The primary focus of this release was to improve budget and expenditure handling, and update core functionality.
- MODFIN-380 - Update libraries of dependant acq modules to the latest versions
- MODFIN-374 - Update budget validation when updating a budget
- MODFIN-371 - Separate credits from expenditures in mod-finance
- MODFIN-370 - Update the schemas to separate credits from expenditures
- MODFIN-358 - Add tenantId to the locations schema for restrict by Fund functionality
- MODFIN-352 - Remove the old transaction API
- MODFIN-372 - Wrong expense class percent of total expended when budget over expended
- Bump
ramlfrom35.2.0to35.3.0 - Added
folio-module-descriptor-validatorversion1.0.0
The primary focus of this release was to add new Batch Transactions API
- MODFIN-350 - Use the batch API for the release/unrelease encumbrance endpoints
- MODFIN-349 - Implement a new endpoint for currency exchange calculation
- MODFIN-346 - Implement unrelease encumbrance endpoint
- MODFIN-344 - Implement functionality to recalculate budgets based on conducted transactions
- MODFIN-342 - Add restictByLocations flag to Fund in acq models
- MODFIN-337 - Add locationIds to fund schema
- MODFIN-334 - Update RMB and vertx to the latest version
- MODFIN-333 - Add donor info to Fund
- MODFIN-320 - Create batch endpoint to update list of transactions at single request
- MODFIN-363 - Missing ledger-rollover interface dependency in module descriptor
- MODFIN-357 - Missed declaration of backend permissions
- MODFIN-327 - Replace FolioVertxCompletableFuture usage
- MODFIN-248 - Refactoring : Replace extra RestClients with one
- MODFIN-232 - Logging improvement
- Bump
rmbfrom35.0.1to35.2.0 - Bump
vertexfrom4.3.4to4.5.4
The primary focus of this release was to add possibility to filter expense classes by fiscal year id
- MODFIN-329 - Add missed permissions to module descriptor
- MODFIN-324 - Add missing required interface to module descriptor
- MODFIN-322 - Update to Java 17 mod-finance
- MODFIN-317 - Add possibility to filter expense classes by fiscal year id
- MODFIN-316 - Provide proxy endpoints to add and delete ledger rollover error in the business layer
- MODFIN-296 - Update dependent raml-util
- MODFIN-308 - Maintain displaying "Available" as a negative number for group and ledger
- Bump
java versionfrom11to17
The primary focus of this release was to restrict search/view of Fiscal year records based upon acquisitions unit
- MODFIN-293 - Restrict search/view of Fiscal year records based upon acquisitions unit
- MODFIN-286 - Logging improvement - Configuration
- MODFIN-299 - Group and Ledger summary for Net Transfers do not include Rollover transfer amounts.
- MODFIN-264 - Optimistic locking ignored when changing expense class and adding group
This release contains RMB upgrade and implement new business API
- FOLIO-3604 - FolioVertxCompletableFuture copyright violation
- MODFIN-279 - Upgrade RAML Module Builder
- MODFIN-270 - Define and implement Business API : Ledger Rollover Logs
- MODFIN-256 - Define and implement Business API : Ledger Rollover Budgets
This release contains RMB upgrade and fixes for updating budget metadata when transferring between funds
- MODFIN-254 - Upgrade RAML Module Builder to 34.1.0
- MODFIN-250 - Budget metadata not updated when transferring between Funds
This release contains updates for supporting transactions cancel
- MODFIN-230 - Allow PUT for payments/credits to cancel invoices
This release contains implementation of two new endpoints for deleting encumbrances and retrieving combination of funds info
- MODFIN-207 - Create business API for removing Encumbrance transactions
- MODFIN-199 - Create API for retrieving combination of fund code and expense classes
- MODFIN-201 - The fiscal year is successfully saved with wrong date
The focus of this release was to update RMB up to v33.0.0 and fix rollover procedure
- MODFIN-191 - mod-finance: Update RMB
- MODFIN-197 - "Request-URI Too Long" error occurs when attempting to view a ledger when there are more than a few budgets
- MODFIN-195 - Unable to complete fiscal year rollover
The focus of this release was to fix issue with many budgets for ledger
- MODFIN-197 - "Request-URI Too Long" error occurs when attempting to view a ledger when there are more than a few budgets
The focus of this release was to fix Unable to complete fiscal year rollover issue
- MODFIN-195 - Unable to complete fiscal year rollover
The focus of this release was to update RMB, support ledger fiscal year rollover. Add financial summary for the fiscal year, ledger and budget.
- MODFIN-171 - mod-finance: Update RMB
- MODFIN-188 - Verify fiscal year start date and end date, Times
- MODFIN-187 - Align fetching current fiscal year to FOLIO's timezone
- MODFIN-183 - Update API with addition call to order-transaction-summaries
- MODFIN-175 - Support PUT for the Budget
- MODFIN-173 - Update /finance/group-fiscal-year-summaries API to include more summary information
- MODFIN-170 - Update business API for retrieving fiscal year by Id with financial summary
- MODFIN-168 - Update logic with financial detail in the Ledger summary to improve the users ability to manage financial activity
- MODFIN-166 - Restrict search/view of Fund records based upon acquisitions unit
- MODFIN-162 - Define business API for starting building Error Report
- MODFIN-161 - Add fields to the group expense classes schema
- MODFIN-159 - Update logic for calculating group expense classes totals with encumbered and awaiting payment
- MODFIN-158 - Define business API for retrieving rollover status/progress
- MODFIN-157 - Define business API for the ledger fiscal yea rollover
- MODFIN-194 - Field "allocated" must be required In the shared budget schema
- MODFIN-189 - Incorrect calculation total finance information for Ledger
- MODFIN-174 - Incorrect Group "Decrease in allocation" value
- MODFIN-165 - Some transactions are not considered when calculating group expense-class-totals
The focus of this release was to fix logging issues
- MODFIN-163 No logging in honeysuckle version
The primary focus of this release introduce shared allocations and net transfer logic for budgets and groups. Also major versions of APIs were changed for finance.transactions
- MODFIN-153 Implement PUT /finance/invoice-transaction-summary
- MODFIN-151 When creating budget add expense classes from previous budget automatically
- MODFIN-146 Create business API for retrieving current active budget for fund
- MODFIN-145 Define and implement PUT /finance/pending-payments/id API
- MODFIN-143 Calculate ledgers totals on the fly
- MODFIN-142 mod-finance: Update RMB
- MODFIN-141 Implement API for getting expense classes for fund
- MODFIN-139 Migrate mod-finance to JDK 11
- MODFIN-138 Update /finance/budgets POST and PUT APIs
- MODFIN-137 Define and implement GET /finance/groups/id/expense-classes-totals API
- MODFIN-136 Define and implement GET /finance/budgets/id/expense-classes-totals API
- MODFIN-134 Create PUT /finance/order-transaction-summaries/id and PUT /finance/encumbrance/id APIs
- MODFIN-131 Create the pending-payments API
- MODFIN-130 Define and Implement Business API for the expense class
- MODFIN-112 Shouldn't allow negative payments or credits
Hotfix release to fix budget's totals calculations
- MODFIN -147 Budget allocation calculation out of sync with transaction log
The primary focus of this release was to implement exchange rate API and bug fixing. Also major versions of APIs were changed for finance.transactions and finance.invoice-transaction-summaries
- MODFIN-133 - mod-finance: Update to RMB v30.0.1
- MODFIN-124 - Securing APIs by default
- MODFIN-121 - Return helpful and clear error code, when Group name already exist
- MODFIN-111 - Exchange rate API
- MODFIN-129 - Mod-finance calls api without requesting permissions for it.
- MODFIN-122 - Module started to crash after introducing rate of exchange logic
Bugfix release to fix error message upon budget deletion and fix raml to return json wherever possible
- MODFIN-117 - Return meaningful error message upon failed budget deletion
- MODFIN-64 - Fix raml(contract) to return application/json responses wherever possible
The primary focus of this release was to implement releasing encumbrances and payments\credits API.
*MODFIN-113 Add invoiceId and invoiceLineId to the awaitingPayment schema *MODFIN-106 Add fiscalYear query arg to GET /finance/ledgers API *MODFIN-99 Update groupFundFiscalYear when fund is updated *MODFIN-86 Restrict adjustment of budget's allowableEncumbrance and allowableExpenditures *MODFIN-83 Create release encumbrance API *MODFIN-71 Create transaction APIs - Payments, Credits
*MODFIN-108 Get current fiscal year should include the start and end days in the period
This release contains changes to the schema in ledger adding fields restrictEncumbrance, restrictExpenditures
Bugfix release to fix group-fiscal-year-summaries API and ledger totals calculation
- MODFIN-102 GET /finance/group-fiscal-year-summaries pagination bug
- MODFIN-98 Ledger not displaying correct allocated total
The primary focus of this release was to update the finance API according to significantly updated schemas.
- MODFIN-99 Update groupFundFiscalYear when fund is updated
- MODFIN-97 Update groupFundFiscalYear when budget is created
- MODFIN-95 Use JVM features to manage container memory
- MODFIN-94 Add series field while creating a FiscalYear
- MODFIN-93 Create an API to fetch the current FY for a ledger
- MODFIN-88 Create order_transaction_summaries API
- MODFIN-82 Create awaiting-payment API
- MODFIN-81 Create awaiting_payment schema
- MODFIN-79 Fund API updates: PUT/DELETE
- MODFIN-78 Fund API updates: GET by id/GET by query
- MODFIN-77 Fund API updates: POST
- MODFIN-76 CompositeFund schema
- MODFIN-73 Implement the GET /finance/group-fiscal-year-summaries API
- MODFIN-70 Create transaction APIs - Allocations, Transfers, Encumbrances
- MODFIN-69 Implement basic Fiscal Year API
- MODFIN-68 Implement Groups API
- MODFIN-65 Provide currency when creating Fiscal Years
- MODFIN-63 Define and implement the GroupFundFY API
- MODFIN-61 Define and Implement Budget API
- MODFIN-60 Implement basic Ledger API
- MODFIN-59 Define and Implement Fund/FundType APIs
- MODFIN-58 Create API Test Skeleton
- MODFIN-52 mod-finance project setup
- MODFIN-101 Set default headers after RMB update