Budget management functionality that FOLIO needs to stay competitive (UXPROD-3442)

[UXPROD-2421] Finance record view sorting updates and Tech-debt Created: 06/May/20  Updated: 09/Dec/21

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Budget management functionality that FOLIO needs to stay competitive

Type: New Feature Priority: P4
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Unresolved Votes: 0
Labels: acquisitions, finances, needs-ranking
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by MODFIN-66 Prevent FY start/end date modificatio... Open
is defined by MODFISTO-47 Update table names to plural Open
is defined by MODINVOICE-164 Include fund code as a parameter in t... Open
is defined by UIF-173 Update fiscal year record to display ... Open
is defined by UIF-216 Update the sort options for a fund's ... Open
is defined by MODINVOICE-93 Approve invoice permission and requir... Closed
is defined by UIF-206 Ability to sort Group and Fund column... Closed
is defined by UINV-144 Update error message for invoice can ... Blocked
Epic Link: Budget management functionality that FOLIO needs to stay competitive
Front End Estimate: Medium < 5 days
Back End Estimate: Medium < 5 days
Development Team: Thunderjet
PO Rank: 14.1
Rank: Chicago (MVP Sum 2020): R3
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R2
Rank: GBV (MVP Sum 2020): R2
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R2

 Description   

Overview: To be able to sort related records associated with a particular finance record by any of the column headers.

This relatively small feature will also cover some specific tech-debt issues relating to Finance app tables and APIs.

Use cases:

  • As a staff person working with ledgers I want to be able to sort the groups and funds associated with that ledger view So that I can more easily find the information I need
  • User wants to see the most recent transactions first, but also be able to re-sort transactions by any column headers
    So that they can find and compare information as efficiently as possible

Requirements:

  • Ability to sort by amount field in transaction view
  • Ability to sort by To and From fields in transaction view

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