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  1. mod-finance-storage
  2. MODFISTO-184

Spike : Find an effective approach to calculating budget totals

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    • Story
    • Status: Draft (View Workflow)
    • P3
    • Resolution: Unresolved
    • None
    • None
    • None
    • Thunderjet/Firebird Back-end Story Template
    • Thunderjet

    Description

      Purpose/Overview:
      The current approach of calculating budget values, when we update the values by the amount of transaction sum, leads to frequent errors of bug. By the way, it is difficult to maintain the code, because each type of transaction and different operations have their own rule of updating the budget values.
      The most reliable approach is to calculate values based on all budget related transactions:

      • Allocated = (The sum of all allocation transactions amounts)
      • Net transfers = (The sum of all transfer transactions amounts)
      • Available = (Allocated+Net transfers) - Unavailable
      • Encumbered = (The sum of all encumbrance transaction amounts)
      • Awaiting payment = (The sum of all pending payment amounts)
      • Expended = (The sum of all Payment amounts less credits)
      • Unavailable = (Encumbered + awaiting payment + expended - credits)
      • Over encumbered = (The total amount encumbered minus (Allocated+Net transfers))
      • Over expended = (The total amount expended minus (Allocated+Net transfers))

      Requirements/Scope:

      1. Budget values must be recalculated based on all related transactions

      Acceptance criteria:

      • approach selected
      • required stories created

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                Unassigned Unassigned
                aliaksandr_pautau Aliaksandr Pautau
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                  Updated:

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