<!-- 
RSS generated by JIRA (1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d) at Fri Feb 09 00:39:34 UTC 2024

It is possible to restrict the fields that are returned in this document by specifying the 'field' parameter in your request.
For example, to request only the issue key and summary add field=key&field=summary to the URL of your request.
-->
<rss version="0.92" >
<channel>
    <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-4390] Display Credit value separate from Expended Value in financial activity</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-4390</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Overview:&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;We would like to see the &quot;absolute expenditure&quot; (not including credits). This is important when large credits are processed from previous years. Combining expended and credited amounts can make it difficult to understand the state of a budget, group or ledger.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Scope:&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;Display an amount on budget, group and ledger under financial activity that shows what has been expended without the inclusion of credits.&#160;&lt;/p&gt;

&lt;p&gt;Display an amount on budget, group and ledger under financial activity that shows wha has been credited (SUM of credits).&lt;/p&gt;

&lt;p&gt;Update encumbrance transactions to include separate Expended and Credited totals as well.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Approach:&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;Update budget view (UI)&lt;/p&gt;

&lt;p&gt;Update Group view (UI)&lt;/p&gt;

&lt;p&gt;Update Ledger view (UI)&lt;/p&gt;

&lt;p&gt;Update Fiscal year view (UI)&lt;/p&gt;

&lt;p&gt;Update Ledger &quot;Budget Information Export&quot; (UI)&lt;/p&gt;

&lt;p&gt;Update budget calculations (BE)&lt;/p&gt;

&lt;p&gt;Update encumbrance calculations (BE)&lt;/p&gt;

&lt;p&gt;Update CRUD transaction logic (BE)&lt;/p&gt;

&lt;p&gt;Update rollover logic (BE)&lt;/p&gt;

&lt;p&gt;Update Invoice approval and payment logic (BE)&lt;/p&gt;

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

&lt;p&gt;We would like to see an amount in Finance that shows what has been expended without the inclusion of credits. For e.g.: We had a fund where we had a large credit of ($161,359.41). We processed a number of payments to spend down this amount. At the end of it, you cannot tell that this even happened from the Budget Summary screen. It only looks like we&#8217;ve spent $1,532.10. You must click into &#8220;View transactions&#8221; to see the individual transaction list. If you wanted to get the total amount of what has been spent (without credits) from there, you would then have to add up all those transactions manually.&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Additional information:&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;This will also resolve an issue identified when resolving 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;MODINVOICE-487&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/MODINVOICE-487&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Encumbrance amount updated incorrectly after cancelling related invoice&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10303?size=medium&quot; /&gt;
            MODINVOICE-487
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
&lt;/p&gt;

&lt;p&gt;For requirements analysis, see &lt;a href=&quot;https://folio-org.atlassian.net/wiki/x/ARpU&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/x/ARpU&lt;/a&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="13420">UXPROD-4390</key>
            <summary>Display Credit value separate from Expended Value in financial activity</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="10418">UXPROD-1149</parent>
                                    <priority id="10001" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p2.svg">P2</priority>
                        <status id="10000" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/generic.png" description="(Migrated on 4 Feb 2024 13:41 UTC)">Draft</status>
                    <statusCategory id="2" key="new" colorName="blue-gray"/>
                                    <resolution id="-1">Unresolved</resolution>
                                                        <assignee accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</assignee>
                                                                <reporter accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</reporter>
                                    <labels>
                            <label>LC-priority3</label>
                            <label>error_handling</label>
                            <label>loc</label>
                            <label>possible-ramsons</label>
                            <label>stability</label>
                            <label>volaris-candidate</label>
                    </labels>
                <created>Wed, 5 Jul 2023 14:50:21 +0000</created>
                <updated>Thu, 18 Jan 2024 14:58:46 +0000</updated>
                                                            <fixVersion>Sunflower (R3 2024)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>9</watches>
                                                                <comments>
                                                            <comment id="18498" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Mon, 8 Jan 2024 22:44:25 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=6371fa3b77acd224b33c1afd&quot; class=&quot;user-hover&quot; rel=&quot;6371fa3b77acd224b33c1afd&quot; data-account-id=&quot;6371fa3b77acd224b33c1afd&quot; accountid=&quot;6371fa3b77acd224b33c1afd&quot; rel=&quot;noreferrer&quot;&gt;Serhii_Nosko&lt;/a&gt; If we can create the remaining stories needed to implement this feature we will be able to pass it off to a team that has capacity in the currently release. As such I&apos;d like to review it before we begin creating stories for our Ramsons features. thx!&lt;/p&gt;</comment>
                                                            <comment id="18499" author="6371fa3b77acd224b33c1afd" created="Tue, 9 Jan 2024 14:26:04 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt; after initial look we identified these places where BE changes will be necessary for this feature:&lt;/p&gt;

&lt;p&gt;mod-finance-storage&lt;/p&gt;

&lt;p&gt;1) Need to add new field &quot;credited&quot;:&lt;/p&gt;

&lt;p&gt;&#160; &#160; -Budget&lt;/p&gt;

&lt;p&gt;&#160; &#160; -Ledger&lt;/p&gt;

&lt;p&gt;&#160; &#160; -GroupFiscalYearSummary&lt;/p&gt;

&lt;p&gt;&#160; &#160; -GroupExpenseClassTotal&lt;/p&gt;

&lt;p&gt;&#160; &#160; -BudgetExpenseClassTotal&lt;/p&gt;

&lt;p&gt;2) How do we need to recalculate OVER EXPENDED? Do we need to add new field OVER CREDITED?&lt;/p&gt;

&lt;p&gt;3) Add support update budget with &quot;credited&quot; field&lt;/p&gt;

&lt;p&gt;4) New migration script for recalculation of budget and encumbrances with addition of new field &quot;credited&quot; or invoking new Recalculate budget endpoint for each budget&lt;/p&gt;

&lt;p&gt;5) Adjust all places where we use calculation for unavailable, cashBalance, overExpended, overEncumbered&lt;/p&gt;

&lt;p&gt;6) Encumbrance amount calculation and adding new field amountCredited&lt;/p&gt;

&lt;p&gt;7) Cancel invoice flow, after voiding transaction amount, credit and payment transactions will update budget, budget should be updated correctly taking into account new field&lt;/p&gt;

&lt;p&gt;8) Update restrictions taking into account new &quot;credited&quot; field (new logic: (allocated + netTransfers) - (expenditures + credited))&lt;/p&gt;

&lt;p&gt;9) Expense class totals for rollover budget&lt;/p&gt;

&lt;p&gt;10) Do we need to add new option based on &quot;Credited&quot; in rollover settings?&lt;/p&gt;

&lt;p&gt;11) Rollover SQL script&lt;/p&gt;

&lt;p&gt;mod-finance:&lt;/p&gt;

&lt;p&gt;12) Calculation of group, ledger and fiscal year&lt;/p&gt;

&lt;p&gt;13) Adjust recalculate budget&lt;/p&gt;</comment>
                    </comments>
                <issuelinks>
                            <issuelinktype id="10008">
                    <name>Defines</name>
                                                                <inwardlinks description="is defined by ">
                                        <issuelink>
            <issuekey id="65989">UIF-494</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="65990">UIF-495</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="65991">UIF-496</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="65992">UIF-497</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="65994">UIF-498</issuekey>
        </issuelink>
                            </inwardlinks>
                                    </issuelinktype>
                            <issuelinktype id="10003">
                    <name>Relates</name>
                                            <outwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="66715">MODINVOICE-487</issuekey>
        </issuelink>
                            </outwardlinks>
                                                        </issuelinktype>
                    </issuelinks>
                <attachments>
                            <attachment id="10135" name="folio-snapshot.dev.folio.org_finance_budget_b626d25d-001b-4c01-a85d-14ebbf26dbe0_view__fundStatus=Active&amp;limit=50&amp;offset=0.png" size="440370" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Thu, 4 Jan 2024 20:49:05 +0000"/>
                    </attachments>
                <subtasks>
                    </subtasks>
                <customfields>
                                                                                                                                                                                                                                                                                                                                        <customfield id="customfield_10053" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Back End Estimate</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10121"><![CDATA[Medium < 5 days]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10054" key="com.atlassian.jira.plugin.system.customfieldtypes:userpicker">
                        <customfieldname>Back End Estimator</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>62a96ae7192edb006f9f1bf9</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10055" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Back-End Confidence factor</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10130"><![CDATA[30%]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                                                                                                                                        <customfield id="customfield_10000" key="com.atlassian.jira.plugins.jira-development-integration-plugin:devsummarycf">
                        <customfieldname>Development</customfieldname>
                        <customfieldvalues>
                            
                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10057" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Development Team</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10185"><![CDATA[Thunderjet]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10014" key="com.pyxis.greenhopper.jira:gh-epic-link">
                        <customfieldname>Epic Link</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue key="$xmlutils.escape($text)">Enable institutions to execute a Fiscal Year end and rollover necessary budgets and other financial objects</customfieldvalue>
                        </customfieldvalues>
                    </customfield>
                                                                                                                        <customfield id="customfield_10050" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Front End Estimate</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10098"><![CDATA[Large < 10 days]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10051" key="com.atlassian.jira.plugin.system.customfieldtypes:userpicker">
                        <customfieldname>Front End Estimator</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>62a96ae7192edb006f9f1bf9</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10052" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Front-End Confidence factor</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10110"><![CDATA[30%]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                        <customfield id="customfield_10063" key="com.atlassian.jira.plugin.system.customfieldtypes:float">
                        <customfieldname>PO Rank</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>135.0</customfieldvalue>
                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                            <customfield id="customfield_10019" key="com.pyxis.greenhopper.jira:gh-lexo-rank">
                        <customfieldname>Rank</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>0|i07gj7:</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                <customfield id="customfield_10046" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Release</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10081"><![CDATA[Sunflower (R3 2024)]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    <customfield id="customfield_10020" key="com.pyxis.greenhopper.jira:gh-sprint">
                        <customfieldname>Sprint</customfieldname>
                        <customfieldvalues>
                            
                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        <customfield id="customfield_10024" key="com.atlassian.jira.ext.charting:firstresponsedate">
                        <customfieldname>[CHART] Date of First Response</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>Tue, 9 Jan 2024 14:26:04 +0000</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                </customfields>
    </item>
</channel>
</rss>