Details
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Story
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Status: Blocked (View Workflow)
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P3
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Resolution: Unresolved
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None
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None
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2
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Thunderjet
Description
Overview: The user requires a mechanism for importing fund and budget information to a given ledger and Fiscal year from csv in order to update of create Funds/budgets
Acceptance criteria:
Given the user is in the finance app
When viewing the ledger
Then user can choose to import fund/budget info for a ledger and fiscal year from a csv file
IF they have import Funds permission
Given the user has permission to import
When they have clicked import from csv
Then they will be prompted to select a file
Given the user has selected a file
When clicking open
Then file selector is dismissed
AND system will update Funds and update or create budgets for the given fiscal year
AND loading dots appear until process is complete
Given import is successful
When ledger detail reappears
Then success toast message is displayed
Given import fails
When ledger detail reappears
Then error toast message is displayed
Given the user is in the finance app
When viewing Funds
Then user can choose to import fund/budget info for a ledger and fiscal year from a csv file This will be moved into a separate story and may be a phase 2
TestRail: Results
Attachments
Issue Links
- clones
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UIF-125 Export Fund and Budget Information for current FY and Ledger to csv
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- Closed
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- is cloned by
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UIF-140 Import Fund and Budget Help info
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- Draft
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- relates to
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MODFIN-96 API to import ledger data in csv
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- Draft
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UXPROD-199 The ability to import fund updates via csv file in order to bulk edit funds
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- In Refinement
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