mod-finance-storage (v3)

https://github.com/folio-org/mod-finance-storage

mod-finance-storage (Budgets)
/finance-storage/budgets

mod-finance-storage (Budgets)

CRUD APIs used to manage budgets.

/finance-storage/budgets

Collection of budget items.

GET /finance-storage/budgets

Get list of budgets

GET /finance-storage/budgets

Query Parameters

query: (string)
A query expressed as a CQL string (see dev.folio.org/reference/glossary#cql) using valid searchable fields. The first example below shows the general form of a full CQL query, but those fields might not be relevant in this context.
with valid searchable fields: e.g.
Example:
```
(username=="ab*" or personal.firstName=="ab*" or personal.lastName=="ab*") and active=="true" sortby personal.lastName personal.firstName barcode

["code", "MEDGRANT", "="]
```
offset: (integer - default: 0 - minimum: 0 - maximum: 2147483647)
Skip over a number of elements by specifying an offset value for the query
Example:
```
0
```
limit: (integer - default: 10 - minimum: 0 - maximum: 2147483647)
Limit the number of elements returned in the response
Example:
```
10
```
lang: (string - default: en - pattern: [a-zA-Z]{2})
Requested language. Optional. [lang=en]

Response 200

Returns a list of budget items

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A collection of budgets",
  "type": "object",
  "properties": {
    "budgets": {
      "description": "The list of budget objects contained in this collection",
      "type": "array",
      "id": "budgets",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "A budget",
        "javaName": "budget",
        "extends": {
          "$schema": "http://json-schema.org/draft-04/schema#",
          "description": "Purchase order number prefix",
          "type": "object",
          "javaName": "entity",
          "properties": {
            "id": {
              "description": "UUID identifying this entity",
              "$schema": "http://json-schema.org/draft-04/schema#",
              "type": "string",
              "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
            }
          },
          "additionalProperties": false
        },
        "properties": {
          "id": {
            "description": "UUID of this budget",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "type": "string",
            "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
          },
          "name": {
            "description": "The name of the budget",
            "type": "string"
          },
          "budgetStatus": {
            "description": "The status of the budget",
            "type": "string",
            "enum": [
              "Active",
              "Frozen",
              "Inactive",
              "Planned",
              "Closed"
            ]
          },
          "allowableEncumbrance": {
            "description": "The encumbrance percentage limit for this budget",
            "type": "number"
          },
          "allowableExpenditure": {
            "description": "The expenditure percentage limit for this budget",
            "type": "number"
          },
          "allocated": {
            "description": "The amount currently allocated to this budget",
            "type": "number",
            "readonly": true
          },
          "awaitingPayment": {
            "default": 0,
            "description": "The amount currently awaiting payment for this budget",
            "type": "number"
          },
          "available": {
            "description": "The amount currently available for this budge",
            "type": "number",
            "readonly": true
          },
          "encumbered": {
            "default": 0,
            "description": "The amount currently encumbered for this budget",
            "type": "number"
          },
          "expenditures": {
            "default": 0,
            "description": "The amount currently expended for this budget",
            "type": "number"
          },
          "netTransfers": {
            "default": 0,
            "description": "Summing all the transfers on this budget",
            "type": "number"
          },
          "unavailable": {
            "description": "Unavailable amount for this budget",
            "type": "number",
            "readonly": true
          },
          "overEncumbrance": {
            "description": "The amount currently over-encumbered for this budget",
            "type": "number",
            "readonly": true
          },
          "overExpended": {
            "description": "Amount the budget is over expended.",
            "type": "number",
            "readonly": true
          },
          "fundId": {
            "description": "UUID of fund",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "type": "string",
            "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
          },
          "fiscalYearId": {
            "description": "UUID of fiscal year",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "type": "string",
            "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
          },
          "acqUnitIds": {
            "description": "acquisition unit ids associated with this budget",
            "type": "array",
            "items": {
              "$schema": "http://json-schema.org/draft-04/schema#",
              "description": "The UUID format string",
              "type": "string",
              "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
            }
          },
          "tags": {
            "type": "object",
            "description": "arbitrary tags associated with this budget",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "title": "tags",
            "properties": {
              "tagList": {
                "description": "List of tags",
                "type": "array",
                "items": {
                  "type": "string"
                }
              }
            },
            "additionalProperties": false
          },
          "metadata": {
            "type": "object",
            "readonly": true,
            "$schema": "http://json-schema.org/draft-04/schema#",
            "title": "Metadata Schema",
            "description": "Metadata about creation and changes to records, provided by the server (client should not provide)",
            "properties": {
              "createdDate": {
                "description": "Date and time when the record was created",
                "type": "string",
                "format": "date-time"
              },
              "createdByUserId": {
                "description": "ID of the user who created the record (when available)",
                "type": "string",
                "pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
              },
              "createdByUsername": {
                "description": "Username of the user who created the record (when available)",
                "type": "string"
              },
              "updatedDate": {
                "description": "Date and time when the record was last updated",
                "type": "string",
                "format": "date-time"
              },
              "updatedByUserId": {
                "description": "ID of the user who last updated the record (when available)",
                "type": "string",
                "pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
              },
              "updatedByUsername": {
                "description": "Username of the user who last updated the record (when available)",
                "type": "string"
              }
            },
            "additionalProperties": false,
            "required": [
              "createdDate"
            ]
          },
          "initialAllocation": {
            "default": 0,
            "description": "The amount of the first allocation made to this budget",
            "type": "number"
          },
          "allocationTo": {
            "default": 0,
            "description": "The sum of all allocation transaction amounts made TO this budget not including the Initial allocation",
            "type": "number"
          },
          "allocationFrom": {
            "default": 0,
            "description": "The sum of all allocation transaction amounts made FROM this budget not including the Initial allocation",
            "type": "number"
          },
          "totalFunding": {
            "description": "budget.allocated + budget.netTransfers",
            "type": "number",
            "readonly": true
          },
          "cashBalance": {
            "description": "Total Funding minus Expended",
            "type": "number",
            "readonly": true
          }
        },
        "additionalProperties": false,
        "required": [
          "budgetStatus",
          "name",
          "fundId",
          "fiscalYearId"
        ]
      }
    },
    "totalRecords": {
      "description": "The number of objects contained in this collection",
      "type": "integer"
    }
  },
  "additionalProperties": false,
  "required": [
    "budgets",
    "totalRecords"
  ]
}

Example:

{
  "budgets": [
    {
      "id": "47ac60b4-159d-4e1c-9acb-8293df67d16d",
      "name": "History 2017",
      "budgetStatus": "Active",
      "allowableEncumbrance": 95,
      "allowableExpenditure": 100,
      "allocated": 20000,
      "awaitingPayment": 3500,
      "available": 10000,
      "encumbered": 2000,
      "expenditures": 4500,
      "unavailable": 10000,
      "overEncumbrance": 0,
      "overExpended": 0,
      "fundId": "172364c7-aaaa-10c2-b12c-e35ceccbfaf2",
      "fiscalYearId": "ac2164c7-ba3d-2bc2-a12c-e35ceccbfaf2",
      "acqUnitIds": [
        "7ec2ed06-0504-40dc-bc53-7515955ff0cb"
      ],
      "tags": {
        "tagList": [
          "important"
        ]
      },
      "metadata": {
        "createdDate": "2018-07-19T00:00:00.000+0000",
        "createdByUserId": "28d1057c-d137-11e8-a8d5-f2801f1b9fd1"
      }
    }
  ],
  "totalRecords": 1
}

Response 400

Bad request, e.g. malformed request body or query parameter. Details of the error (e.g. name of the parameter or line/character number with malformed data) provided in the response.

Body

Media type: text/plain

Type: any

Example:

unable to list budgets -- malformed parameter 'query', syntax error at column 6

Response 401

Not authorized to perform requested action

Body

Media type: text/plain

Type: any

Example:

unable to list budgets -- unauthorized

Response 422

Validation errors

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A set of errors",
  "type": "object",
  "properties": {
    "errors": {
      "description": "List of errors",
      "id": "errors",
      "type": "array",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "An error",
        "properties": {
          "message": {
            "type": "string",
            "description": "Error message text"
          },
          "type": {
            "type": "string",
            "description": "Error message type"
          },
          "code": {
            "type": "string",
            "description": "Error message code"
          },
          "parameters": {
            "type": "object",
            "description": "Error message parameters",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "items": {
              "type": "object",
              "properties": {
                "key": {
                  "type": "string"
                },
                "value": {
                  "type": "string"
                }
              }
            }
          }
        },
        "required": [
          "message"
        ]
      }
    },
    "total_records": {
      "description": "Total number of errors",
      "type": "integer"
    }
  }
}

Example:

{
  "errors": [
    {
      "message": "may not be null",
      "type": "1",
      "code": "-1",
      "parameters": [
        {
          "key": "moduleTo",
          "value": "null"
        }
      ]
    }
  ]
}

Response 500

Internal server error, e.g. due to misconfiguration

Body

Media type: text/plain

Type: any

Example:

internal server error, contact administrator

POST /finance-storage/budgets

Create a new budget item.

