CAS Integration 2 - (UX/UI) Add or Edit CAS Supplier Info to Student Profile

[HRAGANBC]

User Story: As a Ministry user, I want to see a student's supplier information on their profile, and be able to manually edit specific fields, so that I can view and manage their information and keep it current.

Acceptance Criteria:

Display CAS Info through UI Table

• [ ] Create "CAS Supplier Info" tab in Student Profile. This is viewable to Ministry only (No institutions, no students)
• [ ] Create "CAS Supplier Information" screen consistent with Fig 1. This table will function very similarly to the student's SIN table
• [ ] Add text below the "CAS Supplier Information" header which reads "The top row in the table below is the most current CAS information for the student"
• [ ] In response from CAS, look for first address/site info which has an active status, and Map those response variables to the UI table accoridng to the below mapping:

Column Header	Description/Mapping	E.g.
Date Created	Date When this row in the table was updated in SIMS	Sep 12, 2024
Supplier Number	supplierNumber	1234567
Supplier Protected	supplierprotected	Yes or No
Supplier Status	status	Pending supplier verification/Pending address verification/Verified/Verified manually
Supplier Valid	is_valid	Yes/No
Site Code	suppliersitecode	001
Address Line 1	Addressline1 from CAS response	123 Fake St
Site Status	SupplierAddress > status	Active/Inactive
Site Protected	supplierAddress > siteprotected	Yes/No

• [ ] Create a new line in this table everytime a 'Get Supplier' process returns a successful response

Allow CAS Info to be Manually Edited through UI

• [ ] Edit function is only permitted for 'Business Adminstrators' user role
• [ ] If 'edit information' is submitted,
  • Both fields mandatory
  • Format & length validations on both fields, consistent with Individual Supplier Web Service Field Requirements (All Requests) JAN2023.xlsx
  • A new row in the table is created with just the manually inputted info (all other fields will be null)
  • A note is NOT created
  • NO further CAS calls/transactions are conducted

Business Context:

• Handling 'update supplier site' and 'create new site' is in seperate ticket
• Handling Get Supplier is in seperate ticket

Technical Context:

Mock-Ups Fig 1

Fig 2 - Workflow

Technical

• [ ] Create a new tab on Ministry for Students following the SIN.
• [ ] Create a button "Add Manual Information" (Carly to check the labels) to create a new record with the supplierNumber and supplierSiteCode (is this the "Supplier Number" from the UI) and supplier status as Verified manually.
• [ ] Add to the table the "Is valid" and "Supplier status" (pending Carly's confirmation).
• [ ] Display the "Supplier status" as a status chip on every row.
• [ ] Ensure the new row is associated in sims.students.cas_sppllier_id.
• [ ] E2E Tests for the new API methods.
• [ ] API validation to ensure that a manual entry will be possible only after a CAS Get Supplier happens.

[andrewsignori-aot]

@CarlyCotton there is a note in the ticket about "A note is NOT created" but we believe that it would be important and it would also follow the SIN process. Is there a strong reason to not have it?

[andrewsignori-aot]

@CarlyCotton the table is missing some record statuses highlighted below. Can we have those added to the table?

[andrewsignori-aot]

@CarlyCotton the below AC is not possible to achieve yet because we do not update the data if the Get Supplier did not return or did not return an active supplier. "'Edit Information' button should become available after a 'Get Supplier' transaction has been executed at least once.".

To allow us to go ahead with this ticket, cn we move this AC to another ticket?

[CarlyCotton]

@andrewsignori-aot

1. Removed AC:

'Edit Information' button should become available after a 'Get Supplier' transaction has been executed at least once.

2. Updated Table to (hopefully match what you were telling me about

3. Going to get confirmation from business (finance) on the question of enforcing a note. I think there may be concerns about how limited the access to this CAS functionality/info is going to be and that it would be useful to a VERY small group of people.

[CarlyCotton]

@andrewsignori-aot

there is a note in the ticket about "A note is NOT created" but we believe that it would be important and it would also follow the SIN process. Is there a strong reason to not have it?

Confirmed with Finance, mandatory note NOT required. There are going to be a lot of limitations on who does this work and who can access this information. They can still add a note to the student profile if they need to.