mod-finance-storage (v1)

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

Table of contents

mod-finance-storage (Ledger Rollover)

CRUD APIs used to manage ledger rollover.

/finance-storage/ledger-rollovers

Collection of ledger-rollover items.

GET /finance-storage/ledger-rollovers

Get list of rollovers

GET /finance-storage/ledger-rollovers
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 ledger-rollover items

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A collection of ledger fiscal year rollovers",
  "type": "object",
  "properties": {
    "ledgerFiscalYearRollovers": {
      "description": "The list of fiscal year rollovers",
      "type": "array",
      "items": {
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "Ledger fiscal year rollover",
        "type": "object",
        "properties": {
          "id": {
            "description": "id of ledger fiscal year rollover",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "type": "string",
            "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
          },
          "_version": {
            "type": "integer",
            "description": "Record version for optimistic locking"
          },
          "ledgerId": {
            "description": "Ledger UUID for which rollover was started",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "type": "string",
            "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
          },
          "rolloverType": {
            "description": "Type of rollover. Action Commit means run real rollover",
            "type": "object",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "javaName": "RolloverType",
            "enum": [
              "Preview",
              "Commit",
              "Rollback"
            ],
            "javaEnums": [
              {
                "name": "PREVIEW",
                "title": "Preview",
                "description": "Run only budget and encumbrance rollover. Result will be not saved in real tables."
              },
              {
                "name": "COMMIT",
                "title": "Commit",
                "description": "Run real for budgets, encumbrances and orders rollover. Result will be saved in real tables."
              },
              {
                "name": "ROLLBACK",
                "title": "Rollback",
                "description": "Rollback budgets, encumbrances and orders rollover."
              }
            ],
            "default": "Commit"
          },
          "fromFiscalYearId": {
            "description": "UUID of the fiscal year from which rollover will be happened",
            "$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}$"
          },
          "toFiscalYearId": {
            "description": "UUID of the fiscal year to which rollover will be happened",
            "$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}$"
          },
          "restrictEncumbrance": {
            "description": "Imposes restrictions on encumbrances",
            "type": "boolean",
            "default": false
          },
          "restrictExpenditures": {
            "description": "Imposes restrictions on payments",
            "type": "boolean",
            "default": false
          },
          "needCloseBudgets": {
            "description": "Control that all budget must be closed in rollover time",
            "type": "boolean",
            "default": true
          },
          "currencyFactor": {
            "description": "Currency factor",
            "type": "integer",
            "readonly": true
          },
          "budgetsRollover": {
            "description": "Budget rollover info",
            "type": "array",
            "id": "budgetsRollover",
            "items": {
              "type": "object",
              "$schema": "http://json-schema.org/draft-04/schema#",
              "description": "Budget rollover info",
              "javaType": "org.folio.rest.jaxrs.model.BudgetRollover",
              "properties": {
                "fundTypeId": {
                  "description": "Fund type UUID",
                  "$schema": "http://json-schema.org/draft-04/schema#",
                  "type": "string",
                  "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
                },
                "rolloverAllocation": {
                  "description": "Should allocated amount needs to be rollover",
                  "type": "boolean",
                  "default": false
                },
                "rolloverBudgetValue": {
                  "description": "Which type of value to be rollover: None, CashBalance or Available",
                  "type": "string",
                  "enum": [
                    "None",
                    "CashBalance",
                    "Available"
                  ],
                  "default": "None"
                },
                "setAllowances": {
                  "description": "Indicate to get Allowances from previous year budget if false and if true then values will be specified",
                  "type": "boolean",
                  "default": false
                },
                "adjustAllocation": {
                  "description": "How much should we increase the allocation",
                  "type": "number",
                  "default": 0
                },
                "addAvailableTo": {
                  "description": "Where to add available : Available or Allocation",
                  "type": "string",
                  "enum": [
                    "Available",
                    "Allocation"
                  ],
                  "default": "Available"
                },
                "allowableEncumbrance": {
                  "description": "The encumbrance percentage limit for this budget",
                  "type": "number"
                },
                "allowableExpenditure": {
                  "description": "The expenditure percentage limit for this budget",
                  "type": "number"
                }
              },
              "additionalProperties": false
            }
          },
          "encumbrancesRollover": {
            "description": "Encumbrances rollover info",
            "id": "encumbrancesRollover",
            "type": "array",
            "items": {
              "type": "object",
              "$schema": "http://json-schema.org/draft-04/schema#",
              "description": "Encumbrance rollover info",
              "javaName": "EncumbranceRollover",
              "properties": {
                "orderType": {
                  "description": "Order type",
                  "type": "string",
                  "enum": [
                    "Ongoing",
                    "Ongoing-Subscription",
                    "One-time"
                  ]
                },
                "basedOn": {
                  "description": "Based on Expended, Remaining or InitialAmount",
                  "type": "string",
                  "enum": [
                    "Expended",
                    "Remaining",
                    "InitialAmount"
                  ]
                },
                "increaseBy": {
                  "description": "How much should we increase the encumbrance amount based on basedOn",
                  "type": "number",
                  "default": 0
                }
              },
              "additionalProperties": false,
              "required": [
                "orderType",
                "basedOn"
              ]
            }
          },
          "metadata": {
            "readonly": true,
            "type": "object",
            "$schema": "http://json-schema.org/draft-04/schema#",
            "id": "metadata.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"
            ]
          }
        },
        "additionalProperties": false,
        "required": [
          "ledgerId",
          "fromFiscalYearId",
          "toFiscalYearId",
          "budgetsRollover",
          "encumbrancesRollover"
        ]
      }
    },
    "totalRecords": {
      "description": "The number of records contained in this collection",
      "type": "integer",
      "minimum": 0
    }
  },
  "additionalProperties": false,
  "required": [
    "ledgerFiscalYearRollovers",
    "totalRecords"
  ]
}

Example:

{
  "ledgerFiscalYearRollovers": [
    {
      "id": "e7ed4439-a5ea-4976-b7e6-264e495fbfe8",
      "ledgerId": "7cef8378-7cbd-1fae-bcdd-8b9d7c0af9de",
      "fromFiscalYearId": "ac2164c7-ba3d-1bc2-a12c-e35ceccbfaf2",
      "toFiscalYearId": "517efc6a-f218-4d25-a832-10de4dc32f25",
      "restrictEncumbrance": false,
      "restrictExpenditures": false,
      "needCloseBudgets": true,
      "budgetsRollover": [
        {
          "fundTypeId": "c93373df-e7ec-4d31-b200-719736610d89",
          "rolloverAllocation": true,
          "rolloverBudgetValue": "Available",
          "adjustAllocation": 5,
          "addAvailableTo": "Available",
          "allowableEncumbrance": 100,
          "allowableExpenditure": 100
        }
      ],
      "encumbrancesRollover": [
        {
          "orderType": "Ongoing",
          "basedOn": "Expended",
          "increaseBy": 5
        },
        {
          "orderType": "One-time",
          "basedOn": "Expended",
          "increaseBy": 4
        }
      ]
    }
  ],
  "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 ledger-rollovers -- 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 ledger-rollovers -- 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/ledger-rollovers

Create a new ledger-rollover item.