POST /finance-storage/budgets

Query Parameters

lang: (string - default: en - pattern: [a-zA-Z]{2})
Requested language. Optional. [lang=en]

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A budget",
  "type": "object",
  "javaName": "budget",
  "extends": {
    "$schema": "http://json-schema.org/draft-04/schema#",
    "description": "Purchase order number prefix",
    "type": "object",
    "javaName": "entity",
    "properties": {
      "id": {
        "description": "UUID identifying this entity",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "type": "string",
        "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
      }
    },
    "additionalProperties": false
  },
  "properties": {
    "id": {
      "description": "UUID of this budget",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
    },
    "name": {
      "description": "The name of the budget",
      "type": "string"
    },
    "budgetStatus": {
      "description": "The status of the budget",
      "type": "string",
      "enum": [
        "Active",
        "Frozen",
        "Inactive",
        "Planned",
        "Closed"
      ]
    },
    "allowableEncumbrance": {
      "description": "The encumbrance percentage limit for this budget",
      "type": "number"
    },
    "allowableExpenditure": {
      "description": "The expenditure percentage limit for this budget",
      "type": "number"
    },
    "allocated": {
      "description": "The amount currently allocated to this budget",
      "type": "number",
      "readonly": true
    },
    "awaitingPayment": {
      "default": 0,
      "description": "The amount currently awaiting payment for this budget",
      "type": "number"
    },
    "available": {
      "description": "The amount currently available for this budge",
      "type": "number",
      "readonly": true
    },
    "encumbered": {
      "default": 0,
      "description": "The amount currently encumbered for this budget",
      "type": "number"
    },
    "expenditures": {
      "default": 0,
      "description": "The amount currently expended for this budget",
      "type": "number"
    },
    "netTransfers": {
      "default": 0,
      "description": "Summing all the transfers on this budget",
      "type": "number"
    },
    "unavailable": {
      "description": "Unavailable amount for this budget",
      "type": "number",
      "readonly": true
    },
    "overEncumbrance": {
      "description": "The amount currently over-encumbered for this budget",
      "type": "number",
      "readonly": true
    },
    "overExpended": {
      "description": "Amount the budget is over expended.",
      "type": "number",
      "readonly": true
    },
    "fundId": {
      "description": "UUID of fund",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
    },
    "fiscalYearId": {
      "description": "UUID of fiscal year",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
    },
    "acqUnitIds": {
      "description": "acquisition unit ids associated with this budget",
      "type": "array",
      "items": {
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "The UUID format string",
        "type": "string",
        "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
      }
    },
    "tags": {
      "type": "object",
      "description": "arbitrary tags associated with this budget",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "title": "tags",
      "properties": {
        "tagList": {
          "description": "List of tags",
          "type": "array",
          "items": {
            "type": "string"
          }
        }
      },
      "additionalProperties": false
    },
    "metadata": {
      "type": "object",
      "readonly": true,
      "$schema": "http://json-schema.org/draft-04/schema#",
      "title": "Metadata Schema",
      "description": "Metadata about creation and changes to records, provided by the server (client should not provide)",
      "properties": {
        "createdDate": {
          "description": "Date and time when the record was created",
          "type": "string",
          "format": "date-time"
        },
        "createdByUserId": {
          "description": "ID of the user who created the record (when available)",
          "type": "string",
          "pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
        },
        "createdByUsername": {
          "description": "Username of the user who created the record (when available)",
          "type": "string"
        },
        "updatedDate": {
          "description": "Date and time when the record was last updated",
          "type": "string",
          "format": "date-time"
        },
        "updatedByUserId": {
          "description": "ID of the user who last updated the record (when available)",
          "type": "string",
          "pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
        },
        "updatedByUsername": {
          "description": "Username of the user who last updated the record (when available)",
          "type": "string"
        }
      },
      "additionalProperties": false,
      "required": [
        "createdDate"
      ]
    },
    "initialAllocation": {
      "default": 0,
      "description": "The amount of the first allocation made to this budget",
      "type": "number"
    },
    "allocationTo": {
      "default": 0,
      "description": "The sum of all allocation transaction amounts made TO this budget not including the Initial allocation",
      "type": "number"
    },
    "allocationFrom": {
      "default": 0,
      "description": "The sum of all allocation transaction amounts made FROM this budget not including the Initial allocation",
      "type": "number"
    },
    "totalFunding": {
      "description": "budget.allocated + budget.netTransfers",
      "type": "number",
      "readonly": true
    },
    "cashBalance": {
      "description": "Total Funding minus Expended",
      "type": "number",
      "readonly": true
    }
  },
  "additionalProperties": false,
  "required": [
    "budgetStatus",
    "name",
    "fundId",
    "fiscalYearId"
  ]
}

