Budget management functionality that FOLIO needs to stay competitive (UXPROD-3442)

[UXPROD-3666] Improve support for parallel processing Created: 13/May/22  Updated: 02/Feb/24

Status: In Refinement
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Budget management functionality that FOLIO needs to stay competitive

Type: New Feature Priority: TBD
Reporter: Damien Assignee: Unassigned
Resolution: Unresolved Votes: 1
Labels: None
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by UXPROD-4321 Replace AllOrNothing mechanism to upd... Open
is defined by MODFIN-351 Use batch transactions with patch for... Open
is defined by MODFISTO-459 Implement the patch action for batch ... Open
is defined by MODINVOICE-521 Use batch transaction patch wherever ... Open
is defined by MODORDERS-1008 Use batch transaction patch wherever ... Open
is defined by UXPROD-3700 UI-controlled pessimistic locking Open
is defined by MODFISTO-293 Error All expected transactions alrea... Closed
is defined by MODFISTO-303 Enable optimistic locking Closed
is defined by MODFISTO-304 Lock budgets to update totals Closed
is defined by STSMACOM-668 ControlledVocab - optimistic locking Closed
is defined by UIF-379 Finance optimistic locking Closed
is defined by UISACQCOMP-104 Create common component OptimisticLoc... Closed
is defined by UXPROD-3434 Implement new finance transaction mod... Closed
is defined by MODFISTO-314 POC: fix the transaction API Closed
is defined by MODFISTO-315 Simplify the transaction API Closed
is defined by MODORDERS-662 Fix randomly failing tests Closed
is defined by MODORDERS-694 PendingToOpenEncumbranceStrategy is n... Closed
is defined by MODFISTO-259 Releasing 2 transactions at the same ... Blocked
Relates
relates to UXPROD-3058 Optimistic Locking In Progress
Epic Link: Budget management functionality that FOLIO needs to stay competitive
Development Team: Thunderjet
PO Rank: 0
Rank: Cornell (Full Sum 2021): R1
Rank: MI State-Lib of MI (Sum 2021): R1

 Description   

Summary
This is a general roadmap to improve support for parallel processing in acquisition modules. It will span several releases, and work needs to be split to make progress possible.
Some of the issues to resolve are described in a wiki.

Already done

  • MODFISTO-293 Closed - Error All expected transactions already processed
  • MODORDERS-662 Closed - Piece implementation not waiting for futures
  • MODORDERS-694 Closed - PendingToOpenEncumbranceStrategy is not thread-safe
  • MODFISTO-303 Closed - Backend finance optimistic locking (with the goal of generating errors as opposed to silent data loss)
  • Lock budgets to update totals - this resolves budget issues when updating separate orders in parallel
    MODFISTO-304 Closed
  • Finance optimistic locking UI, to report a 409 error in a clear way
    UIF-379 Closed

To do

To investigate



 Comments   
Comment by Lisa Smith [ 25/Jul/22 ]

Having a stable and reliable finance application is super important.  Our expenditures in FOLIO must match the expenditures in our University ledgers.  It's vital that we have correct encumbrances throughout the fiscal year so selectors and acquisitions staff can monitor individual fund spend with precision.  And it's essential that the expected encumbrance totals roll over from one fiscal year to the next, so that the encumbrances from the previous FY are allocated to the funds in the new FY accurately.

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