UI - Validations (WILL)

[mstanton1]

WILL transfer flow validations

• see design comps and associated documentation

[tlebedovich]

@dimak1 - just putting the misc UXA we talked about in here for you --

• [x] please centre tool tip with "Executor" name text
• [x] Executor/line text should be 495057 colour

• [x] Wrong dropdown WILL tool tip text (please see text in design comp):

• [x] missing the word "new" for WILL's Transfer Details - first and review screen whether they select the box or not (only Surviving Joint Tenants flow doesn't have the word new since they aren't adding any new owners):

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• [x] Missing Change Transfer Type modal when user changing the Transfer Type dropdown from WILL to another transfer type if user made any changes or entered a declared value (and once changes, the declared value should appear in default empty state, and shouldn't have auto-error when it does get reset for the new transfer type - you can start with a Sale/Gift transfer, delete and owner and then change to transfer to Surviving JT transfer to see how this modal:

[LizGovier]

@dimak1

*New Error validation When user clicks Review and Confirm and supporting documents have yet to be selected show :

• red vertical bar extending the width of the group
• for deceased owners that do not have a supporting document selected, highlighted in red 'Select the supporting document you have for this owner:'

Figma File

[dimak1]

@LizGovier as discussed about Supporting Document validations, the above screenshot should be updated. Thanks!

[dimak1]

This is now available in DEV. Please also do a quick check of other Transfer flows. Thanks! cc: @tlebedovich @LizGovier

[tlebedovich]

@saragunnarsson - i think myself and @LizGovier will do the UXA review for WILL flow/validations for this ticket.

[LizGovier]

• [x] Home Owners / Incorrect height The height of the Home Owners bar should match the other bars. I think it's because this button should have a height of 24px vs 44px.

[LizGovier]

• [x] Live Validation message - 'Group must contain at least one executor' This message appears as soon as you delete an owner in a Joint Tenancy. This live validation should only appear when all owners are deceased and an executor has not been added.

[LizGovier]

• [x] Selected tabs should have a white background

Figma Design

Dev

[LizGovier]

• [x] Review and Confirm / Missing owner's Grant of Probate info and death certificate

Figma Design

Dev ****

[tlebedovich]

Declared Value

• [x] Missing this default hint text under Declared Value (this same hint should show for WILL, LETA and AFFE - we will show a different default hint for Sale/Gift or Transfer to Surviving Joint Tenants that will be included in a separate ticket #15946 so do not show this hint text for Sale/Gift and Surviving Joint Tenants blank for now)

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Additional Name Information (regression since WILL work):

• We are now missing the "Additional Name Information" label inside of the field (For Registration and ALL transfer types in all Add or Edit or Read-only states):

[dimak1]

@LizGovier great findings and absolutely related to the Will Transfers flow. However, they were not in the ticket's scope. Let's wait until UXA is completed and put some of them in a separate ticket.

[LizGovier]

• [x] Review and Confirm / Red Validation Bar There should only be one red validation bar tied to the group that is being updated.

• [x] Review and Confirm / Validation message / All owners must be deceased

• Because an executor has been added to the group, this validation message should only say "All owners must be deceased"

Figma Design

Dev

[LizGovier]

• [x] Executor Added and All owners deceased This validation bar should not appear because the owners are deceased and there is an executor.

[LizGovier]

• [x] Review and Confirm / No supporting documents selected Please remove the validation bar

Figma Design

Dev

[LizGovier]

• [x] Review and Confirm / One owner is not deceased and an executor has not been added Missing proper validation. message. "All owners must be deceased and an executor added."

Figma File

DEV

[LizGovier]

Hey @dimak1 I've gone through WILL and left you quite a few comments. With AFFE and LETA coming up, it may be good to touch base and chat just so I'm clear on how design should be handed off for dev. Would you have time tomorrow?

Also, I've created a list of validation messages that will be used for all Transfers due to death that might help out with keeping track: https://docs.google.com/spreadsheets/d/1LnHG5EsKedAy6UgOMw9FbnjSS72TNZsxwSPOwlxCdtw/edit#gid=1146918710

[dimak1]

Thanks @LizGovier yes, we can chat tomorrow about it. And about feedback/validations items too, I have some questions.

Also, please move the following items to a new ticket, as they were not part of the original ticket(s):

• Saving and Loading Draft
• Review and Confirm screen items have their own ticket #15895, so maybe it could be added as AC.

Thanks!

[dimak1]

@LizGovier I will start working on the feedback items, but to move this ticket along, could you take out the Review page and Draft related stuff, please?

[LizGovier]

hey @dimak1

Those items have been moved to https://app.zenhub.com/workspaces/assets-62b64b8b72f4dd0022d33fff/issues/gh/bcgov/entity/15895

[dimak1]

Hi @LizGovier, to your above comment that you moved the Review items to #15895, I didn't see any comments and updated AC in there?

[dimak1]

This is ready for another round of UXA, based on feedback, minus the Review page.

[LizGovier]

@dimak1 Cameron mentioned that I should move it to this ticket : https://app.zenhub.com/workspaces/assets-team-space-61426544e7e2ea001d079597/issues/gh/bcgov/entity/15795

[tlebedovich]

@LizGovier - please do your final review of all the feedback above

[LizGovier]

Hey @dimak1

I did a second round of UXA based on the feedback above. I've unchecked the tasks that still need attention. Please reach out if you have questions!

[dimak1]

Thanks @LizGovier. Besides items for Review and Confirm page (that suppose to be in another ticket), I only see these unchecked items:

• [x] missing the word "new" for WILL's Transfer Details - first and review screen whether they select the box or not (only Surviving Joint Tenants flow doesn't have the word new since they aren't adding any new owners)
• [x] Executor/line text should be 495057 colour

Will take a look, thanks

[dimak1]

@LizGovier addressed two items in upcoming PR, the rest of the feedback (eg Review and Confirm / Remove Message, Register Changes and Pay / Broken) belongs to another ticket.

[LizGovier]

Thanks @dimak1

What ticket are these two in?

[dimak1]

@LizGovier, probably the Review and Confirm page of the Will Transfers. If that ticket has AC defined and already estimated, we'll need a new one.

[LizGovier]

Hey @dimak1

I placed those two items regarding Review and Confirm in the proper ticket #15895

Just one small thing and then we can close this ticket. Could you remove the comma in declared value hint text.

Thanks!

[dimak1]

Thanks @LizGovier, updated and pushed for review. Once merged, I will let you know.

[dimak1]

@LizGovier ready for UXA.

[LizGovier]

Thanks @dimak1, just reviewed. This can be closed.

[tlebedovich]

@LizGovier all tickets move to RFQA before being closed :)

[chdivyareddy]

Verified in DEV, just couple validation fixes will create a ticket for it, moving this along.

• Tooltip:

• When there is no grant of probate deceased owner in a group and user tries to add a new owner to the table, then the following error message is served:

• When the user changes the Transfer type after entering the declared value:

• When an owner is deceased and an executor is not added to the group (TIC):

• When an owner is deceased and an executor is not added (SO/JT):

• When all the owners are deceased in a group and an executor is not added:

• When all the owners are deceased in a group and user clicks on the Review & Confirm button without adding an executor:

• Executor role tooltip:

• Additional Name Information tooltip:

• When an executor is added to a group after the owners are deceased:

• When the user undo the deceased owner with Grant of probate with will after adding an executor:

• When the user clicks on the Review & confirm, executor has been added and living owner remains with no Grant of Probate selected:

• Review & Confirm screen: