bcgov
Client changes from EFT to PAD
https://www.figma.com/file/Y1PWkuB8II5lxdDdUq67Aj/Electronic-Funds-Transfer?type=design&node-id=2303-4860&mode=design&t=EOKPoxvW4FZ9mBGc-4
Scenario 1 - Choosing EFT to PAD Payment GIVEN I am using EFT WHEN I choose the PAD payment method THEN The system reminds me that there will be a 3-day waiting period AND my payment method is changed to PAD AND payments can't proceed until the waiting period is up
Scenario 2 - Modal workflow: GIVEN I have selected PAD Payment method to move away from EFT Payment Method AND I am presented with a modal detailing the statement balance WHEN I click continue to Payment THEN I can enter CC card information to pay the balance AND I will be presented with a Payment method screen detailing the PAD account info that was selected.
Scenario 3 - Requirement for Statement GIVEN that I have successfully moved payment method from EFT to PAD WHEN I navigate to the statement page THEN the system will generate an interim statement with the beginning date of the first of the month and the ending date of today listed as a CSV and PDF AND when I view the PDF the statement it reflects the transactions and balance that was paid for by cc today before changing payment to PAD AND moving forward the statements will be issued for a PAD payment method (daily, weekly or monthly)
(Keep in mind that we will not be changing PAD)
Option #2 - Ability to pay balance via PAD GIVEN that I want to change payment method from EFT to PAD WHEN I select PAD payment method AND I do not select CC THEN the system will generate an interim statement in for the waiting period of three day before PAD payment is applied to the payment method AND I will be able to pay the interim statement via PAD AND after this 3 day statement is paid I will be able to select the period for my PAD statements (daily, weekly or monthly) AND pay them accordingly.
For consideration in other story:
- What if the account has a small credit <$100? 21140
- What if the account has un-applied funds on their short name? (single and multi versions need requirements) 21142
- Describe how account unlinking will happen once move to PAD complete (single and multi versions need requirements) 21146 & #21147
Hey team! Please add your planning poker estimate with Zenhub @Jxio @ochiu @rodrigo-barraza @seeker25
Scenario 1 doesn't always happen if they started with PAD Option 2 isn't possible to do cleanly, skipping for now
@ethantspitt I think this is on DEV, could you take a peak? should be on TEST in about 20m as well
@Jxio can you work with Ethan to determine what happens if we go from PAD -> EFT? Are we showing the payment methods always now? @ethantspitt
Tested the UI with @Jxio The flow is working well. Moving this ticket to QA.
The interim statement logic seems not working as expected, will talk to @fareenr to clarify few scenarios for enhancements.
Comment updated, processing PAD transaction now seems will not show on total amount owing
EFT to PAD switch works ok When PAD to EFT, the carried over balance can not be successfuly applied to shortname.
@lizhuomeng71 PAD to EFT is out of scope for this ticket; it focuses on EFT to PAD. We haven't discussed scenarios where PAD has an outstanding balance, so there may be additional requirements forthcoming. If you find anything related to this, can add it to:https://github.com/bcgov/entity/issues/22823
Added a feature flag: enable-payment-change-from-eft it disabled now in dev, test, prod ticket: https://github.com/bcgov/entity/issues/22841