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Comment: added error messages from https://github.com/folio-org/mod-finance-storage/blob/master/src/main/resources/templates/db_scripts/budget_encumbrances_rollover.sql

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Jira Legacy
serverSystem

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JIRA
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-4368

Problem(s):

  1. Libraries encounter data errors during rollover or test rollover that can only be resolved by someone with access and knowledge of APIs (Generally hosting providers)
  2. Libraries encounter data errors during rollover or test rollover that can only be resolved one by one. This is very time consuming.

Use Cases & Requirements:

Requirement
FixStatusErrorIs there existing script?How to make it easier for user to address


Status
colourBlue
titleOpen

  • Budget not found



Status
colourBlue
titleOpen

  • Encumbrance should be released before deletion



Status
colourBlue
titleOpen

  • duplicate key value violates unique constraint "transaction_pkey"



Status
colourBlue
titleOpen

 Part of the encumbrances belong to the ledger, which has not been rollovered. Ledgers to rollover


Status
colourBlue
titleOpen

Insufficient funds


Status
colourBlue
titleOpen





Status
colourBlue
titleOpen





Status
colourBlue
titleOpen





Status
colourBlue
titleOpen





Proposed workflow:

https://miro.com/app/board/uXjVM8SFyA4=/?share_link_id=651220650499

Functionality Potentially Impacted by Changes:

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Async operation - once started, the preview rollover will be executed on back-end, and the result will be available in history

Rollover setting is to be stored as well together with the results in order to enable/simplify further analysis

1 year is the max period for storing

All the data are stored in DB, and CSV can be generated via UI (as it's currently used in Acquisition app)

(warning) The question about the scope form Mikita

One of the option is not to have the history on UI but just provide an ability to download the file for the most recent rollover preview

How does the user user the preview is done? - E.g., by email

(warning) Try 2 options and estimates them

Just show Status "In progress" or "Complete"

Question

Status

Conclusion

Comments

Can 2 or more users run rollover preview at the same time? What behavior is expected?

Status
colourGreen
titleRESOLVED
Only one user at the same time. The 2nd user should see a warning/notification messageDoes one need to keep a history of all rollover preview runs? If yes, how long?
Status
colourGreen
titleRESOLVED

Does one need to support rollover preview not only for finances, but also for transactions and orders?

Status
colourGreen
titleRESOLVED

Unpaid invoices - it's just a prerequisite for preview

In fact, it's required to test the logic of budget_encumbrances_rollover.sql

Need to map all the columns in Export file example (see Miro board) with data available in mod- finance
Status
colourGreen
titleRESOLVED
All the mentioned data is required in final export file.

I have done some mapping of the columns with fields of Budget record (see https://github.com/folio-org/acq-models/blob/13072225f182e5d88a8811aabcfd55bb497e78aa/mod-finance/schemas/budget.json)

  1. Mapped fields are marked with (plus)
  2. Some of the fields, though mapped, are readonly in the schema; this means that the data in the fields is calculated in real time; they are marked with (warning)
  3. Some of the fields remained unmapped

Dennis Bridges 

Report with Unpaid invoices should be generated for Ledger or include all Unpaid invoice?

Status
colourGreen
titleRESOLVED
All

Dennis Bridges Can we provide in the email just link on Folio page with export downloading link?

Status
colourGreen
titleRESOLVED
Provide link to FOLIO page

Dennis Bridges Do we need to show Ledger Rollover Preview progress as for Rollover?

Status
colourGreen
titleRESOLVED





Proposed Implementation Details: