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 <<O>>  Difference Topic BosToDo (r1.33 - 09 Sep 2007 - PaulMarganian)
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sponsors res/trans support for creating more then one transaction from a reservation how intelligent does this need to be? can it create identical transactions? ?  

 <<O>>  Difference Topic BosToDo (r1.32 - 06 Sep 2007 - PaulMarganian)
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sponsors res/trans charges in an invoice created from a reservation may not be correct because student and monthly rates aren't taken into account this just means two new columns in the room def. to item def. mapping (the rates) easy  

 <<O>>  Difference Topic BosToDo (r1.31 - 31 Aug 2007 - PaulMarganian)
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sponsors trans Any issues with creating debits from reservations that use a Motel or private home?   easy  
sponsors trans Support creation of multiple A/R receipts for a single open invoice   easy  
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sponsors trans Any issues with creating debits from reservations that use a Motel or private home? - no issues - the BOS simply won't allow the creation of debits from reservation that use Motel or private home.   easy DONE
sponsors trans Support creation of multiple A/R receipts for a single open invoice   easy DONE
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sponsors trans reformat some info in transaction print screens totals to the right, date below title, customer name (first last) easy  
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sponsors trans reformat some info in transaction print screens totals to the right, date below title, customer name (first last) easy DONE

 <<O>>  Difference Topic BosToDo (r1.30 - 31 Aug 2007 - MikeMcCarty)
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sponsors res spelling error in finalize message   easy  
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sponsors res spelling error in finalize message   easy DONE
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sponsors res We must be using desc instead of name or vice versa in listing of room defs to use for a location Check it out: two "single room" 's are listed here. easy  
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sponsors res We must be using desc instead of name or vice versa in listing of room defs to use for a location Check it out: two "single room" 's are listed here. easy DONE

 <<O>>  Difference Topic BosToDo (r1.29 - 31 Aug 2007 - RamonCreager)
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sponsors user editing and saving an organization causes RSD      
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sponsors user editing and saving an organization causes RSD   easy DONE

 <<O>>  Difference Topic BosToDo (r1.28 - 31 Aug 2007 - PaulMarganian)
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sponsors user employee single page phone list not always on single page forget the browser, let's get this into a post-script file or something moderate  
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sponsors user employee single page phone list not always on single page forget the browser, let's get this into a post-script file or something moderate DONE
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all all keep test systems from sending actual emails the general public is getting emails from us! easy  
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all all keep test systems from sending actual emails the general public is getting emails from us! easy DONE
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sponsors res automatic email sent in response to res request should be different for SOC guest house and VSQ RFI issues are different easy?  
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sponsors res automatic email sent in response to res request should be different for SOC guest house and VSQ RFI issues are different. But they dont want automatic emails anymore easy? DONE
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sponsors all related to InitDB.py issue above: we need to rationalize how we initialize the database to avoid duplicate buildings   moderate  
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sponsors all related to InitDB.py issue above: we need to rationalize how we initialize the database to avoid duplicate buildings. This is a DB migration issue - not to be dealt with until right before deployment   moderate  

 <<O>>  Difference Topic BosToDo (r1.27 - 20 Aug 2007 - MikeMcCarty)
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developers all InitDB.py out of date - only contains subset of constants should be updated, and InitTestDB.py should use it easy  
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developers all InitDB.py out of date - only contains subset of constants should be updated, and InitTestDB.py should use it easy DONE
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sponsors all complete first draft of Admin Manual   moderate  
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sponsors all complete first draft of Admin Manual   moderate DONE
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all res? Sometimes data is not being saved to the database. (Travel Info, Flights, Lodging) Seems to depend on the state of the test server. Rebooting seems to fix the problem, but only for a little while. Currently testing a theory that the session is not getting flushed. session.flush() calls have been added to the lodging and travel subcontrollers. We'll see if this bug comes up again. moderate/hard DONE ???
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all res? Sometimes data is not being saved to the database. (Travel Info, Flights, Lodging) Seems to depend on the state of the test server. Rebooting seems to fix the problem, but only for a little while. Currently testing a theory that the session is not getting flushed. session.flush() calls have been added to the lodging and travel subcontrollers. We'll see if this bug comes up again. moderate/hard DONE
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all res/trans Reservation 60 cause RSD when create a transaction This is addressed below in 'admins must be able to specify the tax status ... ' moderate  
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all res/trans Reservation 60 cause RSD when create a transaction This is addressed below in 'admins must be able to specify the tax status ... ' moderate DONE
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sponsors res VSQ building does not show, so can't use for making a room def   easy  
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sponsors res VSQ building does not show, so can't use for making a room def   easy DONE

