Student Portal — Confirm Payer After Welcome Call (Updated)

Student Portal UAT — test on https://sp-dev.fly.dev. Story SP-04. Collab sync is separate from catalog Business UAT.

Updated walkthrough: Clearer prerequisites and steps for the same SP-04 story. Prior collab notes are on /sp-04-confirm-payer.

What you're proving

Enrollment Admin confirms payer information after the welcome call, unlocking the SP-05 enrollment path.

Updated walkthrough: Actionable setup and split steps for the enrollment chain. Prior collab notes are on /sp-04-confirm-payer.

Before you start

Who	Email	Password
Learner (applicant)	`applicant@example.com`	`TestPass123!`
Enrollment Admin	`enrollment.admin@lsu.edu`	`admin123`
Django superuser	`admin@lsu.edu`	(ask team for sp-dev password)

Sign on: https://sp-dev.fly.dev/accounts/login/

QA Tools: https://sp-dev.fly.dev/admin/qa_tools/seedtool/ — seed Paralegal apply — open period + default transcript reminder rules

Staff pipeline: https://sp-dev.fly.dev/dashboard/applications/pipeline/

Ready for SP-04? On application detail for applicant@example.com:

If you see	Do this
Status not Accepted	/sp-03-review-and-accept — accept the application
Payers empty, or Confirm payer = No payer to confirm	/sp-02-record-payer-v2 Step 1 — learner Self pay + $40; do not create payer in admin
Welcome call not scheduled	Step 1 below (or SP-03 Step 3 — Mark scheduled)
Confirm payer = Not confirmed	Step 2 below
Confirm payer = Confirmed	Continue to /sp-05-open-enrollments-v2 Step 0

On sp-dev, admin@lsu.edu is not admin123.

Step 1 — Mark welcome call scheduled (Priority: P1)

Enrollment Admin: Open the pipeline → find applicant@example.com → open application detail.
Enrollment Admin: On Welcome call, click Mark scheduled (or use Schedule welcome call / the learner welcome-call picker from SP-03).
Enrollment Admin: Confirm the Confirm payer card is now visible on the page.

You're done when

Welcome call offers Mark scheduled (or is already scheduled). After Mark scheduled, the Confirm payer card appears.

Step 2 — Confirm payer (Priority: P1)

Enrollment Admin: On application detail, read the Confirm payer card. It should read Not confirmed (not Confirmed, not No payer to confirm).
Enrollment Admin: Click Confirm payer.
Enrollment Admin: Reload the page. The card reads Confirmed with a date and time. The Confirm payer button is gone. There is still no Open enrollment button.

You're done when

Given an accepted applicant with a recorded tuition payer and a recorded welcome call, When the admin confirms the payer, Then the payer on the application is confirmed before enrollment opens. The card reads Confirmed with a date and time. The Confirm payer button is gone. Status history has a new row for this change, By the Enrollment Admin. There is still no Open enrollment button. Payers for that email: still one active Self payer (same row as before the click). The $40 order's Payer field is still empty.

Step 3 — Payer admin spot check (Priority: P2)

Superuser: Open https://sp-dev.fly.dev/admin/financial/payer/ → search applicant@example.com` → open the active row.
Superuser: Confirm Payer type is Self, Learner profile is that applicant, Active is checked, Organization name is empty. There is not a second active payer.


You're done when
Payer type is Self. Learner profile is that applicant. Active is checked. Organization name is empty. There is not a second active payer. Confirm did not add a row.



Step 4 — Blocked state reference (Priority: P2)
Enrollment Admin: If you ever see No payer to confirm with no button, the learner has no Active Self payer on this application.
Enrollment Admin: Fix by completing /sp-02-record-payer-v2 Step 1 — not by creating a payer in admin.
You're done when
The card reads No payer to confirm. There is no Confirm payer button. Payers search for that learner finds no active Self payer — and you know to use SP-02 v2 Step 1 instead of admin workarounds.

Select your name first

What you're proving

Before you start

Step 1 — Mark welcome call scheduled (Priority: P1)

Step 2 — Confirm payer (Priority: P1)

Step 3 — Payer admin spot check (Priority: P2)

Step 4 — Blocked state reference (Priority: P2)

QA summary exported