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  1. UX Product
  2. UXPROD-1124

Ability to assign Tags to Finance records

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    • Thunderjet
    • 102
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    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://issues.folio.org/browse/STSMACOM-113.

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

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

      TestRail: Results

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            defines

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-250 Tags - Basic

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • In progress
            is defined by

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFIN-53 Update Tag model from mod-finance-storage in acq-models

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFIN-57 Finance App: support the ability to filter by tags

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIF-18 Assign tags to Finance Fund Records

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIF-127 Filter Finance fund records by tags

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed
            relates to

            New Feature - New feature requests MODTAG-4 Use tags in mod-users

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. STSMACOM-113 Tags on individual records: Assign, Unassign, Display, Output

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Activity

              People

                abreaux Ann-Marie Breaux
                abreaux Ann-Marie Breaux
                Michal Kuklis Michal Kuklis
                Heikki Levanto Heikki Levanto
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