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CHANGELOG.md

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Change history for ui-finance

1.8.0 (in progress)

Full Changelog

Stories

  • UIF-176 TECH-DEBT refactor Ledgers list to not use SearchAndSort
  • UIF-158 Update create planned budget
  • UIF-161 Not displaying active budgets for fiscal years other than current fiscal year
  • UIF-172 Update settings permission label
  • UIF-157 Update create current budget
  • UIF-148 Update Fiscal year record view to display group and related totals for that year

Bug fixes

  • UIF-160 Default results display on the start page for ledgers (inconsistency with fiscal year/group/fund)
  • UIF-163 Search option “All” for fund groups does not include Code
  • UIF-164 Search option “All” for fiscal year does not include Code

1.7.1 (2019-12-18)

Full Changelog

Bug fixes

  • UIF-154 Displaying multiple current budgets at once
  • UIF-159 Ledger not displaying correct totals

1.7.0 (2019-12-04)

Full Changelog

Stories

  • UIF-119 Update the success toast when budget is created/updated
  • UIF-145 Update Fiscal year record view to display fund and related totals for that year
  • UIF-150 Update Ledger record view to display related fund totals for that year
  • UIF-146 Update Ledger record view to display related group totals for that year
  • UIF-147 Update group record view to display related fund totals for the current fiscal year
  • UIF-107 Add funds to a Group and calculate the summaries
  • UIF-141 Ledger view: Fiscal year
  • UIF-127 Filter Finance fund records by tags
  • UIF-105 Finance settings: fund type
  • UIF-18 Assign tags to Finance Fund Records
  • UIF-124 Create new fiscal year during ledger creation
  • UIF-135 Fiscal year Code validation message
  • UIF-123 Select (link) fiscal year during ledger creation
  • UIF-129 Add "inactive" status support to the Budget view/edit screen
  • UIF-34 Do not allow the duplication of Fund codes
  • UIF-102 use finance business logic module
  • UIF-36 Need confirmation popup when “Removing” records in Finance app - Match "vendor record" delete button
  • UIF-72 Ability to assign Acquisition unit(s) to Fund records
  • UIF-98 Ability to assign Group(s) to Fund records
  • UIF-48 Add assigned Ledger detail as column in search and filter result list for Funds
  • UIF-35 Sort Funds alphabetically by default
  • UIF-112 Search and Filter: Search and Filter "Fund"
  • UIF-94 Display Fund information on group record view
  • UIF-110 Search and Filter: Search and Filter "Fiscal year"
  • UIF-111 Search and Filter: Search and Filter "Group"
  • UIF-55 Search and Filter: Search and Filter Ledgers
  • UIF-76 Display group info on ledger record view pane
  • UIF-79 CRUD Transfer
  • UIF-101 View transaction details
  • UIF-80 CRUD Allocation
  • UIF-75 Display fund info on ledger record view
  • UIF-96 View transactions
  • UIF-95 Display budget info on Fund record view
  • UIF-84 Update Ledger record view
  • UIF-91 Update create/edit Fund record form
  • UIF-90 Update Fiscal year record view
  • UIF-88 Create and edit Group records
  • UIF-89 Delete Group records
  • UIF-99 Update create Budget workflow
  • UIF-97 Update edit Budget form
  • UIF-87 View fund group record details
  • UIF-92 Update Budget record view
  • UIF-85 Update Fund record view
  • UIF-86 Update three pane layout for finance app

Bug fixes

  • UIF-142 Cannot edit Fund
  • UIF-143 Allowable encumbrance and expenditure not showing as a percentage
  • UIF-144 Ledger displaying duplicate groups and groups that have no relation through a Fund to the ledger
  • UIF-138 Fund: connected ledger and type not displaying in view pane
  • UIF-131 Finance perms: Label update
  • UIF-132 Cannot access create new fund after selecting a fund
  • UIF-114 Can transfer or allocate money from a budget to that same budget
  • UIF-120 Cannot create a new ledger or edit an existing ledger
  • UIF-113 Can not exit budget view after leaving Transaction area
  • UIF-118 Mixup between Abbreviation and Code terms in finance record search results & screens
  • UIF-121 Cannot create a new fiscal year or edit an existing fiscal year
  • UIF-6 Headers on the 4 Finance homepages don't change
  • STCOM-590 ACQ Apps: MCL column width updates
  • UIF-106 Navigation between the finance record types in search/filter pane does not work

1.6.0 (2019-07-23)

Full Changelog

  • Okapi interface finance-storage.funds was updated to 2.0;

1.5.0 (2019-06-11)

Full Changelog

  • UIF-67 Setting visible Finance permissions has no effect
  • UIF-66 Finance schema fields and endpoints updates

1.4.1 (2019-05-10)

Full Changelog

  • bump version in package.json

1.4.0 (2019-05-10)

Full Changelog

  • UIF-64 Change Create/Update Finance buttons to Save.

1.3.0 (2019-01-25)

Full Changelog

  • Upgrade to stripes v2.0.0.

1.2.0 (2018-12-06)

Full Changelog

  • Fiscal year edit data. Ref: UIF-42.
  • Fixed api call error in Fund and ledger. Ref: UIF-41.
  • Updated fund edit and view data. Ref: UIF-40.
  • Fixed ledger edit data. Ref: UIF-39.
  • Added back ledger status to ledger form and ledger view, removed unused fields. Ref: UIF-10.
  • Increase fund and fiscal year query limit to 200. Ref: UIF-25.
  • Capitalized label firstletter. Ref: UIF-5.

1.1.0 (2018-10-10)

Full Changelog

  • Clean up Fiscal Year name in ledger view and ledger edit. Ref: UIF-8.
  • Show percentage in Allowable Encumbrance and Expenditure. Ref: UIF-27.
  • Budget totals Allocated, Unavailable and Available: css theming and show calculation results. Ref: UIF-28.
  • Change property name "period_start and period_end" to "start_date and end_date". Ref: UIF-24;
  • Added asterisk to Name label in ledger form. Ref: UIF-10.
  • Added asterist to all required fields in Funds. Ref: UIF-12.
  • Fixed funds date field invalid value. Ref: UIF-11.
  • Updated labels for "Allowable Encumbrance Percentage" and "Allowable Expenditure Percentage". Ref: UIF-2;
  • Implement tags into Ledger, Funds, Budget, Fiscal Year and. Ref: UIF-17, UIF-18, UIF-19 and UIF-20.
  • Fixed column sorting. Ref: UIF-14
  • Enabled disabled fields in budget view. Ref: UIF-23
  • Fixed fiscal year label mis-match. Ref: UIF-15
  • Fixed fund labels mismatch, moved description input at the bottom in fund form. Ref: UIF-4.
  • Fixed mismatch labels and align name and code field grid. Ref: UIF-5.
  • Removed fiscal year start and end date 'readonly' attribute. Ref: UIF-22.
  • Fixes typo "Limit Encumbrance Percent" and "Limit Expenditure Percent". ref: UIF-13.
  • Added asterisk to required field in Budget. ref: UIF-13.
  • Added asterisk and required fiscal year start date and end date. ref: UIF-9.
  • Remove notes helper app
  • Update core platform dependencies to use stripes v1.0.0. UIF-29

1.0.1 (2018-09-17)

  • Update stripes-form version. Fixes UIV-8.

1.0.0

  • UI crud for Finance (Ledger, Budget, Fiscal Year, Fund)
  • Implement SearchAndSort Filters (Ledger, Budget, Fiscal Year, Fund)