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  1. ui-finance
  2. UIF-368

Create csv file with all budget data

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Details

    • Story
    • Status: Closed (View Workflow)
    • P3
    • Resolution: Done
    • None
    • 3.2.0
    • None
    • ACQ Sprint 137
    • 0
    • Thunderjet
    • Morning Glory R2 2022
    • TBD

    Description

      Purpose: Parse all budget data retrieved into a csv file that can be downloaded by the browser.

      User story statement(s):

      As a finance user,
      I want to be able to export all spending and encumbrance information for a given ledger
      so that I can analyze budget information, make updates where needed etc.

      Note: file name convention should be Export-"ledgerCode"-"fiscalYearCode".csv

      Scenarios:

      1. Scenario: 
        • Given user has started export
        • When ui has gathered all budget data for the ledger for the selected fiscal year
        • Then it creates a csv file
      2. Scenario: 
        • Given export has started
        • When csv file is created
        • Then there is a row for each Expense class that contains Group , Fund and budget information for the budget corresponding to the selected fiscal year
      3. Scenario: 
        • Given Funds are being parsed to csv
        • When a Fund has NO budget
        • Then Budget name for that row is "No budget found"
      4. Scenario: 
        • Given data is being parsed to csv
        • When Fund data is being added
        • Then it includes the following
          • Name
          • Code
          • Status
          • Type
          • Group
          • Acquisition unit
          • Transfer from
          • Transfer to
          • External account number
          • Description
      5. Scenario: 
        • Given data is being parsed to csv
        • When budget data is being added
        • Then it includes the following
          • Initial allocation
          • Allocated increase and decrease
          • Total allocation
          • Transfers
          • Total Funding
          • Budget encumbered
          • Awaiting payment
          • Expended
          • Unavailable
          • Over encumbered
          • Over expended
          • Cash balance
          • Available
          • Name
          • Status
          • Allowable encumbrance
          • Allowable expenditure
          • Date created
      6. Scenario: 
        • Given data is being parsed to csv
        • When Expense class data is being added
        • Then it includes the following
          • Name
          • Code
          • Status
          • Expense class encumbered
          • Awaiting payment
          • Percentage of total expended
          • Expended
      7.  Scenario: 
        • Given user has started an export
        • Once file has successfully been created
        • Then it appears in browser download queue

      Note: Example of export headings can be found at https://miro.com/app/board/uXjVOGSTO4o=/?invite_link_id=432052084413

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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
                Dennis Bridges Dennis Bridges
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                Dates

                  Created:
                  Updated:
                  Resolved:

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