Allow batch allocation of funds to groups

Description

This feature augments

Due to the non-hierarchical nature of groups, a single fund can belong to multiple groups, and a single group can contain funds involving multiple ledgers and fiscal years. This creates challenges in enabling batch allocations via group, and increases the likelihood of errors which may be difficult to troubleshoot.

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Thunderjet

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Joseph Reimers March 3, 2025 at 6:34 PM

Hi Damien, that should work. Since we’ve decided to defer the group work, the stories can be worked up at your convenience, and we should have time to talk through the various implications and approaches.

Damien March 3, 2025 at 5:51 PM

I guess we could add entries to the gffy table without a budget when adding a fund to a group (for the fy we are looking it), and display all the funds in the group for the fy even if they don't have budgets. Then, after adding the funds to the groups in the new fiscal year you could actually batch create budgets with finance data for that new fiscal year for a given group (the view I planned would not change). We would have to change group UI to allow seeing the group for a planned fiscal year.

I will try to create some stories for all that.

Damien March 3, 2025 at 5:33 PM
Edited

Group-fund associations are meant to change from one fiscal year to another, and the association is made by creating a budget for a fund. The description of the group_fund_fiscal_year table is: "A relationship between group and fund on a per fiscal year basis".
It can be confusing, because when you look at a group and you add a fund that does not have a current budget to it, it does not appear in the list of funds (but it is actually added to the table (without a budget) unless there is another budget linking the fund to the group!).
A consequence of that design is that you can't get the funds for a group in a planned fiscal year without budgets, because there is no group-fund association yet if there is no budget; so you can't batch create budgets for a planned fiscal year. You could still do batch allocations, as long as the budgets have been created.

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Created March 3, 2025 at 4:13 PM
Updated March 4, 2025 at 4:32 PM
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