UI - No Bill of Sale Transfers (Staff only)

[mstanton1]

Misc Transfer Types without Bill of Sale:

• Do not display Transfer Details Consideration Value and Date
• Update field validations
• Do not show Bill of Sale yellow alert bar
• Confirm completion text updates
• Remove the rule forcing removal of all execs/admins/trustees if one is removed (within a group)

(ABAN) = Transfer Due to Abandonment and Sale
(BANK) = Transfer Due to Bankruptcy
(COU) = Transfer Due to Court Order
(FORE) =Transfer Due to Foreclosure Order
(GENT) = Transfer Due to General Transmission
(TRANS_LAND_TITLE) = Transfer Due to Land Title
(REIV) =Transfer Due to Repossession – Involuntary
(REPV) = Transfer Due to Repossession – Voluntary
(SZL) =Transfer Due to Seizure under Land Act
(TAXS) = Transfer Due to Tax Sale
(VEST) = Transfer Due to Vesting Order

[PCC199]

Hey team! Please add your planning poker estimate with Zenhub @cameron-eyds @chdivyareddy @dimak1 @doug-lovett

[dimak1]

@LizGovier

1. The Figma design for Misc Transfers shows Declared Value field, but the first bullet in description says otherwise?
   Edit: Maybe the first bullet is supposed to say Consideration and not Declared Value?
2. The Confirm Completion copy has some discrepancies. In Figma it is different from existing copy in Bill Sale Transfers, and it is not being called out as an update for Misc Transfers. Please see my comments in Figma.

[LizGovier]

Hey @dimak1 ,

I didn't realize that the confirm completion text had been slightly adjusted. I've left my notes in figma for you to update all text that is in the current mock up. Let me know if you'd like add a bullet at the top and adjust the estimate or create a sepearate ticket.

[dimak1]

Ready for UXA @saragunnarsson https://bcregistry-assets-dev--pr-1846-l630su9i.web.app/

[saragunnarsson]

Thanks @dimak1 ! Sorry for taking so long to get to this. Just 2 things listed below. Everything else looks great!

• Remove space (fix alignment)

• Remove references to bill of sale and consideration on review and confirm screen

[dimak1]

Ready for QA in DEV.

[chdivyareddy]

Hey @dimak1 , just noticed that for the No Bill of Sale transfers, when the transfer of ownership is Tenants in Common and one of the No Bill of Sale transfers is selected, then the 'Edit group details/delete group' buttons is disabled. Can you please take a look, thanks!!

MHR 108328 in DEV

Expected:

Also, the other thing noted was when a new group is added with an owner, the interest value 'Amount owned by this group' field should be empty, currently it is auto-filled.

[dimak1]

@chdivyareddy thanks, I will take a look.

[dimak1]

Hi @chdivyareddy, I'm almost done with the updates. Just one more question: could you please point me to the requirement that the fractional ownership fields should be cleared when selecting a New Group? (the figma link is blocked for the new group ticket).

[dimak1]

Hi @LizGovier and @saragunnarsson, we need your help clarifying one of the requirements for the Fractional Ownership (screenshot above by Divya).

• Do we prefill the Interest values in the Amount Owned & Total Available fields? Right now, it is prefilled when existing and new groups are selected from the dropdown.
• Could you please check your latest figma comps, and confirm it? For existing and new groups.
  Thank you! cc: @chdivyareddy

[saragunnarsson]

@dimak1 @chdivyareddy The only reference I can find is the below, which seems to imply that when registering a group we should autofill the value for subsequent groups, but if the group is edited we should not change the value for the rest of the groups. Here's a link to the figma I'm looking at - Lets keep it as it is in order to move the ticket forward, but lets get Liz to confirm when she gets back (if we need to update at that point we can create a ticket for it).

[dimak1]

Thanks @saragunnarsson. Let's wait for Liz to confirm and have a new ticket if need be.

[chdivyareddy]

Hey @dimak1 , looks like something is broken here...please take a look, thanks!!

• When a new owner is added in the existing group (TIC), then it should display 'Edit' and 'Remove Owner' button beside the owner instead of 'Delete Owner'
• When a new owner is added to an existing group with executors (TIC) and without groups, then the mix of owners error validation is not displayed (user can delete one executor if there are 2 or more, but cannot have mix of owners/executors/admins):

Expected:

[dimak1]

@chdivyareddy thanks, I will take a look.

[dimak1]

Hi Divya, I fixed both items: the menu and the validations (screenshots below). For validations, as per requirement (in pink), I removed 2nd validation rule, so if one exec/admin/trustee is removed, it will not trigger error for all owners to be removed.

[dimak1]

Hi Divya, I fixed both items: the menu and the validations (screenshots below). For validations, as per requirement (in pink), I removed 2nd validation rule, so if one exec/admin/trustee is removed, it will not trigger error for all owners to be removed.

[dimak1]

Ready in DEV.

[dimak1]

@chdivyareddy fixed validation for Transfers and merged to DEV.

[dimak1]

Increasing estimate due to amount of work put into this ticket.

[LizGovier]

Hey @saragunnarsson @dimak1 @chdivyareddy

In reference to :

Do we prefill the Interest values in the Amount Owned & Total Available fields? Right now, it is prefilled when existing and new groups are selected from the dropdown.

Sara is correct, when registering a group we should autofill the value for subsequent groups, but if the group is edited we should not change the value for the rest of the groups.