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  1. mod-finance-storage
  2. MODFISTO-203

Update group-fiscal-year schema with new Financial information

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    Details

    • Type: Story
    • Status: Closed (View Workflow)
    • Priority: P3
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: 7.0.0
    • Labels:
      None
    • Template:
      Thunderjet/Firebird Back-end Story Template
    • Sprint:
      ACQ Sprint 105
    • Story Points:
      1
    • Development Team:
      Thunderjet

      Description

      Purpose/Overview:
      In order to support UIF-264

      Requirements/Scope:

      1. Identify more financial detail in the group-fiscal-year summary to improve the users ability to manage financial activity and daily operations

      Approach:
      Update schema mod-finance/schemas/group_fiscal_year_summary.json with new fields:

      Financial information
      1. initialAllocation(readOnly) - The amount of the first allocation made to this budget (Summary of all related budgets)
      2. allocationTo(readOnly) - The sum of all allocation transaction amounts made TO this budget not including the Initial allocation (Summary of all related budgets)
      3. allocationFrom(readOnly) - The sum of all allocation transaction amounts made FROM this budget not including the Initial allocation (Summary of all related budgets)
      4. totalFunding(readOnly) - budget.allocated + budget.netTransfers (Summary of all related budgets)
      5. cashBalance(readOnly) - Total Funding minus Expended (Summary of all related budgets)
      6. availableBalance(readOnly) - Total Funding minus Unavailable (Summary of all related budgets)
      Note : A possible improvement is moving these fields to a separate container "financialInformation"

      Financial activity & overages
      1. encumbered(readOnly) - The sum of all encumbrance transaction amounts (Summary of all related budgets)
      2. awaitingPayment(readOnly) - The sum of all pending payment amounts (Summary of all related budgets)
      3. expenditures(readOnly) - The sum of all Payment amounts less credits (Summary of all related budgets)
      4. overEncumbrance(readOnly) - The total amount encumbered minus the Total funding (Summary of all related budgets)
      5. overExpended(readOnly) - The total amount expended minus the Total funding (Summary of all related budgets)

      Acceptance criteria:
      *Schema updated
      *Update sub modules for mod-finance, mod-finance-storage

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                Assignee:
                Andrei_Makaranka Andrei Makaranka
                Reporter:
                aliaksandr_pautau Aliaksandr Pautau
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                  Dates

                  Created:
                  Updated:
                  Resolved:

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