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  1. mod-finance-storage
  2. MODFISTO-59

Transaction Calculations - Encumbrance upon update

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Details

    • ACQ Sprint 77, ACQ Sprint 78
    • 3
    • Thunderjet

    Description

      Overview

      In order to ensure consistency we need to update several running totals upon transaction (allocation, transfer, payment, credit, encumbrance) within a database transaction. This ensures that either all of the records are updated, or none of them are.

      See the following wiki pages for details:
      Calculations

      • The story is about implementing recalculation upon update of encumbrance. The part of recalculations upon creating was implemented in story MODFISTO-29
        • when money moves from encumbered -> awaiting-payment
        • when encumbrances are released
      • Take into account that updating operation overlaps with migration scripts

      NOTE: Stay away from triggers if possible

      Acceptance Criteria

      • Running totals in budget and ledger are updated as described above upon transaction UPDATE
      • All tables involved are updated within a database transaction
      • Unit tests are updated
      • JavaMoney API is used for all calculations

      TestRail: Results

        Attachments

          Issue Links

            has to be done after

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-20 Update Transaction schemas

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-21 Create/Update Ledger schemas

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-24 Update Budget Schema

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed
            has to be done before

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINVOICE-113 Call awaiting-payment API upon invoice approval

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed
            relates to

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFIN-70 Create transaction APIs - Allocations, Transfers, Encumbrances

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-29 Transaction Calculations - Encumbrance

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODFISTO-68 Fix Transaction Calculations - Encumbrance upon update

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODFISTO-91 Budgets aren't updated correctly upon updating/releasing encumbrance

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-61 budget/ledger unavailable shouldn't include overEncumbered amounts

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-196 Value management through transactions.

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Activity

              People

                KVupp Kruthi Vuppala
                siarhei_hrabko Siarhei Hrabko
                Craig McNally Craig McNally
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                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases