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Create budget when adding batch allocation to fund without budget

Description

Scenarios

  1. Fund has no budget (current fiscal year)

    • Given user is creating allocations for funds in the current fiscal year

    • When a given fund has no associated budget ID

    • AND a budget status is NOT assigned

    • Then a new budget is created

    • AND that budget status is Active

    • AND the money designated for that fund is assigned to that budget

  2. Fund has no budget (future fiscal year)

    • Given user is creating allocations for funds in a future fiscal year

    • When a given fund has no associated budget ID

    • And a budget status is NOT assigned

    • Then a new budget is created

    • AND that budget status is Planned

    • AND the money designated for that fund is assigned to that budget

  3. Fund has no budget, user assigns valid status to budget

    • Given user is creating allocations for funds

    • AND given fund has no associated budget ID

    • When user manually assigns a valid status to the budget

    • Then the new budget is created

    • AND that budget status is what was manually assigned

CSP Request Details

None

CSP Rejection Details

None

Potential Workaround

None

Attachments

1

Checklist

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Activity

Show:

Serhii_Nosko February 21, 2025 at 4:40 PM

Verified with karate test:

Looks good, closing

Joseph Reimers February 21, 2025 at 4:37 PM

From the UI, works as expected when allocating via the UI. Does NOT work when allocating via CSV upload. please check to see whether it’s in scope of this story or a different story. If it’s not related to this story, please feel free to close this BE story.

Daria Reznikova February 21, 2025 at 9:41 AM

Tested on sprint-testing , works as expected

1. New budget for the current FY is created with assigned manually Planned status and new budget in Active status is created when budget status was not assigned.
2. New budget for the future FY is created with assigned manually Active status and new budget in Planned status is created when budget status was not assigned.

, Could you please review? Thank you!

NinaChistova February 19, 2025 at 8:12 AM

Cannot be verified until “Save” functionality is not ready

Damien February 18, 2025 at 6:30 PM

For review: I don’t think UI supports this feature yet. Maybe after .

Done

Details

Assignee

Reporter

Priority

Story Points

Sprint

Development Team

Thunderjet

Fix versions

Release

Sunflower (R1 2025)

RCA Group

TBD

TestRail: Cases

Open TestRail: Cases

TestRail: Runs

Open TestRail: Runs

Created February 5, 2025 at 6:08 PM
Updated February 21, 2025 at 4:41 PM
Resolved February 21, 2025 at 4:41 PM
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