Angular acq funds: Remove year auto-filter
Affects | Status | Importance | Assigned to | Milestone | |
---|---|---|---|---|---|
Evergreen |
Confirmed
|
Wishlist
|
Unassigned |
Bug Description
Testing 3.8 on production dataset.
With the new angular acq funds, we got the feature of auto-filtering on a pre-specified value (fiscal year, in this case). I think this is a fantastic feature, but the more I use it the less I like it being used with the funds interface.
Right now, Evergreen can't distinguish what the actual fiscal year being used is. It just goes for calendar year. So for half of the fiscal year, it's wrong. Like as of today, it auto-filters to 2021 funds even though all of my libraries are in FY22.
So that means two things:
1. It's not as in your face visible as it was before what fiscal year you're in. If you're really paying attention, you'll see the grid filter is on. Also if you're really paying attention, you'll look at your funds and see the 2021 year (assuming you have that column visible). Because we propagate funds, they often have the same names between years, so it's very easy to just see the name/codes of your funds and go about your business and not realize you're in a previous FY. (See bug 1948946)
2. When you change the filter to your correct fiscal year, the grid reloads. And there's a *lot* of grid reloading going on in this interface right now (I'll link some related bugs in a subsequent comment). And it's not sticky, so if I navigate to the funding sources tab then it loses my filter and I have to reset it again.
So my proposal is to return fiscal year to a visible selector beside the org family unit selector, and remove the auto-filter that it's currently using. If fiscal year was in its own selector box at the top, maybe we could also set it as a LocalItem and make it sticky, which would even be an enhancement since we didn't have that in Dojo.
Also to clarify, year should still be a column that's filterable/sortable in the grid. I'm just talking about the auto-filter and creating a more visible combobox.
Changed in evergreen: | |
importance: | Undecided → Wishlist |
tags: | added: angular |
Changed in evergreen: | |
status: | New → Confirmed |
Changed in evergreen: | |
assignee: | nobody → Mary Llewellyn (mllewell) |
tags: |
added: needswork removed: pullrequest |
The hard coded calendar year filter (since non-calendar year fiscal years are not supported) is a huge problem.
All of my libraries using ACQ have non-calendar year FYs. As I am testing 3.8 (mid FY, 2021-22) it took me way too long to figure out why none of my my funds were appearing. I actually thought it was a permission error.
Because I happen to think that differentiating filtered vs. non-filtered columns is a general issue I created a separate ticket for that - https:/ /bugs.launchpad .net/evergreen/ +bug/1962620