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Releases: DFE-Digital/dfe-complete-conversions-transfers-and-changes

Release 9

08 Dec 13:51
44abd57
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Features

Added

  • Write accessibility tests to run axe, the accessibility tool
  • First version of a task list for involuntary conversions.
  • Renamed the new project button to 'new voluntary conversion project' and added
    the 'new involuntary conversion project' button
  • Show the conversion route on projects

Changed

  • Page load speed has been improved on pages that fetch project data from the
    API. The project index page fetches establishments and trusts in bulk.

Fixed

  • The "Cancel" link on the new note page takes the user back to the task page if
    the note is a task-level note.
  • The text of the "Not applicable" checkboxes is bold to match the other task
    checkboxes.
  • The assign user select elements are enhanced with the accessible autocomplete
    component.

Content

  • Iterate content with things we learned from private beta and regional delivery
    officers

Release 8

25 Nov 11:02
@mec mec
4e4e73e
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Features

Added

  • If the Academies API times out, show a custom error page to the user
  • Rename the "Target completion date" on a project to "Provisional conversion
    date"
  • Set up accessibility tool
  • Split the Project index page into two tabs - "In Progress" and "Completed"
    projects
  • Set up selenium to work within CI
  • add in accessibility page
  • footer now have link to accessibility page
  • standardise the email the team link based on GOV.UK guidance
  • privacy policy page uses service name helper rather than explicit text
  • Add environment banner for local development, development and test
    environments.

Changed

  • Add project now include links to GIAS to help find URN and UKPRN
  • Fine-tuned padding for actions in various type/state combinations to closer
    match the prototype.
  • The support email has been swapped out for a complete team shared inbox.
  • Links styled as buttons are now correctly marked up for accessibility

Fixed

  • Remove empty links from the task list. These were raised as an issue during an
    accessibility audit, because the assistive technology used was reading out all
    of the blank links.

Content

  • After opening => redact and send task and actions no longer explicitly mention
    funding documents only as other documents may need to be sent and publised on
    GOV.UK
  • Tenancy at will adds action to explicitly indicate that the email from the
    school has been received.
  • Subleases adds action to explicitly indicate that the email from the school
    has been received.
  • Commercial transfer agreement adds action to explicitly indicate that the
    email from the school has been received.
  • 125 year lease adds action to explicitly indicate that the email from the
    school has been received.
  • Swap out the link to the previous version of the single worksheet for a link
    to an updated version.
  • The checkbox label in the "Land questionnaire" task says "Signed by
    solicitor", updated from "Signed by school or trust".
  • The "Articles of association" task is now optional.
  • Change the guidance link in the "Articles of association" task.
  • The "Signed by secretary of state" section has been removed from the "Trust
    modification order" task.
  • The "Signed by secretary of state" section has been removed from the
    "Direction to transfer" task.
  • The "Commercial transfer agreement" task has been moved to the bottom of the
    "Clear and sign legal documents" section

Release 7

25 Oct 11:18
fb1847b
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Features

Added

  • The phase banner and link to general feedback form
  • Projects can be closed.
  • An email is sent via GOV.UK Notify to all team leads when a project is
    created.
  • The Handover/new project form collects a trust SharePoint link.
  • The trust SharePoint link is shown on the project information.
  • The trust SharePoint link is shown on the project summary.
  • Closed projects display their closed date on the project list
  • Closed projects are sorted to the back of the project list
  • Actions can have their padding (between previous action) explicitly reduced
    using the new padding parameter.

Changed

  • The service name has been removed from the Projects page
  • The Projects are listed in target completion date order, soonest first
  • All tasks in the workflow definition files must now include a slug
    parameter.
  • 404 errors will show a GOV.UK style page in production.
  • 500 errors will show a GOV.UK style page in production.

Content

  • Commercial transfer agreement added to legal docs
  • Added 125 year lease to clear legal docs section
  • Add subleases task to legal documents section
  • Add Tenancy at will task to the legal documents section
  • Content changes to EFSA in KIM to combine 2 bullet points
  • Remove the Handback with regional delivery officer task
  • Tell regional delivery that the academy has opened task to Project close
    section
  • Project close section renamed After opening
  • Content changes to Land questionnaire
  • Content changes to Master funding agreement
  • Content changes to Trust modification order
  • Content changes to Direction to transfer
  • Content changes to Church supplemental agreement
  • Update content on Handover to regional delivery officer
  • Update content on external stakeholder kick-off
  • Update content on process conversion grant
  • Complete and approve Single worksheet Task becomes Complete and send Single
    worksheet as a caseworker does not approve the document
  • Check the baseline task guidance now refers to this project, not all projects

Release 6

11 Oct 15:32
@mec mec
25ab30b
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Added

  • Users can add, edit, and delete task level notes. These are displayed on the
    task page.
  • Added a privacy notice and link to the notice in the footer
  • Pagination has been added to the projects index page. 10 projects are shown
    per page.

Changed

  • Complete the final checklist with external stakeholder becomes Confirm the
    school has completed all actions. Also update the copy.
  • Content updates to Check the baseline
  • Content changes to Complete and send the single worksheet
  • Content changes for all conditions met
  • Rename redact task to be Redact and send funding agreement documents and
    update content
  • ESFA final checks and handover becomes Update ESFA data in KIM, also change
    copy.
  • Content updates to Confirm opening date with the school.
  • Copy changes to conversion grant task
    • Change title from "complete processing of conversion grant" to "Receive
      grant payment certificate"
    • Update the content, hints and guidance
  • Supplemental funding agreement now has sign and seal actions.
  • Clear legal documents becomes Clear and sign legal documents.
  • Only project level notes are shown on the notes page.
  • The back link destination is the task page for task level notes, or the notes
    page for project level notes.
  • Moved task notes to a more pleasing vertical alignment
  • The styling of the projects index summary component is fully responsive.

Release 5

03 Oct 14:58
ddf3142
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Changed

  • Fixed worklow for the test deployment

Release 4

03 Oct 11:54
6b2a03a
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Added

  • The Handover/new project form collects the advisory board date and any
    conditions.
  • Users can be assigned to projects roles via 'change' links on the project
    information page. Only users with the team lead role can assign users.
  • The Handover/new project form collects an establishment SharePoint link.
  • The Project Details section of the Project Information shows the establishment
    SharePoint link.
  • The Project Summary shows the establishment SharePoint link.

Changed

  • Lists of users are now sorted by first name.
  • Display an "Email" link for users in the actions of the project details
    section. The user's display name is now their name only (email address
    removed).
  • Change the project information page to a one-quarter three-quarter layout to
    allow more room for the project information.
  • Updated content for the tasks in the 'Get ready for opening' section.
  • The "Not applicable" checkbox now sits at the top of the Task view, underneath
    the Task-level hint.
  • User assignment drop-downs and autocomplete components show the user's full
    name and email address.
  • Users first name and last name are now required. Any fallbacks, which show the
    user's email address when first name and last name are absent, have been
    removed.

Fixed

  • The accessible autocomplete component now uses the GDS Transport font to match
    the rest of the service.

Removed

  • There is no longer an edit project page. Instead, roles will be assigned on
    specific assignment pages.

Release 3

15 Sep 11:24
@mec mec
6166cc4
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Added

  • Add a bulk user import Rake task.
  • Collect Azure Active Directory User ID on sign in.
  • The school diocese name is shown on project details or not applicable.
  • Selecting a caseworker will now offer to autocomplete if the user has
    Javascript enabled
  • The date and time that a caseworker is first assigned to a project is
    recorded. Any subsequent assignments will not be recorded.
  • Contacts can be deleted via a button on the edit contact page.
  • Show the region on the project summary and school details.
  • Notes can be edited by the user who created them
  • Notes can be deleted by the user who created them

Changed

  • Show the full name alongside email address for users in the Project Details
    section of the Project Information. Users without a full name will continue to
    show email only.
  • Show the full name of the note author if available. If it is not available,
    fall back to showing the email address.
  • Add an optional "Handover comments" input to the new project form. This will
    create the first project note.
  • The caseworker role is no longer implied from the lack of any other roles.
    Instead, users must be explicitly given the caseworker role.
  • Improved the layout of the new project page.
  • Improve the layout of the task page.
  • Update the content for the "Project kick-off" section of the task list.
  • Note bodies are parsed via Markdown to allow rich formatting.

