Release notes – 2020 – Version 3.2.0

June 19, 2020

Story

[AS2020-19] – Revise the “survey history” page
[AS2020-31] – TourStats UI – Front End
[AS2020-32] – TourStats admin integration
[AS2020-35] – TourStats data model
[AS2020-110] – Deploy to prod
[AS2020-118] – basic charts – changes to operating results >> theater utilization
[AS2020-128] – TourStats Admin – Client
[AS2020-137] – TourStats UI – BackEnd
[AS2020-182] – TourStats: Promoter & Agencies
[AS2020-186] – Add “Coming Soon” modal to demo/prod
[AS2020-193] – Research on loading xlsx or CSV and retrieve TourStats information
[AS2020-195] – [TourStats] Associate agency to artist
[AS2020-197] – Manage Artists/Agencies/Promoters use tooltips instead of the text on the right
[AS2020-198] – TourStats Admin platform
[AS2020-200] – TourStats: Some changes and fixes
[AS2020-201] – TourStats: Bulk insert routings from files
[AS2020-208] – TourStats: Avoid duplicate tours on creation and on edit
[AS2020-209] – TourStats add option to delete tour
[AS2020-210] – [Admin] If a routing fails during the creation, show related information

Sub-task

[AS2020-20] – wireframe of revised page
[AS2020-36] – data model – for review
[AS2020-92] – Dashboard
[AS2020-93] – Add future routing
[AS2020-94] – Create new report
[AS2020-95] – View my routing
[AS2020-97] – Include TourStats in Subscription manager
[AS2020-112] – FE
[AS2020-113] – BE
[AS2020-114] – Database changes?
[AS2020-119] – BE – changes to endpoint
[AS2020-120] – Change FE UI – user notice
[AS2020-121] – Add TourStats to user management (client)
[AS2020-122] – Add tourStats to user management (admin)
[AS2020-124] – additional fields
[AS2020-129] – Manage Artists (new module for tourstats Admin)
[AS2020-132] – Adv charts >> Number of Events
[AS2020-133] – Adv charts >> Performances
[AS2020-134] – Adv charts >> Use days
[AS2020-138] – Create new report
[AS2020-139] – Enter new routing
[AS2020-140] – View my routing
[AS2020-141] – Dashboard
[AS2020-142] – New report – design revision
[AS2020-146] – Dashboard: data not flowing to 2 of 3 sections
[AS2020-147] – New routing: validation <> dates
[AS2020-148] – New routing: validation <> required fields
[AS2020-150] – New routing: stepper changes, formatting
[AS2020-152] – New routing: data saved
[AS2020-153] – New routing: additional changes
[AS2020-156] – View current routing: table formatting
[AS2020-162] – View current routing – further changes
[AS2020-163] – New routing (also Edit Routing): changes
[AS2020-164] – Admin: Add tourstats user management
[AS2020-165] – Create new report
[AS2020-169] – FE
[AS2020-170] – BE
[AS2020-171] – DB updates
[AS2020-172] – FE
[AS2020-173] – BE
[AS2020-174] – Updates to DB
[AS2020-176] – Manage Promoters – Module for TourStats Admin
[AS2020-177] – Manage Agencies – Module for TourStats Admin
[AS2020-178] – Charts with data that should change based on ExcludeFromCharts
[AS2020-183] – Add fields to ‘enter new routing’
[AS2020-184] – Add fields to ‘Edit routing’ page
[AS2020-185] – Admin platform – Discipline – add ‘status’ switch
[AS2020-189] – TourStats client – modify endpoint for “genre” to exclude where status = 0
[AS2020-190] – Client-facing Ver number
[AS2020-191] – Admin
[AS2020-199] – Wireframe for admin data entry
[AS2020-202] – 1. Select the type of process (type of file to use)
[AS2020-203] – 2. Review the artists for inconsistencies
[AS2020-204] – 3. Review the venues
[AS2020-205] – 4. Review the promoters
[AS2020-206] – 5. Summary with a table (with checks to confirm which rows to use)

Task

[AS2020-41] – Identify release version number in UI
[AS2020-105] – Meetings time tracking
[AS2020-131] – Tooltip should reflect legend
[AS2020-135] – last fixes
[AS2020-136] – Update API key – Exchange Rates
[AS2020-143] – Add Loading Spinner for TourStats Routes
[AS2020-145] – TourStats BUGS
[AS2020-155] – TourStats BUGs/Changes
[AS2020-159] – TourStats: Permissions
[AS2020-160] – Call time tracker
[AS2020-161] – project setup for brian
[AS2020-166] – TourStats: validation for ‘edit routing’
[AS2020-167] – Deploy to demo
[AS2020-168] – Deploy to Prod
[AS2020-180] – text change: Manage Organization >> Background
[AS2020-181] – HOTFIX: screen-to-print stylesheets need adjusting

Bug

[AS2020-69] – Notification module inserts strange symbols w/o warning
[AS2020-88] – Question 6 – 2 items
[AS2020-109] – adjust endpoint (UNION ALL vs UNION)
[AS2020-127] – Appcues fix – userID
[AS2020-149] – TourStats Edit Tourstats not saving and missing Icon on columns
[AS2020-151] – PACStats report: PACC switch reloads, but does NOT retrieve the correct data
[AS2020-154] – what happened to the sidebar icons?
[AS2020-157] – compensation report: backround color change to white
[AS2020-158] – some bugs
[AS2020-175] – Billing module – validation always prevents submit
[AS2020-179] – error in tooltip on chart – incorrect number format
[AS2020-187] – TourStats: Reports
[AS2020-188] – Tourstats: inputs and formatting – edit routing
[AS2020-194] – Admin: change order of menu branches
[AS2020-207] – Admin: venue screen

Release notes – 2020 – Version 3.1.0

March 9, 2020

Story

[AS2020-1] – Deploy to Prod
[AS2020-2] – Deploy to Demo
[AS2020-29] – New UI design
[AS2020-51] – Meetings
[AS2020-100] – Exclude venues from charts

Sub-task

[AS2020-3] – FE – client
[AS2020-4] – BE
[AS2020-5] – Database changes
[AS2020-6] – FE – admin
[AS2020-7] – BE
[AS2020-8] – Database changes.
[AS2020-49] – Create margin bar
[AS2020-50] – Create left-hand navigation bar
[AS2020-62] – FE – admin
[AS2020-63] – FE – client
[AS2020-64] – Main application section
[AS2020-66] – Left margin tool tips
[AS2020-72] – Fixes
[AS2020-83] – Re-fixes, round 1
[AS2020-84] – Permissions UI – blur
[AS2020-90] – Blur changes – round 2
[AS2020-101] – Create new field in DB
[AS2020-102] – Modify client UI to reflect new switch, connect to endpoint
[AS2020-103] – Modify endpoint on <this> chart to reflect new field switch
[AS2020-104] – Modify admin UI

Task

[AS2020-61] – Meetings – week of 2/3/2020
[AS2020-65] – change title of questions in drop-down & on question pages
[AS2020-70] – add this field to pass to AppCues
[AS2020-74] – Install Heap (code snippet in header)

Bug

[AS2020-27] – admin: additional user permissions needed
[AS2020-28] – outsource/employee not working properly
[AS2020-54] – Fields on submitted surveys should all be disabled
[AS2020-55] – Question 3 – totals not aligned
[AS2020-56] – Question 6 – fields not aligned properly
[AS2020-67] – “Citizens engaged” question on submit process is incorrectly configured
[AS2020-71] – user permissions not working after changing selection
[AS2020-73] – double scroll bars in notification window
[AS2020-82] – UI FIXES part 2
[AS2020-85] – submit: “total number of people engaged” is reversed
[AS2020-86] – Admin: New library items won’t submit (validation issue)
[AS2020-91] – adjust chart data in adv charts
[AS2020-99] – PACC switch doesn’t do anything on PACStats (basic) report

Release notes – 2020 – Version 3.0.0

March 9, 2020

Story

[AS2020-42] – System code upgrades

Sub-task

[AS2020-43] – Angular upgrade to v
[AS2020-44] – Node.js upgrade
[AS2020-45] – Material upgrade
[AS2020-48] – Sudarshan: upgrade node.js on admin-staging

Task

[AS2020-11] – Record user login history
[AS2020-47] – Application language versioning

Bug

[AS2020-52] – Code upgrade: drop-down options are non-responsive
[AS2020-53] – STAGING – ADV FILTERS. ELEMENTS NOT DISPLAYING
[AS2020-57] – Staging – Adv Charts – Chart list – width
[AS2020-58] – compensation report – navigation is broken
[AS2020-59] – Adv charts: spacing / formatting issues
[AS2020-60] – Billing module – connection might be broken to stripe.com

Release notes – 2019 – Version 2.9.0

January 20, 2020

Story

[ASTE2019-327] – Add “maintenance days” to utilization

Sub-task

[ASTE2019-315] – relocate current home screen
[ASTE2019-317] – new ‘home page’ design
[ASTE2019-330] – create new field on FE – question 2a
[ASTE2019-331] – create new field on DB to match FE
[ASTE2019-334] – FE
[ASTE2019-335] – BE
[ASTE2019-336] – any database updates
[ASTE2019-337] – FE
[ASTE2019-338] – BE
[ASTE2019-339] – any database changes
[ASTE2019-340] – adjust ‘submit’ process to include maintenance days in the calculation to 365

Task

[ASTE2019-287] – Adv charts filter: “select/deselect all”
[ASTE2019-288] – Adv Charts: re-order charts to match list
[ASTE2019-307] – Admin: Rename column title

Bug

[ASTE2019-306] – Admin: financials do not save
[ASTE2019-328] – error message on question 2a & 2b
[ASTE2019-329] – chart displays incorrect units

Release notes – 2019 – Version 2.8.0

November 18, 2019

Story

[ASTE2019-196] – Venue mods: non performance venue
[ASTE2019-204] – Password recovery
[ASTE2019-223] – Charts by Venue Type
[ASTE2019-244] – Benchmark Survey Submission v2.0
[ASTE2019-264] – Print friendly advanced charts
[ASTE2019-273] – Notification module: phase II

Sub-task

[ASTE2019-53] – by Venue Type
[ASTE2019-86] – Ability to post notice to login screen (prior to login)
[ASTE2019-198] – modify venue admin endpoint and FE to manage nonPerformance field
[ASTE2019-225] – Refactor chart to reflect venue type as stacked bar
[ASTE2019-230] – Client: Wireframe of Question 2b
[ASTE2019-231] – Admin: Venue types management
[ASTE2019-232] – Admin: Venues management under organization
[ASTE2019-233] – Admin: stand-alone venue management
[ASTE2019-245] – Wireframe of pre-submit page
[ASTE2019-246] – Wireframe of data validation screens with calculations
[ASTE2019-247] – Description of workflow
[ASTE2019-274] – email functionality. these are the settings for sendgrid web API
[ASTE2019-275] – Changes to admin UI
[ASTE2019-276] – UI changes
[ASTE2019-277] – Email template
[ASTE2019-278] – workflow
[ASTE2019-282] – Changes to notifications
[ASTE2019-292] – database additions
[ASTE2019-297] – Front end
[ASTE2019-298] – Back end
[ASTE2019-299] – Front end
[ASTE2019-300] – Back end
[ASTE2019-301] – Front end
[ASTE2019-302] – Back end
[ASTE2019-303] – Front end
[ASTE2019-304] – Back end
[ASTE2019-318] – comments – round 1
[ASTE2019-325] – title change
[ASTE2019-326] – survey complete should record USER and DATE submitted

Task

[ASTE2019-260] – rename item in question drop-down
[ASTE2019-261] – message when user has no spaces
[ASTE2019-269] – move application to ‘lazy load’
[ASTE2019-290] – Dashboard report: change title
[ASTE2019-291] – Client: ‘manage spaces’ module – change display
[ASTE2019-293] – Deploy Client platform to Demo
[ASTE2019-294] – Deploy Client platform to Production
[ASTE2019-295] – Deploy Admin platform to demo
[ASTE2019-296] – Deploy Admin platform to Production
[ASTE2019-309] – adv charts – broadway rev: change title
[ASTE2019-310] – adv charts performances: title change
[ASTE2019-311] – adv charts – programming revenue: change title & data label
[ASTE2019-312] – adv charts – paid capacity sold: add % sign to vertical axis
[ASTE2019-313] – ratios: add % sign to return on net assets
[ASTE2019-320] – change copy on password recovery

Bug

[ASTE2019-279] – Avg Use Days: Endpoint looks incorrect
[ASTE2019-280] – seats available calculation errors
[ASTE2019-281] – revenue per seats available — inconsistent
[ASTE2019-285] – Admin: ‘manage active subscribers’ will not allow an addition
[ASTE2019-286] – compensation report: user should not see survey years where do data is submitted
[ASTE2019-289] – revenue per seats available — chart still not showing data
[ASTE2019-305] – HOTFIX: type-o on question 1b
[ASTE2019-308] – incorrect label: number of events (adv charts)
[ASTE2019-321] – display submission history re: salary survey permissions

Release notes – 2019 – Version 2.7.0

August 5, 2019

Story

[ASTE2019-3] – Notification module

Sub-task

[ASTE2019-29] – Client UI
[ASTE2019-30] – Plan admin UI
[ASTE2019-31] – Plan admin workflow
[ASTE2019-32] – Plan client UX

Task

[ASTE2019-262] – include new logo in print-friendly versions
[ASTE2019-265] – benchmark: change question drop-down
[ASTE2019-268] – request: please report the calculation for these charts
[ASTE2019-270] – add hotjar code to <head>
[ASTE2019-271] – Deploy to Demo
[ASTE2019-272] – Deploy to Production

Release notes – 2019 – Version 2.6.0

July 16, 2019

Story

[ASTE2019-235] – Venue type – filter and charts
[ASTE2019-240] – Compensation report: new global filter
[ASTE2019-248] – Modify Question 1b

Sub-task

[ASTE2019-236] – Re-order chart list.
[ASTE2019-237] – List venue types in filters drawer UI object
[ASTE2019-241] – Modify UI in all reporting screens to accommodate “USA data only” switch
[ASTE2019-242] – Modify endpoints to include WHERE statement for country
[ASTE2019-243] – Create/modify session var to include country selection
[ASTE2019-249] – Changes to UI
[ASTE2019-250] – Admin: Question 2b on the admin
[ASTE2019-253] – reminder to deploy db changes
[ASTE2019-254] – front end
[ASTE2019-255] – back end
[ASTE2019-257] – reminder to deploy changes to db
[ASTE2019-258] – deploy FE
[ASTE2019-259] – deploy BE

Task

[ASTE2019-238] – filters on adv charts: change “close” icon
[ASTE2019-239] – Executive Report: chart title changes
[ASTE2019-251] – Salary Survey Validation – first question
[ASTE2019-252] – Deploy to Production
[ASTE2019-256] – deploy to demo

Bug

[ASTE2019-234] – admin: year available

Release notes – 2019 – Version 2.5.0

June 11, 2019

Story

[ASTE2019-47] – Tablet-friendly charts
[ASTE2019-192] – Reporting year controls
[ASTE2019-205] – Advanced charts

Sub-task

[ASTE2019-11] – From legacy
[ASTE2019-54] – PACStats Report
[ASTE2019-55] – PACStats Advanced
[ASTE2019-56] – Compensation Report
[ASTE2019-193] – Create admin menu item
[ASTE2019-194] – Create admin module
[ASTE2019-195] – Modify endpoint / condition in `survey year` on client side
[ASTE2019-197] – Add field “nonPerformance” to venue table
[ASTE2019-208] – FE
[ASTE2019-209] – BE
[ASTE2019-210] – FE
[ASTE2019-211] – BE
[ASTE2019-219] – Client FE
[ASTE2019-220] – Client BE
[ASTE2019-221] – Admin FE
[ASTE2019-222] – Admin BE
[ASTE2019-224] – Refactor endpoint for these two charts to include venue type
[ASTE2019-226] – Make the “current organization” data label BOLD
[ASTE2019-227] – Adjust the legend just for these two charts to reflect “Venue Type”
[ASTE2019-229] – Client: configuration screen

Task

[ASTE2019-62] – Billing: Add button link to receipt PDF (when avail)
[ASTE2019-98] – Development: contr rev per
[ASTE2019-206] – Deploy Production
[ASTE2019-207] – Deploy Demo
[ASTE2019-214] – Advanced charts: User’s org should chart in a different color and always stay labeled
[ASTE2019-216] – fix spacing in tab row
[ASTE2019-217] – Deploy Demo
[ASTE2019-218] – Deploy Production

Bug

[ASTE2019-212] – past years (not submitted) still charting at 0
[ASTE2019-213] – non-submitted year data should not appear
[ASTE2019-228] – null being saved as zero. should be saved as null and not appear

Release notes – 2019 – Version 2.4.0

May 13, 2019

Story

[ASTE2019-5] – Advanced charts additions
[ASTE2019-9] – Ratio Analysis + CFI
[ASTE2019-52] – New Filters in Advanced Charts
[ASTE2019-181] – Changes to Question 1b

Sub-task

[ASTE2019-12] – Security: as % of total expenses, as % of Building Exp
[ASTE2019-18] – Create new report screen
[ASTE2019-19] – Move all ratios from Executive report to new report screen
[ASTE2019-20] – Move these objects to the new screen
[ASTE2019-171] – wireframe of single ratio display
[ASTE2019-182] – create new table for “non-operational expenses”
[ASTE2019-183] – rename “Endowment” per this image
[ASTE2019-184] – change header to “Operating Expenses”
[ASTE2019-185] – changes to 1b
[ASTE2019-186] – move the “PACC only” switch to the main adv reports page
[ASTE2019-187] – addition of non-operating revenues
[ASTE2019-188] – Modal backend construction – phase 2
[ASTE2019-189] – “Sources” modal text
[ASTE2019-190] – Admin: wireframe for “ratio management”
[ASTE2019-201] – Add condition for No Long-Term Debt
[ASTE2019-202] – color change

Task

[ASTE2019-97] – Marketing: Presentation cost as % pres rev

Bug

[ASTE2019-176] – ZOERR bug – “other revenues” not being stored in tblOrganizationRevenue (Question 1b)
[ASTE2019-177] – Total Seats Available still not calculating correctly
[ASTE2019-178] – Question 2 not saving SeatCount consistently
[ASTE2019-191] – Salary Survey, Question 5: too many digits after the decimal
[ASTE2019-199] – All reports – data should ONLY query from orgs who submitted the survey for that year
[ASTE2019-203] – If broadway = ‘no’, then do not display these 2 charts

Release notes – 2019 – Version 2.3.0

April 1, 2019

Bug

[ASTE2019-64] – Revenues per Seats Available – not displaying data
[ASTE2019-65] – Paid Capacity Sold – errors in calculation
[ASTE2019-157] – super admin – users don’t show up for some organizations (inconsistent)
[ASTE2019-173] – dashboard report not showing data properly
[ASTE2019-176] – ZOERR bug – “other revenues” not being stored in tblOrganizationRevenue (Question 1b)
[ASTE2019-177] – Total Seats Available still not calculating correctly
[ASTE2019-178] – Question 2 not saving SeatCount consistently
[ASTE2019-191] – Salary Survey, Question 5: too many digits after the decimal
[ASTE2019-199] – All reports – data should ONLY query from orgs who submitted the survey for that year
[ASTE2019-200] – CHARTS: if results are 0, just don’t chart the data
[ASTE2019-203] – If broadway = ‘no’, then do not display these 2 charts

Task

[ASTE2019-97] – Marketing: Presentation cost as % pres rev
[ASTE2019-150] – Left align on Question 3
[ASTE2019-175] – Client banner redesign

Sub-task

[ASTE2019-12] – Security: as % of total expenses, as % of Building Exp
[ASTE2019-18] – Create new report screen
[ASTE2019-19] – Move all ratios from Executive report to new report screen
[ASTE2019-20] – Move these objects to the new screen
[ASTE2019-142] – Add additional data entry sections
[ASTE2019-143] – Update endpoint – Client
[ASTE2019-144] – Make these same upgrades on Admin platform
[ASTE2019-145] – Update endpoint – admin
[ASTE2019-149] – Modify endpoint to include outsource and part time data
[ASTE2019-151] – Charts should maintain reporting year from screen to screen
[ASTE2019-152] – Adv Charts should check filters after year selection
[ASTE2019-153] – Refactor Personnel Cost table
[ASTE2019-154] – Refactor Personnel Cost charts
[ASTE2019-155] – Refactor Staff Head Count chart
[ASTE2019-156] – Refactor Staff Head count table
[ASTE2019-167] – FE
[ASTE2019-168] – BE
[ASTE2019-170] – BE
[ASTE2019-171] – wireframe of single ratio display
[ASTE2019-182] – create new table for “non-operational expenses”
[ASTE2019-183] – rename “Endowment” per this image
[ASTE2019-184] – change header to “Operating Expenses”
[ASTE2019-185] – changes to 1b
[ASTE2019-186] – move the “PACC only” switch to the main adv reports page
[ASTE2019-187] – addition of non-operating revenues
[ASTE2019-188] – Modal backend construction – phase 2
[ASTE2019-189] – “Sources” modal text
[ASTE2019-190] – Admin: wireframe for “ratio management”
[ASTE2019-201] – Add condition for No Long-Term Debt
[ASTE2019-202] – color change

Story

[ASTE2019-5] – Advanced charts additions
[ASTE2019-7] – Question 2: Non-ticketed activity & utilization
[ASTE2019-9] – Ratio Analysis + CFI
[ASTE2019-52] – New Filters in Advanced Charts
[ASTE2019-103] – Fixes to Advanced Charts
[ASTE2019-141] – Upgrades to Question 2
[ASTE2019-148] – Upgrades to Personnel Cost chart
[ASTE2019-181] – Changes to Question 1b

Release notes – 2019 – Version 2.2.2

May 1, 2019

Sub-task

[ASTE2019-169] – FE

Release notes – 2019 – Version 2.2.1

March 20, 2019

Bug

[ASTE2019-158] – HOTFIX: Question 3 – totals match but still get error
[ASTE2019-159] – HOTFIX: Question 1b/5 validation – rounding error for non-US currency
[ASTE2019-160] – HOTFIX: Question 3 – not saving many places

Task

[ASTE2019-172] – HOTFIX: user login malfunctioning

Sub-task

[ASTE2019-89] – implement changes to client FE
[ASTE2019-132] – Admin: add ability to edit tooltips

Release notes – 2019 – Version 2.2.0

March 15, 2019

Bug

[ASTE2019-127] – Basic reports and Advanced reports: Currency is showing differently between screens
[ASTE2019-128] – HOTFIX – Q2 validation
[ASTE2019-135] – issue with Proctors
[ASTE2019-136] – HOTFIX: error with PACC filter still
[ASTE2019-138] – HOTFIX: salary survey not displaying or calculating certain data correctly
[ASTE2019-139] – HOTFIX: added venues do not appear in question 2 dropdown