 <<O>>  Difference Topic BosToDo (r1.26 - 20 Aug 2007 - MikeMcCarty)
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all res? Reservation Reports dates generate a RSD when typed in using the following format mm/dd/yy instead of mm/dd/yyyy. Validator? easy  
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all res? Reservation Reports dates generate a RSD when typed in using the following format mm/dd/yy instead of mm/dd/yyyy. Validator? easy DONE

 <<O>>  Difference Topic BosToDo (r1.25 - 17 Aug 2007 - MikeMcCarty)
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all res? Reservation Reports dates generate a RSD when typed in using the following format mm/dd/yy instead of mm/dd/yyyy. Validator? easy  
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sponsors res Travel and Lodging start and end dates default to reservation start and end dates.   easy  
sponsors res Indication of Single or Double and Room or Apartment in room assignment form   easy  
sponsors res Room assignment validation based on room chart for that time period.   easy  
sponsors res Report on Reservations with no invoices.   easy  
sponsors res List motel and VSQ rooms in Socorro room chart.   easy  
sponsors res Display report date at the top of the Green Bank room chart.   easy  
sponsors res Room assignment indicator from Manage Reservations screen.   easy  
sponsors res A link to change room assignment from Manage Reservations screen.   easy  

 <<O>>  Difference Topic BosToDo (r1.24 - 17 Aug 2007 - PaulMarganian)
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sponsors trans Support creation of multiple A/R receipts for a single open invoice   easy  
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sponsors trans move around JE buttons some more - view JE screen could use an Enter button, while browse JE screen could use a delete button   easy  
sponsors trans negative item charges in G/L Receipt should move over as positive values into debit column   easy  

 <<O>>  Difference Topic BosToDo (r1.23 - 16 Aug 2007 - PaulMarganian)
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sponsors user editing and saving an organization causes RSD      
sponsors trans report dates were not inclusive   easy DONE
sponsors trans receipt balance could be 10-13 instead of zero   easy DONE
sponsors trans socorro zip code wrong   easy DONE
sponsors res spelling error in finalize message   easy  
sponsors all related to InitDB.py issue above: we need to rationalize how we initialize the database to avoid duplicate buildings   moderate  
sponsors res VSQ building does not show, so can't use for making a room def   easy  
sponsors res We must be using desc instead of name or vice versa in listing of room defs to use for a location Check it out: two "single room" 's are listed here. easy  
sponsors trans Any issues with creating debits from reservations that use a Motel or private home?   easy  
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sponsors trans reformat some info in transaction print screens totals to the right, date below title, customer name (first last) easy  

