Q3 - Percent Indicators and Public Sharing Dashboards and Forms

		Description	Internal Ref.
OrgAdmin Console
Programs (Workflow Level 1)
Milestones
	New!	Milestone: Order based on user defined dates	1549
	Fix	Milestones: Linked WFL2 field name showing instead of correct translated label	1562
	New!	Auto-calculate and report percentages from data collected in Track”	854
Sites
Stakeholders
Projects (Workflow Level 2)
	Fix	WFL2 Documents: Google File Picker close on selection	1286
	New!	WFL2 Name: character limit messaging for users	1390
Budget
	Fix	Budgets: a script is fixed the calculated total budget, in production	420
Indicators
	New!	Indicators:Decreasing indicator calculation for Percent achieved’	1641
	New!	Indicators: 'Periodic target' verification message for CalculationType and Total Actuals Formula chosen	1631
	New!	Indicators: Percent Calculations Condition from Track	1632
	New!	Indicators: Percentage Calculation Type required fields set for correct calculations of Targets vs Actual for percent indcators	1613
	New!	Indicators: Percentage indicators should allows LOP targets or periodic targets to be more than 100	1639
	New!	Indicators: Require Baseline field set for all CalculationType = Percent - Direction = Decreasing indicators’	1640
	New!	Indicators: Format Target vs Actuals in the indicators list based on numeric or percent indicators	1398
	New!	Indicators: The Target Vs Actual bar updated for Percent Indicators	1656
	New!	Indicators: Track as Evidence: Calculate Averages for Percentages Indicators	1692-408
	New!	Indicators: Update/Remove the LOP check notification and the verification message for the New Total Actuals Formula: 'User Defined'	1666
	New!	Indicators: Add Total Actuals for percentage Indictoars so user can define which value determines their total actual	1425
	Fix	Disaggregations missing for some users based on permissions	1682-421
	Fix	Indicators: New Data button missing after refreshing page	1657
Data Collected
	New!	Collected data: Collected values for Percent Indicators limit calculation to two decimal places	1667
	New!	Collected Data: Define Total Actuals computation for percentage indicators	1415
	New!	Data Collected: Track as evidence, add condition formula/filter for numeric Indicators	1694
FormLibrary
	New!	Form library: Share link/URL of published form with external users for data submission	1572-386
	New!	Form Library: Cloning to unclassified Forms	1490
	New!	Form Library: Hide the EDIT button once Form is published and it has Submissions	1633
	New!	Form Library: Allow User to update public field of form after publishing it	451
Dashboards
	New!	Dashboards: Share Public, outside of TolaData by URL	833
	New!	Dashboard: Share with Org and via URL at the same time	1778-459
	Fix	Dashboards: Fix errors on load.	1741
	Fix	Dashboard: Sites - Afghanistan highlighted on all maps	1696
	Fix	Dashboard: Text Widget Align images and text	1548
Reports
	Fix	Reports: Indicators - Collected Data dropdown is show the 'Reporting Period' name	1716
	Fix	Reports: Indicators Table Report, Fix 'Target' header	1665
	New!	Reports: Indicators Table view - Percent Indicators - Data Collected should be averaged	1685
	New!	Reports: Indicators Table view - LOP Actuals report for Percent Indicators: 'CalculationType' and 'TOTAL ACTUALS FORMULA	1690
	New!	Reports: Indicators Table view, new headers for Percent Indicators	1660
Search
	Fix	Search: The dropdown arrow is too far for user to know that they can narrow down their search	670
Translations
	New!	Updates to English Translation File	1686
General Navigation
Notifications
	Fix	Notification: Fix Logged out Notificaiton	1625
User Login
	New!	Login Page - Direct user to User Dashboard after successful log in	1731-424
	New!	Remove Email Notification telling user's to Confirm their email address (#264)	1757
	New!	Registration Page: restrict user from editing their email address	350
	New!	TolaData Registration URL updated for Google Analytics	426
Support
	New!	Provide basic SuperAdmin access for 2nd Tier Support	402
	New!	Inline Manual: Report user permission based on OrgAdmin vs normal users	1756
	Fix	Contact Support Widget not working correctly	429
Permormance
	New!	Improve the database access of the permission class IsOrgMember	380
	New!	Refactor ngrx/store for Indicator Endpoint	1668
	New!	Refactor ngrx/store for Collected-data Endpoint	1669
	New!	Refactor ngrx/store for disaggregation-labels Endpoint	1710
	New!	Refactor ngrx/store for disaggregation-types Endpoint	1709
	New!	Refactor ngrx/store for disaggregation-value Endpoint	1711
	New!	Refactor ngrx/store for Levels Endpoint	1672
	New!	Refactor ngrx/store for Reporting-frequencies Endpoint	1670
	New!	Refactor ngrx/store for Reporting-Period Endpoint	1673
	New!	Refactor ngrx/store for Sector Endpoint	1707
	New!	Refactor ngrx/store for Silo Endpoint	1706
	New!	Refactor ngrx/store for tola-tables Endpoint	1708
	New!	Refactor ngrx/store for WorkflowLevel1 Endpoint	1674
	New!	Refactor ngrx/store for WorkflowLevel2 Endpoint	1675
	New!	Add Pagination to CustomForm ViewSet	414
	New!	combine disaggregation calls.	389
	New!	fix change detection on entire project.	1700
	New!	Fix Expression has changed after it was checked errors	1725
	New!	store evidence in collectedData	390
	New!	Unnecessary PUT requests to Widgets endpoint	1704

