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AuthorAndrei Makaranka
JIRA task

Jira Legacy
serverSystem Jira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-2899

Business Requirements
Architects Review

Status
colourYellow
titleIn Progress

PO review

Status
colourYellow
titleIn Progress

...

  • Ledger Fiscal Year Rollover already implemented.
  • It is likely that we will be creating upwards of 75000 - 100000 encumbrances during this process. (statistics from Library). 
  • Prepare report with Unpaid invoices is UI responsibility.

...


WorkCommentsStory~ Estimate
1
  1. Update schema "ledger_fiscal_year_rollover" with new "action" field
  2. Create duplicate of the Budget schema where all amounts are "persistent"
  3. Define schema and table for preview rollover results → Define schema and table for preview rollover results
acq-models, mod-finance-storage, mod-finance

Jira Legacy
serverSystem Jira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyMODFISTO-319

1
2
  1. Define Storage API : Preview Ledger Rollover → Storage API : Preview Ledger Rollover
  2. Implement API → Should be without any logic.
  3. Business logic for POST will be implemented in scope of MODFISTO-318
 mod-finance-storage

Jira Legacy
serverSystem Jira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyMODFISTO-320

1
3
  1. Define API : Preview Ledger Rollover → Business API : Preview Ledger Rollover
  2. Implement API → Should be Proxy to storage layer without any logic
  3. Sending email will be added in scope of MODFIN-257
mod-finance

Jira Legacy
serverSystem Jira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyMODFIN-256

1
4
  1. Spike : Implement POC with storing preview result in the temporary tables and after that upload results in the preview rollover table

mod-finance-storage

All all open technical questions should be resolved

Jira Legacy
serverSystem Jira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyMODFISTO-322

5
5
  1. Implement logic for storing preview result in the temporary tables and after that upload results in the preview rollover table
mod-finance-storage

Jira Legacy
serverSystem Jira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyMODFISTO-323


6

Implement Preview rollover flow and update budgets with all calculated amounts

  1. Steps should be run in scope of one DB transaction :

1.1 Rollover script run (field LedgerFiscalYearRollover."action" = "Preview")
1.2 Retrieve result of preview from table "preview_ledger_fiscal_year_rollover", where budgets amounts will be partially filled (MODFISTO-323)
1.23. Calculation budgets amounts,Go through all budgets and calculate remaining amounts → org.folio.utils.CalculationUtils#calculateBudgetSummaryFields
1.34. Storing them updated budgets in the rollover preview table  → preview_ledger_fiscal_year_rollover

mod-finance-storage

Jira Legacy
serverSystem Jira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyMODFISTO-318


7
  1. Spike : To gain knowledge about mod-email and implement example with usage email sending
mod-finance

Jira Legacy
serverSystem Jira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyMODFIN-258


8
  1. Implement sending email and include it in the preview ledger rollover flow
mod-finance

Jira Legacy
serverSystem Jira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyMODFIN-257


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