| Issue | Budget | Actual | Balance | Jul 2024 | Aug 2024 | Sep 2024 | Oct 2024 | Nov 2024 | Dec 2024 | Jan 2025 | Feb 2025 | Mar 2025 | Apr 2025 | May 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beta testing #48 | 6 | 0 | 6 | |||||||||||
| Share / bond specific functionality #50 | 0 | 0 | 0 | |||||||||||
| Add summary data and transaction details to closed accounting period page #60 | 0 | 0 | 0 | |||||||||||
| Add actions column to holdings listings #61 | 0 | 0 | 0 | |||||||||||
| Implement validation event for accounting period #63 | 0 | 0 | 0 | |||||||||||
| Performance of balance field #74 | 0 | 0.4 | -0.4 | 0.4 | ||||||||||
| October 2024 comprehensive upgrade - CiviCRM 5.82.0 #83 | 0 | 0.6 | -0.6 | 0.4 | 0.2 | |||||||||
| October 2024 planning and review #84 | 0 | 0.2 | -0.2 | 0.2 | 0.0 | |||||||||
| Feedback session 1 #86 | 0 | 0.4 | -0.4 | 0.4 | ||||||||||
| December 2024 planning and review #91 | 0 | 0.0 | -0.0 | 0.0 | ||||||||||
| Payable balance field #92 | 0 | 0.6 | -0.6 | 0.6 | ||||||||||
| Format financial amounts as currency #93 | 0 | 0.2 | -0.2 | 0.2 | ||||||||||
| Add filter by contact to register display #94 | 0 | 0.1 | -0.1 | 0.1 | ||||||||||
| Create transactions for waived interest #95 | 1 | 0.8 | 0.2 | 0.8 | ||||||||||
| Beta 2 release #98 | 0 | 2.7 | -2.7 | 2.6 | 0.0 | |||||||||
| Show the amount of capital owned and amount payable in the transfer screen #99 | 0 | 0.7 | -0.7 | 0.4 | 0.3 | |||||||||
| Beta 3 release #104 | 0 | 0.5 | -0.5 | 0.5 | ||||||||||
| Ensure transaction type is one of allowed options #105 | 0 | 0.4 | -0.4 | 0.1 | 0.2 | |||||||||
| Refinements to share transactions #106 | 0 | 1.2 | -1.2 | 0.3 | 0.9 | |||||||||
| The word 'interest' is overloaded in the codebase #107 | 0 | 0.2 | -0.2 | 0.1 | 0.2 | |||||||||
| Show the amount of capital owned in the repayment screen #108 | 0 | 0.2 | -0.2 | 0.1 | 0.1 | |||||||||
| Improvements to transaction details screen #109 | 0 | 0.3 | -0.3 | 0.2 | 0.2 | |||||||||
| Show the transactions relating to the accounting period if closed #110 | 0 | 0.8 | -0.8 | 0.4 | 0.4 | |||||||||
| WordPress footer appears in middle of accounting period page #113 | 0 | 0.1 | -0.1 | 0.0 | 0.1 | |||||||||
| Interest rate is shown as monetary value in SearchKit #114 | 0 | 0.1 | -0.1 | 0.1 | ||||||||||
| Create payment form for holdings with a payable balance #115 | 0 | 0.4 | -0.4 | 0.0 | 0.3 | 0.1 | ||||||||
| Unable to close accounting period #116 | 0 | 0.4 | -0.4 | 0.4 | ||||||||||
| Add time to transaction_date on all transaction forms #120 | 0 | 0.1 | -0.1 | 0.1 | ||||||||||
| Beta 4 release #121 | 0 | 1.6 | -1.6 | 0.3 | 1.2 | |||||||||
| Smart groups for issue register #122 | 0 | 0.2 | -0.2 | 0.2 | ||||||||||
| Add holding id to the holding tab and share register #126 | 0 | 0.0 | -0.0 | 0.0 | ||||||||||
| Add SQL transaction to Transaction::create() #127 | 0 | 0.3 | -0.3 | 0.0 | 0.3 | |||||||||
| Missing indexes #128 | 0 | 0.0 | -0.0 | 0.0 | ||||||||||
| Implement optional rounding when calculating repayment amounts #134 | 0 | 0.6 | -0.6 | 0.6 | ||||||||||
| Civix upgrade for CiviShares #135 | 0 | 0.1 | -0.1 | 0.1 | ||||||||||
| Beta 5 release #140 | 0 | 0.0 | -0.0 | 0.0 | ||||||||||
| Bug: cannot create transaction payment when Payable account amount == 0 #145 | 0 | 0.1 | -0.1 | 0.1 | ||||||||||
| Edit transaction form #146 | 0 | 0.2 | -0.2 | 0.2 | ||||||||||
| Filter people with a zero balance from the register #147 | 0 | 0.1 | -0.1 | 0.1 | 0.0 | 0.0 | ||||||||
| Use 'deceased' not 'death' in the UI #148 | 0 | 0.0 | -0.0 | 0.0 | ||||||||||
| Donate capital form for accounts with a positive balance #149 | 0 | 0.2 | -0.2 | 0.2 | ||||||||||
| Ability to filter the share dashboard to filter based on society and issue #150 | 0 | 0.2 | -0.2 | 0.2 | ||||||||||
| Make society name clickable on the issues dashboard and tab #151 | 0 | 0 | 0 | |||||||||||
| Certificate should have access to society custom data #152 | 0 | 0.0 | -0.0 | 0.0 | ||||||||||
| PDF message templates should respect page format #160 | 0 | 0.2 | -0.2 | 0.2 | ||||||||||
| Base share certificates on purchases #167 | 0 | 0.8 | -0.8 | 0.8 | ||||||||||
| Ability to set purchase date when importing contributions #176 | 0 | 0.2 | -0.2 | 0.2 | ||||||||||
| Total | 6 | 16.2 | -10.2 | 0.4 | 0 | 0 | 0.6 | 0.0 | 6.2 | 3.8 | 2.0 | 1.9 | 1.1 | 0.2 |