Story

As a user, I would like to add new Paid In/Out records using a modal in the cash management pages.

Details

• Header:
  • "Add New Record"
• Body:
  • "Type"
  • "Cashier"
  • "Category"
  • "Description"
  • "Amount"
• Footer
  • Cancel Button
  • Confirm Button

AC

Note: There are a few details in this story that are different than how the Paid In/Out page functions in MxConnect. This is intentional and requested by CFA."

1. When the user clicks "Add New Record" the modal opens and is the order of user selectable fields follows the details and wireframe above.
2. Initially, the only selectable field in the modal is the "Type" field.
3. Once the user selects a type, the rest of the fields are enabled.
4. Conditions for "Category" based on user "Type" selection:
   1. If "Paid In" is selected, the full list of Paid In/Out categories will be selectable except for “Change Fund”
   2. If "Paid Out" is selected, the full list of Paid In/Out categories will be selectable including “Change Fund”
      1. Add a new config for this functionality were admins can list GL codes that show or hide based on Paid In/Out Selection:
         1. "Hide Category When Paid In Selected"
5. The "Confirm" button is disabled until the user has filled each field in the modal.
6. All the selectable fields populate correctly.
7. The "Cancel" button works as expected.
8. The "Confirm" button works as expected.
9. This modal opens when the user edits an existing record.
10. On Edit, if "Change Fund" category is selected, the Type field should be disabled.
    1. If the user changes the Category off of Change Fund, the Type field is enabled again.
    2. If the user changes the Type, then the Change Fund should be available or hidden based on the selection.