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  1. ui-finance
  2. UIF-107

Add funds to a Group and calculate the summaries

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Details

    • ACQ Sprint 77, ACQ Sprint 78
    • 2
    • Thunderjet

    Description

      Purpose: Show financial summary information for this grouping of Funds

      Group record structure was created in UIF-87; this story adds the totals/summary which should be calculated once Funds are assigned to the Group

      Acceptance criteria:

      Given the user has searched for a Group
      When selecting a Group from the list
      Then the details include Allocated, Unavailable and Available
      AND these are calculated based on all its associated funds and the current fiscal year
      AND only "active" budgets that meet that criteria
      AND if there isn't one, then display as zeros

      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. MODFIN-63 Define and implement the GroupFundFY API

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFIN-73 Implement the GET /finance/group-fiscal-year-summaries API

            • 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. MODFIN-74 Add business logic to POST /finance/group-fund-fiscal-years

            • 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-44 Make GroupFundFy.fiscalYearId not required in schema.

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-48 Adjustments to allow listing budgets by group/fiscalYear/ledger

            • 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-50 GroupFiscalYearSummary Schema

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

            Bug - A problem which impairs or prevents the functions of the product. MODFIN-105 Create transaction when user adds allocation during budget creation

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIF-87 View fund group record details

            • 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. MODFIN-76 CompositeFund schema

            • 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. MODFIN-77 Fund API updates: POST

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

            New Feature - New feature requests UXPROD-1851 Addition of Group records to finance app

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

            Activity

              People

                dennisbridges Dennis Bridges
                abreaux Ann-Marie Breaux
                Dennis Bridges Dennis Bridges
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                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases