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pages/mmpy_175_add_closed_by_field_to_a_hold.org

ID
766c813e-bd88-4f31-82f2-a8464c32b539

MMPY-175 Add closed by field to a hold

- source :: https://multimediallc.atlassian.net/browse/MMPY-175

- epic :: MMPY-198 Compliance Holds, Fraud Holds, and Banned Payees

- tags :: Falcon Nest Project Story Falcon Nest Project

- status :: Status - Complete

Description

Holds were implemented, without sufficient analysis of the workflows surrounding them. They function as needed: they can be created, they stop transfers from sending if they exist for a user, their “removed” data acts as both a closure and a record of when it was closed.

There is some confusion as to how a note is supposed to behave, what it means, and there are some transparency issues.

Holds will be able to be closed 1) by a logged in user in django admin, 2) by the system as a course of other events, 3) via API by a user in a remote system

Requirements

DONE Add closed_by field to a hold that defaults to our system_user

multimediallcfeatureholdsmmpy175work
ID
acaee5ea-ea95-b6aa-7ea9-1a547b33cdf2

GIVEN

A hold exists for no active account or no tax information

WHEN

An account is created, and the system removes the hold

THEN

The system user is recorded as the user who closed/removed the hold and this is visible in django admin

Requirements

DONE Ensure closed_by field is autopopulated via the admin

multimediallcfeatureholdsmmpy175work
ID
f0734b0a-bb60-65d9-4651-f2025e0010bb

GIVEN

A hold exists and is viewable in django admin

WHEN

A logged in user goes to close the hold by adding a removed at date

THEN

The user is recorded as the user who closed/removed the hold, and this is visible in django admin