Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values (UXPROD-1144)

[UIF-79] CRUD Transfer Created: 22/May/18  Updated: 29/Nov/19  Resolved: 23/Sep/19

Status: Closed
Project: ui-finance
Components: None
Affects versions: None
Fix versions: 1.7.0
Parent: Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values

Type: Story Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: acq-demo72-73, acquisitions, payments/credits, transactions
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File 4-transfer.png     PNG File Screen Shot 2019-09-20 at 2.24.27 PM.png     PNG File Screenshot_4.png    
Issue links:
Gantt End to Start
has to be done before UIF-96 View transactions Closed
has to be done before UXPROD-4682 Implement e-2-e automation of test ca... Closed
Relates
relates to UIF-114 Can transfer or allocate money from a... Closed
relates to UXPROD-196 Value management through transactions. Closed
Sprint: ACQ Sprint 72
Story Points: 3
Development Team: Thunderjet
Tester Assignee: Dennis Bridges
Epic Link: Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values

 Description   

Purpose: Users need the ability to create a transfer record that will move an amount of value between one or more funds/budgets.

Acceptance criteria:
Given a user has navigated to a budget view
When activating the carrot menu
Then they can see an option to make a transaction of this type

Given the user is making a transaction of this type
When clicking on the desired transaction type
Then a modal pops up with the appropriate for in it

Given the user is making a transaction of this type
When the modal pops up with the form in it
Then the user can add the following details

  • Amount
  • Fiscal Year
  • Description
  • From
  • To
  • Tags

Note: Allow transfer to and from will either have the ability to be blank or there will be a budget id that represents external budgets. The purpose of this is to control what budgets can get money from or move money outside of the system.
Also will be dependent on error codes being generated by the back end when a budget does not have enough money available to complete the transfer.



 Comments   
Comment by Dennis Bridges [ 04/Jul/19 ]

This issue has been turned into a User story as it will related to a broader feature ( UXPROD-196 Closed ) describing the problem we are addressing with the transaction functionality.

Comment by Andrei Shumski [ 13/Sep/19 ]

HI Dennis Bridges, Need yours clarifications about transfer form - on BE side 'currency' and 'source' are required fields, but based on mock-up transfer form doesn't include these fields. In this case, the user can not save new transfer.
cc Ann-Marie Breaux, Craig McNally

Comment by Dennis Bridges [ 13/Sep/19 ]

Andrei Shumski good questions. Basically, when user creates a transfer the "source" is user and the currency will always be the system currency because all budgets must operate in the same currency at any given time. Ideally the user is not setting either of these things but we are capturing them some how. Not sure if that means the UI adds the value or the backend bakes it in.

Comment by Andrei Shumski [ 13/Sep/19 ]

Dennis Bridges got it. We can do it on UI

Comment by Andrei Shumski [ 17/Sep/19 ]

Tested on https://folio-testing.aws.indexdata.com/finance/budget/eb3c3a49-0c6d-423d-bf60-ac6ad2f96221/view

Comment by Dennis Bridges [ 20/Sep/19 ]

Andrei Shumski For some reason the carrot menu dose not close after user clicks allocate or transfer but the Modal is displayed underneath.

Comment by Andrei Shumski [ 23/Sep/19 ]

Dennis Bridges fixed and tested on https://folio-testing.aws.indexdata.com/finance/budget/cdb8a544-8a7e-403a-a942-3ae3c9b41267/view

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