Wishlist: Improve fund allocation tab

Bug #1832761 reported by Tiffany Little on 2019-06-13
6
This bug affects 1 person
Affects Status Importance Assigned to Milestone
Evergreen
Wishlist
Unassigned

Bug Description

Wishlist.

Now that we have a nice and easy to understand Billing Summary page on patron accounts, it puts me in mind that it would be great if we could have a more easily understood Allocations page for funds and funding sources. Especially when you start transferring money around, the Allocations page can get *really* confusing.

I'm not even opposed to a grid-type interface, but maybe something more like the screenshot? Bare bones wishlist would be: (1) not including the funding source when it's a transfer between funds because that looks really confusing, and (2) styling negative numbers differently so they stand out.

Extra wishlist because there's not a table column for this, would be having a column to explicitly say if it was a transfer vs. an allocation. From/To columns could include either the fund or funding source code (depending on if it was a transfer between funds or an allocation straight from a funding source) and link out to that fund/funding source.

Tiffany Little (tslittle) wrote :
Changed in evergreen:
importance: Undecided → Wishlist
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