Dealings Fixes
active
Total logged
8h 45m
Uninvoiced
0h 0m
Entries
4
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 4 | 8h 45m |
Recent time entries
Last 4
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 22 July 2024 | Make security equal to all active bonds/security data entered - Make the dealing status a drop down using a list provided by Kate - Change the scripting process to pull through all active bonds and securities and add their amounts together to create the security calculation - Apply the update script step to the tenement when the status is changed or when the amount is entered against the dealing - Success | Caleb Harvey | 2h 15m | invoiced |
| 18 Oct 2023 | Effective From and Fee Due linked together in Dealings - Go to a test tenement and create a new dealing - Test adding in a date lodged amount and nothing else changes, adding in an effective from amount changes the fee due amount - Check formula for fee due box - Recalculate formula to pull from the date lodged field - Update and test changing the date lodged to see the fee due date change with it | Caleb Harvey | 0h 30m | invoiced |
| 7 Sept 2023 | Lodged By Section Not Loading Employee List - Testing the lodged by section to see it bringing up the entire contact list after loading for a large amount of time in a card window - Delete this entire step and added a pop-over button similar to the one over the Region for the tenement - Changed the portal to be Contact. Employee - List successfully show employee only - Added a button on the portal which inject the ID of the employee into the selected dealings _ID User field which then displays on the INFO User field - Hiding the pop-over button from the user if the selected dealing is not from the current tenement in case the user switches tenements and hasn't selected a new dealing | Caleb Harvey | 2h 0m | invoiced |
| 1 Sept 2023 | Changing the Add Dealing Button - Add dealing runs the original directory create script which has a few steps we don't need - Copied and pasted the add directory step into a new script step - Created a test button linking to this script step - Removing the first look-up that selects a state - Removing the question of wanting to add a new record - Wrapping everything inside the same look-up step so if they press cancel then nothing happens. Before a record was created anyway. - Create the finance records to add a fee against the bond for the user to enter in fee data - After the creation of the dealing, the layout goes back to the original layout and to the dealings tab as an object | Caleb Harvey | 4h 0m | invoiced |
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