ScoutsTracker

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[[Release_Notes|<< List of all previous releases]]

====== Release 19.2 - Key Features ======
===== Paying for Events from Top-Up Wallets ====
ScoutsTracker has added the concept of a "wallet", that is basically like a bank account in which financial transactions can be recorded, e.g., its balance can be topped-up with deposits, payments can be made for events, and transfers can be made between wallets.

The term "wallet" is being used rather than "account" because "account" already has meaning within ScoutsTracker (i.e., the entire collection of roster, events, badge progression, emails, inventory, etc.), and additionally, "wallet" better connotes the ability to pay for things directly from the wallet.

There is a wallet for each member, each event, and the Section itself.

When a parent/guardian gives you cash, a cheque or sends you an e-transfer, you can record that amount in the member's top-up wallet.  Likewise, if your Group Committee, Sponsor, or other donor gives your Section money, you can record that amount in your Section's wallet.

A key feature of a member's wallet is that when a member signs up for an event that has a fee, the member can opt to pay the fee directly their wallet (provided there's sufficient balance), and not have to write a cheque or organize an e-transfer.

Similarly, when a Scouter records a signup, they can optionally record payment directly from the member's wallet.  And when a refund or expense reimbursement is recorded, you'll have the ability to simply transfer the amount back into the member's wallet for use towards the next event.

One of the key goals of this feature is to dramatically reduce the amount of time Scouters spend processing external payments and chasing down unpaid fees!  It is envisaged that parents will periodically give you a top-up cheque/e-transfer but thereafter, you can withdraw funds as necessary.

If a parent does still give you cash/cheque/e-transfer to pay for an event, when recording the payment in the event, ScoutsTracker will actually record their cash/cheque/e-transfer as a deposit into the member's wallet followed immediately by transfer to the event.  This standard accounting practice means it's possible to "follow the money" via a formal wallet statement (like your bank statement) that shows all the money in/out of the wallet, with explicit references to any applicable event and/or member.  I.e., a parent/guardian will have complete clarity as to what has happened the balance in their wallet.

And there are also other features and benefits.  E.g., if the Section decides to subsidize an event, that subsidy can be recorded in the event's wallet (and will correspondingly appear as a deduction in the Section's wallet).  And when reviewing the event's wallets, you can quickly see which events made a profit or lost money; and the Section can claim an event's profit or cover an event's loss, by transferring money in/out of the Section's wallet.

To support all this, there is now a new login permission called "Can see everyone's wallets".  Note, anyone with the "Can manage the schedule" can see an event's wallet as they need to track payments and expenses.  However, simply needing to manage an event's finances should not entitle the login to see all of a member's other transactions, hence the new login permission.

There is now additional built-in Training to cover the basics of wallets and recording transactions.

===== Adult Scouters can Earn OAS Stages =====
There is a SC trial underway that lets all Scouters earn OAS.  ScoutsTracker now lets you Give Credit and track Scouters' progression through the OAS stages.

To be clear, Scouters who are active Youth members in another section have already been able to earn OAS for quite some time, and this new feature just extends that ability to **all** Scouters.

Also, Scouters are able to earn **only** OAS stages... PAB's or other Program badges are still off-limits.

However, allowing adult Scouters to earn OAS is a concept that is under trial by Scouts Canada, and can be viewed as controversial.  On the one hand, letting Scouters earn OAS stages lets Groups see how well skilled their Scouters are to help the Youth progress through the OAS, it lets parents identify Groups with the best-skilled Scouters, it lets SC identify which Skills need more resources, and it can contribute to a "whole Section" enthusiasm for OAS particularly in the older Sections.  On the other hand, there is a valid concern that Scouters will unwittingly but inevitably shift the focus of the Section's activities from what the **Youth need** to what the **Scouters want**; and, it fundamentally goes against the dogma that Scouting is a **Youth development program** so that by allowing Scouters to track their skills, this basic philosophical tenet has been compromised.

For Sections that oppose the idea of allowing their all Scouters to track OAS, this new ability can be enabled/disabled by going to "Account" | "Program preferences".

===== Miscellaneous Enhancements =====
  * SS-5957: Support British convention of using periods instead of colons in times (e.g., "6.30pm")
  * SS-6011: Better generation of login names when a) there are redundant LoginAccess records, and b) when there are customized parent login names but no parent login members
  * Reduce red-herring messages relating to duplicate LoginAccess records
  * RSVP: RSVP form now uses members' actual ages as the primary indicator of whether consent is required

===== Bug Fixes =====
  * SS-5984: Embedded calendar was showing "Commissioners" instead of "Committee" in the calendar swatches
  * SS-5993: COMMITTEE: Missing whitespace in Welcome Message text
  * SS-6012: Personal Record Sheets (and initial requirements report) weren't showing the requirement numbers)
===== Patch (2024-05-16) =====
==== Miscellaneous Enhancements ====
  * SS-6099: Allow transferred youth to be left active in the Section
  * WALLETS: SS-6092: Some payments weren't being saved
  * SS-6079: Inactive sections with no signup/remittance history should not be included in the Master/Overview rollups
  * Simplified database accesses re SyncTimestamp
  * PAYMENTS: Wired-off red-herring ASSERT
  * Avoid second ASSERT when dealing with StaleStateException when saving presence

==== Bug Fixes ====
  * SS-6066: You could get stuck in a loop of not being able to load the page
  * Couldn't record P/G Consent via "Manage Signups"
  * SS-6076: Special awards were breaking synchronization
  * SS-6084: Adult Scouter OAS being saved, but not downloaded
  * Duplicate outing LID's could generate synchronization exceptions
  * A "duplicate" menu item was appearing in the action menu for regular badges (should only appear for SDG projects)
  * SS-6087: Can't re-edit previously-entered requirement notes
  * SS-6100: Javascript error in embedded calendar
  * WALLETS: SS-6088: Couldn't add new payments to old events, when accessing payment via "Edit" (rather than "Manage Signups/Attendance")
  * WALLETS: SS-6104: Could mistakenly be led to believe all your payments disappeared
  * SS-5999: Emergency List for events was including all members of a particular type if NONE of that particular type were signed up
  * COMMITTEE: SS-6110: Couldn't click back, if you selected the last missing Section in an event's Target Audience
  * A "sync after" timestamp of -1 wasn't forcing a full refetch
  * SS-6112: Multiple leaders for a single login could grind performance to a halt
  * COMMITTEE: SS-6121: Making a non-administrator login the "master" was resulting in mis-configured master login permissions
  * ADMIN: Avoid potential exception when doing fixDuplicateUsers


===== Patch (2024-06-24) =====
==== Miscellaneous Enhancements ====
  * SS-6170: Trickle out resolveFinalized calls when doing them in bulk
  * Trimmed down logging statements
  * Use new radio selectors for event Risk Category
  * AAF (Cat1): Message about GC's that are opted out of notifications shouldn't say "cannot approve this" for Cat 1 events
  * AAF (Cat1): Post-submission "No further action is required" lightbox should be expanded to say "because this is a Cat 1..."
  * AAF (Cat1): SS-6167: Add a message during AAF submission, if it's Cat 1.
  * SS-6137: Import Servlet should not inactivate members who are listed as both active (this year) and pending (next year)
  * Added a timeout task to help debug synchronization timeouts
  * Don't do a confirmation when user does a manual sync (only if they are online)
  * Suppress the ScoutsTracker Built-in Training post once you reach Stage 3
  * PRS: Added a "don't include events" to "Reports" | "Record sheets", if you just want to print off the youths' sheets

==== Bug Fixes ====
  * SS-6144: Couldn't delete a qualification via "Reports" | "Member qualifications"
  * AAF (Cat1): list of AAF's .aaf-count glyph is wrong for Cat 1 events (shouldn't say not yet approved)
  * SS-6154: Can't re-RSVP if there are payments and the balance owing is zero
  * TRAINING: Typo "You can sit down with the span". also, explain where to find All Requirements
  * TRAINING: Clearing a training doesn't trigger a sync upload
  * Delay the updating of cachedOutings to prevent postgresql hang from breaking download syncs
  * PRS: PRS contained an OAS group for "training"
  * PRS: Sheets republished via "Report" | "Record sheets" have dashes

===== Patch (2024-07-11) =====
==== Miscellaneous Enhancements ====
  * Removed duplicate (but harmless) cid attachment
  * SS-6218: Better wording (including tip) explaining that you're not enabled for off-line access
  * SS-6204: AAF: Events with embedded images in the program description or transportation notes now have the embedded images replaced with CID attachments
  * WALLET: SS-6216: Scroll to the input field when there's a problem with the amount entered for a new transaction
  * WALLET: SS-6223: Payments recorded by Scouters that exceed the member's wallet balance generate a warning message (they can continue or cancel)
  * SS-6220: Subscription source's attachments are shown when editing the section event's attachments, but may not be removed

