Exporting and importing finance record details via CSV (UXPROD-1150)

[UXPROD-199] The ability to import fund updates via csv file in order to bulk edit funds Created: 28/Jun/18  Updated: 25/Jan/24

Status: In Refinement
Project: UX Product
Components: None
Affects versions: None
Fix versions: Sunflower (R3 2024)
Parent: Exporting and importing finance record details via CSV

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Unresolved Votes: 0
Labels: LC-priority2, LC1, acq-morningglory-candidate, acquisitions, finances, loc, needs-rmsigreview, po-mvp, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
is blocked by MODORDERS-466 Spike: csv-file downloading Closed
Cloners
is cloned by UXPROD-3620 The ability to EXPORT fund detail via... Closed
Defines
is defined by UIF-365 Display export action for ledger Closed
is defined by UIF-366 User must select fiscal year and expe... Closed
is defined by UIF-367 Start export budgets with confirmed s... Closed
is defined by UIF-368 Create csv file with all budget data Closed
is defined by MODFIN-96 API to import ledger data in csv Draft
Relates
relates to MODFIN-90 Export Fund and Budget Information fo... Closed
relates to STCOM-333 Spike: New Component : File Upload Closed
relates to UIF-125 Export Fund and Budget Information fo... Closed
relates to UIF-140 Import Fund and Budget Help info Draft
relates to UIF-126 Import Fund and Budget Information fo... Blocked
relates to UXPROD-1150 Exporting and importing finance recor... Open
Release: Sunflower (R3 2024)
Epic Link: Exporting and importing finance record details via CSV
Front End Estimate: Large < 10 days
Front End Estimator: Dennis Bridges
Front-End Confidence factor: Low
Back End Estimate: XL < 15 days
Back End Estimator: Dennis Bridges
Estimation Notes and Assumptions: If users need the system to actually create budgets and make allocation this must be done as a new feature and estimates might change.

If we can assume the budgets will already exist this could be handle as a bulk edit feature. export list of budgets, make changes in excel, import them back in.
Development Team: Thunderjet
PO Rank: 140
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R3
Rank: Duke (Full Sum 2021): R3
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R5
Rank: GBV (MVP Sum 2020): R1
Rank: hbz (TBD): R4
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R2
Rank: Leipzig (Full TBD): R4
Rank: Leipzig (ERM Aut 2019): R5
Rank: MI State-Lib of MI (Sum 2021): R4
Rank: MO State (MVP June 2020): R1
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R4

 Description   

Note: this was split into two stories one for export ( UXPROD-3620 Closed ) 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.

Additional information: https://folio-org.atlassian.net/wiki/display/DD/Finance+Data+Model

Approach:

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

Out of scope:

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

Grooming

Export to CSV



 Comments   
Comment by Khalilah Gambrell [ 21/Aug/18 ]

Cate Boerema - should this be a bug?

Comment by Cate Boerema (Inactive) [ 22/Aug/18 ]

No, it definitely shouldn't! It should be a new feature and have an epic link. Something must have gone wrong when I imported it from file. I'm glad it was still included in the gap analysis! I'll change to a feature and link to the Acquisitions epic.

FYI Dennis Bridges

Comment by Molly Driscoll [ 02/Dec/21 ]

Kay Granskog and Shawn Nicholson this feature relates to a request from the Acquisitions Task force to be able to export financial transactions from a ledger. Could you please add a comment here to outline some of your use cases to better assist Dennis Bridges with defining requirements? Thanks!

Comment by Magda Zacharska [ 06/May/22 ]

This functionality is currently planned to be a part of the bulk edit app - using with CSV approach.

cc:Dennis Bridges

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