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AuthorAndrei Makaranka
JIRA task

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

Business Requirements
Architects Review

Raman Auramau

Status
colourYellow
titleIn Progress

PO review

Dennis Bridges

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. Define schema and table for preview rollover results → Define new schemas and table

 2.1. Create ledger fiscal year rollover Budget schemas
 2.2. Create ledger fiscal year rollover Log schemas
 2.3. Define new table for storing generated budgets in scope of Rollover

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 : Ledger Rollover Budgets and Logs
  2. Implement API → Should be without any logic.Update delete rollover logic : org.folio.service.rollover.LedgerRolloverService#deleteRollover
  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 : Ledger Rollover Budgets and Logs
  2. Implement Budgets API → Should be Proxy to storage layer without any logic
  3. Implement Logs API → Logs view should be built accordingly with ledger_fiscal_year_rollover_log
  4. 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. Update ledger rollover SQL script with preview rollover logic and store 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)
1.3. 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

  2. Update delete rollover logic : org.folio.service.rollover.LedgerRolloverService#deleteRollover

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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