Tags - Basic
(UXPROD-250)
|
|
| 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: |
|
||||||||||||||||||||||||||||||||||||
| 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:
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: 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
|