As a BA I want the ability to trigger refunds from transaction history for BC Registries Transactions

[mstanton1]

• As a business analyst
• I want the ability to trigger a refund on a client transaction
• so that I can support refunds in cases where a client is unable to trigger the refund themselves (e.g. work has already commenced on NR so business approval is required, partner transaction/legal filing requires business approval).

Acceptance Criteria

Scenario 1: Transaction included one fee and has not yet been refunded

• GIVEN a client has submitted a transaction with one fee
• WHEN BA's with the refund role access transaction reporting for the client account
• THEN BA's with the refund role will see a refund column to the right of the status column AND there will be a clickable 'Refund' button which calls the refund webservice

Scenario 2: Transaction included multiple fees and they have not yet been refunded

• GIVEN a client has submitted a transaction with two fees (e.g. name request fee + priority fee)
• WHEN BA's with the refund role access transaction reporting for the client account
• THEN BA's with the refund role will see a refund column to the right of the status column AND there will be a clickable 'Refund' button which calls the refund webservice AND clicking the refund button the BA's will be presented with a pop up where they can select one of the fees to refund, both of the fees to refund, or can close out of the refund box

Scenario 3: Transaction has been refunded - one fee

• GIVEN a client has submitted a transaction with one fee and a refund has already been requested through the refund endpoint
• WHEN BA's with the refund role access transaction reporting for the client account
• THEN BA's with the refund role will see a refund column to the right of the status column AND the refund button will be disabled

Scenario 4: Transaction has been refunded for one fee but additional fees without refund exist

• GIVEN a client has submitted a transaction with multiple fees and one or more of those fees has not yet been refunded
• WHEN BA's with the refund role access transaction reporting for the client account
• THEN BA's with the refund role will see a refund column to the right of the status column AND the clicking the refund button BA's will be presented with a pop up where they can select one or more of the fees that have not been refunded AND any fees that have already been refunded will be greyed out so they cannot be selected again ...

Need to consider how transaction history should show - e.g. refunded, partial refund Back end changes required to support a partial refund, e.g. priority fee only Potential need for changes on receipt when refund has taken place - check if design ticket already exists

Dependencies? What is the impact of this dependency? (If so, link dependency in the ticket, make it visible in a team´s backlog)

• Do you know a possible contact person to reach out (from the other team)?

Validation Rules? (If yes, list here)

Design @xxx - please link the Design here

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Link to DoR for a US/ Feature https://github.com/bcgov/entity/blob/master/.github/ISSUE_TEMPLATE/DoR%20-%20Relationships.md https://github.com/bcgov/entity/blob/master/.github/ISSUE_TEMPLATE/DoR%20-%20Entity.md

Link to the DoD for a US/ Feature https://github.com/bcgov/entity/blob/master/.github/ISSUE_TEMPLATE/DoD%20-%20Relationships.md https://github.com/bcgov/entity/blob/master/.github/ISSUE_TEMPLATE/DoD%20-%20Entity.md

[mstanton1]

There are two other scenarios to consider.

8424 has been logged for EJV transactions. Partner transactions - no separate ticket has been logged at this time. Discussions on staff flow have been initiated. The ideal scenario is they are handled the same was systematically as the ticket above with the only difference being the business process would require BCOL Help obtain partner approval.

[SateeshFW]

@rkim13103 Please check this story.

[mstanton1]

Needs requirements for partner and government accounts - can be done as separate ticket. Will require separate ticket to create group for those refunding and show transaction history on basic for those users access - can be done as separate ticket.

To confirm if we also have a requirement to add a transaction. This was included in the old BC Online. Could it be done through Fee Accounting System or do we need it here?

[mstanton1]

@JohnamLane this was created long ago when I had my hand in some payment related items. I'm going to unassign myself. Can you review and determine if this should still be on the board or closed?

[JohnamLane]

Moving to icebox for consideration later if refunds are urgently required.