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View a CAN's Budget and Spending Info #2672

Closed
14 of 15 tasks
jonnalley opened this issue Aug 13, 2024 · 0 comments
Closed
14 of 15 tasks

View a CAN's Budget and Spending Info #2672

jonnalley opened this issue Aug 13, 2024 · 0 comments
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design This issue requires UI design/wireframe/workflow efforts dev backend ready Backend, Pipeline, or other backend work is refined, and ready for Developers to begin. story A defined user story adhering to expected norms including a narrative

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@jonnalley
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jonnalley commented Aug 13, 2024

User Story

As an OPS user, I want to understand the spending activity and defined budget for a given CAN so that I can continue to manage the funds in the CAN optimally.

Preconditions

  • There is a dataset loaded of CANs linked to projects, and with pre-existing agreements with budget lines

Acceptance Criteria

  • For a given CAN and for the current fiscal year by default, user can discern a visual summary of spent funds for the CAN compared with the unspent portion of funds in the CAN.
  • For a given CAN and for the current fiscal year by default, the user can discern the number of associated projects, agreements, and budget lines. The BLs should be broken down by BL status.
  • For a given CAN and for the current fiscal year by default, the user can discern a summary the total funds for all budget lines associated to this CAN broken down by BL status along with that status's ratio to the total of all budget lines
  • The user can select from a list of other fiscal years to update the summary information mentioned above that is rendered
  • The user can see a paginated matrix of all budget lines associated to this CAN showing the BL's ID, agreement name, Obligate By date, fiscal year (FY), total dollar amount, percentage of the CAN's funds, and the status of that BL.
  • The user can optionally access more details about that BL.

Tasks

UX

UX work was covered in #2542

Dev

Definition of Done Checklist

  • UI works as designed (UX team)
  • PR(s) have been merged to main
  • Design/tech debt eliminated
  • [-] New design/tech debt documented (if applicable)
  • [-] Build process updated
  • [-] Documentation updated or added
  • [-] Feature flags/toggles created

Additional Context & Resources

@jonnalley jonnalley added draft draft only, not ready for prime time. still being authored or needs refinement story A defined user story adhering to expected norms including a narrative design This issue requires UI design/wireframe/workflow efforts dev frontend ready Designers have created the designs, story has been refined, and ready for a Developer to begin and removed draft draft only, not ready for prime time. still being authored or needs refinement labels Aug 13, 2024
@jonnalley jonnalley added the dev backend ready Backend, Pipeline, or other backend work is refined, and ready for Developers to begin. label Sep 29, 2024
@fpigeonjr fpigeonjr removed the dev frontend ready Designers have created the designs, story has been refined, and ready for a Developer to begin label Nov 5, 2024
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Labels
design This issue requires UI design/wireframe/workflow efforts dev backend ready Backend, Pipeline, or other backend work is refined, and ready for Developers to begin. story A defined user story adhering to expected norms including a narrative
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