POST /finance-storage/ledger-rollovers
Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "Ledger fiscal year rollover",
  "type": "object",
  "properties": {
    "id": {
      "description": "id of ledger fiscal year rollover",
      "$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}$"
    },
    "_version": {
      "type": "integer",
      "description": "Record version for optimistic locking"
    },
    "ledgerId": {
      "description": "Ledger UUID for which rollover was started",
      "$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}$"
    },
    "rolloverType": {
      "description": "Type of rollover. Action Commit means run real rollover",
      "type": "object",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "javaName": "RolloverType",
      "enum": [
        "Preview",
        "Commit",
        "Rollback"
      ],
      "javaEnums": [
        {
          "name": "PREVIEW",
          "title": "Preview",
          "description": "Run only budget and encumbrance rollover. Result will be not saved in real tables."
        },
        {
          "name": "COMMIT",
          "title": "Commit",
          "description": "Run real for budgets, encumbrances and orders rollover. Result will be saved in real tables."
        },
        {
          "name": "ROLLBACK",
          "title": "Rollback",
          "description": "Rollback budgets, encumbrances and orders rollover."
        }
      ],
      "default": "Commit"
    },
    "fromFiscalYearId": {
      "description": "UUID of the fiscal year from which rollover will be happened",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
    },
    "toFiscalYearId": {
      "description": "UUID of the fiscal year to which rollover will be happened",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
    },
    "restrictEncumbrance": {
      "description": "Imposes restrictions on encumbrances",
      "type": "boolean",
      "default": false
    },
    "restrictExpenditures": {
      "description": "Imposes restrictions on payments",
      "type": "boolean",
      "default": false
    },
    "needCloseBudgets": {
      "description": "Control that all budget must be closed in rollover time",
      "type": "boolean",
      "default": true
    },
    "currencyFactor": {
      "description": "Currency factor",
      "type": "integer",
      "readonly": true
    },
    "budgetsRollover": {
      "description": "Budget rollover info",
      "type": "array",
      "id": "budgetsRollover",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "Budget rollover info",
        "javaType": "org.folio.rest.jaxrs.model.BudgetRollover",
        "properties": {
          "fundTypeId": {
            "description": "Fund type UUID",
            "$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}$"
          },
          "rolloverAllocation": {
            "description": "Should allocated amount needs to be rollover",
            "type": "boolean",
            "default": false
          },
          "rolloverBudgetValue": {
            "description": "Which type of value to be rollover: None, CashBalance or Available",
            "type": "string",
            "enum": [
              "None",
              "CashBalance",
              "Available"
            ],
            "default": "None"
          },
          "setAllowances": {
            "description": "Indicate to get Allowances from previous year budget if false and if true then values will be specified",
            "type": "boolean",
            "default": false
          },
          "adjustAllocation": {
            "description": "How much should we increase the allocation",
            "type": "number",
            "default": 0
          },
          "addAvailableTo": {
            "description": "Where to add available : Available or Allocation",
            "type": "string",
            "enum": [
              "Available",
              "Allocation"
            ],
            "default": "Available"
          },
          "allowableEncumbrance": {
            "description": "The encumbrance percentage limit for this budget",
            "type": "number"
          },
          "allowableExpenditure": {
            "description": "The expenditure percentage limit for this budget",
            "type": "number"
          }
        },
        "additionalProperties": false
      }
    },
    "encumbrancesRollover": {
      "description": "Encumbrances rollover info",
      "id": "encumbrancesRollover",
      "type": "array",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "Encumbrance rollover info",
        "javaName": "EncumbranceRollover",
        "properties": {
          "orderType": {
            "description": "Order type",
            "type": "string",
            "enum": [
              "Ongoing",
              "Ongoing-Subscription",
              "One-time"
            ]
          },
          "basedOn": {
            "description": "Based on Expended, Remaining or InitialAmount",
            "type": "string",
            "enum": [
              "Expended",
              "Remaining",
              "InitialAmount"
            ]
          },
          "increaseBy": {
            "description": "How much should we increase the encumbrance amount based on basedOn",
            "type": "number",
            "default": 0
          }
        },
        "additionalProperties": false,
        "required": [
          "orderType",
          "basedOn"
        ]
      }
    },
    "metadata": {
      "readonly": true,
      "type": "object",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "id": "metadata.schema",
      "title": "Metadata Schema",
      "description": "Metadata about creation and changes to records, provided by the server (client should not provide)",
      "properties": {
        "createdDate": {
          "description": "Date and time when the record was created",
          "type": "string",
          "format": "date-time"
        },
        "createdByUserId": {
          "description": "ID of the user who created the record (when available)",
          "type": "string",
          "pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
        },
        "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"
      ]
    }
  },
  "additionalProperties": false,
  "required": [
    "ledgerId",
    "fromFiscalYearId",
    "toFiscalYearId",
    "budgetsRollover",
    "encumbrancesRollover"
  ]
}

Example:

{
  "id": "e7ed4439-a5ea-4976-b7e6-264e495fbfe8",
  "rolloverType": "Commit",
  "ledgerId": "7cef8378-7cbd-1fae-bcdd-8b9d7c0af9de",
  "fromFiscalYearId": "ac2164c7-ba3d-1bc2-a12c-e35ceccbfaf2",
  "toFiscalYearId": "517efc6a-f218-4d25-a832-10de4dc32f25",
  "restrictEncumbrance": false,
  "restrictExpenditures": false,
  "needCloseBudgets": true,
  "budgetsRollover": [
    {
      "fundTypeId": "c93373df-e7ec-4d31-b200-719736610d89",
      "rolloverAllocation": true,
      "rolloverBudgetValue": "Available",
      "adjustAllocation": 5,
      "addAvailableTo": "Available",
      "allowableEncumbrance": 100,
      "allowableExpenditure": 100
    }
  ],
  "encumbrancesRollover": [
    {
      "orderType": "Ongoing",
      "basedOn": "Expended",
      "increaseBy": 5
    },
    {
      "orderType": "One-time",
      "basedOn": "Expended",
      "increaseBy": 4
    }
  ]
}

Response 201

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

Headers
  • Location: required (string)

    URI to the created ledger-rollover item

Body

Media type: application/json

Type: any

Example:

{
  "id": "e7ed4439-a5ea-4976-b7e6-264e495fbfe8",
  "rolloverType": "Commit",
  "ledgerId": "7cef8378-7cbd-1fae-bcdd-8b9d7c0af9de",
  "fromFiscalYearId": "ac2164c7-ba3d-1bc2-a12c-e35ceccbfaf2",
  "toFiscalYearId": "517efc6a-f218-4d25-a832-10de4dc32f25",
  "restrictEncumbrance": false,
  "restrictExpenditures": false,
  "needCloseBudgets": true,
  "budgetsRollover": [
    {
      "fundTypeId": "c93373df-e7ec-4d31-b200-719736610d89",
      "rolloverAllocation": true,
      "rolloverBudgetValue": "Available",
      "adjustAllocation": 5,
      "addAvailableTo": "Available",
      "allowableEncumbrance": 100,
      "allowableExpenditure": 100
    }
  ],
  "encumbrancesRollover": [
    {
      "orderType": "Ongoing",
      "basedOn": "Expended",
      "increaseBy": 5
    },
    {
      "orderType": "One-time",
      "basedOn": "Expended",
      "increaseBy": 4
    }
  ]
}

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 ledger-rollover -- malformed JSON at 13:3"

Response 401

Not authorized to perform requested action

Body

Media type: text/plain

Type: any

Example:

unable to create ledger-rollovers -- 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/ledger-rollovers/{id}

Retrieve ledger-rollover item with given {ledger-rolloverId}

GET /finance-storage/ledger-rollovers/{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 rollover

Response 200

Returns item with a given ID

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "Ledger fiscal year rollover",
  "type": "object",
  "properties": {
    "id": {
      "description": "id of ledger fiscal year rollover",
      "$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}$"
    },
    "_version": {
      "type": "integer",
      "description": "Record version for optimistic locking"
    },
    "ledgerId": {
      "description": "Ledger UUID for which rollover was started",
      "$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}$"
    },
    "rolloverType": {
      "description": "Type of rollover. Action Commit means run real rollover",
      "type": "object",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "javaName": "RolloverType",
      "enum": [
        "Preview",
        "Commit",
        "Rollback"
      ],
      "javaEnums": [
        {
          "name": "PREVIEW",
          "title": "Preview",
          "description": "Run only budget and encumbrance rollover. Result will be not saved in real tables."
        },
        {
          "name": "COMMIT",
          "title": "Commit",
          "description": "Run real for budgets, encumbrances and orders rollover. Result will be saved in real tables."
        },
        {
          "name": "ROLLBACK",
          "title": "Rollback",
          "description": "Rollback budgets, encumbrances and orders rollover."
        }
      ],
      "default": "Commit"
    },
    "fromFiscalYearId": {
      "description": "UUID of the fiscal year from which rollover will be happened",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
    },
    "toFiscalYearId": {
      "description": "UUID of the fiscal year to which rollover will be happened",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
    },
    "restrictEncumbrance": {
      "description": "Imposes restrictions on encumbrances",
      "type": "boolean",
      "default": false
    },
    "restrictExpenditures": {
      "description": "Imposes restrictions on payments",
      "type": "boolean",
      "default": false
    },
    "needCloseBudgets": {
      "description": "Control that all budget must be closed in rollover time",
      "type": "boolean",
      "default": true
    },
    "currencyFactor": {
      "description": "Currency factor",
      "type": "integer",
      "readonly": true
    },
    "budgetsRollover": {
      "description": "Budget rollover info",
      "type": "array",
      "id": "budgetsRollover",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "Budget rollover info",
        "javaType": "org.folio.rest.jaxrs.model.BudgetRollover",
        "properties": {
          "fundTypeId": {
            "description": "Fund type UUID",
            "$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}$"
          },
          "rolloverAllocation": {
            "description": "Should allocated amount needs to be rollover",
            "type": "boolean",
            "default": false
          },
          "rolloverBudgetValue": {
            "description": "Which type of value to be rollover: None, CashBalance or Available",
            "type": "string",
            "enum": [
              "None",
              "CashBalance",
              "Available"
            ],
            "default": "None"
          },
          "setAllowances": {
            "description": "Indicate to get Allowances from previous year budget if false and if true then values will be specified",
            "type": "boolean",
            "default": false
          },
          "adjustAllocation": {
            "description": "How much should we increase the allocation",
            "type": "number",
            "default": 0
          },
          "addAvailableTo": {
            "description": "Where to add available : Available or Allocation",
            "type": "string",
            "enum": [
              "Available",
              "Allocation"
            ],
            "default": "Available"
          },
          "allowableEncumbrance": {
            "description": "The encumbrance percentage limit for this budget",
            "type": "number"
          },
          "allowableExpenditure": {
            "description": "The expenditure percentage limit for this budget",
            "type": "number"
          }
        },
        "additionalProperties": false
      }
    },
    "encumbrancesRollover": {
      "description": "Encumbrances rollover info",
      "id": "encumbrancesRollover",
      "type": "array",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "Encumbrance rollover info",
        "javaName": "EncumbranceRollover",
        "properties": {
          "orderType": {
            "description": "Order type",
            "type": "string",
            "enum": [
              "Ongoing",
              "Ongoing-Subscription",
              "One-time"
            ]
          },
          "basedOn": {
            "description": "Based on Expended, Remaining or InitialAmount",
            "type": "string",
            "enum": [
              "Expended",
              "Remaining",
              "InitialAmount"
            ]
          },
          "increaseBy": {
            "description": "How much should we increase the encumbrance amount based on basedOn",
            "type": "number",
            "default": 0
          }
        },
        "additionalProperties": false,
        "required": [
          "orderType",
          "basedOn"
        ]
      }
    },
    "metadata": {
      "readonly": true,
      "type": "object",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "id": "metadata.schema",
      "title": "Metadata Schema",
      "description": "Metadata about creation and changes to records, provided by the server (client should not provide)",
      "properties": {
        "createdDate": {
          "description": "Date and time when the record was created",
          "type": "string",
          "format": "date-time"
        },
        "createdByUserId": {
          "description": "ID of the user who created the record (when available)",
          "type": "string",
          "pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
        },
        "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"
      ]
    }
  },
  "additionalProperties": false,
  "required": [
    "ledgerId",
    "fromFiscalYearId",
    "toFiscalYearId",
    "budgetsRollover",
    "encumbrancesRollover"
  ]
}

Example:

{
  "id": "e7ed4439-a5ea-4976-b7e6-264e495fbfe8",
  "rolloverType": "Commit",
  "ledgerId": "7cef8378-7cbd-1fae-bcdd-8b9d7c0af9de",
  "fromFiscalYearId": "ac2164c7-ba3d-1bc2-a12c-e35ceccbfaf2",
  "toFiscalYearId": "517efc6a-f218-4d25-a832-10de4dc32f25",
  "restrictEncumbrance": false,
  "restrictExpenditures": false,
  "needCloseBudgets": true,
  "budgetsRollover": [
    {
      "fundTypeId": "c93373df-e7ec-4d31-b200-719736610d89",
      "rolloverAllocation": true,
      "rolloverBudgetValue": "Available",
      "adjustAllocation": 5,
      "addAvailableTo": "Available",
      "allowableEncumbrance": 100,
      "allowableExpenditure": 100
    }
  ],
  "encumbrancesRollover": [
    {
      "orderType": "Ongoing",
      "basedOn": "Expended",
      "increaseBy": 5
    },
    {
      "orderType": "One-time",
      "basedOn": "Expended",
      "increaseBy": 4
    }
  ]
}

Response 404

Item with a given ID not found

Body

Media type: text/plain

Type: any

Example:

"ledger-rollover 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/ledger-rollovers/{id}

Delete ledger-rollover item with given {ledger-rolloverId}

DELETE /finance-storage/ledger-rollovers/{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 rollover

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 ledger-rollover -- constraint violation"

Response 404

Item with a given ID not found

Body

Media type: text/plain

Type: any

Example:

"ledger-rollover 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/ledger-rollovers/{id}

Update ledger-rollover item with given {ledger-rolloverId}

PUT /finance-storage/ledger-rollovers/{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 rollover

Body

Media type: application/json

Type: json

Content:

