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  1. ui-finance
  2. UIF-320

Export combined Fund code list

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    Details

    • Type: Story
    • Status: Closed (View Workflow)
    • Priority: P3
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: 3.0.0
    • Labels:
    • Template:
      Front-end User Story Template
    • Sprint:
      ACQ Sprint 121
    • Story Points:
      2
    • Development Team:
      Thunderjet
    • Release:
      R3 2021

      Description

      Purpose: Libraries need to provide a list of Fund codes to the vendors they are working with. Now that FOLIO includes Expense class they will need the ability to generate a list of codes that includes expense classes

      User story statement(s):

      As a librarian managing finances
      I want to be able to generate a list of Fund/expense class codes
      so that i can share them with vendors to enable order and invoice integrations

      Scenarios:

      1. Scenario:
        • Given has permission to access finance settings
        • When clicking system settings
        • Then user can click finance settings
      2. Scenario: 
        • Given has permission to access finance settings
        • When clicking system settings
        • Then user can click "export fund and expense class codes"
        • AND view displays in third pane
      3. Scenario: 
        • Given has clicked "export fund and expense class codes" in settings
        • When view is displayed in third pane
        • Then user can read description text
          • "When exporting the combined fund and expense class codes you will receive a delimited file that includes all Fund codes and all Fund code & expense class code combinations where expense class has a status of 'active'."
        • AND user Select a fiscal year
        • AND can click 'Export' button
      4. Scenario: 
        • Given has clicked "export fund and expense class codes" in settings
        • When user HAS NOT selected a Fiscal year
        • Then export button is disabled
      5. Scenario: 
        • Given has clicked "export fund and expense class codes" in settings
        • When user HAS selected a Fiscal year
        • Then export button is active
      6. Scenario: 
        • Given has opened Export fund and expense class codes view
        • When user clicks 'Export' button
        • Then the list of combined codes in retrieved from the API and sent to the browser
        • AND user has downloaded the csv file successfully
        • AND success toast message confirms action with the following message
          • "Combing code list was successfully exported."

        TestRail: Results

          Attachments

          1. Export button active.png
            Export button active.png
            86 kB
          2. Export button disabled.png
            Export button disabled.png
            89 kB
          3. Export button disabled-1.png
            Export button disabled-1.png
            89 kB
          4. image-2021-08-20-15-28-18-671.png
            image-2021-08-20-15-28-18-671.png
            88 kB
          5. image-2021-08-23-11-27-02-979.png
            image-2021-08-23-11-27-02-979.png
            72 kB
          6. image-2021-08-24-10-13-12-394.png
            image-2021-08-24-10-13-12-394.png
            152 kB
          7. Proof.mp4
            12.89 MB

            Issue Links

              Activity

                People

                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
                Tester Assignee:
                Dennis Bridges Dennis Bridges
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                Watchers:
                4 Start watching this issue

                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases