Milestone: Auto-populate Aging Report Invoice Statuses

[widal001]

Summary

Automatically populate the Aging Report in SharePoint with the statuses of invoices from CitiBuy, CoreIntegrator, and Integrify.

Definition of Done

• The invoices added to the Aging Report spreadsheet in SharePoint can be auto-populated with their statuses from CitiBuy, CoreIntegrator, or Integrify with the following code:

from dgs_fiscal.etl import AgingReport

# instantiate the Aging Report workflow
aging_etl = AgingReport()

# get data from each of the systems involved
data_citibuy = aging_etl.get_citibuy_data()
data_integrify = aging_etl.get_integrify_data()
data_sharepoint = aging_etl.get_sharepoint_data()

# populate the report and update it in SharePoint 
report = aging_etl.populate_report(data_sharepoint, data_citibuy, data_integrify)
aging_etl.update_sharepoint(report)

• The code above can be executed with the following CLI entry point: dgs_fiscal aging_report

Not in Scope

• Vendor Submission Management: This milestone does not include downloading and formatting vendor submissions to the Aging Report. A member of the Fiscal team still needs to seed the report with those invoices. This milestone is limited to populating the statuses of the invoices that added by the Fiscal team.
• SharePoint List: This milestone will not include updating the Aging Report as a SharePoint list. That may be scoped into a future milestone, but currently the reports will be populated and updated as a spreadsheet.

Sub-Tasks

• TASK: Implement AgingReport.get_integrify_data() #117
• TASK: Implement AgingReport.get_sharepoint_data() #118
• TASK: Implement AgingReport.populate_report() #119
• TASK: Implement AgingReport.update_sharepoint() #120