LCFS - Transfer registration flag feature

[justin-lepitzki]

Description: To develop the transfer registration flag feature that controls whether an organization can buy and sell credits. A registered organization (yes flag) can buy and sell credits whereas a unregistered organization (no flag) cannot buy/sell credits.

• Radio button on the edit organization page (see wireframes below)
• Yes / no options; only one can be selected
• Selection is required
• yes/no flag shows up in Organizations table for IDIR users and on the Organization Details page, accessible to both BCeID and IDIR users (see wireframes below)
• Organization Details page includes explanatory sentence in addition to yes/no: (1) Yes — A registered organization is able to transfer compliance units. (2) No — An organization must be registered to transfer compliance units.
• Functionality when flag is Yes: BCeID users with the transfers role within the organization can see the New Transfer button (see card #212) on the transactions page; the organization shows up in the curated list of transfer partners when creating a new transfer (see card #214)
• Functionality when flag is No: no user within the organization can see the New Transfer button on the transactions page (i.e., cannot initiate a new transfer); the organization does not show up in the curated list of transfer partners when creating a new transfer (see card #214), meaning another organization cannot send them a transfer proposal.

Wireframes:

• Edit organization page (IDIR only): https://preview.uxpin.com/59145260c7d8cc48969ac79401cc03d84843c3d9#/pages/164728479/simulate/no-panels
• Organizations main table (IDIR only): https://preview.uxpin.com/59145260c7d8cc48969ac79401cc03d84843c3d9#/pages/164769377/simulate/no-panels
• Organization Details page (BCeID & IDIR): https://preview.uxpin.com/59145260c7d8cc48969ac79401cc03d84843c3d9#/pages/164329808/simulate/no-panels
• New transfer page (BCeID only): https://preview.uxpin.com/59145260c7d8cc48969ac79401cc03d84843c3d9#/pages/164975114/simulate/no-panels
• New Transfer button on transactions page (screenshot): Private Zenhub Image
• Select Organization on New Transfer page (curated list of registered orgs): Private Zenhub Image

Purpose and benefit to user:

Acceptance Criteria:

• [x] Given I am an IDIR user, when I access the Edit Organization page, then I should see the option to select a 'Yes/No' radio button for the transfer registration flag.
• [x] Given I am an IDIR user, when I view the Organizations table, then the 'Yes/No' flag status of each organization should be visible.
• [x] Given I am a BCeID or IDIR user, when I access the Organization Details page, then I should see the 'Yes/No' flag along with the explanatory sentence about registration status.
• [x] Given I am a BCeID user with transfer role, when the organization's flag is 'Yes', then I should see the 'New Transfer' button and find the organization in the transfer partners list.
• [x] Given I am a BCeID user initiating a new transfer, when I access the list of transfer partners, then organizations with the transfer registration flag set to 'No' should not appear in the curated list.

Development Checklist:

• [x] Implement radio button on the Edit Organization page. Ensure selecting either 'Yes' or 'No' is required.

[justin-lepitzki]

Hey team! Please add your planning poker estimate with Zenhub @AlexZorkin @hamed-valiollahi @jig-patel @kevin-hashimoto @prv-proton

[Grulin]

As a BCEID user part of an organization that is unregistered, the 'New transfer' button on the transactions page is still visible to me. If an organization is flagged a 'unregistered', the 'New transfer' button should not be visible to any of the users connected to that organization and the users should not be able to start filling out the required fields of a new transfer, should not be able to save it, and should not be able to sign and send a new transfer.

Currently, as a BCeID user that is part of an unregistered organization, I can still see the "New transfer' button on the transaction page, fill out required fields for a new transfer, sign and send a transfer that will be visible and and able to be signed and submitted by the purchasing organization.

In addition: If an organization becomes unregistered after a new transaction has already been saved or signed and sent, there should be one final validation in place for a IDIR user with a director role before the transfer is recorded. For these transfers that were sent when an organization's status was "registered" but changes to "unregistered" before being recorded, the director should receive an error validation stating "organization unregistered" if one or both of the organizations are unregistered.

This validation check for a registered organization should also be added to either card #325 and/or #326