Remove batch allocation tools from Group tab

Description

Due to complexities in managing groups with multiple ledgers and potentially fiscal years, the ability to allocate to budgets by group is being deferred to a future release. Existing tools for this should be hidden from view.

Scenarios

  1. Remove “Batch allocation tools” section from Group tab in Finance

    • Given user is in the Finance App → Group tab

    • AND user has selected a Group

    • When user clicks the Actions menu

    • Then “Batch allocation tools” does NOT appear

    • AND actions associated with Batch allocation tools (Batch allocation, download worksheet, upload worksheet, logs) do NOT appear

  2. Remove Actions menu from Group pane

    • Given user is in the Finance app

    • When user clicks on the Group tab

    • Then a “New” button appears

    • AND “Actions” does NOT appear

    • AND there is no option to view batch allocation logs.

Environment

None

Potential Workaround

None

Attachments

3

Checklist

hide

Activity

Show:

Zoia Novak March 10, 2025 at 7:53 AM

Verified on Eureka Snapshot

Dear , would you please review?

Azizjon Nurov March 7, 2025 at 6:46 AM

Tested on

Done

Details

Assignee

Reporter

Priority

Story Points

Sprint

Development Team

Thunderjet

Fix versions

Release

Sunflower (R1 2025)

TestRail: Cases

Open TestRail: Cases

TestRail: Runs

Open TestRail: Runs

Created March 4, 2025 at 3:42 PM
Updated March 10, 2025 at 1:08 PM
Resolved March 10, 2025 at 1:08 PM
TestRail: Cases
TestRail: Runs