FAS - add badge for Returned undeliverable

[pstemkens]

REFUND_UNDELIVERABLE - badge

Assumptions:

• Financial and Administrative Services Branch = FASB, notifies SBC FIN of returned cheque undeliverable item.
• SBC FIN are the users of this feature.

Editing refund status to mark refund cheque as refund undeliverable
GIVEN a cheque has been identified by FASB as returned undeliverable
WHEN I go view the RS in FAS
THEN I will be able to add the badge "Returned Undeliverable" beside the chq
AND a comment is auto-generated with user and timestamp and action recorded.

Editing refund status to mark refund cheque as refund processed
GIVEN a RS with the returned undeliverable flag
WHEN I open the RS in FAS
THEN I will be able to remove the badge "Returned Undeliverable" beside the chq
AND a comment is auto-generated with user and timestamp and action recorded.

Searching
GIVEN I have searched for a RS
WHEN I see the results list
THEN I can see the Refund Status column in the result table.

Viewing a single RS
GIVEN I have searched for a RS
WHEN I click the Open button
THEN I can see the Returned Undeliverable refund status

Out of scope: CAS integration via DW to populate flag

Design link:
https://www.figma.com/design/NcchZlxVp502zeoiCLeMgi/Enhancements-for-Staff?node-id=2626-1332&t=l7n9zCZqe08D0i2c-4

[pstemkens]

email sent to SBC FIN requesting additional information.

[pstemkens]

@ethantspitt , do you have time tomorrow maybe to discuss this?

[ethantspitt]

sure let's chat about this tomorrow

[pstemkens]

@ethantspitt , please create a design for the "badge"

[ethantspitt]

@pstemkens

Added a mock up link with badge, should they appear beside the 'refund completed' status?

[pstemkens]

@ethantspitt, how will the badge get placed beside the chq? is it a manual option to add this badge? I think we want it to be a manual option, . If you click on the undeliverable badge, would you be able to add a comment?

[ethantspitt]

No the badge is not clickable. If we want manual options, we might need to add additional actions in the detail page.
Do you know where is a chq information displayed in FAS dashboard? is it the Routing Slip Information?

[pstemkens]

@ethantspitt , for a RS, if you click the 'Open" button, you can see the cheque details, name, address,etc.

[JohnamLane]

@pstemkens Can you please follow up with Finance and reg staff to confirm the answers to these questions mentioned in the description:
Next steps:

Learn what SBC Finance does today when they get an undeliverable cheque
Is it up to reg staff to locate the correct address? Yes,
Is the cheque 'written off' or accounted for?

If they don't send the cheque to a new address, and instead cut a new one manually, how are the books balanced? How is FAS updated, and all of the $ tracked in CAS?

[pstemkens]

@JohnamLane , most of the answers are here, just waiting on a few more.
PT manually records the returned cheques in the Cheque Management System. we would need to access CAS to see this updated status, they are labelled as Unclaimed Status in CAS.

If a new mailing address isn’t provided within 90 days:
• PT transfers the payment to Unclaimed Status, shreds the cheque and logs it in the Cheque Management System (the physical cheque is destroyed, but isn’t voided in CAS. It still appears as paid, but uncashed).

see#21883

[ethantspitt]

Design updated, also added a design option to allow staff to update the Cheque Undelivered badge manually.

[pstemkens]

@ethantspitt , thank you for the updated designs. I am still waiting for SBC FIN to reply to some questions.

[seeker25]

Example of cleared refunds:

select * from cas.ap_invoices i join cas.ap_invoice_payments ip on ip.invoice_id = i.invoice_id where i.vendor_name = 'ZZZ REVENUE REFUNDS' and payment_status_code = 'CLEARED' and batch_name like '%REFUND_FAS%';

It's possible to backflow from Datawarehouse -> Pay via CloudProxy (thanks @bolyachevets )

https://github.com/bolyachevets/business-db-sync/blob/0fd53c3e25ae1e3a9a7fc913f7ed7a7f589d344e/devops/dc.yaml#L130

We're going to have to use this anyways migrating to GCP, because we can't be connecting to CPRD from GCP.

[JohnamLane]

Hey team! Please add your planning poker estimate with Zenhub @Jxio @lizhuomeng71 @ochiu @rodrigo-barraza @seeker25

[seeker25]

Reminder: Update the FAS component in auth-web as well

[ethantspitt]

UXA reviewed, please refer to this page for detail