Example:

{
  "id": "47ac60b4-159d-4e1c-9acb-8293df67d16d",
  "name": "History 2017",
  "budgetStatus": "Active",
  "allowableEncumbrance": 95,
  "allowableExpenditure": 100,
  "allocated": 20000,
  "netTransfers": 0,
  "awaitingPayment": 3500,
  "available": 10000,
  "encumbered": 2000,
  "expenditures": 4500,
  "unavailable": 10000,
  "overEncumbrance": 0,
  "overExpended": 0,
  "fundId": "172364c7-aaaa-10c2-b12c-e35ceccbfaf2",
  "fiscalYearId": "ac2164c7-ba3d-2bc2-a12c-e35ceccbfaf2",
  "acqUnitIds": [
    "7ec2ed06-0504-40dc-bc53-7515955ff0cb"
  ],
  "tags": {
    "tagList": [
      "important"
    ]
  },
  "metadata": {
    "createdDate": "2018-07-19T00:00:00.000+0000",
    "createdByUserId": "28d1057c-d137-11e8-a8d5-f2801f1b9fd1"
  }
}

Response 201

Returns a newly created item, with server-controlled fields like 'id' populated

Headers

Location: required (string)
URI to the created budget item

Body

Media type: application/json

Type: any

Example:

{
  "id": "47ac60b4-159d-4e1c-9acb-8293df67d16d",
  "name": "History 2017",
  "budgetStatus": "Active",
  "allowableEncumbrance": 95,
  "allowableExpenditure": 100,
  "allocated": 20000,
  "netTransfers": 0,
  "awaitingPayment": 3500,
  "available": 10000,
  "encumbered": 2000,
  "expenditures": 4500,
  "unavailable": 10000,
  "overEncumbrance": 0,
  "overExpended": 0,
  "fundId": "172364c7-aaaa-10c2-b12c-e35ceccbfaf2",
  "fiscalYearId": "ac2164c7-ba3d-2bc2-a12c-e35ceccbfaf2",
  "acqUnitIds": [
    "7ec2ed06-0504-40dc-bc53-7515955ff0cb"
  ],
  "tags": {
    "tagList": [
      "important"
    ]
  },
  "metadata": {
    "createdDate": "2018-07-19T00:00:00.000+0000",
    "createdByUserId": "28d1057c-d137-11e8-a8d5-f2801f1b9fd1"
  }
}

Response 400

Bad request, e.g. malformed request body or query parameter. Details of the error (e.g. name of the parameter or line/character number with malformed data) provided in the response.

Body

Media type: text/plain

Type: any

Example:

"unable to add budget -- malformed JSON at 13:3"

Response 401

Not authorized to perform requested action

Body

Media type: text/plain

Type: any

Example:

unable to create budgets -- unauthorized

Response 422

Validation errors

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A set of errors",
  "type": "object",
  "properties": {
    "errors": {
      "description": "List of errors",
      "id": "errors",
      "type": "array",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "An error",
        "properties": {
          "message": {
            "type": "string",
            "description": "Error message text"
          },
          "type": {
            "type": "string",
            "description": "Error message type"
          },
          "code": {
            "type": "string",
            "description": "Error message code"
          },
          "parameters": {
            "type": "object",
            "description": "Error message parameters",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "items": {
              "type": "object",
              "properties": {
                "key": {
                  "type": "string"
                },
                "value": {
                  "type": "string"
                }
              }
            }
          }
        },
        "required": [
          "message"
        ]
      }
    },
    "total_records": {
      "description": "Total number of errors",
      "type": "integer"
    }
  }
}

Example:

{
  "errors": [
    {
      "message": "may not be null",
      "type": "1",
      "code": "-1",
      "parameters": [
        {
          "key": "moduleTo",
          "value": "null"
        }
      ]
    }
  ]
}

