mod-finance-storage (v3)

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

Table of contents

mod-finance-storage (Funds)

CRUD APIs used to manage funds.

/finance-storage/funds

Collection of fund items.

GET /finance-storage/funds

Get list of funds

GET /finance-storage/funds
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: for example code

    Example:

    (username=="ab*" or personal.firstName=="ab*" or personal.lastName=="ab*") and active=="true" sortby personal.lastName personal.firstName barcode
    
    ["code", "MEDGRANT", "="]
    
  • totalRecords: (string - default: auto - pattern: exact|estimated|none|auto)

    How to calculate the totalRecords property. "exact" for the correct number, "estimated" for an estimation, "auto" to automatically select "exact" or "estimated", "none" for suppressing the totalRecords property. For details see https://github.com/folio-org/raml-module-builder#estimated-totalrecords

    Example:

    none
  • 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

Response 200

Returns a list of fund items

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A collection of funds",
  "type": "object",
  "properties": {
    "funds": {
      "description": "The list of funds contained in this collection",
      "type": "array",
      "id": "funds",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "A fund to track financial transactions",
        "properties": {
          "id": {
            "description": "UUID of this fund",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "type": "string",
            "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
          },
          "_version": {
            "type": "integer",
            "description": "Record version for optimistic locking"
          },
          "allocatedFromIds": {
            "description": "All the funds that this fund is allowed to receive money from. This would be 1 fund or none. If this field is blank their is no restriction on allocating to this fund",
            "type": "array",
            "items": {
              "description": "UUID of the fund this fund is allowed to receive money from",
              "$schema": "http://json-schema.org/draft-04/schema#",
              "type": "string",
              "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
            }
          },
          "allocatedToIds": {
            "description": "All the funds that this fund is allowed to send money to. This could be one or many.",
            "type": "array",
            "items": {
              "description": "UUID of the fund this fund is allowed to send money to",
              "$schema": "http://json-schema.org/draft-04/schema#",
              "type": "string",
              "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
            }
          },
          "code": {
            "description": "A unique code associated with the fund",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "type": "string",
            "pattern": "^[^:]+$"
          },
          "description": {
            "description": "The description of this fund",
            "type": "string"
          },
          "externalAccountNo": {
            "description": "Corresponding account in the financial system. Will be recorded in payment generated as well.",
            "type": "string"
          },
          "fundStatus": {
            "description": "The current status of this fund",
            "type": "string",
            "enum": [
              "Active",
              "Frozen",
              "Inactive"
            ]
          },
          "fundTypeId": {
            "description": "UUID of the fund type associated with this fund",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "type": "string",
            "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
          },
          "ledgerId": {
            "description": "UUID of the financial ledger associated with this fund",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "type": "string",
            "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
          },
          "name": {
            "description": "The name of this fund",
            "type": "string"
          },
          "acqUnitIds": {
            "description": "acquisition unit ids associated with this fund",
            "type": "array",
            "items": {
              "$schema": "http://json-schema.org/draft-04/schema#",
              "description": "The UUID format string",
              "type": "string",
              "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
            }
          },
          "donorOrganizationIds": {
            "description": "donor organization ids associated with this fund",
            "type": "array",
            "items": {
              "$schema": "http://json-schema.org/draft-04/schema#",
              "description": "The UUID format string",
              "type": "string",
              "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
            }
          },
          "restrictByLocations": {
            "description": "restrict usage of this fund by locations",
            "type": "boolean",
            "default": false
          },
          "locations": {
            "description": "Locations associated with this fund",
            "type": "array",
            "items": {
              "type": "object",
              "properties": {
                "locationId": {
                  "$schema": "http://json-schema.org/draft-04/schema#",
                  "description": "The UUID format string",
                  "type": "string",
                  "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
                },
                "tenantId": {
                  "description": "Tenant id of the associated location",
                  "type": "string"
                }
              },
              "additionalProperties": false,
              "required": [
                "locationId"
              ]
            }
          },
          "tags": {
            "type": "object",
            "description": "arbitrary tags associated with this fund",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "id": "tags.schema",
            "title": "tags",
            "properties": {
              "tagList": {
                "description": "List of tags",
                "type": "array",
                "items": {
                  "type": "string"
                }
              }
            },
            "additionalProperties": false
          },
          "metadata": {
            "description": "Metadata about creation and changes to record, provided by the server (client should not provide)",
            "type": "object",
            "readonly": true,
            "$schema": "http://json-schema.org/draft-04/schema#",
            "id": "metadata.schema",
            "title": "Metadata Schema",
            "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"
            ]
          }
        },
        "additionalProperties": false,
        "required": [
          "code",
          "fundStatus",
          "ledgerId",
          "name"
        ]
      }
    },
    "totalRecords": {
      "description": "The number of objects contained in this collection",
      "type": "integer",
      "minimum": 0
    }
  },
  "additionalProperties": false,
  "required": [
    "funds",
    "totalRecords"
  ]
}

Example:

{
  "funds": [
    {
      "id": "20ad2b8d-84b0-4320-ad83-347c525dc8e1",
      "allocatedFromIds": [
        "b1f857ba-0e39-4c5b-851a-1b837a56b201",
        "1097980d-97c9-4130-b6f0-a11b7804887d"
      ],
      "allocatedToIds": [
        "24fa4a94-8aa2-4f69-abeb-f12b67f711e3"
      ],
      "code": "HIST",
      "description": "Tracking fund for the History department",
      "externalAccountNo": "52186156468152",
      "fundStatus": "Active",
      "fundTypeId": "c93373df-e7ec-4d31-b200-719736610d89",
      "ledgerId": "a3ec5552-c4a4-4a15-a57c-0046db536369",
      "name": "History",
      "acqUnitIds": [
        "1895e539-8dac-441e-b1f5-aab62b3fde60",
        "47f504bd-0c1b-498e-a2ae-e2f0a0cea273"
      ],
      "donorOrganizationIds": [
        "d926d900-e27d-46d6-bba8-31e9d5c2cf44",
        "077274ad-6b4f-4c28-9779-6d381e7a1ca1"
      ],
      "restrictByLocations": true,
      "locations": [
        {
          "locationId": "eb2d063a-5b4c-4cab-8db1-5fc5c5941df6"
        },
        {
          "locationId": "fcd64ce1-6995-48f0-840e-89ffa2288371"
        }
      ],
      "tags": {
        "tagList": [
          "tag"
        ]
      },
      "metadata": {
        "createdDate": "2020-07-19T10:00:00.000+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 funds -- 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 funds -- unauthorized

Response 422

Validation errors

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "id": "errors.schema",
  "description": "A set of errors",
  "type": "object",
  "properties": {
    "errors": {
      "description": "List of errors",
      "id": "errors",
      "type": "array",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "id": "error.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": {
            "description": "Error message parameters",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "id": "parameters.schema",
            "type": "array",
            "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/funds

Create a new fund item.

POST /finance-storage/funds
Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A fund to track financial transactions",
  "type": "object",
  "properties": {
    "id": {
      "description": "UUID of this fund",
      "$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}$"
    },
    "_version": {
      "type": "integer",
      "description": "Record version for optimistic locking"
    },
    "allocatedFromIds": {
      "description": "All the funds that this fund is allowed to receive money from. This would be 1 fund or none. If this field is blank their is no restriction on allocating to this fund",
      "type": "array",
      "items": {
        "description": "UUID of the fund this fund is allowed to receive money from",
        "$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}$"
      }
    },
    "allocatedToIds": {
      "description": "All the funds that this fund is allowed to send money to. This could be one or many.",
      "type": "array",
      "items": {
        "description": "UUID of the fund this fund is allowed to send money to",
        "$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}$"
      }
    },
    "code": {
      "description": "A unique code associated with the fund",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[^:]+$"
    },
    "description": {
      "description": "The description of this fund",
      "type": "string"
    },
    "externalAccountNo": {
      "description": "Corresponding account in the financial system. Will be recorded in payment generated as well.",
      "type": "string"
    },
    "fundStatus": {
      "description": "The current status of this fund",
      "type": "string",
      "enum": [
        "Active",
        "Frozen",
        "Inactive"
      ]
    },
    "fundTypeId": {
      "description": "UUID of the fund type associated with this fund",
      "$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}$"
    },
    "ledgerId": {
      "description": "UUID of the financial ledger associated with this fund",
      "$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}$"
    },
    "name": {
      "description": "The name of this fund",
      "type": "string"
    },
    "acqUnitIds": {
      "description": "acquisition unit ids associated with this fund",
      "type": "array",
      "items": {
        "$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}$"
      }
    },
    "donorOrganizationIds": {
      "description": "donor organization ids associated with this fund",
      "type": "array",
      "items": {
        "$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}$"
      }
    },
    "restrictByLocations": {
      "description": "restrict usage of this fund by locations",
      "type": "boolean",
      "default": false
    },
    "locations": {
      "description": "Locations associated with this fund",
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "locationId": {
            "$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}$"
          },
          "tenantId": {
            "description": "Tenant id of the associated location",
            "type": "string"
          }
        },
        "additionalProperties": false,
        "required": [
          "locationId"
        ]
      }
    },
    "tags": {
      "type": "object",
      "description": "arbitrary tags associated with this fund",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "id": "tags.schema",
      "title": "tags",
      "properties": {
        "tagList": {
          "description": "List of tags",
          "type": "array",
          "items": {
            "type": "string"
          }
        }
      },
      "additionalProperties": false
    },
    "metadata": {
      "description": "Metadata about creation and changes to record, provided by the server (client should not provide)",
      "type": "object",
      "readonly": true,
      "$schema": "http://json-schema.org/draft-04/schema#",
      "id": "metadata.schema",
      "title": "Metadata Schema",
      "properties": {
        "createdDate": {
          "description": "Date and time when the record was created",
          "type": "string",
          "format": "date-time"
        },
        "createdByUserId": {
          "description": "ID of the user who created the record (when available)",
          "type": "string",
          "pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
        },
        "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"
      ]
    }
  },
  "additionalProperties": false,
  "required": [
    "code",
    "fundStatus",
    "ledgerId",
    "name"
  ]
}

Example:

{
  "id": "6e2fbba3-d557-4480-bca3-b6f5c645de04",
  "allocatedFromIds": [
    "1a490199-833d-4876-b2ff-2bd61f8324f1",
    "d69a001c-ac69-4348-bee1-f9f3ef8a3f32"
  ],
  "allocatedToIds": [
    "c08a5b0c-6717-4788-9df5-b0e8338c1172"
  ],
  "code": "HIST",
  "description": "Tracking fund for the History department",
  "externalAccountNo": "1121112569489",
  "fundStatus": "Active",
  "fundTypeId": "c93373df-e7ec-4d31-b200-719736610d89",
  "ledgerId": "7ebd02c8-2bd4-40ae-b44d-0e76dc197633",
  "name": "History",
  "acqUnitIds": [
    "1895e539-8dac-441e-b1f5-aab62b3fde60",
    "47f504bd-0c1b-498e-a2ae-e2f0a0cea273"
  ],
  "donorOrganizationIds": [
    "d926d900-e27d-46d6-bba8-31e9d5c2cf44",
    "077274ad-6b4f-4c28-9779-6d381e7a1ca1"
  ],
  "restrictByLocations": true,
  "locations": [
    {
      "locationId": "eb2d063a-5b4c-4cab-8db1-5fc5c5941df6"
    },
    {
      "locationId": "fcd64ce1-6995-48f0-840e-89ffa2288371"
    }
  ],
  "tags": {
    "tagList": [
      "tag"
    ]
  },
  "metadata": {
    "createdDate": "2020-07-19T10:00:00.000+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 fund item

Body

Media type: application/json

Type: any

Example:

{
  "id": "6e2fbba3-d557-4480-bca3-b6f5c645de04",
  "allocatedFromIds": [
    "1a490199-833d-4876-b2ff-2bd61f8324f1",
    "d69a001c-ac69-4348-bee1-f9f3ef8a3f32"
  ],
  "allocatedToIds": [
    "c08a5b0c-6717-4788-9df5-b0e8338c1172"
  ],
  "code": "HIST",
  "description": "Tracking fund for the History department",
  "externalAccountNo": "1121112569489",
  "fundStatus": "Active",
  "fundTypeId": "c93373df-e7ec-4d31-b200-719736610d89",
  "ledgerId": "7ebd02c8-2bd4-40ae-b44d-0e76dc197633",
  "name": "History",
  "acqUnitIds": [
    "1895e539-8dac-441e-b1f5-aab62b3fde60",
    "47f504bd-0c1b-498e-a2ae-e2f0a0cea273"
  ],
  "donorOrganizationIds": [
    "d926d900-e27d-46d6-bba8-31e9d5c2cf44",
    "077274ad-6b4f-4c28-9779-6d381e7a1ca1"
  ],
  "restrictByLocations": true,
  "locations": [
    {
      "locationId": "eb2d063a-5b4c-4cab-8db1-5fc5c5941df6"
    },
    {
      "locationId": "fcd64ce1-6995-48f0-840e-89ffa2288371"
    }
  ],
  "tags": {
    "tagList": [
      "tag"
    ]
  },
  "metadata": {
    "createdDate": "2020-07-19T10:00:00.000+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 fund -- malformed JSON at 13:3"

