Enable institutions to execute a Fiscal Year end and rollover necessary budgets and other financial objects (UXPROD-1149)

[UXPROD-4368] Add interface to allow users to fix specific rollover errors Created: 22/Jun/23  Updated: 06/Feb/24

Status: In Refinement
Project: UX Product
Components: None
Affects versions: None
Fix versions: Ramsons (R2 2024)
Parent: Enable institutions to execute a Fiscal Year end and rollover necessary budgets and other financial objects

Type: New Feature Priority: P2
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Unresolved Votes: 0
Labels: LC-priority3, loc
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by MODFIN-354 Add logic to include pre-rollover dia... Open
is defined by MODORDERS-993 Migrate functions from original FYRO ... Open
is defined by MODORDERS-994 Implement System Actions API to inter... Open
is defined by MODORDERS-995 Add tables to define and to track the... Open
is defined by MODORDERS-996 Add tables to capture system action e... Open
is defined by MODORDERS-997 Implement endpoint to get results of ... Open
is defined by UIF-499 Add opt out boolean for pre-rollover ... Open
is defined by UIF-504 Add financial structure maintenance b... Open
is defined by UIF-505 Add "Recommended action" column to ro... Open
is defined by UIF-506 Add settings>finance>financial struct... Open
is defined by UIF-507 Add maintenance tools log to financia... Open
is defined by UIF-508 Action selection modal Open
is defined by MODORDERS-988 Spike: Refine features UXPROD-4368/UX... Closed
is defined by UIF-465 Block test rollover once rollover has... Closed
Relates
relates to UXPROD-4387 Fiscal year rollover stability/perfor... In Review
Release: Ramsons (R2 2024)
Epic Link: Enable institutions to execute a Fiscal Year end and rollover necessary budgets and other financial objects
Front End Estimate: Large < 10 days
Front End Estimator: Yury Saukou
Front-End Confidence factor: 90%
Back End Estimate: XXL < 30 days
Back End Estimator: Serhii_Nosko
Back-End Confidence factor: 80%
Development Team: Thunderjet
PO Rank: 141

 Description   

Overview:

Over time we have built script tools that can be used to resolve issues with rollover that are caused by encumbrances. These tools are currently not accessible to users who manage rollovers. We would like to provide tools to the user in the UI speed up the process of troubleshooting and resolving issues with rollover. Using the test rollover function users can identify errors and this feature would allow them to execute specific repair operations for specific errors that are discovered during the test.

Scope:

Implement UI tools for all 9 of the script options identified in the rollover python script

Approach:

Incorporate a rollover maintenance interface into the rollover logs area
Use a button to allow a user access to maintenance functions
Suggest certain functions be run based on error files generated by FYRO

Additional information:

https://folio-org.atlassian.net/wiki/x/kRZU 


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