- ID
- 8a6a1a15-a131-45eb-bb26-ee103091f1c3
MMPY-436 Update django admin to display calculated profile status
- source :: https://multimediallc.atlassian.net/browse/MMPY-436
- tags :: Falcon Nest Project Story Falcon Nest Project
- epic :: MMPY-179 - Tax ID Validation Workflow
- pull :: https://github.com/multimediallc/mm-pay-internal/pull/443
- sprint :: MM Sprint 25
- status :: Status - Complete
Tasks
DONE Update django admin to show calc profile status
- ID
- 4a5f0e69-adeb-11f2-0a62-4dc3045f3e22
DONE Write tests for new code
- ID
- 482feab5-95d7-d4db-ab33-6555c19e6bc2
- Note taken on
Oof, that was harder than it probably needed to be. But the idenitty tests weren't really using factories or conftest.
- Note taken on
Need test coverage for the `is_expired` helper on Identity model.
DONE Move status checks for Payee to the PayeeStatus constant
- ID
- 90ca0a48-3fb0-93e7-5184-c3d7c9d63b45
DONE Clean up pull request
- ID
- 6517a12f-20a1-c8ac-6c51-769cf4ab09f7
Description
In MMPY-410 - Remove holds for account and tax information we remove holds and
point to “is payable” and has minimum required information as the driving data
points required. We need to deliver this information to the future financial
user
Requirements
On the Source Application User page, update the link under Payee Profiles to go
to the Payee Profile change django admin page, not the Payee django admin page.
On the Source Application User page, under payee profiles listing add a column
“Profile Status”
display: Complete Profile
If the user has a payee with an unexpired identity, tax information in a good
(TIN Validation Pending, Valid TIN, or Valid No TIN status), account information
in an open status
Cannot be combined with other display value
Display values that can be combined:
display: Identity Expired
If the user has a payee with an expired identity
display: Missing Account
If the user has no account, or no open account
display: Tax Information Incomplete
If the user has no tax information or tax information not in a good status