Response 401

Not authorized to perform requested action

Body

Media type: text/plain

Type: any

Example:

unable to create funds -- unauthorized

Response 422

Validation errors

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "id": "errors.schema",
  "description": "A set of errors",
  "type": "object",
  "properties": {
    "errors": {
      "description": "List of errors",
      "id": "errors",
      "type": "array",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "id": "error.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": {
            "description": "Error message parameters",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "id": "parameters.schema",
            "type": "array",
            "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/funds/{id}

Retrieve fund item with given {fundId}

GET /finance-storage/funds/{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 fund

Response 200

Returns item with a given ID

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A fund to track financial transactions",
  "type": "object",
  "properties": {
    "id": {
      "description": "UUID of this fund",
      "$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}$"
    },
    "_version": {
      "type": "integer",
      "description": "Record version for optimistic locking"
    },
    "allocatedFromIds": {
      "description": "All the funds that this fund is allowed to receive money from. This would be 1 fund or none. If this field is blank their is no restriction on allocating to this fund",
      "type": "array",
      "items": {
        "description": "UUID of the fund this fund is allowed to receive money from",
        "$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}$"
      }
    },
    "allocatedToIds": {
      "description": "All the funds that this fund is allowed to send money to. This could be one or many.",
      "type": "array",
      "items": {
        "description": "UUID of the fund this fund is allowed to send money to",
        "$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}$"
      }
    },
    "code": {
      "description": "A unique code associated with the fund",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[^:]+$"
    },
    "description": {
      "description": "The description of this fund",
      "type": "string"
    },
    "externalAccountNo": {
      "description": "Corresponding account in the financial system. Will be recorded in payment generated as well.",
      "type": "string"
    },
    "fundStatus": {
      "description": "The current status of this fund",
      "type": "string",
      "enum": [
        "Active",
        "Frozen",
        "Inactive"
      ]
    },
    "fundTypeId": {
      "description": "UUID of the fund type associated with this fund",
      "$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}$"
    },
    "ledgerId": {
      "description": "UUID of the financial ledger associated with this fund",
      "$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}$"
    },
    "name": {
      "description": "The name of this fund",
      "type": "string"
    },
    "acqUnitIds": {
      "description": "acquisition unit ids associated with this fund",
      "type": "array",
      "items": {
        "$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}$"
      }
    },
    "donorOrganizationIds": {
      "description": "donor organization ids associated with this fund",
      "type": "array",
      "items": {
        "$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}$"
      }
    },
    "restrictByLocations": {
      "description": "restrict usage of this fund by locations",
      "type": "boolean",
      "default": false
    },
    "locations": {
      "description": "Locations associated with this fund",
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "locationId": {
            "$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}$"
          },
          "tenantId": {
            "description": "Tenant id of the associated location",
            "type": "string"
          }
        },
        "additionalProperties": false,
        "required": [
          "locationId"
        ]
      }
    },
    "tags": {
      "type": "object",
      "description": "arbitrary tags associated with this fund",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "id": "tags.schema",
      "title": "tags",
      "properties": {
        "tagList": {
          "description": "List of tags",
          "type": "array",
          "items": {
            "type": "string"
          }
        }
      },
      "additionalProperties": false
    },
    "metadata": {
      "description": "Metadata about creation and changes to record, provided by the server (client should not provide)",
      "type": "object",
      "readonly": true,
      "$schema": "http://json-schema.org/draft-04/schema#",
      "id": "metadata.schema",
      "title": "Metadata Schema",
      "properties": {
        "createdDate": {
          "description": "Date and time when the record was created",
          "type": "string",
          "format": "date-time"
        },
        "createdByUserId": {
          "description": "ID of the user who created the record (when available)",
          "type": "string",
          "pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
        },
        "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"
      ]
    }
  },
  "additionalProperties": false,
  "required": [
    "code",
    "fundStatus",
    "ledgerId",
    "name"
  ]
}

Example:

{
  "id": "6e2fbba3-d557-4480-bca3-b6f5c645de04",
  "allocatedFromIds": [
    "1a490199-833d-4876-b2ff-2bd61f8324f1",
    "d69a001c-ac69-4348-bee1-f9f3ef8a3f32"
  ],
  "allocatedToIds": [
    "c08a5b0c-6717-4788-9df5-b0e8338c1172"
  ],
  "code": "HIST",
  "description": "Tracking fund for the History department",
  "externalAccountNo": "1121112569489",
  "fundStatus": "Active",
  "fundTypeId": "c93373df-e7ec-4d31-b200-719736610d89",
  "ledgerId": "7ebd02c8-2bd4-40ae-b44d-0e76dc197633",
  "name": "History",
  "acqUnitIds": [
    "1895e539-8dac-441e-b1f5-aab62b3fde60",
    "47f504bd-0c1b-498e-a2ae-e2f0a0cea273"
  ],
  "donorOrganizationIds": [
    "d926d900-e27d-46d6-bba8-31e9d5c2cf44",
    "077274ad-6b4f-4c28-9779-6d381e7a1ca1"
  ],
  "restrictByLocations": true,
  "locations": [
    {
      "locationId": "eb2d063a-5b4c-4cab-8db1-5fc5c5941df6"
    },
    {
      "locationId": "fcd64ce1-6995-48f0-840e-89ffa2288371"
    }
  ],
  "tags": {
    "tagList": [
      "tag"
    ]
  },
  "metadata": {
    "createdDate": "2020-07-19T10:00:00.000+0000",
    "createdByUserId": "28d1057c-d137-11e8-a8d5-f2801f1b9fd1"
  }
}

Response 404

Item with a given ID not found

Body

Media type: text/plain

Type: any

Example:

"fund not found"

Response 422

Validation errors

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "id": "errors.schema",
  "description": "A set of errors",
  "type": "object",
  "properties": {
    "errors": {
      "description": "List of errors",
      "id": "errors",
      "type": "array",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "id": "error.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": {
            "description": "Error message parameters",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "id": "parameters.schema",
            "type": "array",
            "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/funds/{id}

Delete fund item with given {fundId}

DELETE /finance-storage/funds/{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 fund

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 fund -- constraint violation"

Response 404

Item with a given ID not found

Body

Media type: text/plain

Type: any

Example:

"fund not found"

Response 422

Validation errors

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "id": "errors.schema",
  "description": "A set of errors",
  "type": "object",
  "properties": {
    "errors": {
      "description": "List of errors",
      "id": "errors",
      "type": "array",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "id": "error.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": {
            "description": "Error message parameters",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "id": "parameters.schema",
            "type": "array",
            "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/funds/{id}

Update fund item with given {fundId}

PUT /finance-storage/funds/{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 fund

