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Add interface to allow users to fix specific rollover errors

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UXPROD-4368 - Getting issue details... STATUS

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:

RequirementStatusError


OPEN

  • Budget not found

OPEN

  • Encumbrance should be released before deletion

OPEN

  • duplicate key value violates unique constraint "transaction_pkey"

OPEN



OPEN



OPEN



OPEN



OPEN



OPEN



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)

(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


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)

  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?

RESOLVED

All

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

RESOLVED

Provide link to FOLIO page

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

RESOLVED

Just show Status "In progress" or "Complete"

Proposed Implementation Details:


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