Finance budget version v1
https://github.com/folio-org/mod-finance
Budget API
This documents the API calls that can be made to manage budgets
Finance budget
Finance budget APIs
Create a new budget item.
Retrieve a list of budget items.
post /finance/budgets
Create a new budget item.
Body
Media type: application/json
Type: json
Content:
{
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "A budget",
"type": "object",
"properties": {
"id": {
"description": "UUID of this budget",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"_version": {
"type": "integer",
"description": "Record version for optimistic locking"
},
"name": {
"description": "The name of the budget",
"type": "string"
},
"budgetStatus": {
"description": "The status of the budget",
"type": "string",
"enum": [
"Active",
"Frozen",
"Inactive",
"Planned",
"Closed"
]
},
"allowableEncumbrance": {
"description": "The encumbrance percentage limit for this budget",
"type": "number",
"minimum": 0
},
"allowableExpenditure": {
"description": "The expenditure percentage limit for this budget",
"type": "number",
"minimum": 0
},
"allocated": {
"description": "The amount currently allocated to this budget",
"type": "number"
},
"awaitingPayment": {
"default": 0,
"description": "The amount currently awaiting payment for this budget",
"type": "number"
},
"available": {
"description": "The amount currently available for this budge",
"type": "number",
"readonly": true
},
"credits": {
"default": 0,
"description": "The amount currently credited to this budget",
"type": "number"
},
"encumbered": {
"default": 0,
"description": "The amount currently encumbered for this budget",
"type": "number"
},
"expenditures": {
"default": 0,
"description": "The amount currently expended for this budget",
"type": "number"
},
"netTransfers": {
"default": 0,
"description": "Summing all the transfers on this budget",
"type": "number"
},
"unavailable": {
"description": "Unavailable amount for this budget",
"type": "number",
"readonly": true
},
"overEncumbrance": {
"description": "The amount currently over-encumbered for this budget",
"type": "number",
"readonly": true
},
"overExpended": {
"description": "Amount the budget is over expended.",
"type": "number",
"readonly": true
},
"fundId": {
"description": "UUID of fund",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"fiscalYearId": {
"description": "UUID of fiscal year",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"acqUnitIds": {
"description": "acquisition unit ids associated with this budget",
"type": "array",
"items": {
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "The UUID format string",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
}
},
"tags": {
"type": "object",
"description": "arbitrary tags associated with this budget",
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "tags.schema",
"title": "tags",
"properties": {
"tagList": {
"description": "List of tags",
"type": "array",
"items": {
"type": "string"
}
}
},
"additionalProperties": false
},
"metadata": {
"type": "object",
"readonly": true,
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "metadata.schema",
"title": "Metadata Schema",
"description": "Metadata about creation and changes to records, provided by the server (client should not provide)",
"properties": {
"createdDate": {
"description": "Date and time when the record was created",
"type": "string",
"format": "date-time"
},
"createdByUserId": {
"description": "ID of the user who created the record (when available)",
"type": "string",
"pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
},
"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}$"
},
"updatedByUsername": {
"description": "Username of the user who last updated the record (when available)",
"type": "string"
}
},
"additionalProperties": false,
"required": [
"createdDate"
]
},
"initialAllocation": {
"description": "The amount of the first allocation made to this budget",
"type": "number",
"readonly": true
},
"allocationTo": {
"description": "The sum of all allocation transaction amounts made TO this budget not including the Initial allocation",
"type": "number",
"readonly": true
},
"allocationFrom": {
"description": "The sum of all allocation transaction amounts made FROM this budget not including the Initial allocation",
"type": "number",
"readonly": true
},
"totalFunding": {
"description": "budget.allocated + budget.netTransfers",
"type": "number",
"readonly": true
},
"cashBalance": {
"description": "Total Funding minus Expended",
"type": "number",
"readonly": true
},
"statusExpenseClasses": {
"description": "Expense classes associated with this budget",
"type": "array",
"items": {
"description": "Expense classes associated with this budget",
"type": "object",
"$schema": "http://json-schema.org/draft-04/schema#",
"properties": {
"expenseClassId": {
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "The UUID format string",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"status": {
"description": "Status for expense class within the budget ",
"type": "string",
"enum": [
"Active",
"Inactive"
],
"default": "Active"
}
},
"required": [
"expenseClassId"
],
"additionalProperties": false
}
}
},
"additionalProperties": false,
"required": [
"allocated"
]
}
Example:
{
"id": "47ac60b4-159d-4e1c-9acb-8293df67d16d",
"name": "History 2017",
"budgetStatus": "Active",
"allowableEncumbrance": 95,
"allowableExpenditure": 100,
"allocated": 20000,
"awaitingPayment": 3500,
"available": 10000,
"credits": 3000,
"encumbered": 2000,
"expenditures": 4500,
"unavailable": 10000,
"overEncumbrance": 0,
"overExpended": 0,
"fundId": "172364c7-aaaa-10c2-b12c-e35ceccbfaf2",
"fiscalYearId": "ac2164c7-ba3d-2bc2-a12c-e35ceccbfaf2",
"acqUnitIds": [
"7ec2ed06-0504-40dc-bc53-7515955ff0cb"
],
"tags": {
"tagList": [
"important"
]
},
"statusExpenseClasses": [
{
"expenseClassId": "1bcc3247-99bf-4dca-9b0f-7bc51a2998c2",
"status": "Active"
}
],
"metadata": {
"createdDate": "2018-07-19T00:00:00.000+0000",
"createdByUserId": "28d1057c-d137-11e8-a8d5-f2801f1b9fd1"
}
}
HTTP status code 201
Returns a newly created item, with server-controlled fields like 'id' populated
Headers
- Location: required(string)
URI to the created budget item
Body
Media type: application/json
Type: any
Example:
{
"id": "47ac60b4-159d-4e1c-9acb-8293df67d16d",
"name": "History 2017",
"budgetStatus": "Active",
"allowableEncumbrance": 95,
"allowableExpenditure": 100,
"allocated": 20000,
"awaitingPayment": 3500,
"available": 10000,
"credits": 3000,
"encumbered": 2000,
"expenditures": 4500,
"unavailable": 10000,
"overEncumbrance": 0,
"overExpended": 0,
"fundId": "172364c7-aaaa-10c2-b12c-e35ceccbfaf2",
"fiscalYearId": "ac2164c7-ba3d-2bc2-a12c-e35ceccbfaf2",
"acqUnitIds": [
"7ec2ed06-0504-40dc-bc53-7515955ff0cb"
],
"tags": {
"tagList": [
"important"
]
},
"statusExpenseClasses": [
{
"expenseClassId": "1bcc3247-99bf-4dca-9b0f-7bc51a2998c2",
"status": "Active"
}
],
"metadata": {
"createdDate": "2018-07-19T00:00:00.000+0000",
"createdByUserId": "28d1057c-d137-11e8-a8d5-f2801f1b9fd1"
}
}
HTTP status code 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: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
"unable to add budget -- malformed JSON at 13:3"
HTTP status code 401
Not authorized to perform requested action
Body
Media type: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
unable to create budgets -- unauthorized
HTTP status code 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"
}
]
}
]
}
HTTP status code 500
Internal server error, e.g. due to misconfiguration
Body
Media type: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
Internal server error, contact administrator
get /finance/budgets
Retrieve a list of budget items.
Query Parameters
- 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. Using limit=0 will return totalRecords with the exact value. For details about totalRecords see https://github.com/folio-org/raml-module-builder#estimated-totalrecords
Example:
10
- 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 ["name", "HIST-FY19", "="]
HTTP status code 200
Returns a list of budget items
Body
Media type: application/json
Type: json
Content:
{
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "A collection of budgets",
"type": "object",
"properties": {
"budgets": {
"description": "The list of budget objects contained in this collection",
"type": "array",
"id": "budgets",
"items": {
"type": "object",
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "A budget",
"javaName": "budget",
"properties": {
"id": {
"description": "UUID of this budget",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"_version": {
"type": "integer",
"description": "Record version for optimistic locking"
},
"name": {
"description": "The name of the budget",
"type": "string"
},
"budgetStatus": {
"description": "The status of the budget",
"type": "string",
"enum": [
"Active",
"Frozen",
"Inactive",
"Planned",
"Closed"
]
},
"allowableEncumbrance": {
"description": "The encumbrance percentage limit for this budget",
"type": "number",
"minimum": 0
},
"allowableExpenditure": {
"description": "The expenditure percentage limit for this budget",
"type": "number",
"minimum": 0
},
"allocated": {
"description": "The amount currently allocated to this budget",
"type": "number",
"readonly": true
},
"awaitingPayment": {
"default": 0,
"description": "The amount currently awaiting payment for this budget",
"type": "number"
},
"available": {
"description": "The amount currently available for this budge",
"type": "number",
"readonly": true
},
"credits": {
"default": 0,
"description": "The amount currently credited for this budget",
"type": "number"
},
"encumbered": {
"default": 0,
"description": "The amount currently encumbered for this budget",
"type": "number"
},
"expenditures": {
"default": 0,
"description": "The amount currently expended for this budget",
"type": "number"
},
"netTransfers": {
"default": 0,
"description": "Summing all the transfers on this budget",
"type": "number"
},
"unavailable": {
"description": "Unavailable amount for this budget",
"type": "number",
"readonly": true
},
"overEncumbrance": {
"description": "The amount currently over-encumbered for this budget",
"type": "number",
"readonly": true
},
"overExpended": {
"description": "Amount the budget is over expended.",
"type": "number",
"readonly": true
},
"fundId": {
"description": "UUID of fund",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"fiscalYearId": {
"description": "UUID of fiscal year",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"acqUnitIds": {
"description": "acquisition unit ids associated with this budget",
"type": "array",
"items": {
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "The UUID format string",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
}
},
"tags": {
"type": "object",
"description": "arbitrary tags associated with this budget",
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "tags.schema",
"title": "tags",
"properties": {
"tagList": {
"description": "List of tags",
"type": "array",
"items": {
"type": "string"
}
}
},
"additionalProperties": false
},
"metadata": {
"type": "object",
"readonly": true,
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "metadata.schema",
"title": "Metadata Schema",
"description": "Metadata about creation and changes to records, provided by the server (client should not provide)",
"properties": {
"createdDate": {
"description": "Date and time when the record was created",
"type": "string",
"format": "date-time"
},
"createdByUserId": {
"description": "ID of the user who created the record (when available)",
"type": "string",
"pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
},
"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"
]
},
"initialAllocation": {
"default": 0,
"description": "The amount of the first allocation made to this budget",
"type": "number"
},
"allocationTo": {
"default": 0,
"description": "The sum of all allocation transaction amounts made TO this budget not including the Initial allocation",
"type": "number"
},
"allocationFrom": {
"default": 0,
"description": "The sum of all allocation transaction amounts made FROM this budget not including the Initial allocation",
"type": "number"
},
"totalFunding": {
"description": "budget.allocated + budget.netTransfers",
"type": "number",
"readonly": true
},
"cashBalance": {
"description": "Total Funding minus Expended",
"type": "number",
"readonly": true
}
},
"additionalProperties": false,
"required": [
"budgetStatus",
"name",
"fundId",
"fiscalYearId"
]
}
},
"totalRecords": {
"description": "The number of objects contained in this collection",
"type": "integer"
}
},
"additionalProperties": false,
"required": [
"budgets",
"totalRecords"
]
}
Example:
{
"budgets": [
{
"id": "47ac60b4-159d-4e1c-9acb-8293df67d16d",
"name": "History 2017",
"budgetStatus": "Active",
"allowableEncumbrance": 95,
"allowableExpenditure": 100,
"allocated": 20000,
"awaitingPayment": 3500,
"available": 10000,
"encumbered": 2000,
"expenditures": 4500,
"unavailable": 10000,
"overEncumbrance": 0,
"overExpended": 0,
"fundId": "172364c7-aaaa-10c2-b12c-e35ceccbfaf2",
"fiscalYearId": "ac2164c7-ba3d-2bc2-a12c-e35ceccbfaf2",
"acqUnitIds": [
"7ec2ed06-0504-40dc-bc53-7515955ff0cb"
],
"tags": {
"tagList": [
"important"
]
},
"metadata": {
"createdDate": "2018-07-19T00:00:00.000+0000",
"createdByUserId": "28d1057c-d137-11e8-a8d5-f2801f1b9fd1"
}
}
],
"totalRecords": 1
}
HTTP status code 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: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
unable to list budgets -- malformed parameter 'query', syntax error at column 6
HTTP status code 401
Not authorized to perform requested action
Body
Media type: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
unable to list budgets -- unauthorized
HTTP status code 500
Internal server error, e.g. due to misconfiguration
Body
Media type: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
internal server error, contact administrator
Get, Delete or Update a specific budget
Update budget item with given {budgetId}
Retrieve budget item with given {budgetId}
Delete budget item with given {budgetId}
put /finance/budgets/{id}
Update budget item with given {budgetId}
URI Parameters
- id: required(string - pattern: ^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$)
The UUID of a budget
Body
Media type: application/json
Type: json
Content:
{
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "A budget",
"type": "object",
"properties": {
"id": {
"description": "UUID of this budget",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"_version": {
"type": "integer",
"description": "Record version for optimistic locking"
},
"name": {
"description": "The name of the budget",
"type": "string"
},
"budgetStatus": {
"description": "The status of the budget",
"type": "string",
"enum": [
"Active",
"Frozen",
"Inactive",
"Planned",
"Closed"
]
},
"allowableEncumbrance": {
"description": "The encumbrance percentage limit for this budget",
"type": "number",
"minimum": 0
},
"allowableExpenditure": {
"description": "The expenditure percentage limit for this budget",
"type": "number",
"minimum": 0
},
"allocated": {
"description": "The amount currently allocated to this budget",
"type": "number"
},
"awaitingPayment": {
"default": 0,
"description": "The amount currently awaiting payment for this budget",
"type": "number"
},
"available": {
"description": "The amount currently available for this budge",
"type": "number",
"readonly": true
},
"credits": {
"default": 0,
"description": "The amount currently credited to this budget",
"type": "number"
},
"encumbered": {
"default": 0,
"description": "The amount currently encumbered for this budget",
"type": "number"
},
"expenditures": {
"default": 0,
"description": "The amount currently expended for this budget",
"type": "number"
},
"netTransfers": {
"default": 0,
"description": "Summing all the transfers on this budget",
"type": "number"
},
"unavailable": {
"description": "Unavailable amount for this budget",
"type": "number",
"readonly": true
},
"overEncumbrance": {
"description": "The amount currently over-encumbered for this budget",
"type": "number",
"readonly": true
},
"overExpended": {
"description": "Amount the budget is over expended.",
"type": "number",
"readonly": true
},
"fundId": {
"description": "UUID of fund",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"fiscalYearId": {
"description": "UUID of fiscal year",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"acqUnitIds": {
"description": "acquisition unit ids associated with this budget",
"type": "array",
"items": {
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "The UUID format string",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
}
},
"tags": {
"type": "object",
"description": "arbitrary tags associated with this budget",
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "tags.schema",
"title": "tags",
"properties": {
"tagList": {
"description": "List of tags",
"type": "array",
"items": {
"type": "string"
}
}
},
"additionalProperties": false
},
"metadata": {
"type": "object",
"readonly": true,
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "metadata.schema",
"title": "Metadata Schema",
"description": "Metadata about creation and changes to records, provided by the server (client should not provide)",
"properties": {
"createdDate": {
"description": "Date and time when the record was created",
"type": "string",
"format": "date-time"
},
"createdByUserId": {
"description": "ID of the user who created the record (when available)",
"type": "string",
"pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
},
"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}$"
},
"updatedByUsername": {
"description": "Username of the user who last updated the record (when available)",
"type": "string"
}
},
"additionalProperties": false,
"required": [
"createdDate"
]
},
"initialAllocation": {
"description": "The amount of the first allocation made to this budget",
"type": "number",
"readonly": true
},
"allocationTo": {
"description": "The sum of all allocation transaction amounts made TO this budget not including the Initial allocation",
"type": "number",
"readonly": true
},
"allocationFrom": {
"description": "The sum of all allocation transaction amounts made FROM this budget not including the Initial allocation",
"type": "number",
"readonly": true
},
"totalFunding": {
"description": "budget.allocated + budget.netTransfers",
"type": "number",
"readonly": true
},
"cashBalance": {
"description": "Total Funding minus Expended",
"type": "number",
"readonly": true
},
"statusExpenseClasses": {
"description": "Expense classes associated with this budget",
"type": "array",
"items": {
"description": "Expense classes associated with this budget",
"type": "object",
"$schema": "http://json-schema.org/draft-04/schema#",
"properties": {
"expenseClassId": {
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "The UUID format string",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"status": {
"description": "Status for expense class within the budget ",
"type": "string",
"enum": [
"Active",
"Inactive"
],
"default": "Active"
}
},
"required": [
"expenseClassId"
],
"additionalProperties": false
}
}
},
"additionalProperties": false,
"required": [
"allocated"
]
}
Example:
{
"id": "47ac60b4-159d-4e1c-9acb-8293df67d16d",
"name": "History 2017",
"budgetStatus": "Active",
"allowableEncumbrance": 95,
"allowableExpenditure": 100,
"allocated": 20000,
"awaitingPayment": 3500,
"available": 10000,
"credits": 3000,
"encumbered": 2000,
"expenditures": 4500,
"unavailable": 10000,
"overEncumbrance": 0,
"overExpended": 0,
"fundId": "172364c7-aaaa-10c2-b12c-e35ceccbfaf2",
"fiscalYearId": "ac2164c7-ba3d-2bc2-a12c-e35ceccbfaf2",
"acqUnitIds": [
"7ec2ed06-0504-40dc-bc53-7515955ff0cb"
],
"tags": {
"tagList": [
"important"
]
},
"statusExpenseClasses": [
{
"expenseClassId": "1bcc3247-99bf-4dca-9b0f-7bc51a2998c2",
"status": "Active"
}
],
"metadata": {
"createdDate": "2018-07-19T00:00:00.000+0000",
"createdByUserId": "28d1057c-d137-11e8-a8d5-f2801f1b9fd1"
}
}
HTTP status code 204
Item successfully updated
HTTP status code 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: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
"unable to update budget -- malformed JSON at 13:4"
HTTP status code 404
Item with a given ID not found
Body
Media type: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
"budget not found"
HTTP status code 409
Optimistic locking version conflict
Body
Media type: text/plain
Type: any
Example:
version conflict
HTTP status code 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",
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "parameters.schema",
"type": "array",
"items": {
"type": "object",
"properties": {
"key": {
"type": "string"
},
"value": {
"type": "string"
}
}
}
}
},
"required": [
"message"
]
}
},
"total_records": {
"description": "Total number of errors",
"type": "integer"
}
}
}
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
HTTP status code 500
Internal server error, e.g. due to misconfiguration
Body
Media type: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
internal server error, contact administrator
get /finance/budgets/{id}
Retrieve budget item with given {budgetId}
URI Parameters
- id: required(string - pattern: ^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$)
The UUID of a budget
HTTP status code 200
Returns item with a given ID
Body
Media type: application/json
Type: json
Content:
{
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "A budget",
"type": "object",
"properties": {
"id": {
"description": "UUID of this budget",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"_version": {
"type": "integer",
"description": "Record version for optimistic locking"
},
"name": {
"description": "The name of the budget",
"type": "string"
},
"budgetStatus": {
"description": "The status of the budget",
"type": "string",
"enum": [
"Active",
"Frozen",
"Inactive",
"Planned",
"Closed"
]
},
"allowableEncumbrance": {
"description": "The encumbrance percentage limit for this budget",
"type": "number",
"minimum": 0
},
"allowableExpenditure": {
"description": "The expenditure percentage limit for this budget",
"type": "number",
"minimum": 0
},
"allocated": {
"description": "The amount currently allocated to this budget",
"type": "number"
},
"awaitingPayment": {
"default": 0,
"description": "The amount currently awaiting payment for this budget",
"type": "number"
},
"available": {
"description": "The amount currently available for this budge",
"type": "number",
"readonly": true
},
"credits": {
"default": 0,
"description": "The amount currently credited to this budget",
"type": "number"
},
"encumbered": {
"default": 0,
"description": "The amount currently encumbered for this budget",
"type": "number"
},
"expenditures": {
"default": 0,
"description": "The amount currently expended for this budget",
"type": "number"
},
"netTransfers": {
"default": 0,
"description": "Summing all the transfers on this budget",
"type": "number"
},
"unavailable": {
"description": "Unavailable amount for this budget",
"type": "number",
"readonly": true
},
"overEncumbrance": {
"description": "The amount currently over-encumbered for this budget",
"type": "number",
"readonly": true
},
"overExpended": {
"description": "Amount the budget is over expended.",
"type": "number",
"readonly": true
},
"fundId": {
"description": "UUID of fund",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"fiscalYearId": {
"description": "UUID of fiscal year",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"acqUnitIds": {
"description": "acquisition unit ids associated with this budget",
"type": "array",
"items": {
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "The UUID format string",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
}
},
"tags": {
"type": "object",
"description": "arbitrary tags associated with this budget",
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "tags.schema",
"title": "tags",
"properties": {
"tagList": {
"description": "List of tags",
"type": "array",
"items": {
"type": "string"
}
}
},
"additionalProperties": false
},
"metadata": {
"type": "object",
"readonly": true,
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "metadata.schema",
"title": "Metadata Schema",
"description": "Metadata about creation and changes to records, provided by the server (client should not provide)",
"properties": {
"createdDate": {
"description": "Date and time when the record was created",
"type": "string",
"format": "date-time"
},
"createdByUserId": {
"description": "ID of the user who created the record (when available)",
"type": "string",
"pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
},
"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}$"
},
"updatedByUsername": {
"description": "Username of the user who last updated the record (when available)",
"type": "string"
}
},
"additionalProperties": false,
"required": [
"createdDate"
]
},
"initialAllocation": {
"description": "The amount of the first allocation made to this budget",
"type": "number",
"readonly": true
},
"allocationTo": {
"description": "The sum of all allocation transaction amounts made TO this budget not including the Initial allocation",
"type": "number",
"readonly": true
},
"allocationFrom": {
"description": "The sum of all allocation transaction amounts made FROM this budget not including the Initial allocation",
"type": "number",
"readonly": true
},
"totalFunding": {
"description": "budget.allocated + budget.netTransfers",
"type": "number",
"readonly": true
},
"cashBalance": {
"description": "Total Funding minus Expended",
"type": "number",
"readonly": true
},
"statusExpenseClasses": {
"description": "Expense classes associated with this budget",
"type": "array",
"items": {
"description": "Expense classes associated with this budget",
"type": "object",
"$schema": "http://json-schema.org/draft-04/schema#",
"properties": {
"expenseClassId": {
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "The UUID format string",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"status": {
"description": "Status for expense class within the budget ",
"type": "string",
"enum": [
"Active",
"Inactive"
],
"default": "Active"
}
},
"required": [
"expenseClassId"
],
"additionalProperties": false
}
}
},
"additionalProperties": false,
"required": [
"allocated"
]
}
Example:
{
"id": "47ac60b4-159d-4e1c-9acb-8293df67d16d",
"name": "History 2017",
"budgetStatus": "Active",
"allowableEncumbrance": 95,
"allowableExpenditure": 100,
"allocated": 20000,
"awaitingPayment": 3500,
"available": 10000,
"credits": 3000,
"encumbered": 2000,
"expenditures": 4500,
"unavailable": 10000,
"overEncumbrance": 0,
"overExpended": 0,
"fundId": "172364c7-aaaa-10c2-b12c-e35ceccbfaf2",
"fiscalYearId": "ac2164c7-ba3d-2bc2-a12c-e35ceccbfaf2",
"acqUnitIds": [
"7ec2ed06-0504-40dc-bc53-7515955ff0cb"
],
"tags": {
"tagList": [
"important"
]
},
"statusExpenseClasses": [
{
"expenseClassId": "1bcc3247-99bf-4dca-9b0f-7bc51a2998c2",
"status": "Active"
}
],
"metadata": {
"createdDate": "2018-07-19T00:00:00.000+0000",
"createdByUserId": "28d1057c-d137-11e8-a8d5-f2801f1b9fd1"
}
}
HTTP status code 404
Item with a given ID not found
Body
Media type: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
"budget not found"
HTTP status code 500
Internal server error, e.g. due to misconfiguration
Body
Media type: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
internal server error, contact administrator
delete /finance/budgets/{id}
Delete budget item with given {budgetId}
URI Parameters
- id: required(string - pattern: ^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$)
The UUID of a budget
HTTP status code 204
Item deleted successfully
HTTP status code 400
Bad request, e.g. malformed request body or query parameter. Details of the error (e.g. name of the parameter or line/character number with malformed data) provided in the response.
Body
Media type: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
"unable to delete budget -- constraint violation"
HTTP status code 404
Item with a given ID not found
Body
Media type: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
"budget not found"
HTTP status code 500
Internal server error, e.g. due to misconfiguration
Body
Media type: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
Internal server error, contact administrator
Get expense classes totals within a given budget
Retrieve expense-classes-total item with given {expense-classes-totalId}
get /finance/budgets/{id}/expense-classes-totals
Retrieve expense-classes-total item with given {expense-classes-totalId}
URI Parameters
- id: required(string - pattern: ^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$)
The UUID of a budget
HTTP status code 200
Returns item with a given ID
Body
Media type: application/json
Type: json
Content:
{
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "A collection of budget expense class total records",
"type": "object",
"properties": {
"budgetExpenseClassTotals": {
"description": "The list of budget expense class total objects contained in this collection",
"type": "array",
"items": {
"type": "object",
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "Budget expense class totals schema",
"javaType": "org.folio.rest.jaxrs.model.BudgetExpenseClassTotal",
"properties": {
"id": {
"description": "UUID of related expense class",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"expenseClassName": {
"description": "The name of the expense class",
"type": "string"
},
"expenseClassCode": {
"description": "The name of the expense class",
"type": "string"
},
"expenseClassStatus": {
"description": "Status for expense class within the budget ",
"type": "string",
"enum": [
"Active",
"Inactive"
]
},
"encumbered": {
"description": "Total encumbered for expense class within a given budget",
"type": "number"
},
"awaitingPayment": {
"description": "Total awaitingPayment for expense class within a given budget",
"type": "number"
},
"credited": {
"description": "Total credited for expense class within a given budget",
"type": "number"
},
"percentageCredited": {
"description": "The percentage credited for the class on the total credited on a given budget",
"type": "number"
},
"expended": {
"description": "Total expended for expense class within a given budget",
"type": "number"
},
"percentageExpended": {
"description": "The percentage expended for the class on the total spent on a given budget",
"type": "number"
}
},
"additionalProperties": false
}
},
"totalRecords": {
"description": "The number of objects contained in this collection",
"type": "integer"
}
},
"additionalProperties": false,
"required": [
"budgetExpenseClassTotals",
"totalRecords"
]
}
Example:
{
"budgetExpenseClassTotals": [
{
"expenseClassName": "Electronic",
"expenseClassCode": "Elec",
"expenseClassStatus": "Active",
"encumbered": "30.05",
"awaitingPayment": "0.0",
"credited": "30.0",
"expended": "103.0",
"percentageExpended": "51.5"
}
],
"totalRecords": 1
}
HTTP status code 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: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
"unable to list expense-classes-totals -- malformed parameter 'query', syntax error at column 6"
HTTP status code 401
Not authorized to perform requested action
Body
Media type: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
"unable to list expense-classes-totals -- unauthorized"
HTTP status code 404
Item with a given ID not found
Body
Media type: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
"expense-classes-total not found"
HTTP status code 500
Internal server error, e.g. due to misconfiguration
Body
Media type: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
Media type: text/plain
Type: any
Example:
internal server error, contact administrator
Recalculate the budget based on transactions.
Recalculate the budget
post /finance/budgets/{id}/recalculate
Recalculate the budget
URI Parameters
- id: required(string - pattern: ^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$)
The UUID of a budget
HTTP status code 204
Budget recalculated successfully
HTTP status code 404
Budget with a given ID not found
Body
Media type: text/plain
Type: any
Example:
Budget not found
Media type: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}
HTTP status code 422
Validation errors
Body
Media type: application/json
Type: json
Content:
{
"$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"
}
]
}
]
}
HTTP status code 500
Internal server error, e.g. due to misconfiguration
Body
Media type: text/plain
Type: any
Example:
internal server error, contact administrator
Media type: application/json
Type: any
Example:
{
"errors": [
{
"message": "may not be null",
"type": "1",
"code": "-1",
"parameters": [
{
"key": "moduleTo",
"value": "null"
}
]
}
]
}