the patron owes:** $0.25 for the new overdues that accrued between lost and checkin.
+**What the UI shows:**
+  * $2.00 in overdue fines
+  * $2.00 cash payment
+  * $20 lost materials bill
+  * $.25 in new overdues
+  * $20 adjustment for lost item return
+===Library C===
+**What the patron owes:** $0.25 for the new overdues that accrued between lost and checkin
+**What the UI shows:**
+  * $2.00 in overdue fines
+  * $2.00 cash payment
+  * $2.00 adjustment for voided overdue fines
+  * $20 lost materials bill
+  * $2 reinstated overdues bill
+  * $.25 in new overdues bill
+  * $20 adjustment for lost item return
+**Question:** Same Question as Use Case 3, Library C
+===Library D===
+**What the patron owes:** $0.00 The $2.00 in overdue fines is covered by the previous $2 payment
+**What the UI shows:**
+  * $2.00 in overdue fines
+  * $2.00 cash payment
+  * $2.00 adjustment for voided overdue fines
+  * $20 lost materials bill
+  * $2 reinstated overdues bill
+  * $20 adjustment for lost item return
+**Question:** Same question as Use Case 3, Library C
+===Library E===
+**What the patron owes:** $0.00 The $2.00 in overdue fines is covered by the previous $2 payment.
+**What the UI shows:**
+  * $2.00 in overdue fines
+  * $2.00 cash payment
+  * $2.00 adjustment for voided overdue fines
+  * $20 lost materials bill
+  * $18 adjustment for lost item return
+===Library F===
+**What the patron owes:** $5.00 for the processing fee
+**What the UI shows:**
+  * $2.00 in overdue fines
+  * $2.00 cash payment
+  * $20 lost materials bill
+  * $5 processing fee
+  * $20 adjustment for lost item return
+===Library G===
+**What the patron owes:** $.25 for new overdues
+** What the UI shows:**
+  * $2.00 in overdue fines
+  * $2.00 payment
+  * $2.00 adjustment for voided overdue fines
+  * $20 lost materials bill
+  * $5 processing fee
+  * $2.00 reinstated overdues bill
+  * $.25 new overdues bill
+  * $5 adjustment for processing fee
+  * $20 adjustment for lost item return
+**Question:** Same question as Use Case 3, Library C