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

[UXPROD-3620] The ability to EXPORT fund detail via csv file Created: 23/Mar/22  Updated: 11/Aug/22  Resolved: 11/Aug/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Morning Glory (R2 2022)
Parent: Exporting and importing finance record details via CSV

Type: New Feature Priority: P3
Reporter: Cate Boerema (Inactive) Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: acq-morningglory-candidate, acquisitions, finances, 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
clones UXPROD-199 The ability to import fund updates vi... In Refinement
Defines
defines UXPROD-2665 Export records from search results in... Closed
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 UIF-384 In budget export - identify record ty... Closed
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 UXPROD-1150 Exporting and importing finance recor... Open
Epic Link: Exporting and importing finance record details via CSV
Front End Estimate: Large < 10 days
Front-End Confidence factor: Low
Development Team: Thunderjet
PO Rank: 83
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   

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.

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 Dennis Bridges [ 23/Mar/22 ]

Note this was split from UXPROD-199 In Refinement and will be completed first because in order to satisfy the import workflow defined there we must first be able to export the structure.

Comment by Dennis Bridges [ 11/Aug/22 ]

 All stories resolved. Test successful in bugfest-mg.

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