Response 500

Internal server error, e.g. due to misconfiguration

Body

Media type: text/plain

Type: any

Example:

Internal server error, contact administrator

GET /finance-storage/budgets/{id}

Retrieve budget item with given {budgetId}

GET /finance-storage/budgets/{id}

URI Parameters

id: required (string - pattern: ^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$)
The UUID of a budget

Query Parameters

lang: (string - default: en - pattern: [a-zA-Z]{2})
Requested language. Optional. [lang=en]

Response 200

Returns item with a given ID

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A budget",
  "type": "object",
  "javaName": "budget",
  "extends": {
    "$schema": "http://json-schema.org/draft-04/schema#",
    "description": "Purchase order number prefix",
    "type": "object",
    "javaName": "entity",
    "properties": {
      "id": {
        "description": "UUID identifying this entity",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "type": "string",
        "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
      }
    },
    "additionalProperties": false
  },
  "properties": {
    "id": {
      "description": "UUID of this budget",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
    },
    "name": {
      "description": "The name of the budget",
      "type": "string"
    },
    "budgetStatus": {
      "description": "The status of the budget",
      "type": "string",
      "enum": [
        "Active",
        "Frozen",
        "Inactive",
        "Planned",
        "Closed"
      ]
    },
    "allowableEncumbrance": {
      "description": "The encumbrance percentage limit for this budget",
      "type": "number"
    },
    "allowableExpenditure": {
      "description": "The expenditure percentage limit for this budget",
      "type": "number"
    },
    "allocated": {
      "description": "The amount currently allocated to this budget",
      "type": "number",
      "readonly": true
    },
    "awaitingPayment": {
      "default": 0,
      "description": "The amount currently awaiting payment for this budget",
      "type": "number"
    },
    "available": {
      "description": "The amount currently available for this budge",
      "type": "number",
      "readonly": true
    },
    "encumbered": {
      "default": 0,
      "description": "The amount currently encumbered for this budget",
      "type": "number"
    },
    "expenditures": {
      "default": 0,
      "description": "The amount currently expended for this budget",
      "type": "number"
    },
    "netTransfers": {
      "default": 0,
      "description": "Summing all the transfers on this budget",
      "type": "number"
    },
    "unavailable": {
      "description": "Unavailable amount for this budget",
      "type": "number",
      "readonly": true
    },
    "overEncumbrance": {
      "description": "The amount currently over-encumbered for this budget",
      "type": "number",
      "readonly": true
    },
    "overExpended": {
      "description": "Amount the budget is over expended.",
      "type": "number",
      "readonly": true
    },
    "fundId": {
      "description": "UUID of fund",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
    },
    "fiscalYearId": {
      "description": "UUID of fiscal year",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
    },
    "acqUnitIds": {
      "description": "acquisition unit ids associated with this budget",
      "type": "array",
      "items": {
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "The UUID format string",
        "type": "string",
        "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
      }
    },
    "tags": {
      "type": "object",
      "description": "arbitrary tags associated with this budget",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "title": "tags",
      "properties": {
        "tagList": {
          "description": "List of tags",
          "type": "array",
          "items": {
            "type": "string"
          }
        }
      },
      "additionalProperties": false
    },
    "metadata": {
      "type": "object",
      "readonly": true,
      "$schema": "http://json-schema.org/draft-04/schema#",
      "title": "Metadata Schema",
      "description": "Metadata about creation and changes to records, provided by the server (client should not provide)",
      "properties": {
        "createdDate": {
          "description": "Date and time when the record was created",
          "type": "string",
          "format": "date-time"
        },
        "createdByUserId": {
          "description": "ID of the user who created the record (when available)",
          "type": "string",
          "pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
        },
        "createdByUsername": {
          "description": "Username of the user who created the record (when available)",
          "type": "string"
        },
        "updatedDate": {
          "description": "Date and time when the record was last updated",
          "type": "string",
          "format": "date-time"
        },
        "updatedByUserId": {
          "description": "ID of the user who last updated the record (when available)",
          "type": "string",
          "pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
        },
        "updatedByUsername": {
          "description": "Username of the user who last updated the record (when available)",
          "type": "string"
        }
      },
      "additionalProperties": false,
      "required": [
        "createdDate"
      ]
    },
    "initialAllocation": {
      "default": 0,
      "description": "The amount of the first allocation made to this budget",
      "type": "number"
    },
    "allocationTo": {
      "default": 0,
      "description": "The sum of all allocation transaction amounts made TO this budget not including the Initial allocation",
      "type": "number"
    },
    "allocationFrom": {
      "default": 0,
      "description": "The sum of all allocation transaction amounts made FROM this budget not including the Initial allocation",
      "type": "number"
    },
    "totalFunding": {
      "description": "budget.allocated + budget.netTransfers",
      "type": "number",
      "readonly": true
    },
    "cashBalance": {
      "description": "Total Funding minus Expended",
      "type": "number",
      "readonly": true
    }
  },
  "additionalProperties": false,
  "required": [
    "budgetStatus",
    "name",
    "fundId",
    "fiscalYearId"
  ]
}

