UXPROD-199 - Getting issue details... STATUS
Problem statement
Some libraries need the ability to update funds via spreadsheet rather than within the UI. This is particularly relevant for libraries with a large number of funds requiring simultaneous update.
Questions
What fields should be editable via csv update?
Initial allocation, increase, decrease, status (fund and budget), allowable encumbrance, allowable expenditure
Should total funding be editable?
Budgetname can be edited to account for any valid FY (i.e. any FY that has been created in the system, whether it is active or not.)
What fields should be included in the spreadsheet?
Fund name, fund code, status (fund), group (code), acq unit, ext account number, budget name, status, allowable encumbrance, allowable expenditure, Initial allocation, increase, decrease
Should total funding be included?
Should we include UUIDs or should that be a BE lookup on load?
How should changes in allocation be recorded (for audit trail purposes)?
What should happen if a change in allocation results in a budget being overspent?
Should increase/decrease be total/aggregate increase/decrease or additional increase/decrease?
Example: Initial allocation is $10,000. A prior adjustment of +$1000 is present. If another $1000 adjustment is to be made, should the uploaded spreadsheet have a $1000 or a $2000 adjustment?
If $1000, then the initial spreadsheet should include increase/decrease fields, but they should be blank
What is the expected audit behavior if total funding is editable?
Do we treat as replacement initial allocation or as increase/decrease? Most likely increase/decrease
Should an error in one line cause the entire batch to fail?