Client views refund statuses in their own transaction list

[JohnamLane]

Assumptions

• This will be an enhancement of the existing account-level transaction list
• For refunds, some payment methods (PAD, BCOL) do not currently have status feedback necessary to support this feature.
• This work will proceed prior to implementing a refund UI, and will not contain the intermediate statuses needed to support request/approval flow.

Scenario 1
GIVEN I am a client
AND an ops dev has started my refund
WHEN I view the payment in my transaction list
THEN I see the payment status of REFUND REQUESTED
AND it is indicated when the refund process started

Scenario 2
GIVEN I am a client
AND the back-end process for my refund has finished successfully
WHEN I view the payment in my transaction list
THEN I see the payment status of REFUND COMPLETED

Scenario 3
GIVEN I am a client
AND I have paid for the same item multiple times due to a defect
WHEN I view the payment in my transaction list
THEN ??? How to show this hierarchy of Invoices and Receipts

To be investigated:

• how does each draft payment look across each payment method?
• Confirm what scenario 3 above looks like.
• Review how to nest NSF charges under the original payment

Existing Columns

• Transaction
• Folio Number
• Initiated by
• Date (Pacific Time)
• Total Amount
• Status (with info icon)

New Columns to be added

• Transaction ID
• Payment Method

Definition of each payment status:
Existing payment status:
COMPLETED - Funds received
PENDING - Transaction is pending
CANCELLED - Transaction is cancelled

New status to be added:
APPROVED - Transaction has been approved, awaiting processing
REFUND_REQUESTED - A transaction refund has been requested
REFUNDED - Transaction has been refunded
SETTLEMENT_SCHEDULED (for NSF) - Settlement has been scheduled for NSF

For REFUND_REQUESTED (Has requested a refund, but hasn't been refunded - Note PAD and BCOL have no mechanism to set this to REFUNDED, DIRECT_PAY has the ability to make it to REFUNDED)

status info has been extracted from #14048

[kialj876]

currently in dev

[ethantspitt]

Observation:

1. For PPR search, there's no payment status displayed
   

2. the payment status help text has been updated in UX Pin
   
   @JohnamLane @janisrogers do we need SBC finance to take a look if the copy above make sense?

[kialj876]

Hey Ethan I think the payment status not showing for PPR search is a data issue with dev. Any new ones show up fine right? I will do some verification that this wont happen in prod

--- I have confirmed that this is a data issue in DEV only

[ethantspitt]

• Updated wording in UXPin
  

• transaction types should show details like previously to be more clear to the user.

[kialj876]

@ethantspitt these changes are in dev now

[ethantspitt]

Thanks for the changes @kialj876
Verified in Dev, ready for QA

[kialj876]

Deployment notes:

• dependent on auth-web and pay-api
• before deploying the pay-api into PROD we need to update all invoices.details='null' to be '[]' (already done in dev/test) Done
  • check nothing is still updating it to 'null' still being updated to 'null' travis fixed
  • data fix for 'null' needs to be run in TEST/PROD again after deploy
    • test
    • prod