Task

[ASTE2019-99] – validation: if (contr rev > 0) check that dev admin > 0
[ASTE2019-134] – change color of all (i) info icons
[ASTE2019-137] – tool tips for genres – double check
[ASTE2019-140] – change favicon on all 3 environments

Sub-task

[ASTE2019-88] – create 2 new fields in tblActivity
[ASTE2019-90] – update endpoint for client FE
[ASTE2019-91] – implement same FE changes to admin platform
[ASTE2019-92] – update endport for admin platform FE
[ASTE2019-93] – add new titles to columns
[ASTE2019-130] – BE: add fields on DB
[ASTE2019-131] – FE: inspect for presence of tooltip, then display
[ASTE2019-133] – BUG: some years don’t display last year’s data (console error screenshot)

Story

[ASTE2019-129] – Tool tips management for Question 2

Release notes – 2019 – Version 2.1.0

February 13, 2019

Bug

[ASTE2019-118] – Adv charts – all charts need to respond to filters identically
[ASTE2019-119] – Bad route on Edit User screen

Task

[ASTE2019-104] – Deploy to Production
[ASTE2019-105] – Deploy to Demo
[ASTE2019-110] – Deploy to Admin
[ASTE2019-113] – Deploy Admin to Demo

Sub-task

[ASTE2019-13] – Add new Header elements
[ASTE2019-14] – Create New Endpoint for getting all Users data/permissions
[ASTE2019-15] – Change user from dropdown Functionality (permissions, etc)
[ASTE2019-16] – “Back to your user” Functionality
[ASTE2019-17] – wireframes of workflow
[ASTE2019-27] – Add “org” to library filters
[ASTE2019-28] – Create “venues” module independent from Org module
[ASTE2019-106] – FE
[ASTE2019-107] – BE
[ASTE2019-108] – FE
[ASTE2019-109] – BE
[ASTE2019-111] – FE
[ASTE2019-112] – BE
[ASTE2019-114] – BE
[ASTE2019-115] – FE
[ASTE2019-117] – Corrections – round 1

Story

[ASTE2019-1] – Changes to Admin platform
[ASTE2019-2] – Create user login function for admins

Release notes – 2019 – Version 2.0.1

February 13, 2019

Bug

[ASTE2019-81] – Hotfix: adjust calculations / validations in Q3
[ASTE2019-95] – HOTFIX: validation on benchmark not working
[ASTE2019-100] – HOTFIX: salary survey unable to submit
[ASTE2019-116] – Hotfix: Submission is broken (validation breaks on Question 2)
[ASTE2019-121] – HOTFIX: Q5 not saving.
[ASTE2019-122] – HOTFIX: past years not available (need to be)

Release notes – 2019 – Version 2.0.1

Bug

[ASTE2019-81] – Hotfix: adjust calculations / validations in Q3
[ASTE2019-95] – HOTFIX: validation on benchmark not working
[ASTE2019-100] – HOTFIX: salary survey unable to submit
[ASTE2019-116] – Hotfix: Submission is broken (validation breaks on Question 2)
[ASTE2019-121] – HOTFIX: Q5 not saving.
[ASTE2019-122] – HOTFIX: past years not available (need to be)

Release notes – 2019 – Version 2.0.0

January 28, 2019

Bug

[ASTE2019-70] – Q3 – these fields default to zero, should be NULL
[ASTE2019-83] – Adv Charts: Fundraising cost per FT Dev Staff
[ASTE2019-84] – Adv charts: Remove a chart
[ASTE2019-85] – Adv chart: fix calculation
[ASTE2019-87] – left-align all row titles in question 3
[ASTE2019-94] – reset Filters on Adv
[ASTE2019-96] – change language on Q5
[ASTE2019-101] – Salary Survey: date picker won’t save data
[ASTE2019-102] – Basic and Advanced charts: Update report queries to show data ONLY for organizations that submitted the survey

Task

[ASTE2019-71] – Benchmarking – Q5 – Change name
[ASTE2019-72] – Adjust copy in Q5
[ASTE2019-76] – Admin platform / Organization module: move a button

Sub-task

[ASTE2019-42] – Admin platform: Add ‘PACC’ switch to org admin
[ASTE2019-43] – Basic Reports – Adjust all endpoints to include PACC switch
[ASTE2019-45] – Client FE: Add ‘PACC’ switch to Basic report
[ASTE2019-46] – Client FE: Add ‘PACC’ switch to ADV report
[ASTE2019-74] – Add “PACC” checkbox filter to Organization Admin screen
[ASTE2019-80] – Advanced Reports – Adjust all endpoints to include PACC switch

Story

[ASTE2019-41] – PACC ‘type’ org accommodations
[ASTE2019-75] – Ramp-up Period

Phase III – Version 1.7.1 (Final 2018)

December 18, 2018

Bug

[PHASEIII-576] – changing permissions profile incorrectly resets “org admin” and “billing admin”
[PHASEIII-580] – Billing: users with “view only” permissions are still able to see “billing information” tab
[PHASEIII-581] – allocating permission to compensation report doesn’t work properly
[PHASEIII-588] – Compensation Report subscription product not working well

Task

[PHASEIII-575] – Add the following text to the permissions selections

Phase III – Version 1.7.0

December 17, 2018

Bug

[PHASEIII-551] – Number of Seats – please confirm how this is used. sometimes wrong.
[PHASEIII-559] – Question 2 validation: odd behavior
[PHASEIII-567] – Operating results – staffing headcount: showing NaN
[PHASEIII-572] – system timeout / force re-login
[PHASEIII-574] – Benchmark, Q1a – dropdowns do not display selected option
[PHASEIII-596] – module access a little buggy
[PHASEIII-600] – Error handling on stripe checkout popup
[PHASEIII-644] – Question 1B – “other earned revenues”, “other expenses”, “other unearned revenues” don’t save
[PHASEIII-645] – Benchmark Question 3 doesn’t load