Example:

{
  "id": "47ac60b4-159d-4e1c-9acb-8293df67d16d",
  "name": "History 2017",
  "budgetStatus": "Active",
  "allowableEncumbrance": 95,
  "allowableExpenditure": 100,
  "allocated": 20000,
  "netTransfers": 0,
  "awaitingPayment": 3500,
  "available": 10000,
  "encumbered": 2000,
  "expenditures": 4500,
  "unavailable": 10000,
  "overEncumbrance": 0,
  "overExpended": 0,
  "fundId": "172364c7-aaaa-10c2-b12c-e35ceccbfaf2",
  "fiscalYearId": "ac2164c7-ba3d-2bc2-a12c-e35ceccbfaf2",
  "acqUnitIds": [
    "7ec2ed06-0504-40dc-bc53-7515955ff0cb"
  ],
  "tags": {
    "tagList": [
      "important"
    ]
  },
  "metadata": {
    "createdDate": "2018-07-19T00:00:00.000+0000",
    "createdByUserId": "28d1057c-d137-11e8-a8d5-f2801f1b9fd1"
  }
}

Response 404

Item with a given ID not found

Body

Media type: text/plain

Type: any

Example:

"budget not found"

Response 422

Validation errors

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A set of errors",
  "type": "object",
  "properties": {
    "errors": {
      "description": "List of errors",
      "id": "errors",
      "type": "array",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "An error",
        "properties": {
          "message": {
            "type": "string",
            "description": "Error message text"
          },
          "type": {
            "type": "string",
            "description": "Error message type"
          },
          "code": {
            "type": "string",
            "description": "Error message code"
          },
          "parameters": {
            "type": "object",
            "description": "Error message parameters",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "items": {
              "type": "object",
              "properties": {
                "key": {
                  "type": "string"
                },
                "value": {
                  "type": "string"
                }
              }
            }
          }
        },
        "required": [
          "message"
        ]
      }
    },
    "total_records": {
      "description": "Total number of errors",
      "type": "integer"
    }
  }
}

Example:

{
  "errors": [
    {
      "message": "may not be null",
      "type": "1",
      "code": "-1",
      "parameters": [
        {
          "key": "moduleTo",
          "value": "null"
        }
      ]
    }
  ]
}

Response 500

Internal server error, e.g. due to misconfiguration

Body

Media type: text/plain

Type: any

Example:

internal server error, contact administrator

DELETE /finance-storage/budgets/{id}

Delete budget item with given {budgetId}

DELETE /finance-storage/budgets/{id}

URI Parameters

id: required (string - pattern: ^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$)
The UUID of a budget

Query Parameters

lang: (string - default: en - pattern: [a-zA-Z]{2})
Requested language. Optional. [lang=en]

Response 204

Item deleted successfully

Response 400

Bad request, e.g. malformed request body or query parameter. Details of the error (e.g. name of the parameter or line/character number with malformed data) provided in the response.

Body

Media type: text/plain

Type: any

Example:

"unable to delete budget -- constraint violation"

Response 404

Item with a given ID not found

Body

Media type: text/plain

Type: any

Example:

"budget not found"

Response 422

Validation errors

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A set of errors",
  "type": "object",
  "properties": {
    "errors": {
      "description": "List of errors",
      "id": "errors",
      "type": "array",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "An error",
        "properties": {
          "message": {
            "type": "string",
            "description": "Error message text"
          },
          "type": {
            "type": "string",
            "description": "Error message type"
          },
          "code": {
            "type": "string",
            "description": "Error message code"
          },
          "parameters": {
            "type": "object",
            "description": "Error message parameters",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "items": {
              "type": "object",
              "properties": {
                "key": {
                  "type": "string"
                },
                "value": {
                  "type": "string"
                }
              }
            }
          }
        },
        "required": [
          "message"
        ]
      }
    },
    "total_records": {
      "description": "Total number of errors",
      "type": "integer"
    }
  }
}

