Allow User to generate a preview of fiscal year rollover

UXPROD-2899 - Getting issue details... STATUS

Problem(s):

Fiscal year rollover can not be "undone"
Fiscal year rollover errors can be complex and difficult, if even possible to correct

Use Cases & Requirements:

Requirement	Status	Use cases
Allow user to generate a rollover report that will tell the user what errors may occur if rolling over with current data	VERIFIED	In preparation for rollover the library will run a report to catch any errors that may occur so they can be dealt with before the rollover is officially executed.
Allow user to run a rollover "preview" that will show a user the result of rolling over with existing settings	VERIFIED	In preparation for rollover the library will run a report to catch any errors that may occur on account of the rollover settings that are being used, so they can be adjusted before the current fiscal year ends.
Allow user to run rollover "Test" more than once if desired	VERIFIED	Library will always test rollover to make sure there are no surprises. Rollover may be tested more than once.
Allow user to easily obtain an export of the current years data during rollover process	VERIFIED	When rolling over the system should provide a copy of the closing years budgets (Current state at end of year). This is used as a reference to help verify the results of the rollover

Proposed workflow:

Functionality Potentially Impacted by Changes:

Functional area	Records	Potential impact	Suggested Regression Testing

Questions:

Question	Status	Conclusion	Comments
Can 2 or more users run rollover preview at the same time? What behavior is expected?	RESOLVED	Only one user at the same time. The 2nd user should see a warning/notification message
Does one need to keep a history of all rollover preview runs? If yes, how long?	RESOLVED	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) 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 Try 2 options and estimates them
Does one need to support rollover preview not only for finances, but also for transactions and orders?	RESOLVED	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	RESOLVED	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) Mapped fields are marked with 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 Some of the fields remained unmapped
Dennis Bridges Report with Unpaid invoices should be generated for Ledger or include all Unpaid invoice?	IN PROGRESS	All
Dennis Bridges Can we provide in the email just link on Folio page with export downloading link?	IN PROGRESS	Provide link to FOLIO page
Dennis Bridges Do we need to show Ledger Rollover Preview progress as for Rollover?	IN PROGRESS	Just show Status "In progress" or "Complete"

Proposed Implementation Details:

Preview Ledger Fiscal Year Rollover#SolutionDesign

Work Breakdown Structure:

Features:

UI Stories

MOD Stories

key	summary	type	created	updated	due	assignee	reporter	priority	status	resolution

Loading...

Refresh