| Work | Comments | Story | ~ Estimate |
|---|
| 1 | - Update schema "ledger_fiscal_year_rollover" with new "action" field
- Create duplicate of the Budget schema where all amounts are "persistent"
- 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 |
|---|
| server | System Jira |
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| serverId | 01505d01-b853-3c2e-90f1-ee9b165564fc |
|---|
| key | MODFISTO-319 |
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| 1 |
| 2 | - Define Storage API : Preview Ledger Rollover → Storage API : Preview Ledger Rollover
- Implement API → Should be without any logic.
- Business logic for POST will be implemented in scope of MODFISTO-318
| mod-finance-storage | | Jira Legacy |
|---|
| server | System Jira |
|---|
| serverId | 01505d01-b853-3c2e-90f1-ee9b165564fc |
|---|
| key | MODFISTO-320 |
|---|
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| 1 |
| 3 | - Define API : Preview Ledger Rollover → Business API : Preview Ledger Rollover
- Implement API → Should be Proxy to storage layer without any logic
- Sending email will be added in scope of MODFIN-257
| mod-finance | | Jira Legacy |
|---|
| server | System Jira |
|---|
| serverId | 01505d01-b853-3c2e-90f1-ee9b165564fc |
|---|
| key | MODFIN-256 |
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| 1 |
| 4 | - 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 |
|---|
| server | System Jira |
|---|
| serverId | 01505d01-b853-3c2e-90f1-ee9b165564fc |
|---|
| key | MODFISTO-322 |
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| 5 |
| 5 | - Implement logic for storing preview result in the temporary tables and after that upload Update ledger rollover SQL script with preview rollover logic and store results in the preview rollover table
| mod-finance-storage | | Jira Legacy |
|---|
| server | System Jira |
|---|
| serverId | 01505d01-b853-3c2e-90f1-ee9b165564fc |
|---|
| key | MODFISTO-323 |
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| 6 | Implement Preview rollover flow and update budgets with all calculated amounts - 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)
1.3. Go through all budgets and calculate remaining amounts → org.folio.utils.CalculationUtils#calculateBudgetSummaryFields
1.4. Storing updated budgets in the rollover preview table → preview_ledger_fiscal_year_rollover | mod-finance-storage | | Jira Legacy |
|---|
| server | System Jira |
|---|
| serverId | 01505d01-b853-3c2e-90f1-ee9b165564fc |
|---|
| key | MODFISTO-318 |
|---|
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| 7 | - Spike : To gain knowledge about mod-email and implement example with usage email sending
| mod-finance | | Jira Legacy |
|---|
| server | System Jira |
|---|
| serverId | 01505d01-b853-3c2e-90f1-ee9b165564fc |
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| key | MODFIN-258 |
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| 8 | - Implement sending email and include it in the preview ledger rollover flow
| mod-finance | | Jira Legacy |
|---|
| server | System Jira |
|---|
| serverId | 01505d01-b853-3c2e-90f1-ee9b165564fc |
|---|
| key | MODFIN-257 |
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