Form Library, Dashboards, Lots of Updates!

OrgAdmin Console
	New!	Update Link from Admin to update Subscription
	New!	Enable delete user to inactivate a user
Programs (Workflow Level 1)
	Fix	OrgAdmin cannot view Project Set for a Program unless the OrgAdmin is a teammember
	Fix	Update Team member privilege to Program
Milestones
	Fix	Moving Milestones is now persistent
Sites
	New!	Cluster Site Map pin numbers
	Fix	Remove Number column removed to assist with map cluster pins
	Fix	Site Type missing showing for all users
Stakeholders
	Fix	Stakeholder Type now populated with types set in OrgAdmin Console
Projects (Workflow Level 2)
	New!	Users want to define Gantt Chart (WFL2/3) item order on the /activity/activities/ page
	New!	Gantt Chart dragging dates updated
	Fix	Updates to Loading Time
Budget
	Fix	Deleted Budgets line items are not being deleted from the Total Bugdet
	Fix	Budget items not showing on the WFL2 page/list
Indicators
	New!	Standarized Reporting Periods:
	New!	Add Reporting Periods tab
	New!	Update Indicator Edit Form for Percent Indicators:
	New!	New fields to calculate (in next release ) percentage indicators
	New!	Calculation type, direction and total actual formula field in indicator edit form to allow (next release) percentage indicators
	New!	'Unit of Measure' field moed from Targets section to Edit section
	New!	Percentage Calculation Type added required fields for correct calculations of Targets vs Actual for all indicators
	New!	Set all current indicators calculationType to Numeric
	New!	Total Actuals for percentage - User to can define which value determines their total actual
Data Collected
	New!	Define Total Actuals computation for percentage indicators
	New!	Filtered Track Tables as evidence
	New!	Add & Edit Disaggregations in the Edit Data Collected form
	New!	Update edit disaggregations" UI"
FormLibrary
	New!	UI Improvements to Form Library:
	New!	Link a Form to a WFL1 without having to publishing it
	New!	Forms associatied with a WFL1 does not have to be published
	New!	'Save a form as a template' in form/template edit view
	New!	Add the user who submitted data to all published Activity Form Tables
	New!	Clone a template or a form
	New!	Group forms into WFL1 or non-classified
	Fix	Special characters in Field names Track Table is created
	New!	Preview Form for 'Published Form', 'Template' and 'Unpublished Forms'
	New!	Separate forms into two tabs - Forms AND Templates
	New!	Update to Track icon for view table data for a published form
	New!	Unclassified form category is always shown on top
	New!	Action icons are differentiate for each type of form state (unplublished, publishe, taking submissions, submissions closed, etc)
Dashboards
	Fix	Indicator widget now reporting on All Indicators and on Collected Data
	Fix	Allow users to delete bad widgets
	Fix	Tasks type label now loads the first time the user visits their Task List
	New!	Create charts with indicator disaggregation data
	New!	Autofill widget with the original data on Edit""
	Fix	Dashboard (status) widgets with bad or no data break the apps UI
	Fix	Share their dashboards with specific other users in their Organization
	Fix	Site Widget fixed! Now loads sites.
Reports
	Fix	Indicator: Filter Disaggregation Data based on Periodic Target filter
	New!	Indicator: On-screen view of Indicator Report
	New!	IPTT. Indicator: Add period target selecting a standardised period
	New!	Chart X-Axis title updated
Search
	Fix	Search results now have pagnation to see more than 10 results
	Fix	Remove the Collected Data" filter option" from Search
Translations
	Fix	Updates to English Translations
	New!	Vietnamese Translations
	Fix	Updates to German Translations
	Fix	Remove translantions to translate the brand names
General Navigation
Notifications
	Fix	Getting extra notification of exceeded seats when updating User groups
	Fix	Update Logged out message
User Login
	Fix	Clear local storage on logout, fixes many caching Issues
	Fix	Help Icon background color missing while user is in Program Guide
	New!	Link to support on log in page
	Fix	Logging out of Track in one window user is now alerted in Activity window that they are logged out
	New!	Alert user if they tries to register same email twice
	New!	Program View Only: Disable UI access without graying the element.
	New!	Make Email field required during registration
Support
	New!	Tour Feature Switch - Activities
	New!	Tour add people tracking, language preference and segments
	New!	Ability to make an Indicator Type show for all Organizations (Aggregate Indicators: Set for all Orgs)
	New!	Product Tour: Add people tracking, language preference and segments
	New!	Remove ability for non SuperUsers to flag a new SuperUsers
	New!	Export Data for transition from Periodic Targets to Standardized Targets

2.8

OrgAdmin Console
	New!	Admin Console | Setup: Add email link to request more licenses or information from the Sales Team
Programs (Workflow Level 1)
	New!	Clean Up Program Guide WFL1 Guide: Hide Form List
	Fix	Custom WFL Label for Linked Milestones Table: Update to match Custom labels set in Admin
Sites
	Fix	Zoom Out Default Site Map - When there is no Sites
	New!	Site map pins - Cluster pins when map is zoomed out.
	New!	Country List Updated with Standard list of Countries from Google
Stakeholders
	Fix	Character limit warning for Stakeholder
Projects (Workflow Level 2)
	Fix	WFL2: Add Assignee from the WFL2 list view show all users in list
	New!	Enable drag bars to change Gantt Chart duration
Indicators
	Fix	Delete and Edit Indicator's Periodic Targets
	New!	New WFL1 or Org Level Disaggregation Types: allows users to share Disaggration types across Org or WFL1
	New!	Sort Results Framework: Sort starting at 0 and the last level is missing
Data Collected
	Fix	Track Table as Evidence not listing columns that are string
	Fix	Track as Evidence not listing columns from Track tables if column has a blank cell
	New!	Change text to "No Periodic Target Set" when there is no Periodic Target, instead of "Program Lifecycle"
	Fix	Allow users to edit Disaggregation Data
	Fix	Edit Menu changed to View/Edit Data menu
FormLibrary
	New!	Change Published to the WFL1 name so user can see list of Forms associated to WFL1
Dashboards
	Fix	Removed secondary drop-downs form the select menus
Reports
	Fix	WFL2 report remove actual start and actual end dates
	Fix	Indicator Chart in Reports x-axis: Add Indicator's Name
	New!	Reporting and Display Disaggregation Data in Indicator report
	Fix	Fix Slider on the Indicator TvA report to show more than 10 entries
General Navigation
	New!	"Select All" in the Search bar (Deselect Filter)
Other
	New!	Updates to German Translations

2.7.1

OrgAdmin Console		ChargeBee Features integrations
	New!	Admin Invite Users to System
	New!	View Paid Plan and Number of Seats based on Quanity in ChargeBee
	New!	Validated Registration form updated with ChargeBee data
	New!	Register your Org: Change Link to the Sign Up Free Trial Form
	New!	Change 'Sign up for Free Trial' setup.
	New!	Email 'Exceeded the number of editors'

