| Author | Andrei Makaranka | ||||||||
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| JIRA task |
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| Business Requirements | |||||||||
| Architects Review |
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| PO review |
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| Table of Contents | ||
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| Version | Date | Owner | Description | Reason |
|---|---|---|---|---|
| v1.0 | 06.14.2022 | Andrei Makaranka | Initial version | |
| v2.0 | 06.22.2022 | Schema changed and WBS added | ||
| v2.1 | 06.30.2022 | Status for preview added | ||
| v3.0 | 07.07.20202022 | Andrei Makaranka | Redesign and rollover logs functionality added | Requirements changed |
| v4.0 | 08.03.2022 | Andrei Makaranka | Rename "action" field tp "rolloverType" |
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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| Property | Type | Read Only | Default | Required | Notes |
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actionrolloverType | enum ["Preview", "Commit", "Rollback"] | truefalse | Commit | Y |
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| Property | Type | Read Only | Default | Required | Notes |
|---|---|---|---|---|---|
ledgerRolloverId | UUID | true | NA | Y | |
| startDate | date-time | true | NA | Y | This is "creratedDate" from rollover metadata. |
| endDate | date-time | true | NA | This is "updatedDate" from rollover metadata. Should be provided only when "status" is "Success" or "Error". status | |
| rolloverStatus | ramls/acq-models/mod-finance/schemas/rollover_status.json | true | NA | Y | |
| errorsLink | String or pattern | true | NA | N | If possible Link should included environment URL : https://okapi-bugfest-lotus.int.aws.folio.org/finance/ledger-rollovers-errors?query=ledgerRolloverId=={id}fff-e-errors |
| budgetsLink | String or pattern | true | NA | N | If possible Link should included environment URL : https://okapi-bugfest-lotus.int.aws.folio.org/finance/ledger-rollovers-budgets?query=ledgerRolloverId=={id}fff- |
| ledgerRolloverType | enum ["Preview", "Commit", "Rollback"] | true | NA | Y |
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| Work | Comments | Story | ~ Estimate | |||||||||
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| 1 |
2.1. Create ledger fiscal year rollover Budget schemas | acq-models, mod-finance-storage, mod-finance |
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| mod-finance-storage |
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| mod-finance |
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| mod-finance-storage All all open technical questions should be resolved |
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| mod-finance-storage |
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| 6 | Implement Preview rollover flow and update budgets with all calculated amounts
1.1 Rollover script run (field LedgerFiscalYearRollover."action" = "Preview") 2. Update delete rollover logic : org.folio.service.rollover.LedgerRolloverService#deleteRollover. Rollover record deletion should happened together with rollover budgets in scope of one DB transaction | mod-finance-storage |
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| 7 | Replace unique index in the table "ledger_fiscal_year_rollover" with uniqueness logic in the code
2.1 If incoming rollover is real with action "Commit", then rollover record should be unique for pair "ledgerId, fromFiscalYearId" (the same as in the index) 2.2 If incoming rollover is real with action "Preview", then rollover record should not be unique for pair "ledgerId, fromFiscalYearId" and it possible to have many previews for one ledger and same fiscal year. | mod-finance-storage |
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| 8 |
| mod-finance |
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| 9 |
| mod-finance |
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