Release 59

Added

• add ui for "schools due to convert" export, which is replacing esfa & grant
  management and finance exports
• add the new "declaration of expenditure certificate task" to the transfers
  task list
• the "declaration of expenditure certificate date received" is included in the
  "grant management and finance unit" csv export
• the team a project is assigned to is now included in the 'academies due to
  transfer over the next 6 months' export

Changed

• link to trn spreadsheet in add form a mat conversion form opens in new tab
• link to trn spreadsheet in add form a mat transfer form opens in new tab
• temporarily remove the future date validation for confirmed significant dates
• change the export landing page to only show 4 exports (2 each for conversions
  and transfers)

Fixed

• typo in receive grant payment certificate task action fixed - certifcate
  becomes certificate

Release 58

Added

• Show the date a conversion happened in the ESFA export

Changed

• where used, the GOV.UK crown has been updated.

Fixed

• Get the By Trusts page working again by excluding Form a MAT projects from it.

Release 57

Added

• Add button to allow users to create form a MAT conversion projects
• Add a new Form a MAT Transfer create project form
• Show a pink "Form a MAT" label on the project details page if a transfer
  project is a form a MAT project
• A new confirm the date the academy opened task has been added to the
  conversion task list.
• A new confirm the date the academy transferred task has been added to the
  transfer task list.
• Add more contact details to the Funding agreement letters export: School
  contact, Incoming trust contact and "Other" contact
• Show Form a MAT or single transfer in the exports for Transfer projects
• Add button to allow users to create form a MAT transfer projects
• Show the date a transfer happened in the Grant management export

Release 56

Added

• The ESFA csv export now includes the 'Add notes for ESFA' notes.

Changed

• Remove maintenance banner for Wednesday 6th March 2024 maintenance
• Temporarily remove the future date validation for the provisional conversion/
  transfer date on project creation
• the Update ESFA data in KIM task no longer mentions KIM, asking users to add a
  task note instead.
• the Add notes for ESFA task can only be completed by providing at least one
  task note and checking the task off.

Fixed

• Guard against incomplete MP details from the Members API (bugfix from
  production)

Release 55

Added

• Show Conversion type (single converter/form a MAT) in the ESFA, Grant
  management and By Month exports, and ensure Form a MAT projects are correctly
  displayed in the export
• the Grant management and Finance Unit conversion csv export now includes the
  grant payment certificate has not been received column
• Add maintenance banner for Wednesday 6th March 2024 maintenance

Changed

• Academies due to transfer csv export now includes both provisional and
  confirmed projects
• Funding agreement letter csv export now includes both provisional and
  confirmed projects
• ESFA csv export now includes both the provisional and confirmed projects
• Academies due to transfer csv export now includes a provisional date column
• Funding agreement letter csv export now includes a provisional date column
• ESFA csv export now includes a provisional date column
• when the grant payment certificate has not been received, 'unconfirmed' is
  shown in the csv exports that include it, rather than a empty cell

Release 54

Added

• Add new Conversion "Form a MAT" creation form, as a first pass
• Add a Yes/No column in the "In progress" listing pages to show if a project is
  "Form a MAT" or not.
• the provisional date column is now included in the Grant management and
  finance unit csv export
• Show a pink "Form a MAT" label on the project details page for Form a MAT
  conversions

Changed

• the Grant management and finance unit csv exports now include both provisional
  and confirmed projects

Fixed

• the Confirmed/Original date column values are now displayed correctly, with
  the currently confirmed date and the original provisional date shown as
  available
• unassigned projects can now be rendered as csv

Release 53

Fixed

• Add missing string for "full sponsored" sponsored grant type in the Conversions
  CSV export
• Return the correct main contact details in the Funding Agreement letters
  export

Added

• Add more columns to the Academies due to transfer export: School phase, school
  age range, main contact details, school type
• Add Academy UKPRN, School LAESTAB (DfE number) and Academy LAESTAB (DfE
  number) to the ESFA export
• Add a new By Month view for export/data consumer users. When a user with this
  role clicks on "By Month", they will see a new view with the ability to pick a
  range of dates and see Conversion projects due to convert in that date range
• Add Transfers to the new By Month view for export/data consumer users. This
  view shares the date picker functionality in the change above.
• Add new By Month view for non-data-consumer users. This view shows the next
  (upcoming) month only, and the table has the same columns as the date range
  view described above.
• Add new By Month view for non-data-consumer users. This view shows transfers
  transferring in the next (upcoming) month only, and the table has the same
  columns as the date range view described above.
• Create a By Month CSV export for Conversions
• Create a By Month CSV export for Transfers
• Link the By Month CSV downloads from their respective pages in the UI: By
  Month Conversions & Transfers for data consumers, and By Month Conversions &
  Transfers for non-data consumers

Changed

• The "By Month" view for data consumers is now a tabbed view of Conversions &
  Transfers (currently only showing Conversions), with different columns in the
  table. There is also a date picker to allow users to choose a date range to
  view.
• Give business support users the ability to view export pages

Release 52

Changed

• Extend validation on Advisory board date to make sure the date is not too far in the past
• Change "All conditions met" header to "Authority to proceed" for Transfer project exports

Added

• Add a validator to the Conversion project form to ensure the URN of an existing academy is not used to start a new Conversion project

Release 51

Added

• Service support users can navigate to the GIAS data upload page

Changed

• When service support adds a new academy URN to a conversion project, the urn
  is now checked against our local record of Establishments, and not the
  Academies API records (which do not contain details for unopened academies)
• Fetch academy details for Conversions from local Gias::Establishment records
  instead of the Academies API. This means we can show details for academies
  which have not opened yet.

Release 50

Fixed

• An email is now sent to team leaders when a transfer project is created and
  handed over to Regional casework services
• Fix Conversion project incoming sharepoint link edit view to not display
  outgoing trust sharepoint link field.
• Fix statistics page to show accurate data for Transfer's by region table.
• The Sponsored support grant task in Conversions was not completable - fixed

Added

• Add the ability to download Transfer projects for the Grant management and
  finance team
• Added a field to enter the date a grant payment certificate was received to
  the Conversions Receive grant payment certificate task.
• Script to backfill dates in the Conversions Receive grant payment certificate
  task
• Add Transfer Check and confirm financial information task
• Add the Check and confirm financial information fields to the Grant management
  and finance unit export for Transfers

Changed

• Changed the existing Grant management and finance team Conversions download
  page to include an information page about the download, and a tabbed view on
  the index page to switch between Transfers and Conversions
• Split the "Check and save" action in the Conversions Receive grant payment
  certificate task. The actions are now "Check" and "Save" separately.