2.7

Onboarding and Login
	Fix	Login: Google Auth -> Registration -> automatically log user in after registering
	Fix	Login: Registration endpoint isn't auto filling the fields for social auth
	Fix	Login: Registration page fails when the passed organization uuid isn't valid
OrgAdmin Console
	New!	Admin Console: Add Default Currency Options - Dollar, Euros
	New!	Admin Console: Add Default Currency Formating, commas vs periods
	New!	Admin Console: Add Default Date Format Select Options
	New!	Admin Console: Add option for Admin to not allow decimals for currencies
	New!	Chargebee : View paid plan and #of seats in Admin Console
Programs (Workflow Level 1)
	New!	Milestone: The order should be user defined
	Fix	WF1: Teams tab- 'Budget' spelling is wrong
	Fix	WFL1: Delete button is missing
	UX	Guide: Remove the WFL1 select dropdown from the Results Framework section
	UX	Program Guide: Indicator Section: Disable/hide Collected Data icon
	Fix	WFL1 Objectives: pop-up of name no longer persists when user clicks on next objective
	UX	Sectors: (Update) Add a common icon to all the sectors
Sites
	Fix	Site Map: Add default World map when there is no site associated with WFL1 or WFL2
Projects (Workflow Level 2)
	Fix	WFL2 Indicator tab: When unlinking an indicator alert box shows incorrect message
	Fix	WFL2 items The spacing of is dependent on the length of the Assignee's name
	New!	WFL2 linking indicators: Add message to request User to classify indicator before assigning it to WFL2
	Fix	WFL2 site tab: Missing -/+ buttons for zooming (Exist in WFL1 site map)
	Fix	WFL2: Gantt view: WF1 dropdown menu scroll is not available
	Fix	WFL2: Stakeholder - Notifications are switched for updating vs creating.
Budget
	New!	Budget: Show remaining budget on WFL2 list
	Fix	Budget: Exceeding characters: budget warning shows up, even if the user did not even add data
Indicators
	UX	Indicator Plan: Hide non-classified bar when there are no indicators to classify
	UX	Indicator Plan: Make the levels collapsible
	UX	Indicator Plan: User should be able to see the full indicator name
	Fix	Indicator Report | Data Collected: Typo fixed
	New!	Indicator: Add Aggregate Indicator Type for Reporting
	Fix	Indicators: Users can unclassified Indicators
	New!	Indicators: Order Results Framework Levels through sortingd
	Fix	Indicators: Periodic Targets - Requires Target Value to save, but not on Submit
	Fix	Indicators: Target vs Actual number is cut off
	Fix	Disaggregation: User can additioanl Disaggregation Type to an Existing Indicator
Data Collected
	Fix	Data Collected: Editing Data Collected saves
	New!	Data Collected: Import Track Tables as Evidence, Tables list loads quickly
	New!	Collected Data: easily add data for Multiple Disaggregations
	Fix	Collected Data: Update Edit" menu to "View/Edit"
	Fix	Disaggregation Data Collected is viewable when user clicks Edit
	Fix	Disaggregation: data collected user has to reload page
	Fix	Evidence: add two instances of data collected in a row, without refreshing
	Fix	Evidence: Users can link Personal Track Table data
FormLibrary
	New!	Custom Form Library pagnation for over 20 Forms
	New!	Custom Form Library: Creation Date added to Form Libary List
	Fix	Custom Form: Copy Public
	Fix	Custom Form: Copy Published Form
	New!	Custom Forms: Copy Published Form Creates a copy that is not Published
	Fix	Custom Forms: Remove nonfuctional Archive (+ icon) until Archiving is developed
	Fix	Custom Forms: Save and Add Another
	Fix	Custom Forms: Initial Saving of Forms
	Fix	Custom Forms: Sort Forms
	New!	Custom Form: The Track datasource link to a CustomForm loads the Form in Activity
Dashboards
	New!	User Dashboard: Default Dashboard created for all Users
	New!	User Dashboard: Task LIst Widget created for User Dashboard
	New!	User Dashboard: Adding additional widgets to User Dashboard
	Fix	Dashboard: widget data point label pop-up location
	Fix	Dashboard: Widget Issue: Budget Charts creating wrong formated charts
	New!	Dashboard: Widget Issue: Sectors Pie Chart
	Fix	Dashboard: Direct user to the new Dashboard: on creation
	New!	Dashboard: Public - Share with other users in one's Org
	Fix	Dashboards: Indicator Vertical Bar Grouped Chart typo in Chart title
Reports
	New!	Report on Aggregated Indicators - Ability to report the totals for organizational indicators
	UX	Report: Indicator TvA chart- Amount label
	New!	Reports: WFL1 Budget Chart update with custom currency
General Navigation
	Fix	Custom Labels: Apply to Dashboard Data Source drop-downs
	Fix	Custom WFL1 Label: Update Gantt Chart dropdown with Custom Label
	Fix	Custom Label for Project(s) Budget & Actuals
	Fix	Reloading pages in Activity causes errors
Other
	New!	Updated list to include all countries
	New!	Backend Error Messages for User: Show users crash messages!
	New!	Messaging | Notification set up for system. Adds ability to define invites, approvals, etc to the system
	Fix	Countries without coordinates
	Fix	Reloading Pages: only works if user reloads WFL1 page
Track
	Fix	Can't add personal Track Tables as Evidence, only Public Tables
	Fix	Adding an New Disaggregation Type to an Existing Indicator is causing an error.
	Fix	OneDrive Import

