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  1. mod-finance-storage
  2. MODFISTO-224

Calculate transaction amount based on fundDistribution percentage value

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Details

    • Story
    • Status: Closed (View Workflow)
    • P3
    • Resolution: Done
    • None
    • 7.0.0
    • None
    • Thunderjet/Firebird Back-end Story Template
    • ACQ Sprint 108
    • 3
    • Thunderjet

    Description

      Purpose/Overview:
      https://issues.folio.org/browse/MODORDERS-439?focusedCommentId=96661&page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel#comment-96661

      Requirements/Scope:
      Encumbrance amount must be calculated based on corresponding fundDistribution value converted to percentage

      Approach:
      To calculate encumbrance amount for toFiscalYear based on encumbrance form fromFiscalYear:

      • retrieve encumbrances from fromFiscalYear by sourcePoLineId
      • calculate related fundDistribution percentage value: fundDistrValue= fromFiscalYearEncumbrance/sum(transactions.encmbrance.initialAmountEncumbered)
      • calculate po line cost for toFiscalYear:
        • oldPoLineTotal = encumbraceRollover.basedOn == remaining ? sum(transactions.amount): sum(transactions.encumnrance.amountExpended)
        • newPoLineTotal = oldPoLineTotal + (encumbraceRollover.increasedBy * oldPoLineTotal/100)
      • encumbrance amount for toFiscalYear = newPoLineTotal * fundDistrValue

      Acceptance criteria:

      • rollover script updated
      • integration tests updated

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                Andrei_Makaranka Andrei Makaranka
                aliaksandr_pautau Aliaksandr Pautau
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