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MHR - Unable to complete Transfer to Executor - Estate under $25,000 with Will #18356

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chdivyareddy opened this issue Oct 26, 2023 · 9 comments
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@chdivyareddy
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Steps to reproduce:

  • Select a registration which has Sole owner (eg:107826)
  • Select the transfer type as Transfer to Executor - Estate under $25,000 with Will
  • Delete the sole owner and add 2 executors without any groups
  • Click on the Review & Confirm screen
  • "< Please complete required information" is displayed and stops user from navigating to the Review screen

image

@chdivyareddy chdivyareddy added Assets bug Something isn't working labels Oct 26, 2023
@tlebedovich
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@chdivyareddy - is the bug the same for all 3 death transfer types?

@chdivyareddy
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@tlebedovich No, just for this transfer type as of now, other types got resolved in #18290.

@chdivyareddy
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Hey @cameron-eyds , I'm seeing the validation when I delete the existing sole owner and trying to add a new owner to the table. Please take a look, thanks!

Steps to reproduce:

  • Select a registration with sole owner (107826 in DEV)
  • Select the transfer type as 'Transfer to Executor - Estate under $25,000 with Will'
  • Delete the existing owner
  • Validation message is displayed with 'One of the deceased owners must have an Affidavit of Executor with Death Certificate.' when there is sole owner

image.png

@cameron-eyds
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cameron-eyds commented Apr 8, 2024

@chdivyareddy Hey Divya, i noticed this exact scenario and commented in the 'Remove Dissolved Businesses' ticket, this is related to that.
Basically there is validation that should prevent these transfer types when there is only a business as SO, JTs or businesses within a group.
But yea, it's a net new validation part of ticket #20253

My recommendation would be test this with an ownership structure that contains a person, until that validation blocking this in place :) (or we could move this to staging for now, i will pull back ticket 20253)

@chdivyareddy
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Thanks for the update Cameron!

@cameron-eyds
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No prob! Will notify when the update is in

@cameron-eyds
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@chdivyareddy The functionality that prevents these transfers on Groups that only consists of businesses should be in dev shortly!

@dimak1 dimak1 self-assigned this Apr 12, 2024
@dimak1
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dimak1 commented Apr 12, 2024

Verified in DEV. I'm able to navigate to the Review & Confirm page (with deleted Sole Owner and two Execs added).

Screenshot 2024-04-12 at 11.11.51.png

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@dimak1
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dimak1 commented Apr 12, 2024

Verified in DEV. I'm able to navigate to the Review & Confirm page (with deleted Sole Owner and two Execs added).

Screenshot 2024-04-12 at 11.11.51.png

@PCC199 PCC199 closed this as completed Apr 16, 2024
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