Example:

{
  "errors": [
    {
      "message": "may not be null",
      "type": "1",
      "code": "-1",
      "parameters": [
        {
          "key": "moduleTo",
          "value": "null"
        }
      ]
    }
  ]
}

Response 500

Internal server error, e.g. due to misconfiguration

Body

Media type: text/plain

Type: any

Example:

Internal server error, contact administrator

PUT /finance-storage/budgets/{id}

Update budget item with given {budgetId}

PUT /finance-storage/budgets/{id}

URI Parameters

id: required (string - pattern: ^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$)
The UUID of a budget

Query Parameters

lang: (string - default: en - pattern: [a-zA-Z]{2})
Requested language. Optional. [lang=en]

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A budget",
  "type": "object",
  "javaName": "budget",
  "extends": {
    "$schema": "http://json-schema.org/draft-04/schema#",
    "description": "Purchase order number prefix",
    "type": "object",
    "javaName": "entity",
    "properties": {
      "id": {
        "description": "UUID identifying this entity",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "type": "string",
        "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
      }
    },
    "additionalProperties": false
  },
  "properties": {
    "id": {
      "description": "UUID of this budget",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
    },
    "name": {
      "description": "The name of the budget",
      "type": "string"
    },
    "budgetStatus": {
      "description": "The status of the budget",
      "type": "string",
      "enum": [
        "Active",
        "Frozen",
        "Inactive",
        "Planned",
        "Closed"
      ]
    },
    "allowableEncumbrance": {
      "description": "The encumbrance percentage limit for this budget",
      "type": "number"
    },
    "allowableExpenditure": {
      "description": "The expenditure percentage limit for this budget",
      "type": "number"
    },
    "allocated": {
      "description": "The amount currently allocated to this budget",
      "type": "number",
      "readonly": true
    },
    "awaitingPayment": {
      "default": 0,
      "description": "The amount currently awaiting payment for this budget",
      "type": "number"
    },
    "available": {
      "description": "The amount currently available for this budge",
      "type": "number",
      "readonly": true
    },
    "encumbered": {
      "default": 0,
      "description": "The amount currently encumbered for this budget",
      "type": "number"
    },
    "expenditures": {
      "default": 0,
      "description": "The amount currently expended for this budget",
      "type": "number"
    },
    "netTransfers": {
      "default": 0,
      "description": "Summing all the transfers on this budget",
      "type": "number"
    },
    "unavailable": {
      "description": "Unavailable amount for this budget",
      "type": "number",
      "readonly": true
    },
    "overEncumbrance": {
      "description": "The amount currently over-encumbered for this budget",
      "type": "number",
      "readonly": true
    },
    "overExpended": {
      "description": "Amount the budget is over expended.",
      "type": "number",
      "readonly": true
    },
    "fundId": {
      "description": "UUID of fund",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
    },
    "fiscalYearId": {
      "description": "UUID of fiscal year",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
    },
    "acqUnitIds": {
      "description": "acquisition unit ids associated with this budget",
      "type": "array",
      "items": {
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "The UUID format string",
        "type": "string",
        "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
      }
    },
    "tags": {
      "type": "object",
      "description": "arbitrary tags associated with this budget",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "title": "tags",
      "properties": {
        "tagList": {
          "description": "List of tags",
          "type": "array",
          "items": {
            "type": "string"
          }
        }
      },
      "additionalProperties": false
    },
    "metadata": {
      "type": "object",
      "readonly": true,
      "$schema": "http://json-schema.org/draft-04/schema#",
      "title": "Metadata Schema",
      "description": "Metadata about creation and changes to records, provided by the server (client should not provide)",
      "properties": {
        "createdDate": {
          "description": "Date and time when the record was created",
          "type": "string",
          "format": "date-time"
        },
        "createdByUserId": {
          "description": "ID of the user who created the record (when available)",
          "type": "string",
          "pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
        },
        "createdByUsername": {
          "description": "Username of the user who created the record (when available)",
          "type": "string"
        },
        "updatedDate": {
          "description": "Date and time when the record was last updated",
          "type": "string",
          "format": "date-time"
        },
        "updatedByUserId": {
          "description": "ID of the user who last updated the record (when available)",
          "type": "string",
          "pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
        },
        "updatedByUsername": {
          "description": "Username of the user who last updated the record (when available)",
          "type": "string"
        }
      },
      "additionalProperties": false,
      "required": [
        "createdDate"
      ]
    },
    "initialAllocation": {
      "default": 0,
      "description": "The amount of the first allocation made to this budget",
      "type": "number"
    },
    "allocationTo": {
      "default": 0,
      "description": "The sum of all allocation transaction amounts made TO this budget not including the Initial allocation",
      "type": "number"
    },
    "allocationFrom": {
      "default": 0,
      "description": "The sum of all allocation transaction amounts made FROM this budget not including the Initial allocation",
      "type": "number"
    },
    "totalFunding": {
      "description": "budget.allocated + budget.netTransfers",
      "type": "number",
      "readonly": true
    },
    "cashBalance": {
      "description": "Total Funding minus Expended",
      "type": "number",
      "readonly": true
    }
  },
  "additionalProperties": false,
  "required": [
    "budgetStatus",
    "name",
    "fundId",
    "fiscalYearId"
  ]
}

Example:

{
  "id": "47ac60b4-159d-4e1c-9acb-8293df67d16d",
  "name": "History 2017",
  "budgetStatus": "Active",
  "allowableEncumbrance": 95,
  "allowableExpenditure": 100,
  "allocated": 20000,
  "netTransfers": 0,
  "awaitingPayment": 3500,
  "available": 10000,
  "encumbered": 2000,
  "expenditures": 4500,
  "unavailable": 10000,
  "overEncumbrance": 0,
  "overExpended": 0,
  "fundId": "172364c7-aaaa-10c2-b12c-e35ceccbfaf2",
  "fiscalYearId": "ac2164c7-ba3d-2bc2-a12c-e35ceccbfaf2",
  "acqUnitIds": [
    "7ec2ed06-0504-40dc-bc53-7515955ff0cb"
  ],
  "tags": {
    "tagList": [
      "important"
    ]
  },
  "metadata": {
    "createdDate": "2018-07-19T00:00:00.000+0000",
    "createdByUserId": "28d1057c-d137-11e8-a8d5-f2801f1b9fd1"
  }
}

Response 204

Item successfully updated

Response 400

Bad request, e.g. malformed request body or query parameter. Details of the error (e.g. name of the parameter or line/character number with malformed data) provided in the response.

Body

Media type: text/plain

Type: any

Example:

"unable to update budget -- malformed JSON at 13:4"

Response 404

Item with a given ID not found

Body

Media type: text/plain

Type: any

Example:

"budget not found"

Response 422

Validation errors

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A set of errors",
  "type": "object",
  "properties": {
    "errors": {
      "description": "List of errors",
      "id": "errors",
      "type": "array",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "An error",
        "properties": {
          "message": {
            "type": "string",
            "description": "Error message text"
          },
          "type": {
            "type": "string",
            "description": "Error message type"
          },
          "code": {
            "type": "string",
            "description": "Error message code"
          },
          "parameters": {
            "type": "object",
            "description": "Error message parameters",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "items": {
              "type": "object",
              "properties": {
                "key": {
                  "type": "string"
                },
                "value": {
                  "type": "string"
                }
              }
            }
          }
        },
        "required": [
          "message"
        ]
      }
    },
    "total_records": {
      "description": "Total number of errors",
      "type": "integer"
    }
  }
}

Example:

{
  "errors": [
    {
      "message": "may not be null",
      "type": "1",
      "code": "-1",
      "parameters": [
        {
          "key": "moduleTo",
          "value": "null"
        }
      ]
    }
  ]
}

Response 500

Internal server error, e.g. due to misconfiguration

Body

Media type: text/plain

Type: any

Example:

internal server error, contact administrator

mod-finance-storage (v3)

Table of contents

mod-finance-storage (Budgets)

/finance-storage/budgets

GET /finance-storage/budgets

Query Parameters

Response 200

Response 400

Response 401

Response 422

Response 500

POST /finance-storage/budgets

Query Parameters

Response 201

Headers

Response 400

Response 401

Response 422

Response 500

GET /finance-storage/budgets/{id}

URI Parameters

Query Parameters

Response 200

Response 404

Response 422

Response 500

DELETE /finance-storage/budgets/{id}

URI Parameters

Query Parameters

Response 204

Response 400

Response 404

Response 422

Response 500

PUT /finance-storage/budgets/{id}

URI Parameters

Query Parameters

Response 204

Response 400

Response 404

Response 422

Response 500