Student Portal — Produce 1098-T File (Updated)

Student Portal UAT — test on https://sp-dev.fly.dev. Story SP-18. Collab sync is separate from catalog Business UAT.

Updated walkthrough: Clearer prerequisites and steps for the same SP-18 story. Prior collab notes are on /sp-18-1098t-file.

What you're proving

Business Office produces learner 1098-T file for a tax year.

Updated walkthrough: Split CSV scenarios by step; seed called out. Prior notes on /sp-18-1098t-file.

Business Office only — not learner-facing.

Before you start

Who	Email	Password
Business Office	`business.admin@lsu.edu`	`admin123`
Enrollment Admin	`enrollment.admin@lsu.edu`	`admin123`

QA Tools: Run SP-18 1098-T seed before Step 1.

Tax file page: https://sp-dev.fly.dev/dashboard/tax-file/

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

Step 0 — Seed 1098-T demo charges (Priority: P1)

Business Office: Run SP-18 seed in QA Tools.

You're done when

Tax file page loads for Business Office role.

Step 1 — Produce 2025 file (Priority: P1)

Business Office: Tax file → Tax year 2025 → Produce tax file → open 1098t-tax-file-2025.csv.
Business Office: Find row Partial Self — charges 350.00, refunds 100.00, amount retained 250.00, processor refs ch_tax_file_us1, re_tax_file_us1.
Business Office: Find row Grad Fee — graduation fee 35.00, refunds 35.00, refs ch_grad_1098t_us1, re_grad_1098t_us1.
Business Office: Page copy says download is handoff to Bursar; D-Low does not file the form. Only action is Produce tax file.

You're done when

Given a tax year with self-pay charges and completed refunds, When Business Office staff produce the file on the dashboard, Then each included learner’s charges, refunds, amount retained, and processor references are on it.

Step 2 — Exclude PO, VA, grant (Priority: P1)

Business Office: In 2025 CSV, search learner column — no purchase-order-only, VA-only, or grant-only learners included as self-pay rows.
Business Office: Card Charge row present with ch_self_1098t_cr04; no 200.00 PO, 300.00 VA, or 400.00 grant amounts.

You're done when

Given charges paid by purchase order, VA, or grant, When the file is produced, Then those learners are not on the self-pay file.

Step 3 — Amount retained and edge rows (Priority: P2)

You're done when

Partial, pending, and failed charge rows behave per seed documentation. Header row present. 2019 produce works for empty/minimal year if tested.

Step 4 — Role access (Priority: P2)

Enrollment Admin: Open tax file URL — 403 or redirect; cannot produce file.

You're done when

Only Business Office can produce the tax file.

Select your name first

What you're proving

Before you start

Step 0 — Seed 1098-T demo charges (Priority: P1)

Step 1 — Produce 2025 file (Priority: P1)

Step 2 — Exclude PO, VA, grant (Priority: P1)

Step 3 — Amount retained and edge rows (Priority: P2)

Step 4 — Role access (Priority: P2)

QA summary exported