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  1. mod-finance-storage
  2. MODFISTO-206

Ensure that Allowable Encumbrance and Allowable Expenditure restrictions are based on Total Funding

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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 106, ACQ Sprint 107
    • Story Points:
      1
    • Development Team:
      Thunderjet

      Description

      Purpose/Overview:
      Ensure that Allowable Encumbrance and Allowable Expenditure restrictions are based on "Total Funding" NOT Allocation

      Approach:
      Update current calculation logic to check enough money to proceed

      org.folio.service.transactions.restriction.BaseTransactionRestrictionService#getBudgetRemainingAmount

      For Encumerance : org.folio.service.transactions.restriction.EncumbranceRestrictionService#getBudgetRemainingAmount
      [remaining amount we can encumber] = (totalFunding * allowableEncumbered) - unavailable
      Where
      totalFunding = allocated + netTransfers
      unavailable = encumbered + awaitingPayment + expended

      For Pending payment: org.folio.service.transactions.restriction.PendingPaymentRestrictionService#getBudgetRemainingAmount
      [remaining amount we can expend] = (totalFunding * allowableExpenditure) - unavailable + relatedEncumbranceForPendingPayment

      For Payment: org.folio.service.transactions.restriction.PaymentCreditRestrictionService#getBudgetRemainingAmount
      [remaining amount we can expend] = (totalFunding * allowableExpenditure) - unavailable + relatedPendingPaymentPartFromTransaction

      Acceptance criteria:

      • logic updated
      • unit tests updated

        TestRail: Results

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                Assignee:
                aliaksandr_pautau Aliaksandr Pautau
                Reporter:
                yauheni_kuzmianok Yauheni Kuzmianok
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                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases