Allow user to select current or previous fiscal year on Ledger view to see totals for a specific year

Description

Purpose: Allow user to select current or previous fiscal year on Ledger view to see detailed ledger totals for a given fiscal year

User story statement(s):

As a acquisitions librarian managing budgets,
I want to be able to quickly see the totals for a ledger from a previous fiscal year
so that I can easily reference values from previous years when making decisions about legacy orders that have not yet closed.

Scenarios:

  1. Display fiscal yer select box:

    • Given user has selected a Ledger

    • When ledger details are shown in third pane

    • Then then ledger information accordion includes a "Fiscal year" select box

    • AND no longer displays a key value pair for "Current fiscal year"

  2. Select a given fiscal year:

    • Given ledger details are shown in third pane

    • AND current fiscal year is selected in dropdown by default

    • When user clicks select box

    • Then dropdown shows all current and previous years organized under those headings

    • AND when user chooses fiscal year

    • Then all values are recalculated based on the corresponding budgets from that year

Environment

None

Potential Workaround

None

Attachments

2

Checklist

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Activity

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Dennis Bridges March 12, 2025 at 1:57 PM
Edited

will need to write story for implementing a mechanism for getting all necessary values for specified fiscal year. maybe a DB view or something like that. OR maybe reuse endpoints but add a fiscal year parameter.

Details

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Development Team

Thunderjet

Release

Not Scheduled

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Created March 10, 2025 at 10:09 PM
Updated last week
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