Update BA for already processed payments of the Work Period

[maxceem]

Background

Managers can process payments for Work Periods. Money for the payments comes from the Billing Account which is associated with Resource Booking:

Sometimes Managers process payments using the wrong billing account. And they would like to update the billing account for all payments which are done during the current Work Period (week).

Task

• Add Actions dropdown menu to each of the row in the table with 1 option: Update BA for payments (or add this option if Actions is already implemented via this task [$80] Additional Payments #82)

  
  • The actions dropdown is already implemented in https://github.com/topcoder-platform/taas-app see demo page https://platform.topcoder-dev.com/taas/myteams/18102. Please, port it from there.
    Or reuse it if it was already ported during another task [$45] Edit payments #80 or [$80] Additional Payments #82.

• When we click Update BA for payments show a modal:

  
  • For modal, use the same design as for adding payment: [$80] Additional Payments #82
  • Inside Current BA used list the billing accounts which were used for payments at the moment which would be updated

• If we click Cancel or X just close the modal.

• if we click Update BA for payments show a loading indicator inside the modal OR just disable the fields and all the buttons while sending request to the server.

  • if the request was successful, show a successful green toastr and close the modal which says, Billing account was successfully updated for all the payments:
    
  • in case of error show error red toastr with error message from the server, but keep the modal open so user can try updating payment again

API

• API has been implemented to support updating a billing account for multiple payments at once [$80] Update payments in bulk topcoder-platform/taas-apis#433
• We have to send a request to update Billing Account for all the payments inside the Work Period by the next request https://topcoder-platform.github.io/taas-apis/#/WorkPeriodPayments/patch_work_period_payments_bulk

[sandhiyakavi]

@maxceem Below are some of the issues found,

1. No BA option is getting displayed normally in the dropdown, except the one assigned to the RB through backend.

2. If we assign some invalid/expired BA to the RB, no error is shown. The payment is going to completed status / BA updated for completed challenges without any error. But if the same BA is assigned at the project level, the payment is failing.
   sample Expired BA used: 80000071
   is that possible to validate the BA at RB level as the payment is based on the BA at RB level?

[maxceem]

@sandhiyakavi

1. In this list we are show the same list of BA which we show for RB:

   

   

   So if for RB we are showing only 1 BA, then when updating we also showing only 1 BA.

   NOTE: the logic behind showing the list of BA is quite tricky:
   - user has to have BAs available to they
   - user must be Topcoder Admin, or be a member of the Topcoder Team inside the Project associated with Resource Booking

   To verify if we are showing correct BAs, you may open project in Connect and see the list of BAs there, it should be the same in all 3 places: Connect, RB, and Update BA Model.

   

2. Theoretically we can try add such check, but I'm not sure if that's needed. Imagine the next situation:

   • we process payments using 1 BA
   • after some we realised that we used wrong BA, so we want to set the correct BA, but correct BA at this moment is expired now. I guess we would still would like to update BA in the past payments even though the BA is not more active, just to have correct history.

   If you believe we should validate it anyway, I suggest tracking this separately as an enhancement requirement.