Task

[PHASEIII-530] – Deploy to Production
[PHASEIII-531] – Deploy to Demo
[PHASEIII-543] – Report fixes
[PHASEIII-558] – Q5 / Q1b validation – fix text
[PHASEIII-562] – Benchmarking Question 3: Create additional department
[PHASEIII-573] – create env variables, move prod from sandbox to prod on stripe
[PHASEIII-578] – Run subroutine on production to recalculate seat count in ORG_KEY_DATA
[PHASEIII-582] – Deploy Demo
[PHASEIII-583] – Deploy Production
[PHASEIII-589] – field arrangement in stripe customer contact
[PHASEIII-590] – Add Outsourced workforce data to BM Question 3
[PHASEIII-594] – Broadway control on FE
[PHASEIII-599] – add “Return to Survey” button
[PHASEIII-601] – Stripe billing address: pre-populate with current data
[PHASEIII-602] – Deploy to Production
[PHASEIII-603] – Deploy to Demo
[PHASEIII-610] – change copy on Q1a
[PHASEIII-611] – other copy change to Q1a
[PHASEIII-612] – Add column to users on Admin Platform
[PHASEIII-615] – Tool tips management on Q1b
[PHASEIII-619] – submit search with enter key
[PHASEIII-622] – Record deletion: library
[PHASEIII-626] – User Profile changes
[PHASEIII-633] – Record deletion: Venues
[PHASEIII-634] – Record deletion: Organizations
[PHASEIII-641] – Default sort fix
[PHASEIII-646] – Deploy Admin
[PHASEIII-647] – Deploy Production
[PHASEIII-648] – Deploy Demo

Sub-task

[PHASEIII-416] – Totals on Q1b & Q5 must be equal
[PHASEIII-549] – Adv Charts: Development
[PHASEIII-550] – Dashboard report
[PHASEIII-554] – Operating results: Contributed revenue -> “other”
[PHASEIII-563] – Update totals to make sure they include Food & Beverage
[PHASEIII-564] – Insert “Food & Beverage” underneath “Marketing”
[PHASEIII-565] – Update endpoint to include new department data
[PHASEIII-584] – demo FE
[PHASEIII-585] – demo BE
[PHASEIII-586] – production FE
[PHASEIII-587] – production BE
[PHASEIII-591] – wireframe + description
[PHASEIII-592] – Changes to BE
[PHASEIII-593] – Changes to FE
[PHASEIII-595] – Changes to Admin FE
[PHASEIII-604] – BE
[PHASEIII-605] – FE
[PHASEIII-606] – BE
[PHASEIII-607] – FE
[PHASEIII-616] – BE: add fields on DB
[PHASEIII-617] – FE: inspect for presence of tooltip, then position
[PHASEIII-618] – Admin: add ability to edit tooltips
[PHASEIII-620] – library
[PHASEIII-621] – organizations
[PHASEIII-623] – Add “pending_delete” field to library table
[PHASEIII-624] – FE: create ‘send to trash’ function for each record
[PHASEIII-625] – Final deletion function
[PHASEIII-627] – Client – Add username/password
[PHASEIII-628] – Admin – Add title
[PHASEIII-635] – Add “pending_delete” field to tblVenues
[PHASEIII-636] – Add “pending_delete” field to tblOrganizations
[PHASEIII-637] – FE: ‘send to trash’, ‘restore’ and ‘delete permanently’ to each row. confirm modal on ‘perm delete’
[PHASEIII-638] – FE: ‘send to trash’, ‘restore’ and ‘delete permanently’ to each row. confirm modal on ‘perm delete’
[PHASEIII-642] – Organizations (when Analytics only selected) should default sort DESC
[PHASEIII-643] – Library should default sort DESC

Phase III – Version 1.6.0

August 31, 2018

Bug

[PHASEIII-421] – Salary Survey, Q3: change title
[PHASEIII-494] – Executive report won’t load
[PHASEIII-506] – Executive Report: Some ratios not working
[PHASEIII-514] – implement THIS query for ratio components
[PHASEIII-525] – Stripe api keys not working
[PHASEIII-526] – Avg Ticket Price not calculating in some places
[PHASEIII-527] – Salary Survey: charts broken. might be 0 problem.
[PHASEIII-528] – Permissions: Compensation Report doesn’t refresh properly
[PHASEIII-552] – switching back to adv charts yields load errors
[PHASEIII-556] – Operating results: Contributed rev – not loading

Task

[PHASEIII-413] – Validations in Benchmark Survey (on ‘submit’) [see notes in desc]
[PHASEIII-425] – Compensation Report fixes
[PHASEIII-430] – Replace favicon for domain with this
[PHASEIII-443] – Compensation Report / Print-all: bugs and fixes
[PHASEIII-502] – Deploy to Production
[PHASEIII-513] – Change title of Advanced Report to “Advanced PACStats Report”
[PHASEIII-524] – Billing area not working
[PHASEIII-532] – AMS is showing up on the filters
[PHASEIII-535] – Build-out products/plans in Stripe (Jordan)
[PHASEIII-557] – Benchmark survey: retail revenues – move down one row