 <<O>>  Difference Topic BosToDo (r1.22 - 14 Aug 2007 - PaulMarganian)
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all res Buildings must be associated with a site currently all rooms are presented to admin when assigning room (should be by site). Phone list needs this for building key. easy DONE?
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all res Buildings must be associated with a site currently all rooms are presented to admin when assigning room (should be by site). Phone list needs this for building key. easy DONE
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sponsors res/trans deleted transactions should not show up as links in res screens or other transactions when transaction is deleted, delete their foriegn keys res_id (and invoice_id, if applicable) easy  
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sponsors res/trans deleted transactions should not show up as links in res screens or other transactions when transaction is deleted, delete their foriegn keys res_id (and invoice_id, if applicable) easy DONE
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sponsors res there are no appropriate room types for "Guest House Apartment" and "SOC VSQ" perhaps "Residence Hall" should be changed to "Guest House Room" too easy DONE?
sponsors res room types displayed should be appropriate for site "Dorm" should only be there for GB, "SOC VSQ" should only be there for SOC easy DONE?
sponsors res rooms to choose for assignment should only be those that are appropriate for site (and loding type requested?) this is kind of an ease of use issue, but could save us all a lot of heart ache moderate DONE?
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sponsors res there are no appropriate room types for "Guest House Apartment" and "SOC VSQ" perhaps "Residence Hall" should be changed to "Guest House Room" too easy DONE
sponsors res room types displayed should be appropriate for site "Dorm" should only be there for GB, "SOC VSQ" should only be there for SOC easy DONE
sponsors res rooms to choose for assignment should only be those that are appropriate for site (and loding type requested?) this is kind of an ease of use issue, but could save us all a lot of heart ache moderate DONE
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sponsors user cant enter international phone numbers that dont follow the ###-###-#### format for now, are not using the Phone Number validator, but we need a better long term solution moderate DONE

 <<O>>  Difference Topic BosToDo (r1.21 - 14 Aug 2007 - MikeMcCarty)
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sponsors res lodging screen does not give usual 'Please enter a value' when the required fields are left blank ?  
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sponsors res lodging screen does not give usual 'Please enter a value' when the required fields are left blank validating against GB Lodging form didn't work like I thought it would. easy DONE

 <<O>>  Difference Topic BosToDo (r1.20 - 14 Aug 2007 - MikeMcCarty)
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sponsors user attempting to reuse a username when adding new user crashes Done. And unit tested! smile easy DONE
sponsors user create account for existing person Done. 2 more unit tests! moderate DONE
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sponsors user attempting to reuse a username when adding new user crashes Done. And unit tested. easy DONE
sponsors user create account for existing person Done. 2 more unit tests. moderate DONE
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sponsors res charge account for reservation should not have to be a valid account number   easy  
sponsors res/trans admins must be able to specify the tax status and occupany rate for the item definitions they are associating with a room definition this will require new screens for specifiying these fields; the simple multi-select box wont do the trick any more (sigh) moderate  
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sponsors res charge account for reservation should not have to be a valid account number   easy DONE
sponsors res/trans admins must be able to specify the tax status and occupany rate for the item definitions they are associating with a room definition this will require new screens for specifiying these fields; the simple multi-select box wont do the trick any more (sigh) moderate DONE
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sponsors res travel details should not be required for submitting a reservation request This is a change in requirments! easy  
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sponsors res travel details should not be required for submitting a reservation request This is a change in requirments! easy DONE

 <<O>>  Difference Topic BosToDo (r1.19 - 13 Aug 2007 - PaulMarganian)
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all res Buildings must be associated with a site currently all rooms are presented to admin when assigning room (should be by site). Phone list needs this for building key. easy  
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all res Buildings must be associated with a site currently all rooms are presented to admin when assigning room (should be by site). Phone list needs this for building key. easy DONE?
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sponsors res there are no appropriate room types for "Guest House Apartment" and "SOC VSQ" perhaps "Residence Hall" should be changed to "Guest House Room" too easy  
sponsors res room types displayed should be appropriate for site "Dorm" should only be there for GB, "SOC VSQ" should only be there for SOC easy  
sponsors res rooms to choose for assignment should only be those that are appropriate for site and loding type requested this is kind of an ease of use issue, but could save us all a lot of heart ache moderate  
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sponsors res there are no appropriate room types for "Guest House Apartment" and "SOC VSQ" perhaps "Residence Hall" should be changed to "Guest House Room" too easy DONE?
sponsors res room types displayed should be appropriate for site "Dorm" should only be there for GB, "SOC VSQ" should only be there for SOC easy DONE?
sponsors res rooms to choose for assignment should only be those that are appropriate for site (and loding type requested?) this is kind of an ease of use issue, but could save us all a lot of heart ache moderate DONE?

