Inactive funds should not be able to make allocations/transfers
Affects | Status | Importance | Assigned to | Milestone | |
---|---|---|---|---|---|
Evergreen |
Fix Released
|
Wishlist
|
Unassigned |
Bug Description
In the funds interface, we only show a dropdown list of active funds to try to minimize transferring monies between inactive funds.
However, if you go into the funds interface into a particular fund, the Create Allocation and Transfer Money buttons are both active. So you can still successfully create allocations from a funding source into an inactive fund.
This came up because the fiscal year selector always goes to the current calendar year, even though you may be in a new fiscal year. So not remembering to change the fiscal year selector means that you might accidentally click on last year's fund and try to create an allocation.
So the request is that the Create Allocation and Transfer Money buttons should be greyed out whenever you're opening up an inactive fund.
Changed in evergreen: | |
milestone: | none → 3.10-beta |
Changed in evergreen: | |
importance: | Undecided → Wishlist |
assignee: | nobody → Jane Sandberg (sandbergja) |
Changed in evergreen: | |
status: | Fix Committed → Fix Released |
Confirmed this behaviour on 3.8.0
I agree that it shouldn't be possible to allocate to or transfer from/to an inactive fund.
I can see a situation where you may want to transfer remaining funds from an inactive fund to another fund. In this situation I think the workflow of set the fund as active, make the transfer, and then de-activate the fund makes sense more sense than allowing transfers with an inactive fund.