Tags - Basic (UXPROD-250)

[UXPROD-1124] Ability to assign Tags to Finance records Created: 19/Sep/18  Updated: 16/Sep/20  Resolved: 16/Dec/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q4 2019
Parent: Tags - Basic

Type: New Feature Priority: P3
Reporter: Ann-Marie Breaux (Inactive) Assignee: Ann-Marie Breaux (Inactive)
Resolution: Done Votes: 0
Labels: acq-tags, acquisitions, cap-mvp, finances, po-mvp, q3-2019-spillover, q4-2019-split, tags
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
defines UXPROD-250 Tags - Basic In Progress
is defined by MODFIN-53 Update Tag model from mod-finance-sto... Closed
is defined by MODFIN-57 Finance App: support the ability to f... Closed
is defined by UIF-18 Assign tags to Finance Fund Records Closed
is defined by UIF-127 Filter Finance fund records by tags Closed
Relates
relates to MODTAG-4 Use tags in mod-users Closed
relates to STSMACOM-113 Tags on individual records: Assign, U... Closed
Epic Link: Tags - Basic
Analysis Estimate: Very Small (VS) < 1day
Front End Estimate: Medium < 5 days
Front End Estimator: Michal Kuklis
Back End Estimate: Small < 3 days
Back End Estimator: Heikki Levanto
Development Team: Thunderjet
PO Rank: 102
Rank: Chalmers (Impl Aut 2019): R2
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R2
Rank: hbz (TBD): R1
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: Leipzig (Full TBD): R2
Rank: Leipzig (ERM Aut 2019): R2
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R2

 Description   

Be able to assign tags in the Finance records (Funds and Transactions). Start with funds only, until transactions are more built. Note: User can not directly edit Encumbrances but they should inherit tags from the purchase order line. Encumbrances will actually live in the finance app

Frontend story: “Use Tags smart component to introduce Tag CRUD in ui-finance.” Plus some tests/check-outs to the story to ensure it creates tags, updates the count – a shortened version of https://folio-org.atlassian.net/browse/STSMACOM-113.

If questions about implementing, check with Michal Kuklis. He created the POC in the Users app.

Backend story: similar to https://folio-org.atlassian.net/browse/MODTAG-4.



 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 20/Sep/18 ]

Dennis Bridges Cate BoeremaEstimates 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.

Comment by Ann-Marie Breaux (Inactive) [ 07/Nov/18 ]

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

Comment by Ann-Marie Breaux (Inactive) [ 25/Nov/19 ]

Hi Dennis Bridges 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.

Comment by Dennis Bridges [ 25/Nov/19 ]

Ann-Marie Breaux 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.

Comment by Ann-Marie Breaux (Inactive) [ 16/Dec/19 ]

Remaining stories split and moved to UXPROD-2210 In Progress

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