Note: this was split into two stories one for export () and this one for Import.

Purpose: Users need to be able to export and import their ledgers in order to bulk edit Fund and Budget details easily

Use cases:

• Librarian administrator logs into folio after finishing fiscal year rollover. The librarian needs to allocate money to all budgets in the new fiscal year. User downloads all budgets and updates numbers in spreadsheet. Uploads all numbers to update values in Finances

• Library may want to upload budget numbers for planned budgets for the coming year. This would require us to have the ability to choose what fiscal year we are adding the budget information to.

• Mid fiscal year it is sometimes necessary to make updates to budget allocations. TO do this we would export budgets and make changes to the necessary budgets. Uploading these changes would result in increases or decreases in allocation for the budget that were changed.

High-Level Requirements:

These requirements needed to be updated to accommodate the new element Expense class. It could also makes sense to split this feature into separate requirements for import and export. https://folio-org.atlassian.net/wiki/x/zgpU

Note changing the Fund information and budget information at the same time may be confusing. Could be helpful to separate these into separate actions.

Processing allocations needs to be done in a manner that preserves all processes as if each allocation were manually updated within the UI. Each budget should show an associated transaction by the person who loaded the updated allocation data.

Additional information:

Approach: https://folio-org.atlassian.net/wiki/display/DD/Data+export+by+using+Spring+Batch

See also:

Miro board:

In scope:

• Output of empty form for upload

• Ingest of specifically formatted csv to update funds

• Logging of fund updates for audit purposes

• “Rollback” or similar in the event of errors

• Validation screen with ability to edit prior to committing changes

  • Validation screen for bulk changes also available without requiring csv upload

• Update by Ledger, Group

Out of scope:

• Creating any type of transfer, payment or credit using this process.

• Creating new Funds during this process

• Creating new FY, Ledger, Group

• Renaming FY, Ledger, Group, Fund

Grooming

Export to CSV