Invoicing functionality that FOLIO needs to stay competitive (UXPROD-3439)

[UXPROD-3456] Invoice - Display a history of edits for the invoice and invoice line records Created: 15/Dec/21  Updated: 29/Jan/24

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: Sunflower (R3 2024)
Parent: Invoicing functionality that FOLIO needs to stay competitive

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Unresolved Votes: 0
Labels: IC_review, SolutionArchitecture, acquisitions, galileo, lc-priority4, loc, requires-discussion
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
defines UXPROD-204 Display a history of edits for a reco... Draft
is defined by UINV-473 Invoices - Align the "Created by" and... Draft
is defined by UINV-468 Invoices - User can click Change log ... Draft
is defined by UINV-469 Invoices - Display all versions in ch... Draft
is defined by UINV-470 Invoices - Show in version history re... Draft
is defined by UINV-471 Invoices - Cancel/dismiss version his... Draft
is defined by UINV-472 Display selected version in Invoice view Draft
is defined by UINV-474 Display association and disassociatio... Draft
is defined by UINV-475 Display association and disassociatio... Draft
is defined by UINV-476 Display association and disassociatio... Draft
Relates
relates to UXPROD-910 Change Tracker Open
Release: Sunflower (R3 2024)
Epic Link: Invoicing functionality that FOLIO needs to stay competitive
Front End Estimate: XL < 15 days
Front End Estimator: Dennis Bridges
Front-End Confidence factor: 70%
Back End Estimate: XXL < 30 days
Back End Estimator: Dennis Bridges
Back-End Confidence factor: 70%
Estimation Notes and Assumptions: Confidence factor will increase after orders history has been implemented. Could be less than expected if a lot of that work can be reused.
Development Team: Thunderjet
PO Rank: 132
Rank: Cornell (Full Sum 2021): R3

 Description   

Current situation or problem: Not enough metadata is captured regarding record activity. Some records (eg. order) are edited frequently and often by different users OR integrations. Currently it is only possible to see who last edited the invoice and who created it. This can make it difficult to troubleshoot invoices over time and uncover why something is not as expected.

In scope

Follow implementation approach laid out for orders in UXPROD-3215 Closed
Add a table that tracks what edits have been made to order and order line since its creation
Track edits made by users
Track edits made through integrations
Track edits made by other Modules

Out of scope
Implement this tracking for records other than invoice or invoice line

Use case(s)

 

Proposed solution/stories

Use the same approach as UXPROD-3457 Draft

Links to additional info

Order change log analysis in wiki at https://folio-org.atlassian.net/wiki/x/agVU


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