Helping to make Technology Transfer efficient and effective.
2019/05/31
Agreements
Modifications to customer #3 workflow report
Distributions
Distribution templates available in settings
T-213 Distributions on Hold – Check box to put distributions on hold in header of technology record
Distribution Schedule
Import from IDF, pulls in groups and people from technology record
Button for Linking Agreement
Description can be modified
Improved people search
Description on schedule not saving
Account mismatch – error appears in distribution schedule when a debit is associated with a payment account and credit is associated with a distribution account
Validation checks to see account has not been deleted
Create accounts that are related to both tech and agreement when an agreement is selected
Fixed Distribution Agreement Selection Saving issue
Evenly divide distribution percents within a level
T-39 Create a copy of the schedule
Distribution Processing
Ability to modify amounts for distribution
Cost Recovery Variance Link updated to use the technology reference number related to the distribution
Distribution reference number displayed on all line items related to the distribution (revenue, distributions, and payments)
Corrected date format in distributions section of technology record
Submit for Approval removed from Start Distribution page
Remove deleted distributions from the result, link is working just fine. the script kept failing because this was the original column name and there is a migration that is later that renames it. If the column is not there like this, it fails later when all the migrations run.
T-546 make a wire frame so that users can View Approved Distribution Schedule UI Modifications that shows all of the line items that go into a distribution and all the line items that come from a distribution, also make mock-up for what a person would see if this was a receipt. Updated to handle URL by searching for the tech reference ID in the Variance Link added migrations for some trigger and stored proc updates. added insert to system type table for reserved funds available for distribution, adjusted memory footprint for the metrics reports
T-574 New distribution, Next will not go to next screen
Distribution Reports
Distribution Aging Link added to page view
Display the agreement reference number not the name
Searchable distribution schedule report
Reconciliation report search fixed
Aging Report is now searchable. A few minor tweaks to the code. Updated the where clause to check type IDs rather than value since the value can be updated by the customer.
Corrected dates on previously edited reports
Process Distributions – Minor fixes, added in search options that classic code relies on, reworked where clause to use type IDs because the customer is able to change the name of the types in the system
Finance
T-410 Dashboard – Expense Calculations Incorrect
Accounts – added in the account types so that they will properly associate the people and groups
Groups
T-498 New Address Type – Remit To
People
User with two security levels will actually display when there is this error instead of it throwing an error and user can’t do anything.
Workflow – Search not coming back correctly
Re-added the username and password requirement for the api
Technology Record
Tech Nerf updated and corrected
Fixed Encumbered checkbox
Developer Notes
Remove as Button and make a Select Box below dates
T-12 UI issues, edit and delete template, save & create templates, template table, basic scrolling and loading MySQL Link creation for classic code Added in date format Attempt to resolve distribution reference number cross referencing via institution ID
Added in missing Table Header “header” in the dbFunctions.php causes errors… don’t do it. Fixed some links and display information for the line items so that the distribution link shows up correctly. other minor bug fixes.
Link placeholder
T-48 Import idf, test update
T-74 Adding accounts, integration tests, added to groups, cost recovery and admin fee, reload tech accounts, extract component
Progress on getting results output
added distribution report and make the upload comment on by default
Query update,working link added for Tech Reference number
Main form columns displaying
adjusted the stored proc so that it does a left outer join on the tables.
T-111 As a user I want the system to evenly divide the distributions within a level so that I don’t have to manually enter the values, even split children, hide if read-only, moved to service, restore migration
T-114 Hide non active Migration for new column to distribution_program table Bind Set and Get to the Select Agreement Box
T-151 As a finance user I may want to override the calculated value that is being debited so that I can enter an adjusted amount based on additional information. for cost recovery, add test Starting Point to adding in the Agreement information Agreement Reference Number as part of the account code New to do: zlink method for attaching agreement to account ZlinkAgreementAccount Model Model update for Status and Type Forgot to set status and type at boot Connected Zlink table
On Hold Check added in
T-266 Whole row should be select-able
T-312 Service code cleanup
T-322 Move buttons save, submit for approval Change Agreement Title to Agreement Reference Number
Display correct account code Altered query to grab existing tech reference number related to agreements prior to distribution results Formatting in query update Query Clean Up with Buckets in Query Final Clean-up and Additions Changes commit to merge
Pipelines updated
Added type ids for systems
T-508 Update button and db, set status to inactive, set status to inactive, rolled back DistributionController Default option value is going to be zero Zlink Agreement Tech Model the logic for sending notifications is in more than one place. For the college and department to work when sending emails about IDF forms I had to add something to the formfunctions, not just the notification functions.php. =( Constants updated Get Tech Agreement Query Action Select Box is populating Agreements
T-543 Write tests for Distribution Controller -> Approve
T-544 Update Validation Tests for Distribution Schedule
T-555 Memory update, test update, update pipeline remove extra sql start remove test debug
T-566 Chart of Accounts for Credit not visible buttons in forms changed people so that the user who has two security levels will actually display when there is this error instead of it throwing an error and user can’t do anything. SQL Error Patch Added in Distribution Link to the Distribution Reference Number to line items Link added to the finances page Routing and Page Loading, but using the Distribution Schedule Report as a template for the page to load Original Query and Results for Report prior to Patent Patent Reference Number tied in per Andrea’s request for future patent distributions Patch to prevent inactive from displaying Added to funds that have been selected Start distribution updated. I added in Jerel’s Currency filter to the amount fields as well.
