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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
    </build-info>

<item>
            <title>[UXPROD-3620] The ability to EXPORT fund detail via csv file</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-3620</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Purpose: Users need to be able to export and import their ledgers in order to bulk edit Fund and Budget details easily&lt;/p&gt;

&lt;p&gt;Use cases:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;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&lt;/li&gt;
	&lt;li&gt;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.&lt;/li&gt;
	&lt;li&gt;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.&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;High-Level Requirements:&lt;/p&gt;

&lt;p&gt;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.&#160;&lt;a href=&quot;https://folio-org.atlassian.net/wiki/x/zgpU&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/x/zgpU&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;Note changing the Fund information and budget information at the same time may be confusing. Could be helpful to separate these into separate actions.&lt;/p&gt;

&lt;h2&gt;&lt;a name=&quot;Approach%3A&quot;&gt;&lt;/a&gt;Approach:&lt;/h2&gt;

&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/DD/Data+export+by+using+Spring+Batch&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/display/DD/Data+export+by+using+Spring+Batch&lt;/a&gt;&lt;/p&gt;

&lt;h2&gt;&lt;a name=&quot;Outofscope%3A&quot;&gt;&lt;/a&gt;Out of scope:&lt;/h2&gt;

&lt;ul&gt;
	&lt;li&gt;Creating any type of transfer, payment or credit using this process.&lt;/li&gt;
	&lt;li&gt;Creating new Funds during this process&lt;/li&gt;
&lt;/ul&gt;


&lt;h2&gt;&lt;a name=&quot;Grooming&quot;&gt;&lt;/a&gt;Grooming&lt;/h2&gt;

&lt;p&gt;&lt;a href=&quot;https://drive.google.com/file/d/1wnbVtZOcyOxY8Hiq_eZA7PySai40W7JY/view?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;Export to CSV&lt;/a&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="12385">UXPROD-3620</key>
            <summary>The ability to EXPORT fund detail via csv file</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="10126">UXPROD-1150</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</assignee>
                                                                <reporter accountid="5af5ed55244bc90a106063c7">Cate Boerema</reporter>
                                    <labels>
                            <label>acq-morningglory-candidate</label>
                            <label>acquisitions</label>
                            <label>finances</label>
                            <label>needs-rmsigreview</label>
                            <label>po-mvp</label>
                            <label>round_iv</label>
                    </labels>
                <created>Wed, 23 Mar 2022 21:00:20 +0000</created>
                <updated>Thu, 11 Aug 2022 14:46:44 +0000</updated>
                            <resolved>Thu, 11 Aug 2022 14:46:44 +0000</resolved>
                                                    <fixVersion>Morning Glory (R2 2022)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>11</watches>
                                                                <comments>
                                                            <comment id="14674" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Wed, 23 Mar 2022 21:05:55 +0000"  >&lt;p&gt;Note this was split from 
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-199&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-199&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;The ability to import fund updates via csv file in order to bulk edit funds&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-199
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-current jira-macro-single-issue-export-pdf&quot;&gt;In Refinement&lt;/span&gt;
            &lt;/span&gt;
 and will be completed first because in order to satisfy the import workflow defined there we must first be able to export the structure.&lt;/p&gt;</comment>
                                                            <comment id="14677" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Thu, 11 Aug 2022 14:46:44 +0000"  >&lt;p&gt;&#160;All stories resolved. Test successful in bugfest-mg.&lt;/p&gt;</comment>
                    </comments>
                <issuelinks>
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                                                                <inwardlinks description="is blocked by">
                                        <issuelink>
            <issuekey id="59663">MODORDERS-466</issuekey>
        </issuelink>
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            <issuekey id="66230">UIF-366</issuekey>
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            <issuelink>
            <issuekey id="66247">UIF-367</issuekey>
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            <issuelink>
            <issuekey id="66248">UIF-368</issuekey>
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            <issuelink>
            <issuekey id="66256">UIF-384</issuekey>
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            <issuekey id="54877">STCOM-333</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66150">UIF-125</issuekey>
        </issuelink>
                            </outwardlinks>
                                                                <inwardlinks description="relates to">
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            <issuekey id="10126">UXPROD-1150</issuekey>
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