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Overview

Allow user to generate a rollover report that will tell the user what errors may occur if rolling over with current data.

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• 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.

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Create duplicate of the Budget schema

New schema name : preview_rollover_budget

Schema should be copy of ramls/acq-models/mod-finance/schemas/budget.json where all amounts are "persistent"(remove readOnly flag from all amounts).

Create new table "

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ledger_fiscal_year_rollover_budgets"

Schema for the table "preview_ledger_fiscal_year_rollover_budgets"

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "PreviewContains ledger fiscal year rollover",
  "type": "object",
  "properties": {
    "id": {
      "description": "The unique ida list of thisbudgets category",generated       "$ref": "../../common/schemas/uuid.json"
    },
     "ledgerFiscalYearRollover": {
      "description": "Fiscal year rollover",
      "type": "object",
      "$ref": "ledger_fiscal_year_rollover.json"
    },
    "previewResult": {
      "description": "Result of preview run",
      during the rollover. Also budgets include all calculated mounts",
  "type": "object",

     "$ref": "preview_ledger_fiscal_year_rollover_result.json"
    },
    "totalRecords": {
      "description": "The number of records contained in this collection",
      "type": "integer",
      "minimum": 0
    }
  },
  "additionalProperties": false,
  "required": [
    "ledgerFiscalYearRollover",
    "totalRecords"
  ]
}

Schema for the preview result "preview_ledger_fiscal_year_rollover_result"

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "Preview ledger fiscal year rollover result",
  "type": "object",
  "properties": {
    "statusbudgets": {
      "description": "Progress of the preview rollover process : Not Started, In Progress, Error, Success",
      "type": "object",
      "$ref": "../../mod-finance/schemas/rollover_status.json"
    },
    "errors": {
      "description": "The list of fiscal year rollover errors",
      "type": "array",
      "items": {
        "$ref": "ledger_fiscal_year_rollover_error.json"
      }
    },
    "budgets": {

     "description": "The list of planned budgets",
      "type": "array",
      "items": {
        "$ref": "preview_rollover_budget.json"
      }
    },
    "totalRecords": {
      "description": "The number of records contained in this collection",
      "type": "integer",
      "minimum": 0
    }
  },
  "additionalProperties": false,
  "required": [
    "budgets",
    "totalRecords"
  ]
}

APIs

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Ledger Rollover Budgets snapshot Business API

Ledger Rollover Budgets snapshot Storage API

Ledger Rollover Logs Business API

Preview Ledger Rollover Storage API

Design

Work Breakdown Structure

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