==== Bug Fixes ====
  * SS-6207: Definition of active earners in DbSynchronizer was including "inactive - unknown" members
  * Fixed use of "Ledger" rather than "Wallet"
  * SS-6211: "Transfer to another member" is displaying as "Transfer to self" in source member's wallet
  * SS-6207: addSpecialAward was doing a rejectNonEarners check
  * SS-6213: Wallet "Add Payment" not rounding default value to two decimals
  * SS-6213: Event payments could sometimes show members as owing $0 (epsilon rounding error)
  * SS-6215: Doing a transfer from one wallet to another member's shouldn't list inactive members

===== Patch (2024-07-24) =====
==== Shared Wallets ====
It is now possible for siblings, or parents/children, or spouses to share the same wallet.

This means that funds deposited to a top-up wallet can be used to pay for events attended by any of the members who share the wallet.

You can configure sharing by going to "Account" | "Wallets" | "Member wallets" | "Sharing".  There you'll see a table report, with names in both the rows and the columns.  If two members are sharing a wallet, there will be a dot in the table cell corresponding to the row and column of the two members.

Clicking on a blank cell will cause the member designated in the column to start sharing the wallet of the member designated in the row.  All the previously-recorded transactions from both members will be aggregated under the shared wallet.

You can also split apart a previously-shared wallet.  I.e., clicking on a cell with a dot will create a new wallet for the member designated in the column, and migrate all the previously-recorded transactions pertaining to that member into their new wallet. 
==== Miscellaneous Enhancements ====
  * SS-6229: Default event eligibility should be switched to "Eligible" when an Other Participant is changed to a proper youth member
  * SS-6220: List of event attachments should show subscription source attachments at the head of the list, and not allow editing them
  * WALLET: Fixed up a couple of misleading/confusing to/from designations in ledger statements
==== Bug Fixes ====
  * WALLET: SS-6230: Inappropriate error message when wallet is empty, but receiving funds via check/cash/e-transfer (i.e., not from the empty wallet)
  * SYNC: Could timeout if there were AAF's for events with lots of embedded images in the program description or transportation notes

===== Patch (2024-07-31) =====
==== ScoutShop.ca Integration and Improvements ====
ScoutsTracker now integrates with ScoutShop.ca for program badges and most uniform elements (woggles, council crests, etc.)

When you go to "Account" | "Inventory", if you have a recommended order quantity (based on the stock you have on-hand, your preferred minimum stock, and the number of badges that are "complete but not yet awarded"), then an "Add to Cart" button will appear.  Clicking this button will cause your ScoutShop.ca shopping cart to be set to the required number for that specific badg
e.

At the bottom of the report there is an "Add All to Cart" that will ensure your shopping cart contains *all* the recommended quantities for those badges needing ordering.

ScoutsTracker's "Add to Cart" does not impact anything else you might already have in your cart (e.g., if you're also purchasing a tent).

ScoutsTracker's "Add to Cart" is compatible with the ScoutShop "Group Order Tool".

Note: there are some items which won't have an "Add to Cart" button, because they're either not carried by the ScoutShop (e.g., your Group's crest) or there's not enough information (e.g., ScoutsTracker doesn't track the exact language of a youth's language strip).  You'll have to order them outside of ScoutsTracker.

Additionally, the Inventory report is now editable.  I.e., you can quickly tweak the numbers of badges on-hand and the preferred number, or the recommended order quantity for all inventory
items from a single page.

The "Reports" | "Shopping list" report has been deprecated, and is now supported by a "Show as shopping list" toggle when viewing "Account" | "Inventory".

==== Miscellaneous Enhacements ====
  * Cleaned up migration code
  * "Position in the Troop" list should use new radio selectors
  * Special Award image selector list should use new radio selectors
==== Bug Fixes ====
  * SS-6131: National Standing report's national average stats weren't being locally stored on a per-section basis
  * Could display duplicate event labels for some events
===== Patch (2024-08-20) =====
==== Miscellaneous Enhancements ====
  * Fixed some minor formatting issues in the history report
  * Sticky header, and independently scrolling sidebar/page-content
  * Improved message in "Access granted by logins" report when there aren't any parent/guardian logins
==== Bug Fixes ====
  * Fixed server exception in scrubMember (due to deprecated LedgerPayment members)
  * Fixed a non-navigation problem when clicking on an event in "Home" | "My reports" | "My events"
  * "Reports" | "Event Signup/Attendance" shouldn't contain master/overview events
  * SS-6625: Parent logins weren't being told they hadn't paid for events
===== Patch (2024-09-10) =====
==== Better Large Report Usability ====
Large table reports now have the header rows and first column frozen, so that as you scroll up/down and left/right, you can always see the column headers and the youth's name (or login address) that is in the first column.

Additionally, the tabular report is sized to the available window height, so that you can always see the horizontal scroll bar.

There's an unfreeze icon in the upper left of each tabular report, that toggles between showing the whole report with no scrollbars and no frozen header/first column, and the new frozen format.

Frozen headers columns do not apply when viewing on small screens (less that 480 pixels wide) as the frozen first column will typically dominate the entire screen.

Additionally, when printing tabular reports, if the table spans multiple pages, the header row is repeated on each page.

==== Sort by Age ====
Going to "Account" | "Scouts" (or "Beavers", etc.) lets you sort the youth (only) "By Age".  This sorts all t
he youth by descending age, grouped into years.  Youth with no birthdate specified are lumped in a special "unknown" group.

==== Miscellaneous Enhancements ====
  * Some reports shouldn't require that all youth be scorecarded before generating the report

==== Bug Fixes ====
  * Added missing training.js to manifest file, and manifest.js to index.html file
  * Multi-Event Owing report wasn't excluding some members based on flawed inactivity logic
  * For Scout logins, Personal Journey Cards weren't including in the Troop Log any events the youth hadn't attended
  * For Scout logins, Personal Journey Cards now have the option to select current vs. last year
===== Patch (2024-10-02) =====
==== Wallet Enhancements and Bug Fixes ====
  * When adding new member transaction, auto-select to/from account if it's the only choice
  * Zero All Event Balances should read "Zero all Outstanding Payments/Refunds", because it doesn't actually claim the event's profit for the troop
  * Tweaked wallet statement payment labels a bit
  * The "All" button at the top of the payment column in "Manage Signups/Attendance" now gives more options
  * Added "frozen" class to wallet statement tables
  * When adding new member transaction, Write-off Debt was showing "Into which Wallet" (rather than "Out of which...") for the source wallet
  * Member surplus claim should have resulted in negative wallet adjustment
  * RSVP: SS-6331: RSVP still expecting you to choose a wallet, even if track payments has been turned off
  * The (ignored) controls for event payment source were being shown for event debt write-off and overpayment claims
  * Event overpayment claims were being recorded as debt write-offs
  * SS-6310: Rounding error on event amounts owing
==== Frozen First Row/Column Enhancements and Bugs ====
  * SS-6366: Removed the "entire page" scrollbar, if you have a "content pane" scrollbar
  * Inventory main table now supports frozen tables
  * Added independently scrolling panes to support portal
  * Using .show on table-report-body is forcing it to "display: block"
  * SS-6379: Improved scrolling page height calculations
  * FIREFOX: SS-6392: More freeze pane tweaks to accommodate browser quirks
==== Miscellaneous Enhancements ====
  * Rendering vertical text as images can be replaced with better support for writing-mode and rotate
  * COMMITTEE: Always show Risk Category of events (even Risk Category 1)
  * COMMITTEE: SS-6374: Allow the visibility of subscription events to be changed
==== Bug Fixes ====
  * Fixed instance of "Leaders" in the text (actually, not visible by users, yet) and resolved some Chrome deprecation warnings
  * SS-6313: The "All" button in the upper-left of the Give Credit table wasn't doing anything
  * INVENTORY: Updating quantities to the "more info" required admin permissions, but generally inventory only should require "can update badges"
  * SS-6335: Duplicating a master/overview appears to duplicate the outingsubscription records, but doesn't actually create subscriber events
  * SS-6336: Index off-by-one error when deleting skipping duplicate LoginAccess records
  * Visibility being hard-toggled rather than using class for "Manage Signups" table
  * RSVP: Fee wasn't considering possibility of per-member overrides
  * Couldn't drill down to "Signup & Fee" options when creating a new event
  * Account | Access granted report, the caption "Login Email" has been overwritten by the freeze/unfreeze icon
  * SS-6297: Old logic relating to pre-national license behaviour needed to be wired off
  * Adding a single Scouter by "Add (Import by ID)" could create two Scouters with the same login
  * Fixed a SQL error when scrubbing member records
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