T-567 Schedules desc can be modified
T-568 Move Delete Button Modals
dp range id change
T-569 Cleanup Files, more cleanup, merge conflict, total Rows query updated Separate schedule headers to force percents right and person and groups to the left All adjustments should be made. Sub-level check for Admin Fee and Cost Recovery Correction on ErrorIds Link to Report Connected fixed help so it displays google doc inline. Removed right click thing with the help link.
Added distribution report. Added item to the header to display that this is a test site if loading in dev. Starting Point with Link Displaying, Route is not currently working correctly Changes
T-570 Re-add Validation for Admin Fee and Cost Recovery must be at the top of the schedule
T-571 Add admin fee payment to account type in test Cost Recovery Variance Link updated to use the technology reference number related to the distribution Line Item Variance Link on Finance w/ URL in Router updated and added a value to the where clause to filter patents added two more values Report copied in and modified per Andrea Little bit of preparation for a future build.
T-572 Cannot delete DS removed all header and logmsg items as it may be causing problems converting the form. Fixed Distribution Agreement Selection Saving issue Commit to pull
T-577 Validate account has not been deleted, test help
T-578 Save Cost Recovery Class ‘App\SystemType’ not found
T-579 Cannot assign Schedule to Distribution, cannot assign Schedule to Distribution, force agreement related accounts if agreement is connected to a schedule
T-580 Warning on account mismatch
Link added in
T-584 Posted Date to Journal Date
T-596 description disappearing
T-597 Display the agreement reference number not the name Join needed to be an outer to pull the correct info Query Cleanup
it was adding in extra spaces on the link that was being built for the uploads.
environment update
The old code was limiting the forms to be approved with a type of ‘yes’. Per Mike, these results should not be limited which resolves the issue.
Commented out unused case inside of a switch
T-614 Title change
Re-added the username and password requirement for the api
added coverage and parallel test runner
publish results
00: enable xdebug
Distribution Aging Link added to page view
Page loading (using reconciliation report as test to get page loaded)
page configuration
Query in place, row count now working correctly
added in the account types so that they will properly associate the people and groups
T-629 Description on schedule not saving pulling cookie change removed domain New Query per discussion with Andrea this morning to clarify duplicates and end results of what she is looking for. Buckets with incorrect amounts displayed in results Complete Query Correction without Links Apply links to report Link added and accessible, using aging report as dummy data for page access. bug fixes for various things. the processCSV file is used to do the importing for customer #7
Query for the report
Report fields
Minor clean-up. Why if-if? Why not if?!
Speed up code
Updated Query to no use 0 as a default for variance
Bug fixes. Had to increase the memory of accept payments to 2gb to get it to work for customer #2.
Language change
Add in current matching the aging report per Mike
T-630 Secure cookie
T-631 Disable autocomplete
New Query prior to buckets being implemented into the mix
Fix Distribution Reference Number
T-633 tab fishing added rel=”noopener noreferrer” after target=”_blank” anywhere it showed up on the site in a php file. error_log allows the code to throw messages to the php log instead of the db or header. this seems to allow for viewing the error messages. no message updated a couple of the migrations as they didn’t have a type_id. the current query I added checks to see if the value is in there or not and if it is there will not overwrite or add another one. The old ones could potentially add the type_id in a random place
T-646 Validation, cost recovery remove multiple times
adjusted the query to pull the numbers at the top of the page.
stopped integration tests
Submit for Approval removed from Start Distribution page
Links added in
Wording updated
cleanup
T-648 Fix for people workflow search not coming back correctly.
