CL Fisher

Add year to month labels on trend reports

2

# Summary Add the year to the month labels on trend reports # Why? Bank request - reduce confusion # Details There are 3 trend reports, accessible through the Reports...

Import partners should note when there were partners that couldn't be imported. (if, for example., the email was not formatted correctly).

2

# Summary If a partner import can't import all the partners, it should tell the user, rather than just saying "Partners imported successfully!" # Why Current situation is potentially misleading...

Add packages (not packs) as an option for the distribution export (from Nicole D, 20240807 stakeholder meeting)

7

# Summary Add the ability to have packages (not packs) as an option for the distribution export. # Why? Request from a bank. # Details As an option on organization,...

[Investigation+] Address "unpermitted parameter" log entries when doing "export distributions"

2

# Summary Address "unpermitted parameter" log entries when doing "export distributions" # Why Keeping the logs clean for easier debugging # Details When exporting distributions on local, (sign in as...

[Investigation] ChilditemRequest - can we get rid of it?

1

# Summary Check if we can get rid of ChildItemRequest. # Details A cursory inspection of ChildItemRequest indicated that maybe it is there to support outdated functionality from before the...

Annual survey export - make it work across years

12

# Summary Provide an annual survey export across years # Why? Will provide banks with the ability to see changes over time # Details We'll have to move the export...

Add ability to have some partner specific information appear on the partner's dashboard

12

# Summary Add a field (500 characters) for bank-entered partner-specific information that will appear on the partner's dashboard. # Why? Better bank to partner communication # Details This info_for_partner field...

Investigate whether we can do a backdated snapshot before which we won't allow edits

11

### Summary This is about checking the behaviour of the users in prod to see what's reasonable. ### Things to consider _No response_ ### Criteria for Completion - [ ]...

Reconcile itemrequests and requestitems

13

# Summary ItemRequests and RequestItems seem to have largely the same information We should just use one of them # Why? This is cleanup -- I'm pretty sure it's a...

Partner Visibility of items and child requests

11

# Summary If the bank takes an action that will remove items from the partner's view, and there are child requests using those items, warn the bank (but do not...