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  1. ui-finance
  2. UIF-264

Update group view to include more summary information

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    Details

    • Template:
    • Sprint:
      ACQ Sprint 105
    • Story Points:
      2
    • Development Team:
      Thunderjet

      Description

      Overview:

      Identify more financial detail in the ledger summary to improve the users ability to manage financial activity, daily operations and fiscal year rollover

      Scenarios:

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

        TestRail: Results

          Attachments

          1. group.png
            155 kB
            Andrei Shumski
          2. Group-with-financial-summary.png
            210 kB
            Dennis Bridges

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

                  Created:
                  Updated:
                  Resolved:

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