| Item | note | Priority | done? |
|---|
| Upgrade SQLAlchemy | Ray's working on it - are there speed issues? | 1 |  |
| Pagination | A-Z menu on Contact Management page done. | 2 | |
| Refactor code to share between modules better | | 3 | |
| start some docs other then schema! | See BosDocs | 2 | |
| speed optimizations | wait to see if production server is as slow. Ray's lazy=True fix | 1 | |
| include Bill's graphics | | 1 | |
| work on main menu | | 1 | |
| make titles and headers consistent | User and Res done; now Trans too | 1 | |
| Run through examples ourselves before submitting to official sponsor testing | | 3 | |
| User account creation for a person already in the database. | Do we still need to do this? | 2 | |
| Use benchmarks in TG | | 2 | |
| create cronjob for int unit tests | | 2 | |
| get unit tests to work from top of branch | | 2 | |
| reconcile constants in InitTestDB.py with out of date InitDB.py | | 3 | |
| Item | note | Priority | done? |
|---|
| End dates before Starts date | Fixed in about 10 forms using validators.Schema, however, the feedback needs to be cleaned up. The manage res page was an exception: simply swapping dates when they are backwards. | 1 | |
| 'finalized' mispelled in main res screen | Oops! Wonder who did that? | 2 | |
| external visitors should not be able to create Invoices from res | fixed with a simple if statement | 1 | |
| Cancel Redirects doesn't know how to get from a Travel Info edit form back to viewJourney | Add this case to Root.cancelRedirect() | 1 | |
| Auto-created accounts (using Root.requestUserAccount()) allow for empty person records. This causes errors in Make new res | | 1 | |
| Creating new reservation as Admin allows creation of an empty reservation. This causes a crash when this reservation's ID is used to create an invoice. | Fixed with a new validator method in ValidResForDebit? to check for finalized reservation | 1 | |
| Buildings and Rooms for assignment aren't linked to a specific site | | 1 | |
| Item | note | done? |
|---|
| International Provinces can't be specified | Solution not ideal, but was a quick fix: new field in form, w/ clarifying instructions. Only checks that both US State and Intl Province arent being used at the same time | |
| Is Postal Code being a required field bad for Int'l addresses? | maybe not a bug | |
| Auto-created accounts (using Root.requestUserAccount()) confirmation email contains wrong link for account activation. | | |
| SOC needs more buildings in DB | BUG: buildings should be associated with sites | |
| Buildings printed at bottom of phone list | | |
| Adding new contact with same user name as existing contact crashes | | |
| Item | Response | done? |
|---|
| Time Zones confusing - seems that are validated, but what's the correct format? | Drop down? Yes and done. | |
| Add Observatory to Organization type | easy enough - that's what we are after all. Its table driven so just add it to InitTestDB?. | |
| Assigning a user name and password to each employee. They don't have to do this now. | | |
| Edit and/or add a new location when a new employee is entered. | | |
| All the information needed for a new employee in one add person form. | | |
| The single page phone list prints last name and first name on 2 lines. Make the columns wider? | | |
| Get all Socorro buildings in table | found at bottom of BARS printout | |
| User Manual: guidelines for username & password creation when adding new person, and procedures (like notifying them via email) | perhaps we can add tools to make this easier (auto-generated email notification?) | |
| Finish Reports | though there are questions on some | |
| Manage Transactions: filter by type | | |
| Manage Transactions: filter by Org Name, Person First Name | need First Name? | |
| Manage Transactions: diplay Org Name | | |
| Manage Transactions: make BOS ID link to printable transactions | | |
| Add more Reservations, Transactions in InitTestDB? to make Reports more realistic | | |
| Run through examples before submitting for Sponsor Testing | | |
| make templates prettier - imporve CSS usage | | |
| test out on ie browser | done for version 0.2.1 | |
| For Int Dept Sale printout, print Charge Accounts | | |
| When Customer is selected for transaction, init contacts w/ their defaults | needs better unit tests | |
| Need way to blank out customer name in transaction | | |
| Printables of transactions need dollar format | | |
| Undeposited Receipts ready for deposit should also be only Ready and/or Entered | | |
| Journal Entries: put in additional check that only transactions from the site of the admin can be put in a JE | | |
| Receipts Summary Report: include site "All" | | |
| Include site and type for Item Definition screens | no way to manage Item Definition Types - thats OK | |
| Validate transactions as they move from Not Ready to Ready | | |
| Item | note | done? |
|---|
| split up widgets.py into separate modules | | |
| improve widget reuse | see New Transactions | |
| replace all identity.not_anonymous to identity.inAdminGroup | | |
| update schema doc | | |
| more unit tests! | | |
| bug with default browse transactions kwargs - prob w/ datetimes | | |
| grep through code and look for BUG and see if it can be addressed | | |
| implement accounts cronjob, with possible use of valid flag in table | | |
| get all files, classes, objects to use consistent nameing scheme | only a few offendors | |
| some things in templates could be refactored out using widgets, like title and error msgs in transactions | | |
| Unit tests not working for JEs in sqlite | only at model layer | |
| Item | note | done? |
|---|
| JE's for A/R receipts wrong | see updated MR - this has not yet been fixed, but JE now has unit tests | |
| JE's for Receipts die when there is no customer | new unit test | |
| Accounts not being updated | valid flag not being set for new accounts | |
| An Int'l address doesn't show up in customer contacts for transaction | it was problem with no state specified | |
| Item Defs that use invalid accounts shouldn't show up in Item Definition searches | | |
| Add more Item Def Types | see email from Lisa | |
| Browse Item Definitions has mispelled Definition | | |
| Item form Qty -> Qty/Charge | to match transaction printout | |
| First line of Remit Address should be NRAO | | |
| 'Debt' in JE CSV file should be 'Debit' | | |
| AR Receipt created from Invoice w/ out contact info crashes | wrote unit test for this, but doesn't crash! | |
| AR Receipt should use same contact info used by Invoice | | |
| In all printout headers, 'science' mispelled | | |
| Receipt Summary Report: multiple payments need to be shifted to right by 2 columns | | |
| Bank Deposit crashes if bilss + coins != cash | done! | |
| Item | Response | done? |
|---|
| Default Note text per site would be nice | and pretty easy | |
| Include next to Transaction Print button, Create JE and Delete | Delete done, JE a bit trickier | |
| Printouts: Notes should be bold and up top | | |
| Charge Account authorizations was talked about in meetings, but did not make it into any MR | It's in the reservation request | |
| In Manage Transactions, searching by range of BOS ID would be good | | |
| Dates in reports should have form Month/Date/Year | | |
| For User Manual: before deleting a transaction, add why in the Note | | |
| Receipt Summary Report: add payment detail | easy | |
| Receipt Summary Report: get rid of item total | easy, but left in until add item accounts is done | |
| Receipt Summary Report: add item accounts | this will be a big rework | |
| "View Undepositied Receipts" -> "Create Bank Deposits" button | | |
| Q | A |
|---|
| Need input on exact format of transaction printouts | no major comments yet, except above bugs |
| Do we need to validate transactions before they go from Not Ready to Ready? this will save problems of trying to enter incomplete Transactions into PS | Yes! - send Christine notes on what gets validated. |
| No mention of the Payor in MR Requiements. Needed? | |
| Due Date for Invoice? (again , not in reqs.) | |
| Item Definitions can make life easier. What's the best way to manage them? | include site, type in filter |
| Do the reports, specifically the receipts one, make sense? If not, how to improve? | discussed, see above changes, and below future changes |
ReservationSystemV3_5.doc