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  1. ui-finance
  2. UIF-261

Update Budget detail view to include more summary information

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    Details

    • Template:
      Front-end User Story Template
    • Sprint:
      ACQ Sprint 105
    • Story Points:
      3
    • Development Team:
      Thunderjet

      Description

      Overview:

      Identify more financial detail in the budget summary to improve the users ability to manage financial activity and daily operations

      Scenarios:

      1. Scenario
        • Given The user has created a budget
        • When viewing the budget details view
        • Then the budget information accordion includes 2 tables
          • Funding information
          • Financial activity & overages
      2. Scenario
        • Given The user has created a budget
        • When viewing the budget details view
        • Then the budget information accordion displays "Cash balance" and "Available balance" below these 2 tables
          • Cash balance (Total Funding minus Expended)
          • Available balance (Total Funding minus Unavailable)
      3. Scenario
        • Given The user has created a budget
        • When the budget information accordion includes Funding information and Financial activity & overages tables
        • The tables include the following values
          • Financial information
            • Initial allocation (The amount of the first allocation made to this budget)
            • Increase in allocation (The sum of all allocation transaction amounts made TO this budget not including the Initial allocation)
            • Decrease in allocation (The sum of all allocation transaction amounts made FROM this budget not including the Initial allocation)
            • Allocated (The sum of all allocation transactions amounts)
            • Net transfers (The sum of all transfer transactions amounts)
            • Total funding (The sum of Allocated + Net transfers)
          • Financial activity & overages
            • Encumbered (The sum of all encumbrance transaction amounts)
            • Awaiting payment (The sum of all pending payment amounts)
            • Expended (The sum of all Payment amounts less credits)
            • Over encumbered (The total amount encumbered minus the Total funding)
            • Over expended (The total amount expended minus the Total funding)

        TestRail: Results

          Attachments

          1. update_spaces.png
            update_spaces.png
            56 kB
          2. Screen Shot 2021-01-08 at 11.41.21 AM.png
            Screen Shot 2021-01-08 at 11.41.21 AM.png
            179 kB
          3. screenshot-1.png
            screenshot-1.png
            147 kB
          4. budget-view.png
            budget-view.png
            135 kB
          5. budget-form.png
            budget-form.png
            142 kB
          6. budget-edit-spacing.png
            budget-edit-spacing.png
            96 kB
          7. budget.png
            budget.png
            108 kB
          8. 2-proposed-summary-update.png
            2-proposed-summary-update.png
            108 kB

            Issue Links

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                People

                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
                Tester Assignee:
                Dennis Bridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases