Details
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Story
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Status: Closed (View Workflow)
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P3
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Resolution: Done
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None
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None
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ACQ Sprint 137
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0
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Thunderjet
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Morning Glory (R2 2022)
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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:
- 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
- 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
- Scenario:
- Given Funds are being parsed to csv
- When a Fund has NO budget
- Then Budget name for that row is "No budget found"
- 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
- 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
- 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
- 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
TestRail: Results
Attachments
Issue Links
- defines
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UXPROD-199 The ability to import fund updates via csv file in order to bulk edit funds
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- In Refinement
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UXPROD-3620 The ability to EXPORT fund detail via csv file
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- Closed
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