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  1. ui-finance
  2. UIF-126

Import Fund and Budget Information for current FY and Ledger to csv

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    • 2
    • 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

          1. 3-ledger-import.png
            3-ledger-import.png
            130 kB
          2. 4-ledger-import.png
            4-ledger-import.png
            251 kB
          3. 5-ledger-import-loading.png
            5-ledger-import-loading.png
            61 kB
          4. 6-ledger-import-success.png
            6-ledger-import-success.png
            122 kB

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                Unassigned Unassigned
                dennisbridges Dennis Bridges
                Dennis Bridges Dennis Bridges
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                Dates

                  Created:
                  Updated:

                  TestRail: Runs

                    TestRail: Cases