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "Ledger fiscal year rollover",
  "type": "object",
  "properties": {
    "id": {
      "description": "id of ledger fiscal year rollover",
      "$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}$"
    },
    "_version": {
      "type": "integer",
      "description": "Record version for optimistic locking"
    },
    "ledgerId": {
      "description": "Ledger UUID for which rollover was started",
      "$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}$"
    },
    "rolloverType": {
      "description": "Type of rollover. Action Commit means run real rollover",
      "type": "object",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "javaName": "RolloverType",
      "enum": [
        "Preview",
        "Commit",
        "Rollback"
      ],
      "javaEnums": [
        {
          "name": "PREVIEW",
          "title": "Preview",
          "description": "Run only budget and encumbrance rollover. Result will be not saved in real tables."
        },
        {
          "name": "COMMIT",
          "title": "Commit",
          "description": "Run real for budgets, encumbrances and orders rollover. Result will be saved in real tables."
        },
        {
          "name": "ROLLBACK",
          "title": "Rollback",
          "description": "Rollback budgets, encumbrances and orders rollover."
        }
      ],
      "default": "Commit"
    },
    "fromFiscalYearId": {
      "description": "UUID of the fiscal year from which rollover will be happened",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
    },
    "toFiscalYearId": {
      "description": "UUID of the fiscal year to which rollover will be happened",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
    },
    "restrictEncumbrance": {
      "description": "Imposes restrictions on encumbrances",
      "type": "boolean",
      "default": false
    },
    "restrictExpenditures": {
      "description": "Imposes restrictions on payments",
      "type": "boolean",
      "default": false
    },
    "needCloseBudgets": {
      "description": "Control that all budget must be closed in rollover time",
      "type": "boolean",
      "default": true
    },
    "currencyFactor": {
      "description": "Currency factor",
      "type": "integer",
      "readonly": true
    },
    "budgetsRollover": {
      "description": "Budget rollover info",
      "type": "array",
      "id": "budgetsRollover",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "Budget rollover info",
        "javaType": "org.folio.rest.jaxrs.model.BudgetRollover",
        "properties": {
          "fundTypeId": {
            "description": "Fund type UUID",
            "$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}$"
          },
          "rolloverAllocation": {
            "description": "Should allocated amount needs to be rollover",
            "type": "boolean",
            "default": false
          },
          "rolloverBudgetValue": {
            "description": "Which type of value to be rollover: None, CashBalance or Available",
            "type": "string",
            "enum": [
              "None",
              "CashBalance",
              "Available"
            ],
            "default": "None"
          },
          "setAllowances": {
            "description": "Indicate to get Allowances from previous year budget if false and if true then values will be specified",
            "type": "boolean",
            "default": false
          },
          "adjustAllocation": {
            "description": "How much should we increase the allocation",
            "type": "number",
            "default": 0
          },
          "addAvailableTo": {
            "description": "Where to add available : Available or Allocation",
            "type": "string",
            "enum": [
              "Available",
              "Allocation"
            ],
            "default": "Available"
          },
          "allowableEncumbrance": {
            "description": "The encumbrance percentage limit for this budget",
            "type": "number"
          },
          "allowableExpenditure": {
            "description": "The expenditure percentage limit for this budget",
            "type": "number"
          }
        },
        "additionalProperties": false
      }
    },
    "encumbrancesRollover": {
      "description": "Encumbrances rollover info",
      "id": "encumbrancesRollover",
      "type": "array",
      "items": {
        "type": "object",
        "$schema": "http://json-schema.org/draft-04/schema#",
        "description": "Encumbrance rollover info",
        "javaName": "EncumbranceRollover",
        "properties": {
          "orderType": {
            "description": "Order type",
            "type": "string",
            "enum": [
              "Ongoing",
              "Ongoing-Subscription",
              "One-time"
            ]
          },
          "basedOn": {
            "description": "Based on Expended, Remaining or InitialAmount",
            "type": "string",
            "enum": [
              "Expended",
              "Remaining",
              "InitialAmount"
            ]
          },
          "increaseBy": {
            "description": "How much should we increase the encumbrance amount based on basedOn",
            "type": "number",
            "default": 0
          }
        },
        "additionalProperties": false,
        "required": [
          "orderType",
          "basedOn"
        ]
      }
    },
    "metadata": {
      "readonly": true,
      "type": "object",
      "$schema": "http://json-schema.org/draft-04/schema#",
      "id": "metadata.schema",
      "title": "Metadata Schema",
      "description": "Metadata about creation and changes to records, provided by the server (client should not provide)",
      "properties": {
        "createdDate": {
          "description": "Date and time when the record was created",
          "type": "string",
          "format": "date-time"
        },
        "createdByUserId": {
          "description": "ID of the user who created the record (when available)",
          "type": "string",
          "pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
        },
        "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"
      ]
    }
  },
  "additionalProperties": false,
  "required": [
    "ledgerId",
    "fromFiscalYearId",
    "toFiscalYearId",
    "budgetsRollover",
    "encumbrancesRollover"
  ]
}

Example:

{
  "id": "e7ed4439-a5ea-4976-b7e6-264e495fbfe8",
  "rolloverType": "Commit",
  "ledgerId": "7cef8378-7cbd-1fae-bcdd-8b9d7c0af9de",
  "fromFiscalYearId": "ac2164c7-ba3d-1bc2-a12c-e35ceccbfaf2",
  "toFiscalYearId": "517efc6a-f218-4d25-a832-10de4dc32f25",
  "restrictEncumbrance": false,
  "restrictExpenditures": false,
  "needCloseBudgets": true,
  "budgetsRollover": [
    {
      "fundTypeId": "c93373df-e7ec-4d31-b200-719736610d89",
      "rolloverAllocation": true,
      "rolloverBudgetValue": "Available",
      "adjustAllocation": 5,
      "addAvailableTo": "Available",
      "allowableEncumbrance": 100,
      "allowableExpenditure": 100
    }
  ],
  "encumbrancesRollover": [
    {
      "orderType": "Ongoing",
      "basedOn": "Expended",
      "increaseBy": 5
    },
    {
      "orderType": "One-time",
      "basedOn": "Expended",
      "increaseBy": 4
    }
  ]
}

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 ledger-rollover -- malformed JSON at 13:4"

Response 404

Item with a given ID not found

Body

Media type: text/plain

Type: any

Example:

"ledger-rollover 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