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A fund to track financial transactions",
  "type": "object",
  "properties": {
    "id": {
      "description": "UUID of this fund",
      "$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}$"
    },
    "_version": {
      "type": "integer",
      "description": "Record version for optimistic locking"
    },
    "allocatedFromIds": {
      "description": "All the funds that this fund is allowed to receive money from. This would be 1 fund or none. If this field is blank their is no restriction on allocating to this fund",
      "type": "array",
      "items": {
        "description": "UUID of the fund this fund is allowed to receive money from",
        "$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}$"
      }
    },
    "allocatedToIds": {
      "description": "All the funds that this fund is allowed to send money to. This could be one or many.",
      "type": "array",
      "items": {
        "description": "UUID of the fund this fund is allowed to send money to",
        "$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}$"
      }
    },
    "code": {
      "description": "A unique code associated with the fund",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[^:]+$"
    },
    "description": {
      "description": "The description of this fund",
      "type": "string"
    },
    "externalAccountNo": {
      "description": "Corresponding account in the financial system. Will be recorded in payment generated as well.",
      "type": "string"
    },
    "fundStatus": {
      "description": "The current status of this fund",
      "type": "string",
      "enum": [
        "Active",
        "Frozen",
        "Inactive"
      ]
    },
    "fundTypeId": {
      "description": "UUID of the fund type associated with this fund",
      "$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}$"
    },
    "ledgerId": {
      "description": "UUID of the financial ledger associated with this fund",
      "$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}$"
    },
    "name": {
      "description": "The name of this fund",
      "type": "string"
    },
    "acqUnitIds": {
      "description": "acquisition unit ids associated with this fund",
      "type": "array",
      "items": {
        "$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}$"
      }
    },
    "donorOrganizationIds": {
      "description": "donor organization ids associated with this fund",
      "type": "array",
      "items": {
        "$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}$"
      }
    },
    "restrictByLocations": {
      "description": "restrict usage of this fund by locations",
      "type": "boolean",
      "default": false
    },
    "locations": {
      "description": "Locations associated with this fund",
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "locationId": {
            "$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}$"
          },
          "tenantId": {
            "description": "Tenant id of the associated location",
            "type": "string"
          }
        },
        "additionalProperties": false,
        "required": [
          "locationId"
        ]
      }
    },
    "tags": {
      "type": "object",
      "description": "arbitrary tags associated with this fund",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "id": "tags.schema",
      "title": "tags",
      "properties": {
        "tagList": {
          "description": "List of tags",
          "type": "array",
          "items": {
            "type": "string"
          }
        }
      },
      "additionalProperties": false
    },
    "metadata": {
      "description": "Metadata about creation and changes to record, provided by the server (client should not provide)",
      "type": "object",
      "readonly": true,
      "$schema": "http://json-schema.org/draft-04/schema#",
      "id": "metadata.schema",
      "title": "Metadata Schema",
      "properties": {
        "createdDate": {
          "description": "Date and time when the record was created",
          "type": "string",
          "format": "date-time"
        },
        "createdByUserId": {
          "description": "ID of the user who created the record (when available)",
          "type": "string",
          "pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
        },
        "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"
      ]
    }
  },
  "additionalProperties": false,
  "required": [
    "code",
    "fundStatus",
    "ledgerId",
    "name"
  ]
}

Example:

{
  "id": "6e2fbba3-d557-4480-bca3-b6f5c645de04",
  "allocatedFromIds": [
    "1a490199-833d-4876-b2ff-2bd61f8324f1",
    "d69a001c-ac69-4348-bee1-f9f3ef8a3f32"
  ],
  "allocatedToIds": [
    "c08a5b0c-6717-4788-9df5-b0e8338c1172"
  ],
  "code": "HIST",
  "description": "Tracking fund for the History department",
  "externalAccountNo": "1121112569489",
  "fundStatus": "Active",
  "fundTypeId": "c93373df-e7ec-4d31-b200-719736610d89",
  "ledgerId": "7ebd02c8-2bd4-40ae-b44d-0e76dc197633",
  "name": "History",
  "acqUnitIds": [
    "1895e539-8dac-441e-b1f5-aab62b3fde60",
    "47f504bd-0c1b-498e-a2ae-e2f0a0cea273"
  ],
  "donorOrganizationIds": [
    "d926d900-e27d-46d6-bba8-31e9d5c2cf44",
    "077274ad-6b4f-4c28-9779-6d381e7a1ca1"
  ],
  "restrictByLocations": true,
  "locations": [
    {
      "locationId": "eb2d063a-5b4c-4cab-8db1-5fc5c5941df6"
    },
    {
      "locationId": "fcd64ce1-6995-48f0-840e-89ffa2288371"
    }
  ],
  "tags": {
    "tagList": [
      "tag"
    ]
  },
  "metadata": {
    "createdDate": "2020-07-19T10:00:00.000+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 fund -- malformed JSON at 13:4"

Response 404

Item with a given ID not found

Body

Media type: text/plain

Type: any

Example:

"fund not found"

Response 409

Optimistic locking version conflict

Body

Media type: text/plain

Type: any

Example:

version conflict

Response 422

Validation errors

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "id": "errors.schema",
  "description": "A set of errors",
  "type": "object",
  "properties": {
    "errors": {
      "description": "List of errors",
      "id": "errors",
      "type": "array",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "id": "error.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": {
            "description": "Error message parameters",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "id": "parameters.schema",
            "type": "array",
            "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