Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values
(UXPROD-1144)
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| 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: |
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| Issue links: |
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| 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 |
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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 the user is making a transaction of this type Given the user is making a transaction of this type
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. |
| Comments |
| Comment by Dennis Bridges [ 04/Jul/19 ] |
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This issue has been turned into a User story as it will related to a broader feature (
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| Comment by Andrei Shumski [ 13/Sep/19 ] |
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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. |
| Comment by Dennis Bridges [ 13/Sep/19 ] |
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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 ] |
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Dennis Bridges got it. We can do it on UI |
| Comment by Andrei Shumski [ 17/Sep/19 ] |
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Tested on https://folio-testing.aws.indexdata.com/finance/budget/eb3c3a49-0c6d-423d-bf60-ac6ad2f96221/view |
| Comment by Dennis Bridges [ 20/Sep/19 ] |
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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 ] |
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Dennis Bridges fixed and tested on https://folio-testing.aws.indexdata.com/finance/budget/cdb8a544-8a7e-403a-a942-3ae3c9b41267/view |