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Releases: folio-org/ui-finance

v8.0.4 (Sunflower 2025-R1)

07 May 10:03

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8.0.4 (2025-05-06)

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  • ECS - Display only assigned for a user affiliations in the lookup. Refs UIF-561.

v8.0.3 (Sunflower 2025-R1)

05 May 11:02

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8.0.3 (2025-05-05)

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  • Prevent removal of locations from tenants not associated with the current user. Refs UIF-606.

v8.0.2 (Sunflower 2025-R1)

11 Apr 10:21

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8.0.2 (2025-04-11)

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  • Set a single place for handling errors for transaction creation. Fixes UIF-608.

v8.0.1 (Sunflower 2025-R1)

03 Apr 07:21

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8.0.1 (2025-04-03)

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  • Fix handling of error response on transaction create flow. Fixes UIF-604.

v8.0.0 (Sunflower 2025-R1)

13 Mar 12:54
7358410

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8.0.0 (2025-03-13)

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  • Replace deprecated transaction API. Refs UIF-519.
  • Implement action for download allocation worksheet. Refs UIF-526.
  • Create screen for batch allocation of funds. Refs UIF-527.
  • Implement action for upload allocation worksheet. Refs UIF-529.
  • Budget batch allocation screen from CSV load. Refs UIF-528.
  • Recalculate function on batch allocation screen. Refs UIF-533.
  • BREAKING Batch allocation logs view and delete feature. Refs UIF-530.
  • Migrate to shared GA workflows. Refs UIF-572.
  • Fixes for batch allocation form. Refs UIF-579.
  • Hide future FYs from group details view. Refs UIF-587.
  • Save and close batch allocations. Refs UIF-534.
  • Add batch allocation log details screen. Refs UIF-531.
  • Search and filter batch allocation logs. Refs UIF-541.
  • Disable 'Save & close' button on Batch edit screen if changes were made after clicking 'Recalculate' button. Refs UIF-591.
  • Move View batch allocation logs action to list level. Refs UIF-588.
  • BREAKING Migrate stripes dependencies to their Sunflower versions. Refs UIF-574.
  • BREAKING Migrate react-intl to v7. Refs UIF-575.
  • Batch allocation bugs/enhancements. Refs UIF-589.
  • Fix transaction sorting by amount. Refs UIF-593.
  • Prevent sorting when data entered in batch fund allocation sceen. Refs UIF-570.
  • Add validateRequiredMinNumber to allocated budget field. Refs UIF-573.
  • Prevent negative total allocations in budgets. Refs UIF-576.
  • Temporarily hide batch allocation buttons for groups. Refs UIF-598.
  • Automatically set status "Planned" for budgets in a future fiscal year. Refs UIF-596.
  • Display correct budget name in the transfer transaction toast message. Fixes UIF-568.

Release v7.0.1

02 Dec 14:16

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7.0.1 (2024-12-02)

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  • ECS - Provide required permissions for Finance: View, edit fund and budget set. Refs UIF-566.

Release v7.0.0

31 Oct 10:19
bd64037

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7.0.0 (2024-10-31)

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  • Utilize the translation key from stripes-components for the "Save & Close" button label. Refs UIF-447.
  • UX Consistency: HTML page title display when third pane (detail record) displays. Refs UIF-502.
  • BREAKING Apply changes in the fund schema for the locations field. Refs UIF-518.
  • BREAKING Align the finance.* interfaces versions in accordance with the changes in the descriptor. Refs UIF-520.
  • Assign locations to restricted funds in central tenant with central ordering enabled. Refs UIF-511.
  • Change rollover restriction lables. Refs UIF-537.
  • Display "Credited" total in Fiscal year view. Refs UIF-494.
  • Display "Credited" total in Ledger view .Refs UIF-495.
  • Display "Credited" total in Group view. Refs UIF-496.
  • Misleading message when current fiscal year lapses for a ledger. Refs UIF-539.
  • Display numbers on record views in parentheses when they are negative. UIF-540.
  • Add filter to transactions view for "Encumbrance status". Refs UIF-535.
  • Add error handling for the budgetRestrictedExpendituresError error code. Refs UIF-543.
  • Display currency on Fiscal Year and Budget. Refs UIF-538.
  • Clean up permission names. Refs UIF-550.
  • Fix initial transactions list sorting field name. Refs UIF-555.

Release v6.0.0

20 Mar 07:52
b2e3a30

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6.0.0 (2024-03-20)

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  • Add donor info to Fund. Refs UIF-473.
  • Designate funds as location use restricted. Refs UIF-482.
  • Assign locations to restricted funds. Refs UIF-484.
  • Allow user to recalculate budgets based on conducted transactions when desired. Refs UIF-491.
  • Incorrect Display of Expense Class Percent. Refs UIF-509.
  • Make location association required when funds are restricted by location. Refs UIF-492.
  • BREAKING Add "Unrelease encumbrance" action to encumbrance transaction view. Refs UIF-503.
  • UX Consistency > Search results > Update HTML page title with search term entered. Refs UIF-501.

Release v5.0.0

13 Oct 07:03
86e4abc

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5.0.0 (2023-10-12)

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  • A user cannot type anything in the list of filter options for the "Status" field in the fund form. Refs UIF-458.
  • Filter in "Transfer from" and "Transfer to" fields does not work when creating a new fund. Refs UIF-457.
  • Download budget results for failed rollovers. Refs UIF-415.
  • Block test rollover once rollover has been done for given ledger and FYs. Refs UIF-465.
  • Update Node.js to v18 in GitHub Actions. Refs UIF-471.
  • Need new permission(s) to view Finance settings in UI. Refs UIF-442.
  • BREAKING bump react-intl to v6.4.4. Refs UIF-472.
  • BREAKING bump react to v18.2.0Refs UIF-470.
  • Show an alert when decreasing allocation results in a negative available amount. Refs UIF-464.
  • Display 0 instead of Undefined in the "Percent of total expended" column. Refs UIF-479.
  • Bump optional plugins to their @folio/stripes v9 compatible versions. Refs UIF-476.

Release v3.3.3

05 Apr 04:31

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  • After performing the test rollover, only the last 10 budgets are displayed. Refs UIF-456.