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As an LA I can see the funding details of a scheme #7

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markhobson opened this issue Oct 4, 2023 · 0 comments
Closed

As an LA I can see the funding details of a scheme #7

markhobson opened this issue Oct 4, 2023 · 0 comments
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@markhobson
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markhobson commented Oct 4, 2023

As an LA I can see the funding details of a scheme so that I understand the current finances.

Acceptance criteria

  1. A scheme can be selected from the schemes list and its funding details can be shown
  2. The funding details consist of:
    • Funding allocation
    • Spend to date
    • Change control adjustment
    • Allocation still to spend
  3. Funding allocation is calculated as: the sum of the scheme's financial revisions amounts with a financial type of 'funding allocation'
  4. Spend to date is calculated as: the sum of the scheme's financial revisions amounts with a financial type of 'spent to date'
  5. Change control adjustment is calculated as: the sum of the scheme's financial revisions amounts with a data source of 'change control'
  6. Allocation still to spend is calculated as: funding allocation + change control adjustment - spend to date
  7. All financial details are displayed as monetary amounts (e.g. "£1,200,000") or "N/A" if none
@markhobson markhobson added the 3sp 3 story points label Oct 4, 2023
@Sparrow0hawk Sparrow0hawk added this to the 0.4.0 milestone Oct 18, 2023
@markhobson markhobson removed this from the 0.4.0 milestone Oct 24, 2023
@Sparrow0hawk Sparrow0hawk added this to the 0.5.0 milestone Nov 2, 2023
markhobson added a commit that referenced this issue Nov 21, 2023
Needed to add change control adjustment.

Also correct tests to use FinancialType.CHANGE_CONTROL_FUNDING_REALLOCATION when
source is DataSource.CHANGE_CONTROL.
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