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  1. mod-finance-storage
  2. MODFISTO-197

Adjust fiscal year schema with financial summary model

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    • Story
    • Status: Closed (View Workflow)
    • P3
    • Resolution: Done
    • None
    • 7.0.0
    • None

    Description

      Purpose/Overview:
      In order to support UIF-262 - Fiscal year view to include more summary information

      Requirements/Scope:

      1. Retrieve detailed summary of financial amounts for fiscal year.

      Approach:
      1. Define schema mod-finance/schemas/fiscal_year_financial_summary.json

      1. allocated(readOnly) - Summary of all related budgets
      2. initialAllocation(readOnly) - Summary of initialAllocation all related budgets
      3. allocationTo(readOnly) - Summary of all related budgets, ignoring any allocations between budgets. This is total of allocations INTO the fiscal year
      4. allocationFrom(readOnly) - The sum of all allocation transaction amounts made FROM this budget not including the Initial allocation) (Summary of all related budgets, ignoring any allocations between budgets. This is total of allocations OUTOF the fiscal year
      5. totalFunding(readOnly) - Summary of all related budgets
      6. cashBalance(readOnly) - Summary of all related budgets
      7. availableBalance(readOnly) - Summary of all related budgets
      8. encumbered(readOnly) (The sum of all encumbrance transaction amounts) (Summary of all related budgets)
      9. awaitingPayment(readOnly) (The sum of all pending payment amounts) (Summary of all related budgets)
      10. expended(readOnly) (The sum of all Payment amounts less credits) (Summary of all related budgets)
      11. overEncumbered(readOnly) (The total amount encumbered minus the Total funding) (Summary of all related budgets)
      12. overExpended(readOnly) (The total amount expended minus the Total funding) (Summary of all related budgets)

      2. Add new field "financialSummary" ( mod-finance/schemas/fiscal_year_financial_summary.json) into ramls/acq-models/mod-finance/schemas/fiscal_year.json
      Acceptance criteria:

      • Schema created
      • Update sub module for mod-finance

      TestRail: Results

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                max.shtanko Max Shtanko
                Andrei_Makaranka Andrei Makaranka
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                  Updated:
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