Fixed

  • Tasks that have actions without hint text can now be rendered.
  • Links on the task list now open in a new tab.
  • The name and email address of assigned users is shown on the project
    information tab.

All changes

release-2...release-3

Release 2

01 Sep 10:48
f74e36f
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Release 2 Pre-release
Pre-release

Added

  • The project information view displays the school type, phase of education, and
    age range.
  • The project information view displays the team lead.
  • Users must provide the UKPRN of the incoming trust when creating a project.
  • The project information view has a Trust details section, which displays the
    incoming trust name, UKPRN, and Companies House number.
  • Users must provide the target completion date when creating a project.
  • Users can add notes to a project, and view previous project notes.
  • Show the school type, target completion date, trust name, and local authority
    name for each project on the projects index page.
  • Project contacts can be added and edited
  • Add hint text and guidance text to actions.
  • A regional delivery officer must be selected at the time of project creation.
  • A regional delivery officer can only see project they are assigned to on the
    projects index page.
  • Add hint text and guidance text to tasks.
  • Optional tasks can be marked 'Not applicable' to the project
  • Added content to Articles of association task
  • Added content to Church supplementary agreement
  • Added content to Deed of variation
  • Added content to Direction to transfer
  • Added content to Land questionnaire
  • Added further guidance to Land questionnaire after more info from UR
  • Added further guidance to Direction to transfer after more infor from UR
  • Added content to Land registry title plans
  • Added content to Master funding agreement
  • Added content to Supplementary funding agreement
  • Added content for Handover with Regional delivery officer task
  • Added content for intro emails in External kick-off task
  • Added content for local authority actions for proforma and conversion date in
    external kick-off section
  • Added content for arranging kick-off meeting action
  • Added content for hosting kick-off meeting action
  • Adding content for share conversion checklist action
  • Added content for Process conversion grant actions - check vendor account
  • Added content for grant eligibility action
  • Added link to conversion checklist
  • Added content for receive and save Grant payment form action
  • Added content for sending documents to grant payment team action
  • Added content for confirm grant payment date with schoo action
  • Added content for checking school has received grant action
  • Project contacts can be grouped by the institution they belong to
  • Action hint text is parsed via Markdown to allow rich formatting

Removed

  • No longer show the assigned delivery officer on the projects index page.
  • Task list sections are no longer numbered.

Changed

  • Improvements to the text inputs and hints on the new project form to make
    clearer what is expected from users.
  • Improvements to the existing error messages on the new project form and new
    notes form.
  • Update the conversion workflow, Clear legal documents task list
  • The task list is now referred to as "Task list" not "Project task list"
  • Rename any references of "Delivery officer" to "Caseworker". Projects will
    lose any currently assigned delivery officers.
  • Add validation that checks URN is 6 digits long.
  • Add validation that checks UKPRN is 8 digits long and starts with a 1.
  • Add validation that checks the target completion date is in the future when a
    new project is created.
  • a Team lead can no longer create a new project, it is the responsibility of
    the Regional delivery officer to do so.
  • Removed word funding from Church supplemental agreement hint text link to make
    sure naming is consistent and accurate
  • Deleteing previous versions of external stakeholder tasks
  • Changed content mentioning Supplementary funding agreement to Supplemental
    funding agreement so it is accurate
  • Added content to Trust modification order
  • Removed duplicate Trust modification order
  • Correcting Regional Delivery officer to lowercase

Full Changelog: release-1...release-2

Release 1

29 Jul 13:40
ee9734d
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Release 1 Pre-release
Pre-release

Added

  • Users can sign in to the application using a DfE Microsoft account
  • A new conversion project can be started by entering a valid URN of a school currently undergoing conversion
  • A list of all tasks for a conversion project is displayed
  • Actions within a task can be marked as done, and the status of the task is updated
  • Projects display a summary of key information
  • The Project Information view displays further information about each project
  • Users can be assigned to each project as a delivery officer
  • The team leader who creates a new project is automatically marked as the project's team leader