Remaining stories split and moved to

We will have to split this as the system will still not be creating payments and credits unless we complete that work in the next sprint. I don't see it getting finished unless we have underestimated the backend stories quite a bit.

However, I think we are on the same page regarding the functionality:
1) Allocations and transfer already have tags implemented. The user can assign them in the modal while creating an allocation or transfer.
2) This is where we left off and it will need to be written into the creation logic that is triggered when an invoice is paid.
3) I believe this is also where we left off and it will need to be written into the creation logic that is triggered when an order is opened.

Search will happen on the transaction view which is currently accessible from any budget. I imagine they would also be relevant in reporting as the will be included in the transaction metadata.

Hi See the stories for assign/filter TRANSACTION records by tags linked to this feature, which are still in draft. Do we want to push these to Q1 or try to fit into Q4? Or maybe we get them done next sprint? Let me know and I can split the feature if needed. I think we still need to define what happens for the various transaction types a little more.

Here's what I think we said:

• For allocations (and transfers?), allow tags to be assigned (but where - during the allocation or transfer, or in a log screen afterwards?)

• For payments and credits, transactions inherit the tags from the associated invoice lines

• For encumbrances, transactions inherit the tags from the associated order lines

I'm having a hard time understanding how a user will be able to work with these tags and search/filter by them. I think I may be missing or forgetting some screen where they see all transactions together and can search/filter them.

Moved to Q1 2019; given all the other higher-priority work for Acquisitions, this feature can be delayed until Q1 or perhaps even Q2 of 2019

Estimates are done, and the 4 UIF user stories are written.

Perk Heikki: The back end work is probably best done by the people who already work on those back end modules - I may not have much time for such module work in the foreseeable future.