As a Name Request user, I can enter a folio number, so that I can organize my transactions

[sienna-oldaccountdontuse]

Story

As a name request user
I want to be able to enter a folio number
So that I can associate my transaction to a client

Background

A Corporate Paralegal sent an email inquiring about some features.

So I just tried submitting a name reservation through the new system with payment via BC Online but I didn't see anywhere I could enter a folio reference number before payment automatically got pushed through. Did I miss it somewhere?

It's sort of important as it's how our accounting team knows where each disbursement should be posted on our client files.

Also, is there somewhere premium accounts can search/view all names submitted on the account for a time period? It was quite helpful to be able to view them for all users under the old system. I see I can view transactions but there's no quick view of the actual name, only the NR number. @Sienna-Blumstengel

Acceptance Criteria

Scenario 1: Display folio field

GIVEN I am any type of user
WHEN I un-check "I am submitting this on my own behalf"
THEN I can enter a folio number

Scenario 2: View folio in confirm name request screen

GIVEN I have entered a folio number
WHEN I click review and confirm
THEN I will see my folio on the "confirm name request" modal

The following scenarios should be built already by relationships - only included for Riyaz's testing purposes

Scenario 3: Views folio in transactions tab

• GIVEN I am an account administrator or coordinator on a Business Registries account
• WHEN I view the transactions tab
• THEN under ????? I see the folio number

Scenario 4: View folio when exporting transactions to CSV

• GIVEN I am an account administrator or coordinator on a Business Registries account
• WHEN I export statements to CSV
• THEN under ???? I see the folio number

Scenario 5: View folio when opening statement PDF

• GIVEN I am an account administrator or coordinator on a Business Registries account
• WHEN I export statements via PDF
• THEN under ???? I see the folio number

Scenario 6: View folio when opening statement via CSV

• GIVEN I am an account administrator or coordinator on a Business Registries account
• WHEN I export statements via CSV
• THEN under ???? I see the folio number

Scenario 7: View Folio in receipt

• GIVEN I am an account administrator or coordinator on a Business Registries account
• WHEN I download my receipt
• THEN I see the folio number

Requirements document

https://docs.google.com/document/d/1CJMESD4eW2y5M88nJj75nIKieuEqaCdAru67IP4pATA/edit?usp=sharing

Notes

Sumesh's document will provide info on how to send the "payload"(?) that includes the folio number
https://app.zenhub.com/files/157936592/5d1745a6-c912-4969-a736-8f7a34398a54/download

P1 Design Updates to do:

MVP Version to include:

• UI - Add Folio input field to submission details screen under Client Name (Folio field will only show when Client Name shows, if user deselects "I am submitting this on my own behalf)
• UI - Display the Folio and Client Name underneath Primary Contact On the Confirm Name Request modal
• Display Folio and Client Name on the receipt and transaction history output (updated output designs to come from @rkim13103)

Visual Design Comps for UI:
https://invis.io/BX10T8KGP6T2#/450331310_00-Folio_UI

Visual Design Comps for Receipt/Transaction History Output:
to come from @rkim13103

[Kaineatthelab]

I spoke to Linda and any new requests and some bugs won't fit in Project X and will need to be consumed by Entities. This one may get done but needs a design either way:)

[sienna-oldaccountdontuse]

@forgeuxGH5 I know you were doing work on fixing the whole folio thing, do you have a design for folio in Name Request yet?

[forgeuxGH5]

This one hasn't been "design groomed" yet but it should be fast

[tlebedovich]

@Sienna-Blumstengel @forgeuxGH5 - I'm not sure what is required here regarding the Scenario #2 and if the Folio number needs to appear anywhere else for MVP. Does Folio need to be added to the premium user Advanced NR look up? Does Folio need to show up in Name X?

P2 places Folio number could be added to include:

1. NR Summary Screen
2. NR Outputs

Please advise on the scope of this ticket. I will ping @roy about adding Folio to the NR Receipt.

[sienna-oldaccountdontuse]

Hi @tlebedovich I guess i just meant the usual functionality of Folio should work, i.e., clients should be able to use the folio to organize their transactions. I don't know what that looks like on the transaction page, but i wanted to include a scenario there for Riyaz's testing purposes. Perhaps @amit4610 or @mstanton1 could help me define it?

[mstanton1]

@Sienna-Blumstengel here's some info on folio in Transactions and Statements

1. Displays in Transactions view.
2. Displays in CSV when you 'Export CSV' on Transactions view.
3. Displays in Statements CSV export.
4. Displays in Statements PDF export.

Field is blank if no folio was provided.

[sienna-oldaccountdontuse]

@rkim13103 could you add a link to your updated receipt? So that our QA can validate that the folio appears in the receipt correctly after we build this

[rkim13103]

@Sienna-Blumstengel
Yup, I've added 7166 (receipt design ticket) as a dependency.
Just had a meeting with the design team about the receipt design. I'll update the design soon.

[lmcclung]

@rkim13103 just checking if your design has been updated.