Sub-task

[PHASEIII-414] – Q2: Seat count
[PHASEIII-415] – Submit requirement
[PHASEIII-426] – Only years avail are those where that org submitted
[PHASEIII-427] – Principal Admin: Age/Gender
[PHASEIII-429] – Replace logo on reports with this one
[PHASEIII-431] – All positions: Aggregate
[PHASEIII-432] – All positions: Salary Ranges
[PHASEIII-438] – Princ Admin: Bonus Amounts
[PHASEIII-444] – error on print all under “survey & participants”
[PHASEIII-493] – Q2 – seat capacity validations [draft]
[PHASEIII-496] – Operating results – staffing headcount
[PHASEIII-497] – Operating Results – Endowment
[PHASEIII-498] – Operating results – Theater utilization
[PHASEIII-499] – Operating results – ticket sales channel distribution
[PHASEIII-500] – Operating results – Audience by Genre
[PHASEIII-503] – Demo
[PHASEIII-505] – Production
[PHASEIII-507] – Dashboard report – Revenues per seats avail
[PHASEIII-508] – Executive Report – all charts (see image)
[PHASEIII-509] – survey respondents
[PHASEIII-510] – Principal Administrator
[PHASEIII-511] – Remove zero values from medians, and check for some suspicious zero values on some charts.
[PHASEIII-512] – Dashboard Report: Revenues per Seats Available
[PHASEIII-517] – Sum(survey respondents) doesn’t work
[PHASEIII-518] – Department heads: messaging error
[PHASEIII-523] – Check all Money Variables one by one in code FE and BE
[PHASEIII-529] – Print Now – Activate Button once all graphs load
[PHASEIII-533] – Add coupon discount info in invoice page
[PHASEIII-534] – Add coupon discount info in billing history
[PHASEIII-536] – Legacy
[PHASEIII-537] – Full Suite
[PHASEIII-538] – Compensation Report only
[PHASEIII-539] – Coupons – Full suite
[PHASEIII-540] – Coupons – Comp Report only
[PHASEIII-542] – Implement ‘live’ stripe key
[PHASEIII-544] – Adv Charts: Paid capacity sold
[PHASEIII-545] – Adv Charts: Number of events
[PHASEIII-546] – Adv Charts: Programming rev
[PHASEIII-547] – Staffing totals (Q3 & PACStats report)
[PHASEIII-548] – Adv charts: Human resources
[PHASEIII-553] – Net retail revenue: numbers inconsistent

Story

[PHASEIII-495] – MySQL issue corrections
[PHASEIII-515] – Add coupon entry to billing module

Phase III – Version 1.5.0

July 16, 2018

Bug

[PHASEIII-422] – app provisioning not working
[PHASEIII-424] – library: console error – unable to save ‘related organizations’
[PHASEIII-441] – PACStats Advanced – load issue
[PHASEIII-461] – Check issues in staging backend
[PHASEIII-466] – billing module appears for all ‘org admin’ users in prod
[PHASEIII-467] – staging not responding (shown in console errors)
[PHASEIII-470] – admin: venue operator won’t save properly
[PHASEIII-474] – advanced reports does not load properly
[PHASEIII-475] – Admin: “Manage Subscribers” does not refresh after save

Task

[PHASEIII-345] – Deploy Prod
[PHASEIII-346] – Deploy Demo
[PHASEIII-417] – Comp Report: Research print whole report
[PHASEIII-423] – Admin: query for venues that are either OWNED by or OPERATED by org
[PHASEIII-442] – Add Org Name to Venues & Projects module screens
[PHASEIII-453] – Deploy Admin
[PHASEIII-477] – move secrets and passwords (incl stripe) configuration to environment variables instead of configuration file
[PHASEIII-481] – Bugs / issues related to MySQL migration

Sub-task

[PHASEIII-347] – Deploy FE Client
[PHASEIII-348] – Deploy BE Client
[PHASEIII-349] – Deploy FE Admin
[PHASEIII-350] – Deploy BE Admin
[PHASEIII-380] – New instance on AWS (needed?)
[PHASEIII-381] – push only tables + schema
[PHASEIII-382] – remove job on AWS
[PHASEIII-383] – point staging to AWS
[PHASEIII-393] – Add Trend Line to Line/Dot chart
[PHASEIII-398] – Fix spelling errors on titles and text
[PHASEIII-409] – Deploy FE demo
[PHASEIII-410] – Deploy BE demo
[PHASEIII-411] – Deploy admin FE demo
[PHASEIII-412] – Deploy admin BE demo
[PHASEIII-428] – Menu text change
[PHASEIII-433] – All positions: Benefits
[PHASEIII-434] – Principal Admin: base salary
[PHASEIII-435] – Principal Admin: Base salary – text
[PHASEIII-436] – Principal admin: total compensation
[PHASEIII-437] – Deferred comp: console error (won’t load 2010)
[PHASEIII-439] – Princ Admin: Bonus as % – text is wrong / bonus chart
[PHASEIII-440] – Princ Admin: # Positions w/contracts
[PHASEIII-447] – Organization: short name = unique
[PHASEIII-454] – Staging – FE/BE
[PHASEIII-455] – Demo – FE/BE
[PHASEIII-456] – Production – FE/BE
[PHASEIII-458] – Add switch in DB for “stripeBilling” – 1=yes
[PHASEIII-459] – UI: add “billing type” to “manage subscribers” module
[PHASEIII-460] – Charge ‘status’ handling
[PHASEIII-472] – Princ Admin: Comp vs. Budget size
[PHASEIII-476] – All positions: Benefits
[PHASEIII-478] – demo
[PHASEIII-479] – staging
[PHASEIII-480] – production
[PHASEIII-482] – Admin: Salary survey: Question 4 – display buggy (see img)
[PHASEIII-483] – admin >> benchmark survey >> Question 1b
[PHASEIII-484] – Admin >> Benchmark survey >> Q3
[PHASEIII-485] – Admin >> Benchmark >> Q4a
[PHASEIII-486] – Admin >> Benchmark >> Q4b
[PHASEIII-487] – Admin >> benchmark >> Q6
[PHASEIII-488] – Admin >> Salary survey >> Q6
[PHASEIII-489] – Change names on billing permissions
[PHASEIII-490] – Compensation report >> Princ Admin >> Base Salary
[PHASEIII-491] – Comp report >> princ admin >> total compensation
[PHASEIII-492] – comp report >> deferred comp

Story

[PHASEIII-377] – outstanding issues on comp report
[PHASEIII-379] – push AMS_DMS_prod to AWS for use in staging

