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Spring 2017 Release: Collaborative Reservation Editing, Projects, & More

Spring 2017 Release: Collaborative Reservation Editing, Projects, & More

Our Spring 2017 release includes over 300 new features and bug fixes. Organization admins can now edit existing and duplicate reservations, and optionally allow users to edit (and duplicate submitted reservations). Do your users need to reserve the same items multiple times for the same or similar projects? These new changes make that easy.

We also have a number of items in Beta testing, including new “Project” functionality. Projects can be used for a number of purposes, including:

  1. Tracking all rentals/loans associated with a specific project
  2. Do your users rent or borrow items on behalf of other uses (e.g. a teacher borrowing on behalf of a student or school program)?
    • You can now track who or what an item use used for.
    • Re-use projects across multiple loans to save on data entry

Other features include:

  • Ability to hide all money/financial related fields if you only use myTurn to track and share items internally
  • Set a facivon (browser bookmarks icon) for all public facing pages
  • Improvements when using the platform on mobile devices

….and much much more!

New Features & Improvments

  • [LEND-4031] – Mobile Responsive UI Improvements
  • [LEND-3381] – Add ability to change reservation pick up and drop-off dates
  • [LEND-3382] – Ability to change quantity of items on reservation
  • [LEND-3384] – Ability for an admin to “lock” a reservations so no further changes can be submitted by starting the “Build Order” process
  • [LEND-3385] – One click “move all from reservation to order”
  • [LEND-3386] – One click move all items a particular type to an order
  • [LEND-3387] – Ability for admin or user to duplicate an old reservation
  • [LEND-3704] – Beta: Allow editing of project questions
  • [LEND-3740] – Beta: Ability to add a new Project from the reservation check out form
  • [LEND-3750] – Add option to completely hide money from admins and users
  • [LEND-3752] – Beta: Add “mandatory” options to project fields
  • [LEND-3767] – Option to play sound for success/failure when scanning/entering item – useful for barcode/rfid scanning
  • [LEND-3783] – Beta: Link to project from loan details
  • [LEND-3821] – If an admin is currently editing someone else’s ReservationRequest, indicate it in the cart dropdown
  • [LEND-3826] – Beta: Allow “Cancel order” (unbuild) so that the order is editable again
  • [LEND-3829] – Option to allow users to edit reservations
  • [LEND-3840] – Ability to limit items displayed to those available for reservation dates
  • [LEND-3847] – Beta: ability to list loans associated with a project
  • [LEND-3851] – Ability to limit number of items or a particular type that can be reserved by Item Type/Group
  • [LEND-3710] – Beta: Allow changing the parent of an Item Type
  • [LEND-3643] – Beta: Ability for myTurn to promote custom item types to be usable for all organizations
  • [LEND-2896] – Allow orgs to set a favicon
  • [LEND-3185] – Item editing inline radios wrap on mobile
  • [LEND-3225] – Clean up the reservation list so it looks better
  • [LEND-3683] – Transaction Export improvements to make it more useful for financial reporting
  • [LEND-3724] – Beta: Export all projects
  • [LEND-3737] – Create new org type for Energy Efficiency Lending Libraries
  • [LEND-3755] – Make user lists more consistent
  • [LEND-3756] – Link to list of user’s reservations from Admin
  • [LEND-3795] – Return focus to check out/in box on cart after clearing pop-up
  • [LEND-3804] – Require check-out agreements before submitting reservations
  • [LEND-3807] – Don’t offer to override preventing reservation -> order when item is not available
  • [LEND-3820] – Quantity badge on reservation cart icon should reflect all requested items (not just unique ones)
  • [LEND-3832] – List loans in date order on My Loans by default
  • [LEND-3833] – Add message to My Loans mentioning when self-renewal will be active
  • [LEND-3843] – Beta: Add option to require projects for reservations and check out
  • [LEND-3844] – Need no default value for Yes/No radios on projects
  • [LEND-3845] – Beta: Move Main Projects Menu to Reports
  • [LEND-3846] – Item type browser should use case-insensitive sort
  • [LEND-3848] – Groups items of the same type, due the same day, for the same user on the loan reports
  • [LEND-3852] – Test if project info can cross organization boundary; block access earlier on
  • [LEND-3853] – Make username clickable on reservation list
  • [LEND-3856] – When working on a reservation for dates in the past make it easy to change dates or cancel
  • [LEND-3857] – Rounding: Late fees appear differently in different parts of the cart
  • [LEND-3858] – Rounding: Payments and line items don’t match, transaction fails
  • [LEND-3866] – Use local storage to remember number of items to show per page on (all) reports
  • [LEND-3880] – Add “Discard changes” button to reservation editing
  • [LEND-3885] – Indicate whether or not an order is already in-progress from the reservation list
  • [LEND-3887] – Don’t let user enter quantity > allowed in reservation cart
  • [LEND-3888] – Access Denied page uses old and broken layout
  • [LEND-3891] – If organization says it supports projects, but doesn’t have project question, it says they are not supported when adding a project
  • [LEND-3892] – Force reindex and drop all existing reservation carts when an org enables multiple locations
  • [LEND-3901] – Make the glass behind the Loaing… spinner darker
  • [LEND-3902] – Smarter sort for Item ID and User ID
  • [LEND-3903] – Remove loading pop-up on inventory page load with active cart
  • [LEND-3916] – Record and import date created for projects
  • [LEND-3917] – Prevent changing reservation owner if it’s being edited at the time
  • [LEND-3930] – Increase contrast of top right icons
  • [LEND-3935] – Inventory stack display improvements
  • [LEND-3937] – Move loans & reservation settings to their own page
  • [LEND-3943] – Use the name field for Project export headers
  • [LEND-3946] – Clean up error messages/warning on reservation check out page
  • [LEND-3954] – Reservation cart validation issues
  • [LEND-3955] – Add “are you sure?” if you try to leave the reservation cart with pending changes
  • [LEND-3959] – Change “Cancel Reservation” to “Discard Changes” in drop-down cart when editing Admin editing user’s reservation
  • [LEND-3962] – Long pause on emptied out reservation cart after discard/cancel
  • [LEND-3965] – Clarify wording on myTurn registration page
  • [LEND-3971] – Improve error page and make it easy to report errors
  • [LEND-3972] – Remove list of all myturn sites
  • [LEND-3981] – Add a button to go back to browsing on admin reservations
  • [LEND-3982] – Fix the save user warning error message in the cart
  • [LEND-3991] – On reservation editing page, allow submitting even with JS validation errors
  • [LEND-3992] – Add “Update All & Submit” to “Some Items Unavailable” pop-up dialog
  • [LEND-3994] – Handle reservation limits based on item type
  • [LEND-3995] – Make dashboard quick action buttons look better on mobile
  • [LEND-3998] – Reservation request mobile layout tweaks
  • [LEND-4008] – Improve rendering speed of data tables
  • [LEND-4015] – Beta: Specify required fields on projects page before submission
  • [LEND-4017] – Beta: Add JS validation to project editing
  • [LEND-4023] – Hide location selector for orgs that support locations but don’t have any
  • [LEND-4035] – Tune performance of Loan reports
  • [LEND-4046] – Automatically re-approve a reservation when edited by an admin
  • [LEND-4047] – Add “for X days” wording to inventory cards when there is a cost to rent the item
  • [LEND-3830] – Ensure email notifications are sent when auto-approve reservations are enabled
  • [LEND-3873] – “Check In all” items option on cart
  • [LEND-3874] – Add pop-up warnings when user clicks reserve on item and no more available

Bug

  • [LEND-3339] – Report sorting by item name is not working
  • [LEND-3806] – Set Item Default Values: selected type not updating when clicking on other types
  • [LEND-3673] – Intermittent “no message specified” brief pop-up after setting reservation dates
  • [LEND-3684] – Check out agreements should only be required when… checking out items
  • [LEND-3694] – Error when Member ID / Customer ID column is blank on User Import
  • [LEND-3716] – Reserve button disabled when you start to reserve an item, then cancel without selecting dates
  • [LEND-3721] – Reserve button not disabled when item is in pending cart after page load
  • [LEND-3738] – ItemGrouping with prices >1k aren’t working in the reservation cart
  • [LEND-3741] – Home Location is not exporting
  • [LEND-3744] – Report that “Reserve” button does not always work with Microsoft Edge (and maybe Explorer)
  • [LEND-3745] – Number of transactions listed on the Subscription page is incorrect
  • [LEND-3775] – Production: Default image and file attachments don’t seem to show up on the item page for some items
  • [LEND-3786] – Grouped checkin items do not display as selected when entering from the text box unless the group is expanded (but they are)
  • [LEND-3870] – Phone number not saved when creating user enroute to check out under some circumstances
  • [LEND-3875] – Link to more info on warning about user on Reservation List
  • [LEND-3876] – Put up spinner when changing reservation dates
  • [LEND-3877] – If editing reservation in the past, put date range in warning and add button to edit dates on public page
  • [LEND-3878] – Do not group items form different locations together
  • [LEND-3894] – Reservation request form is not validating properly
  • [LEND-3898] – Error creating new organization
  • [LEND-3948] – Limit Transaction Report to only 1 year at a time . Default to 30 days
  • [LEND-3949] – Fix error when trying to generate too many rows for an export
  • [LEND-3957] – Make sub-title text darker and more readable
  • [LEND-3958] – Make it clearer when editing reservation for a different user
  • [LEND-3961] – Reservation item lists are not sorted
  • [LEND-3983] – Prod: Self registering for an account can lead to the user being deactivated
  • [LEND-3984] – “error” reported in pop-up for PG&E
  • [LEND-3987] – Production: Loans by Demographic report giving incorrect data under some circumstances
  • [LEND-3988] – Reservation list layout issues on mobile
  • [LEND-3996] – Submit reservation failure on admin view returns to the user view
  • [LEND-4000] – Approving reservation does not block the UI while waiting causing problesm
  • [LEND-4012] – Error when setting bad Google Analytics ID
  • [LEND-4037] – If an item is set aside for an order, allow check out of that item to the user who reserved it
  • [LEND-4039] – Layout for multiple statuses on reservation list

New Features In Beta Testing

  • [LEND-3802] – Beta: Project field display name, help and placeholder value
  • [LEND-3803] – Beta: Make projects required for orgs that have them turned on
  • [LEND-3893] – Beta: Require selecting a project on the reservation cart page
  • [LEND-2275] – Beta: Associate loans to Projects
  • [LEND-3362] – Beta: Ability to edit Custom Item Types
  • [LEND-3364] – Beta: Include custom item types in item typer hierarchy / type ahead find
  • [LEND-3366] – Beta: Ability to create Projects
  • [LEND-3368] – Beta: Ability to attach a Project to a Reservation or Order
  • [LEND-3369] – Beta: Specify a Project for a loan/check-out (preserve from reservation if it exists)
  • [LEND-3370] – Beta: Integrate Projects into Reports
  • [LEND-3374] – Beta: Ability to add/edit Manufacturers with contact information
  • [LEND-3375] – Beta: Ability to link and Item to a Manufacturer
  • [LEND-3383] – Beta: Ability to change the Project of a reservation
  • [LEND-3752] – Beta: Add “mandatory” options to project fields
  • [LEND-2272] – Add ability to add “leaf” item types. For example, to add a specific model of hammer