Export Fund and Budget Information for current FY and Ledger to csv

Overview

UIF-125 requires an API for exporting the fund and budget information for a given ledger in csv format

abreaux to provide details of exactly what's required in the download. see xlsx file attached.

Approach

h3 API

• GET /finance/ledger-fiscal-years/
  Honor the accept header with support for application/json and text/csv

Mapping

• Consider using jackson-csv.
• Java money can be used to format the monetary values based on currency and locale

Acceptance criteria

• Create API for download of csv file
• Multi-value fields use semi-colon as a delimiter between values. e.g. [ "hist", "main" ] -> hist;main
• All values are dereferenced (no UUIDs). The "code" field of the dereferenced record should be used when available, if not use the "name" field. e.g. a fund

  {
        "id": "e9285a1c-1dfc-4380-868c-e74073003f43",
        "name": "European History",
        "code": "EUROHIST", ...elided...

  would be represented by "EUROHIST" instead of e9285a1c-1dfc-4380-868c-e74073003f43

• Use the same csv format as is used for exporting requests (go to Requests app, display some requests, and click "Export to CSV")
• Use the green rows in the attached spreadsheet as the column headers for the delimited file
• Ledger information columns (A-F) will be duplicated for all funds on that ledger
• For columns T-U: use the date formatting prescribed by the tenant's localization settings
• For columns W-X: show the percent sign
• For columns V, Y-AA: use the financial symbol and number formatting prescribed by the tenant's localization settings
• Return success message when the export is completed
• Return error message if the export is not completed