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Add credited field support to Rollover functionality

Description

See for the objectives and for the schema updates.

Requirements

  • Update budget_encumbrances_rollover.sql

    • In calculate_planned_encumbrance_amount, replace jsonb->'encumbrance'->>'amountExpended' by (jsonb->'encumbrance'->>'amountExpended')::decimal - (jsonb->'encumbrance'->>'amountCredited')::decimal

    • In rollover_order, add 'amountCredited', 0, after 'amountExpended', 0,.

    • Add a credited variable to build_budget and set credited := (_budget->>'credits')::decimal;

    • In later calculations, replace expended by expended - credited

    • Add the credits field to result_budget

  • Update the karate tests for rollovers

Environment

None

Potential Workaround

None

Attachments

1

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Dennis Bridges July 23, 2024 at 4:58 PM

Test successful in folio-snapshot.

NinaChistova July 18, 2024 at 12:32 PM

Tested on sprint testing

Works as expected

could you please verify? Thank you!

 

Dennis Bridges June 4, 2024 at 4:27 PM

Very good question. The goal would be to rollover based on the totally amount of money that the library spent on that thing in the given fiscal year. Meaning we want to maintain the current result. So it would be the expended total minus the credited total.

Damien June 4, 2024 at 2:47 PM

When FYRO uses “based on” “expended” to roll over encumbrances, should it be based on expended or expended - credited ? Currently this is like expended - credited, but it could get confusing to users after we separate them (in other words, we might need to update the FYRO UI within .

Serhii_Nosko June 4, 2024 at 2:13 PM

Hi please update AC for this story

Done

Details

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Reporter

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Priority

Story Points

Sprint

Development Team

Thunderjet

Release

Ramsons (R2 2024)

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Created June 4, 2024 at 2:12 PM
Updated July 23, 2024 at 4:58 PM
Resolved July 23, 2024 at 4:58 PM
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