 <<O>>  Difference Topic BosToDo (r1.18 - 10 Aug 2007 - PaulMarganian)
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all res/trans Reservation 60 cause RSD when create a transaction Looks like this is in Lodging.determineItemDefinition(). easy  
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all res/trans Reservation 60 cause RSD when create a transaction This is addressed below in 'admins must be able to specify the tax status ... ' moderate  
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sponsors res travel details should not be required for submitting a reservation request This is a change in requirments! easy  

 <<O>>  Difference Topic BosToDo (r1.17 - 08 Aug 2007 - PaulMarganian)
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all all keep test systems from sending actual emails the general public is getting emails from us! easy  
sponsors res lodging screen does not give usual 'Please enter a value' when the required fields are left blank ?  
sponsors res automatic email sent in response to res request should be different for SOC guest house and VSQ RFI issues are different easy?  

 <<O>>  Difference Topic BosToDo (r1.16 - 07 Aug 2007 - PaulMarganian)
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sponsors res charge account for reservation should not have to be a valid account number   easy  
sponsors res/trans admins must be able to specify the tax status and occupany rate for the item definitions they are associating with a room definition this will require new screens for specifiying these fields; the simple multi-select box wont do the trick any more (sigh) moderate  
sponsors res there are no appropriate room types for "Guest House Apartment" and "SOC VSQ" perhaps "Residence Hall" should be changed to "Guest House Room" too easy  
sponsors res room types displayed should be appropriate for site "Dorm" should only be there for GB, "SOC VSQ" should only be there for SOC easy  
sponsors res rooms to choose for assignment should only be those that are appropriate for site and loding type requested this is kind of an ease of use issue, but could save us all a lot of heart ache moderate  

 <<O>>  Difference Topic BosToDo (r1.15 - 06 Aug 2007 - PaulMarganian)
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sponsors res/trans deleted transactions should not show up as links in res screens or other transactions when transaction is deleted, delete their foriegn keys res_id (and invoice_id, if applicable) easy  

 <<O>>  Difference Topic BosToDo (r1.14 - 03 Aug 2007 - MikeMcCarty)
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all res Email button on res index causes RSD if there's no start and end date.   easy  
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all res Email button on res index causes RSD if there's no start and end date.   easy DONE

 <<O>>  Difference Topic BosToDo (r1.13 - 02 Aug 2007 - MikeMcCarty)
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sponsors user employee single page phone list not always on single page forget the browser, let's get this into a post-script file or something    
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sponsors user employee single page phone list not always on single page forget the browser, let's get this into a post-script file or something moderate  
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sponsors all Help text in forms that show the required format for free-form fields.   easy  
all res Reservations page shows "willing to share" for all sites. This is a GB only option.   easy  
sponsors res Socorro room chard table borders.   very easy  
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sponsors all Help text in forms that show the required format for free-form fields. Help text to the rescue! easy DONE
all res Reservations page shows "willing to share" for all sites. This is a GB only option.   easy DONE
sponsors res Socorro room chard table borders.   very easy DONE
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all res Email button on res index causes RSD if there's no start and end date.   easy  

 <<O>>  Difference Topic BosToDo (r1.12 - 02 Aug 2007 - MikeMcCarty)
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all res? Sometimes save methods aren't getting called when users submit a form. (Travel Info, Flights, Lodging) Seems to depend on the state of the test server. Rebooting seems to fix the problem, but only for a little while. moderate/hard  
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all res? Sometimes data is not being saved to the database. (Travel Info, Flights, Lodging) Seems to depend on the state of the test server. Rebooting seems to fix the problem, but only for a little while. Currently testing a theory that the session is not getting flushed. session.flush() calls have been added to the lodging and travel subcontrollers. We'll see if this bug comes up again. moderate/hard DONE ???

 <<O>>  Difference Topic BosToDo (r1.11 - 01 Aug 2007 - MikeMcCarty)
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all res/trans Reservation 60 cause RSD when create a transaction Looks like this is in Lodging.determineItemDefinition(). easy  

 <<O>>  Difference Topic BosToDo (r1.10 - 31 Jul 2007 - MikeMcCarty)
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sponsors res Printer-friendly page for a reservation   easy  
all res Person records without a prefix cause red screens when submitted templates/res_management/confirm.kid needs to handle this case easy  
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sponsors res Printer-friendly page for a reservation   easy DONE
all res Person records without a prefix cause red screens when submitted templates/res_management/confirm.kid needs to handle this case easy DONE

 <<O>>  Difference Topic BosToDo (r1.9 - 31 Jul 2007 - MikeMcCarty)
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sponsors user attempting to reuse a username when adding new user crashes there's validator for this, just need to use it easy  
sponsors user create account for existing person Probably a bug. moderate  
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sponsors user attempting to reuse a username when adding new user crashes Done. And unit tested! smile easy DONE
sponsors user create account for existing person Done. 2 more unit tests! moderate DONE
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sponsors all Help text in forms that show the required format for free-form fields.   easy  
all res Reservations page shows "willing to share" for all sites. This is a GB only option.   easy  
sponsors res Socorro room chard table borders.   very easy  
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sponsors all Add other NRAO sites.   easy?  

 <<O>>  Difference Topic BosToDo (r1.8 - 27 Jul 2007 - PaulMarganian)
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sponsors trans invoice creation chokes on incomplete res implement the stub func in validator for checking if res is complete easy  
sponsors res create inv/sales buttons aren't appearing in res mike has this in CVS easy?  
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sponsors trans invoice creation chokes on incomplete res implement the stub func in validator for checking if res is complete - also buttons in res screen need to be fixed easy DONE
sponsors res create inv/sales buttons aren't appearing in res mike has this in CVS easy? DONE

 <<O>>  Difference Topic BosToDo (r1.7 - 25 Jul 2007 - MikeMcCarty)
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all res Person records without a prefix cause red screens when submitted templates/res_management/confirm.kid needs to handle this case easy  

 <<O>>  Difference Topic BosToDo (r1.6 - 25 Jul 2007 - PaulMarganian)
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sponsors user employee single page phone list not always on single page screw the browser, let's get this into a post-script file or something    
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sponsors user employee single page phone list not always on single page forget the browser, let's get this into a post-script file or something    

 <<O>>  Difference Topic BosToDo (r1.5 - 25 Jul 2007 - MikeMcCarty)
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all res? Sometimes save methods aren't getting called when users submit a form. (Travel Info, Flights, Lodging) Seems to depend on the state of the test server. Rebooting seems to fix the problem, but only for a little while. moderate/hard  
sponsors res Printer-friendly page for a reservation   easy  
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sponsors res No place to enter a confirmation number on a car rental.   moderate  
sponsors res Ground information, 2 lines, one for information arriving in Socorro (e.g. shuttle) and one for information departing Socorro (e.g. return shuttle).   moderate  
sponsors res A notes section for ground information so that confirmation numbers can be entered.   moderate  
sponsors res Can true or false be changed to yes or no? In displays.   easy  
sponsors res A way to enter all the travel information (incoming, flight information, ground information and outgoing, flight information, ground information) at one time instead of having to go back and enter it separately. GB and Soc sponsors need to discuss this. moderate  

 <<O>>  Difference Topic BosToDo (r1.4 - 20 Jul 2007 - PaulMarganian)
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sponsors trans invoice creation chokes on incomplete res implement the stub func in validator for checking if res is complete easy  
sponsors res create inv/sales buttons aren't appearing in res mike has this in CVS easy?  

 <<O>>  Difference Topic BosToDo (r1.3 - 19 Jul 2007 - PaulMarganian)
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sponsors all complete first draft of Admin Manual   moderate  

 <<O>>  Difference Topic BosToDo (r1.2 - 17 Jul 2007 - AmyShelton)
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Business Office System To Do List

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Business Office System To Do List

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Here is the latest list of items that need to be done for the Business Office Sytem (BOS). This should eventually be put into it's own Jira module.

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Here is the latest list of items that need to be done for the Business Office System (BOS). Any remaining items after deployment should be put into Jira.

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Items for Deployement

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Items for Deployment

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Items for Furture Release

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Items for Future Release

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sponsors all forms should indicate what fields are required can we use the validators? the form template? or the help text? moderate
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sponsors all forms should indicate what fields are required can we use the validators? the form template? or the help text? moderate  
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sponsors user ability to email persons (as in reservations module) this was a fuzzy requirment. moderate  
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sponsors user ability to email persons (as in reservations module) this was a fuzzy requirement. moderate  

 <<O>>  Difference Topic BosToDo (r1.1 - 17 Jul 2007 - PaulMarganian)
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%META:TOPICINFO{author="PaulMarganian" date="1184692200" format="1.0" version="1.1"}% %META:TOPICPARENT{name="BusinessOfficeSystem"}%

Business Office System To Do List

Here is the latest list of items that need to be done for the Business Office Sytem (BOS). This should eventually be put into it's own Jira module.

Items for Deployement

These are action items that must get completed before the system can be deployed (where's the wiki page tracking the deployement research effort?)

stakeholders module item note effort complete?
developers all InitDB.py out of date - only contains subset of constants should be updated, and InitTestDB.py should use it easy  
all res Buildings must be associated with a site currently all rooms are presented to admin when assigning room (should be by site). Phone list needs this for building key. easy  
sponsors user attempting to reuse a username when adding new user crashes there's validator for this, just need to use it easy  
sponsors user create account for existing person Probably a bug. moderate  
sponsors user employee single page phone list not always on single page screw the browser, let's get this into a post-script file or something    

Items for Furture Release

These are items that are 'nice to have' features for the user, or low priority refactoring items for the developers, or ...

stakeholders module item note effort complete?
users all pagination haven't heard anything from users about this ?  
developers all improve code reuse perhaps we should wait and see how the user management framework develops with e2e? ?  
developers all implement Benchmarks within unit testing framework nice to have, but no pressing need yet. moderate  
sponsors all improve quality of form labels we now know how to use labels easy  
sponsors all forms should indicate what fields are required can we use the validators? the form template? or the help text? moderate
sponsors user make assignment of location to new employee easier   ?  
sponsors user allow inclusion of all user info in the single add user screen   ?  
sponsors user after creating new person, redirect to that new person developer response to the above two ease of use issues very easy  
sponsors user Admin Manual: include guidelines for how to create usernames and passwords easy enough, but sponsors should come up w/ those guidelines, though we can make suggestions easy  
sponsors user ability to email persons (as in reservations module) this was a fuzzy requirment. moderate  
sponsors all admin should be cc'd when using email tool so that admin has record of what was sent easy  
developers trans enforce file naming conventions just a few offenders moderate  
developers trans expand use of widgets to reuse html code   moderate  
sponsors trans in Manage Transactions, search via BOS ID range   moderate  
sponsors trans Admin Manual: include guidelines for using notes when deleting transaction   easy  
sponsors trans reorganize Receipts Summary Report: replace item total with list of items   moderate  
sponsors trans Should we be able to delete Item Definitions? might make it easier to keep track of them easy  

-- PaulMarganian - 17 Jul 2007


Topic BosToDo . { View | Diffs | r1.33 | > | r1.32 | > | r1.31 | More }
Revision r1.1 - 17 Jul 2007 - 17:10 GMT - PaulMarganian
Revision r1.33 - 09 Sep 2007 - 09:54 GMT - PaulMarganian 		Content copyright © 1999-2007 by the contributing authors.
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