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  1. mod-finance-storage
  2. MODFISTO-167

Add ledger fiscal year rollover logic

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    Description

      Purpose/Overview:
      In order to support UIF-171 - Execute fiscal year rollover

      Requirements/Scope:

      1. Budgets and encumbrances need to be rollovered if API triggered.

      Approach:
      Prerequisites :

      • SQL procedure "budget_encumbrances_rollover.sql" created
      • API which invoke rollover defined

      Steps:

      1. All budget for the selected ledger and rollover options must be closed (BudgetStatus.CLOSED) in scope of one transaction.
2. If budged closed logic successfully finished 
    then invoke procedure "budget_encumbrances_rollover.sql"
    else finish rollover with error : 
           *ledger_fiscal_year_rollover_status.budgets_rollover_status = ERROR_CLOSE_PREV_BUDGETS* 
           *ledger_fiscal_year_rollover_status.overall_rollover_status = ERROR*
3. Rollover orders will be run from code by invoking API from orders

      Notes:
      You can use PostgresClient.execute method to execute an anonymous PgPL/SQL block like this

      DO
$$
begin
     execute my_stored_function(param1, paramn);
end;
$$ LANGUAGE plpgsql;

      Acceptance criteria:

      • Logic added
      • API tests created (smoke tests)
      • Unit tests created

      TestRail: Results

        Attachments

          Issue Links

            defines

            New Feature - New feature requests UXPROD-772 Rollover Encumbrances into the next Fiscal Year

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed
            has to be done after

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-163 Define storage API for the ledger fiscal year rollover

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-164 Define model and schema of the fiscal year rollover for Ledger

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-174 Define model and schema for the progress of the ledger fiscal year rollover

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-175 Define model and schema for the errors of the ledger fiscal year rollover

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-181 Move allocated logic from trigger to java code

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed
            has to be done before

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIF-171 Execute fiscal year rollover

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIF-175 Close all current budgets when executing fiscal year rollover

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed
            is blocked by

            Bug - A problem which impairs or prevents the functions of the product. MODORDSTOR-211 Cannot enable module for tenant if uuid-ossp extension installed

            • P2 - normal priority level, must be included in the current development cycle
            • Closed
            mentioned in

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                Andrei_Makaranka Andrei Makaranka
                Andrei_Makaranka Andrei Makaranka
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                  Created:
                  Updated:
                  Resolved:

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