2.4

	2.4 Release
Login
Fix	Some fixes to the issues of needing to clear cache and Activity taking a very long time to load. (tokens)
OrgAdmin Console
Fix	Set currency by Organization
Fix	Site Type dropdown is configurable
Fix	Set default date by Program or Organization
Programs (Workflow Level 1)
Fix	Remove time stamp from Linked WFL2 start and end dates
Projects (Workflow Level 2)
Fix	User Interface Updated: When adding a new module, the new module page should display.
New!	Approvals display correctly now
Budget
	Budget amount with decimals are now saved
	Integer/Decimal Fields character limit increased
	Production: Old Budget items were not showing on the WFL2 list
Indicators
Fix	Disaggregations not saving and breaking navigation
Data Collected
New!	Collected Data decimals
New!	Collected Data - Evidence link to Track Table links to the wrong table.
FormLibrary
New!	Post error message when a user tries to publish a form that has no fields
Fix	Forms list all WFL1 now
New!	Submit data to form
Fix	Custom Label applied to Form Messages
Fix	Changed to Publish Form, not Save Form
New!	Users from the same company should be allowed to see the forms of each other
New!	Publish Form modal closes on save
Dashboards
Fix	Create new dashboard permissions fixes
New!	Edit Text Widgets
Fix	Removed all options but the irregular Pie Chart for Program Budget Dashboard Widget
Fix	UI no longer fails if the user adds bad data to a widget.
Reports
	Reports: WFL2 fix headers
	Indicator's Disaggregation Data added to Indicator Report
Other
	Messaging/notifications system added.
	Spelling Mistake - Language
Organization Set Up Steps
New!	First user added when a new org is created should be Org Admin.
New!	Registration Link updated to new Form, without requiring payment when a user signs up
Fix	Send notification to Org Admin when edit users
Track
New!	Track's Log out link is not logging the user out of Activity
Fix	GSheet import is aborted for first-time users

Form Library and Dashboard Permission patch

Updates to Permissions for the FormLibrary
Users of the same organization are allowed to see the form and associate a program to it even if they aren't the creator.
OrgAdmins are now allowed to see all the forms of their organization
Users can retrieve/update/destroy the forms that they have created
Users can retrieve/update the forms that they published and associated with a program that they are the ProgramAdmin or a ProgramTeam member
Users can retrieve the forms that are published and associated with a program even when they only have ViewOnly permissions
Users can view list the form that they have created and that are published and associated with their programs.
Updates for Dashboard Stability
We retired old widgets that were breaking new Dashboards

UI Improvements for Dashboard and Form to Track, plus notifications. Track Updates!

Section	2.3 Release
Onboarding and Login
New!	Moved Language preference to user's profile
Fix	Fix the Login page with expired token, will help speed up login
New!	Social OAuth, email domain mapping to user's Org
	TolaData Payments
New!	More prep for self payment page
	Login Updates
Fix	OrgAdmin stakeholders are now saving for WFL1 and WFL2
Fix	Login is now Log in
New!	First Org user is now OrgAdmin once they register
OrgAdmin Console
Fix	Grey out unused fields in the Admin console for later use
Fix	Removed ability for Non-OrgAdmins access to Admin console through URL
Fix	Office field cleaned up field wording
Programs (Workflow Level 1)
	Sites
	Milestones
Fix	First Milestones now posts for new users
	Objectives
	Stakeholders
Fix	OrgAdmin Stakeholders now saving
	Sectors
Fix	No more duplicate Primary Sectors, finally :)
Projects (Workflow Level 2)
New!	Additional warning for users when unlinking items in documents/sites/ indicators modules.
Fix	Linked WFL2 indicators progress bars updating now
New!	Gantt Chart display now displays in order user sets their WFL2s
New!	Milestones are filtered by WFL1 under WFL2
Budget
Sites
Fix	WFL2 Sites - New Sites default is active, same as WFL1
Indicators
New!	Message when the sum of disaggregation actuals does not match the actual 'Achieved' value
Fix	Results framework: UI - fix closing More" modal"
Fix	LOP Target allows decimals
	Collected Data decimals
New!	Add Message to Pick from Track" evidence page"
New!	Additional wordinng for user waiting for Track tables to load for collected data as evidence
New!	Disaggregation data collected fields to data collected form
Fix	Duplicates disaggregations are created each time users clicks save
Fix	New Indicator form opens at Target fields, should open at Name field
Fix	Periodic Targets Header shows: FORM.INDICATOR.TABLE.PERIOD
FormLibrary
New!	Change to UI process: new icons and better workflow
New!	Copy a Form
Fix	Form to Track: blank row no longer created in Track Table for all new Tables
Fix	The Form now loads on save, instead of redirecting to Library
Dashboards
New!	Follow a set pattern for bar chart colors
New!	Program status 'yellow' is displayed in blue color
New!	Charts update as new data is added
New!	Program budget shows budget versus actuals chart
New!	Users can now edit a widget
New!	New Text widget for user to add narrative and Titles
New!	Users can now delete Dashboards
Reports
General Navigation
Fix	More Custom Label fixes to Nofications
Other
Track
New!	GSheet export for tables with 'repeat' variables is in a single cell instead of separated
Fix	Append/Merge two tables: same headers and number of rows (no unique columns) fixed
Fix	Data Sources now listed for merged table on Table View
Fix	Edit or Delete Columns now works
Fix	Google Sheet import Table/Silo is created
Fix	Tables: Add new Column and Default data fixed!
Fix	Remove legacy Send to Tola Activity link
Fix	Sped up Importing data/file, import no longer hanging for a long time
Fix	TolaActicity Organization model fields all added to Track

2.2 Form to Track, Milestone WFL2 and other updates

Section	2.2 Release
Onboarding and Login
New!	Demo - hide social auth - force user to register
	Registered users access Track without issue now
	Chargebee Integration v.05
	Login Updates
	New Organizations and User registration
OrgAdmin Console
Fixed!	Country hidden from user list
Fixed!	Removed Status under User list
Programs (Workflow Level 1)
	Sites
Fixed!	Sites: Vertical Scroll working can see all Org sites
Fixed!	Site: Default set to Active
	Milestones
New!	List of linked activities!
	Objectives
Fixed!	Objectives: User cannot edit an objective once created
	** Stakeholders**
Fixed!	Org Admin: + Add Existing Stakeholder is missing (2.1)
	Sectors
Fixed!	No more duplicate Primary Sectors
Projects (Workflow Level 2)
	Documents
Fix!	Aligned + WFL3
Fix!	Modules are now not added back after they are removed
Indicators
Fix!	Disaggregations do not reload indicators page
New!	Fields for reporting on disagreggations
New!	KPI indicator
	Allow decimals
Fix!	Align Table Headers
FormLibrary
New!	New Form loads Form, not Form Libary
New!	Create TolaTrack Table from Form Library v.1
New!	Submit form data to new TolaTable
New!	Link backto the new Track Table
**Reports **
Fix!	Indicator Slider dates
General Navigation
Fix!	Custom Label fixes
Fix!	Updated remaining sections custom Workflow Levels Labels as assigned in the Admin Console
Fix!	Moving WFL2/3 and Indicators no longer breaks UI
Other
Track
New!	import new takes you to your table
New!	Log deleted Tables
New!	Org created in Track to link Forms and Tables