Phase III – Version 1.4.0

April 17, 2018

Bug

[PHASEIII-281] – Error in past year / principal admin / total comp
[PHASEIII-307] – console error when switching to Q1b
[PHASEIII-372] – admin platform: unable to save separate owner/operator for a venue
[PHASEIII-397] – Add Orgs number results on Admin
[PHASEIII-408] – Admin: save does’t function (library)

Task

[PHASEIII-230] – Performance Evaluation (bar charts)
[PHASEIII-292] – Add short name to organization admin.
[PHASEIII-311] – Text for Charts

Sub-task

[PHASEIII-368] – Rare values on All Positions Section
[PHASEIII-390] – menu positioning
[PHASEIII-391] – Survey Respondents: Move text from bottom to top, and remove Graph
[PHASEIII-392] – Graphs: Vertical text on the bottom right is chopped up
[PHASEIII-394] – Remove from Base Salary Levels chart the line connecting dots, and do a research for replacing dots with signs = – etc
[PHASEIII-395] – Show Orgs List in alfabetical order
[PHASEIII-396] – Create new Accordion Menu

Story

[PHASEIII-130] – Principal Administrator report
[PHASEIII-142] – Department Heads report

Phase III – Version 1.3.0

April 10, 2018

Bug

[PHASEIII-270] – permissions: “names/groups” under charts should inactivate along with other fields when necessary
[PHASEIII-271] – country / local currency broken on some countries
[PHASEIII-274] – Q5 Benchmarking – need to allow negative numbers on all fields
[PHASEIII-300] – Admin Platform: Allow null in all non-required fields
[PHASEIII-309] – Client/Admin: Remove “remove” and “previous buttons re: reconciliation (3x)

Task

[PHASEIII-166] – Subscription management: fix workflow
[PHASEIII-225] – Benefits (table & line)
[PHASEIII-226] – Industry Tenure (table & line)
[PHASEIII-227] – Contracts (stacked bar)
[PHASEIII-228] – Age & Gender (bar & donut)
[PHASEIII-229] – Education (donuts)
[PHASEIII-275] – Add text to survey title

Phase III – Version 1.2.0

April 9, 2018

Bug

[PHASEIII-185] – Salary Survey: date formatting in Q1
[PHASEIII-194] – Users Management Mod: validation
[PHASEIII-195] – user reporting he can’t see data for his org:
[PHASEIII-200] – Maximum call stack size exceeded
[PHASEIII-207] – Base Salary endpoint brings null values on group number
[PHASEIII-222] – Research issue in Q4a not showing correct value in Mail -> Single
[PHASEIII-257] – rounding errors on survey submit validation for Q3
[PHASEIII-258] – Hotfix. Error in Operating Results report
[PHASEIII-267] – Missing group data for cdickson
[PHASEIII-269] – Fix Wrong year on URL
[PHASEIII-272] – error on salary survey Q5 in console
[PHASEIII-273] – error in copy on Q1b, benchmarking
[PHASEIII-289] – “AMS DEMO” should not display in list of orgs on Adv Charts.

Task

[PHASEIII-109] – Add “billing contact” permission access; only admins access
[PHASEIII-202] – Total Compensation
[PHASEIII-206] – Weekly meetings
[PHASEIII-208] – Plan Stripe integration tasks
[PHASEIII-209] – Compensation vs. Budget Size
[PHASEIII-223] – Bonuses (tables & stacked bar)
[PHASEIII-224] – Deferred Compensation (tables)
[PHASEIII-268] – Verify that org key data is being created with group number set

Sub-task

[PHASEIII-131] – Base Salary
[PHASEIII-132] – Total Compensation
[PHASEIII-135] – Deferred Compensation
[PHASEIII-169] – Organization Country (new field)
[PHASEIII-170] – Presenter Type
[PHASEIII-171] – Currency Symbols / Names
[PHASEIII-172] – Salary: Principal Admin title (SS_PA_Title)
[PHASEIII-173] – Salary: Position list (SS_STAFF_POSITIONS)
[PHASEIII-174] – Salary: Ethnicity (SS_ETHNICITY)
[PHASEIII-175] – Salary: Education Area (SS_EDUCATION_AREA)
[PHASEIII-176] – Salary: Education Level (SS_EDUCATION_LEVEL)
[PHASEIII-177] – Salary: Benefits (SS_BENEFITS)
[PHASEIII-182] – Implement navigation drawer
[PHASEIII-183] – Principal Admin UI Container (see desc)
[PHASEIII-184] – Report “landing page”
[PHASEIII-203] – Create service
[PHASEIII-204] – Create UI
[PHASEIII-205] – Create controller
[PHASEIII-210] – Create service
[PHASEIII-211] – Create UI
[PHASEIII-212] – Create Controller
[PHASEIII-231] – Create service
[PHASEIII-232] – Create controller
[PHASEIII-233] – Create UI
[PHASEIII-236] – Create service
[PHASEIII-237] – Create controller
[PHASEIII-238] – Create UI
[PHASEIII-245] – Create service
[PHASEIII-246] – Create controller
[PHASEIII-247] – Create UI
[PHASEIII-259] – Create Text Functionality
[PHASEIII-260] – Create Text functionality

Story

[PHASEIII-129] – Report navigation
[PHASEIII-168] – Additional System Settings components
[PHASEIII-262] – Implement Demo Instance

Phase III – Version i18n

March 19, 2018

Task

[PHASEIII-28] – Update backend endpoints to return always data in USD
[PHASEIII-35] – populate currency table
[PHASEIII-161] – Implement currency conversion on data validation
[PHASEIII-162] – i18n: All symbols should be ‘symbol’ (not symbol-narrow)

Story

[PHASEIII-21] – Update chart components to allow different currencies (desc)
[PHASEIII-110] – Advanced Report: Implement Currency Conversion