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JIRA : OLE-2341
Intent
- To remove Account Fringe Benefit, Fringe Benefit COA Code, Fringe benefit Acct Number, Higher Ed Func Code, CFDA Number ,Budget Record Level Code,External Encumbrance Sufficient Funds Check, Internal Encumbrance Sufficient Funds Check, Pre-Encumbrance SufficientFundsCheck,Building Campus, Building Code from the accounts UI.
- To Remove the Contracts And Grants tab and Indirect Cost Recovery Tab from UI.
- To Make Campus Code,Account Postal, City, State, Street,Account Type Code,Account Supervisor, Account Manager, Account income Guideline Text,Account Purpose Text as optional.
- To add new fields University Account Number as required.
- To add new tab for Stewardship Requirement and LegacyFundCode.
Participants
Account.java
- Extends PersistableBusinessObject Base and implements Inactivateable
- This contains the getter and setter for the newly added fields.
Account.xml
- This is the Data Dictionary File for Account.java
- This defines the property name and provide the appropriate values in the Attribute Definition Bean and helps us to do validation in the screen
- Here we define the look up fields, inquiry fields and the results fields to be displayed in the screen
AccountSimpleMaintenanceDocument.xml
- This is the maintenance document for Account document
- In this we define our document type name and fields to be displayed while creating a new document.
AccountRule.Java
- This is used for the purpose of validations for the fields in the Account.Java
ojb-coa.xml
- This is used to map the account fields to the database.
- We have to add the new column for storing the university number in the account table.
StewardshipRequirement.java
- Extends Persistable Business Object and implements Inactivatable.
- This contains the getter and setter for the fields.
StewardshipRequirement.xml
- This is the Data Dictionary File for Account.java
- This defines the property name and provide the appropriate values in the Attribute Definition Bean and helps us to do validation in the screen
- Here we define the look up fields, inquiry fields and the results fields to be displayed in the screen
StewardshipRequirementMaintenanceDocument.xml
- This is the maintenance Document for Stewardship Requirement Document.
- In this we define our document type name and fields to be displayed while creating a new document.
LegacyFundCode.java
- Extends Persistable Business Object and implements Inactivatable.
- This contains the getter and setter for the fields.
LegacyFundCode.xml
- This is the Data Dictionary File for Account.java
- This defines the property name and provide the appropriate values in the Attribute Definition Bean and helps us to do validation in the screen
- Here we define the look up fields, inquiry fields and the results fields to be displayed in the screen
LegacyFundCodeMaintenanceDocument.xml
- This is the maintenance Document for Stewardship Requirement Document.
- In this we define our document type name and fields to be displayed while creating a new document.
Ojb-select.xml
- This is used to map the Stewardship Requirement fields to the database.
- Here we have to add the class descriptor for the stewardship Requirement and LegacyFund Code.
Data Modelling
- Adding the column OLE_UNIV_ACCT_NBR in the table CA_ACCOUNT_T for University Account Number based on the artifact 13.
- Creating new table for stewardship Requirement (OLE_CA_ACCT_STWD_T)And
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- for
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- LegacyFundCode(OLE_CA_ACCT_LGCY_LMS_FND_T)
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- based
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- on
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- the
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- artifact
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- 13.
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Screen
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Enhancements:
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JIRA : OLE-2345
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Intent :
Remove element from Object UI:
- Historic Financial Object Code.
- Budget Aggregation Code.
- Mandatory transfer or elimination.
- Federal Funded Code.
- Next Year object Code.
- Object Sub Type Code.
Participants
- Need to remove (hide) the fields from UI as per requirement.
ObjectCodeMaintenanceDocument.xml:
Modify this file to hide Historic Financial Object Code, Budget Aggregation Code, Mandatory transfer or elimination, Federal Funded Code, Object Sub Type Code and Next Year object Code when creating new Object Code and editing the existing object code.
Following attributes need to be commented.
- financialObjectSubTypeCode
- financialBudgetAggregationCd
- finObjMandatoryTrnfrelimCd
- financialFederalFundedCode
- nextYearFinancialObjectCode
- historicalFinancialObjectCode
ObjectCode.xml:
Modify this file to hide Object Sub Type Code, hide Historic Financial Object Code and Budget Aggregation Code on search page.
Following attributes need to be commented.
- financialObjectSubTypeCode
- historicalFinancialObjectCode
- financialBudgetAggregationCd
ObjectCodeRule.java
ProcessObjectCodeRules ().
IsLegalBudgetAggregationCode (budgetAggregationCode): Comment this rule as Budget Aggregation Code is not mandatory.
Collaborations
NA
Configuration/Usage
NA
Data modeling
As per Artifact 13 Mapping Document Table Involved: CA_OBJECT_CODE_T
Need to make following columns as required="FALSE". Need to modify validation rules to make these fields as required="FALSE"
- FIN_OBJ_SUB_TYP_CD
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- (Not
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- mentioned
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- in
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- Redwood
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- COA
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- Handoff
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- Document,
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- but
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- mentioned
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- in
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- Artifact
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- 13
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- Mapping
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- Document)
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- FOBJ_BDGT_AGGR_CD
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- FOBJ_MNXFR_ELIM_CD
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- FIN_FED_FUNDED_CD
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- HIST_FIN_OBJECT_CD
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- (Not
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- mentioned
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- in
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- Artifact
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- 13
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- Mapping
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- Document,
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- but
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- mentioned
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- in
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- mentioned
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- in
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- Redwood
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- COA
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- Handoff
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- Document)
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- NXT_YR_FIN_OBJ_CD
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- (Not
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- mentioned
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- in
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- Artifact
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- 13
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- Mapping
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- Document,
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- but
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- mentioned
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- in
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- Redwood
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- COA
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- Handoff
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- Document).
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Tests
In ObjectCodeServiceTest.java
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following
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test
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cases
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need
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to
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be
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modified.
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- testBudgetAggregationCodeRetrieval()
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- testMandatoryTransferEliminationCodeRetrieval()
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- testFederalFundedCodeRetrieval()
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Issues
NA
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Screen
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Enhancements:
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JIRA : OLE-2344
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Intent
Make optional on UI (rules,
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remove
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asterisk*):
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- Organization
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- manager
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- Responsibility
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- Center
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- Code
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- Organization
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- Physical
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- Campus
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- Code
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- Organization
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- Default
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- Account
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- Number
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- Organization
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- address
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- line
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- 1
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- Organization
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- Postal
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- Code
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- Organization
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- Country
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- Code.
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Remove
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Complete
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Tabs
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&
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Elements:
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- Plant
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- Accounts
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- (new
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- tab
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- in
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- KFS
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- 5.0
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- per
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- );
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- Edit
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- HRMS
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- tab
Participants
- Need to remove (hide)
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- the
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- fields
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- from
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- UI
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- as
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- per
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- requirement.
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OrganizationMaintenanceDocument.xml
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To
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Remove
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Plant
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Account
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&
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Edit
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HRMS
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Tabs,
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comment
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the
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following
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bean
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references
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OrganizationMaintenanceDocument-EditPlantAccounts
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OrganizationMaintenanceDocument-EditHRMSUnit.
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To
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make
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Organization
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manager,
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Responsibility
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Center
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Code,
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Organization
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Physical
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Campus
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Code,
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Organization
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Default
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Account
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Number,
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Organization
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address
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line
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1,
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Organization
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Postal
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Code
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and
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Organization
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Country
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Code
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as
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optional
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,
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remove
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required="true"
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from
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the
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following
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attributes.
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- organizationManagerUniversalId
- organizationManagerUniversal.principalName
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- organizationPhysicalCampusCode
- organizationLine1Address
- organizationCountryCode
- organizationZipCode
OrgRule.java:
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Comment
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the
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rules
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which
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are
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not
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required
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after
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the
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changes
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- isPlantAuthorized()
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- checkDefaultAccountNumber()
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- checkHrmsOrgRules()
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- checkPlantAttributes()
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Collaborations
NA
Configuration/Usage
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NA
Data modeling
Artifact 13 Mapping Document does not have the mappings for Organization.
Tables involved as per the requirement given in Redwood Handoff Document and JIRA No. OLE-2344
CA_ORG_T
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and
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CA_ORG_EXTNS_T
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- ORG_MGR_UNVL_ID
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- (make
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- optional)
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- RC_CD
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- (make
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- optional)
- ORG_PHYS_CMP_CD
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- (make
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- optional)
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- ORG_DFLT_ACCT_NBR
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- (make
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- optional)
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- ORG_LN1_ADDR
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- (make
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- optional)
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- ORG_ZIP_CD
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- (make
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- optional)
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- ORG_CNTRY_CD
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- (make
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- optional)
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Tests
Test Cases in the following test case files should pass, after the changes done as per requirement.
- OrganizationService2Test.java
- OrgRuleTest.java
Issues :
Plant Accounts (new tab in KFS 5.0 per http://reg.kfs.kuali.org/kfs-reg
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)
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mentioned
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in
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the
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requirement
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is
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not
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available
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in
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the
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Screen.
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JIRA : OLE-2343
Intend:
To remove some of the elements and tabs in the sub-account Create New, Edit, Search result and Inquiry screens. The following are the list
- Remove element "Sub Account Type Code" (Note: Default the value as 'EX' to the same field) in Create New, Edit, Search results and Inquiry screens.
- Remove complete Edit CG Cost Sharing, Edit CG ICR, Indirect Cost Recovery Accounts for Details Tabs and its Elements of Edit CG Cost Sharing, Edit CG ICR and Indirect Cost Recovery Accounts in Create New and Edit screens.
Participants:
- SubAccountMaintenanceDocument.xml
- SubAccount.xml
- Configuration.properties
- SubAccount.java
SubAccountMaintenanceDocument.xml:
- In order to remove the element "Sub Account Type Code" from create new and edit screens of Sub-Accounting screen comment out the bean id
- a21SubAccount.subAccountTypeCode
- In order to remove the element "Sub Account Type Code" from create new and edit screens of Sub-Accounting screen comment out the bean id
- In order to remove the Edit CG Cost Sharing, Edit CG ICR, Indirect Cost Recovery Accounts for Details tabs from create new and edit screens of Sub-Accounting comment out the following bean reference list in the bean id SubAccountMaintenanceDocument-parentBean
- SubAccountMaintenanceDocument-EditCGCostSharing
- SubAccountMaintenanceDocument-EditCGICR
- SubAccountMaintenanceDocument-IndirectCostRecoveryAccounts
- In order to remove the Edit CG Cost Sharing, Edit CG ICR, Indirect Cost Recovery Accounts for Details tabs from create new and edit screens of Sub-Accounting comment out the following bean reference list in the bean id SubAccountMaintenanceDocument-parentBean
SubAccount.xml:
- In order to remove the Sub-Account Type Code from the search result comment out the "a21SubAccount.subAccountTypeCode" under property "resultFields".
- In order to remove the Sub-Account Type Code from the inquiry comment out the "a21SubAccount.subAccountTypeCode" under property "inquiryFields".
Configuration.properties:
- Create a property field 'SUBACCOUNT_TYPE_CODE' with value 'EX'.
SubAccount.java:
- Get the sub-account type code value from the configuration.properties and set it to the a21SubAccount.setSubAccountTypeCode() as default.
Collaborations:
Configuration/Usage:
Configuration.properties:
- Create a property field 'SUBACCOUNT_TYPE_CODE' with value 'EX'.
Data modeling:
CA_SUB_ACCT_T,
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CA_A21_SUB_ACCT_T
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Tests:
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NA
Issues:
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NA
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Requirement
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:
JIRA : OLE-2342
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Intent
To create new maintenance document and add to Maintenance Menu with following document format
- Stewardship Type
- Note/attachments and normal maintenance doc tabs
Participants
OleStewardshipRequirement.java
- Extends PersistableBusinessObjectBase and implements Inactivateable
- This class contains getter and setter method for the variables.
OleStewardshipRequirement.xml
- This is a Data Dictionary File for OleStewardshipRequirement.java
- Define property name and appropriate value in the Attribute Definition Bean. This helps us to do validation and property for UI screen.
- Define lookup fields, inquiry fields and result fields for UI screen.
OleStewardshipRequirementMaintenanceDocument.xml
- In this xml we configure document type name, required fields and defining the properties to display in create new UI.
oleChartOfAccounts.tag
- Define link name for UI screen.
- URL for this maintenance document should be configured in this tag .
ojb-select.xml
- Need to add class-descriptor for OleStewardshipRequirement.java
- Define table name, column name and attribute name for strong and restoring values from database table(OLE_CA_ACCT_STWD_TYP_T).
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ChartSimpleMaintenanceDocuments.xml
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- We
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- have
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- to
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- add
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- Stewardship
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- document
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- type
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- in
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- this
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- xml.
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- We
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- have
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- to
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- ingest
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- this
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- xml
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- in
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- to
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- XML
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- ingester
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- for
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- new
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- document
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- creation.
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Script.sql
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- As
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- per
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- Artifact
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- 13,
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- Need
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- to
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- create
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- table
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- (OLE_CA_ACCT_STWD_TYP_T)
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- with
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- following
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- columns.
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OLE_STWD_TYP_ID
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– Primary Key
OLE_STWD_TYP
ROW_ACT_IND
Collaborations
Search
| Anchor | ||||
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show search
perform search get search results
show results
Tests
OleStewardshipRequirementTest
- testSave
Tests by creating a record in OleStewardshipRequirement and saves in database.
- testSearch
Tests by searching existing record in database.
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Account
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Numbers
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:
JIRA : OLE-2356
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Intent
"Account
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Restricted
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Status
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Code"
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of
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"R-Restricted"
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or
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"T-Temporarily
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Restricted"
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prohibit
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use
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of
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Account
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in
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PURAP
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documents,
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REQS,
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PO,
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POA,
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PREQ
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and
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other
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PO
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docs,
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with
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error
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messages.
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"R
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-
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Restricted"
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does
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not
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have
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an
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expiration
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date
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(no
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date
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expiration,
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account
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blocked
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from
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use).For
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"T
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-
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Temporarily
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Restricted",
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we
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need
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to
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add
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system
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functions
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and
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notifications
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as
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an
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Action
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List
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item
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to
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the
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Fiscal
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Officer
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on
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the
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account
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at
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the
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time
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of
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"Account
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Restricted
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Status
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Date"
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to
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notify
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the
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Fiscal
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Officer
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to
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extend
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the
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"Account
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Restricted
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Status
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Date"
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or
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"Approve"
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removing
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the
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Restricted
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status
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and
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date,
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and
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return
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the
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status
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to
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"U
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--Unrestricted".
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All
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changes
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above
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should
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be
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captured
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in
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the
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Route
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Log
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and
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Notes
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tabs
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as
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audit
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trail
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for
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these
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changes.
References:
https://jira.kuali.org/browse/OLE-2356
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Participants
AccountRule
- Extends IndirectCostRecoveryAccountsRule.
CheckAccountRestrictedStatusDateIsGreaterThanCurrentDate ()
- returns Boolean.
- Validates the AccountRestrictedStatusDate which should be greater than the currentDate if AccountRestrictedStatusCode is 'T' which is Temporary-Restricted, if not it just displays the error message.
HasTemporaryRestrictedStatusCodeButRestrictedStatusDateisGreaterThanCurrentDate ()
- returns Boolean.
- This method called by testCase AccountRuleTest.
- Validates the passed AccountRestrictedStatusDate is greater than the currentDate or not when AccountRestrictedStatusCode is 'T' which is Temporary-Restricted.
AccountTemporaryRestrictedStep
- Extends AbstractStep.
Execute()
- Returns Boolean.
- This method gets all the Temporary Restricted Accounts details and checks the status date with current date, if status date is same as the current date it will notify Fiscal Officer to approve the account by making status code as Un-Restricted or extend the status date.
Spring-select
- Define a bean id for AccountTemporaryRestrictedNotify.
Example:
<bean id="accountTemporaryRestrictedNotify" class="org.kuali.ole.select.batch.AccountTemporaryRestrictedNotify"
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parent
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=
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"step"
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>
</bean>
- Assign job to schedule descriptor for the step.
Example:
<property name="jobNames">
<list>
<value>accountTemporaryRestrictedNotifyJob</value>
</list>
</property>
<bean id="accountTemporaryRestrictedNotifyJob"
parent="scheduledJobDescriptor">
<property name="steps">
<list>
<ref bean="accountTemporaryRestrictedNotify"/>
</list>
</property>
</bean>
Tests
AccountRuleTest
- Extends ChartRuleTestBase.
TestHasTemporaryRestrictedStatusCodeButRestrictedStatusDateisGreaterThanCurrentDate ()
- Tests whether AccountRestrictedStatusDate is greater than the CurrentDate.