Page History

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Updating Allocated/Unavailable/Available and Other Running Totals

• Option A:  Have the business logic module perform calculations as money is moved
  • Harder to guarantee consistency/accuracy - is eventual consistency OK for finances?
  • Keeps business logic out of the storage module, consistent with approach taken in other acquisition apps
• Option B:  Perform summary/total calculations in the storage module and update all tables within a transaction.  Either they all succeed, or the entire operation fails
  • Much better control over consistency/accuracy
  • Bleeds business logic into the storage module
  • Other business logic remains in mod-finance - e.g. acquisitionUnits, what can be modified vs what can't, etc.
• Option C:  Calculate these numbers on-the-fly in the business logic module
  • Difficult/inefficient to do if these numbers are needed to be shown in search results (they are)
  • Likely means we'll need a more complicated data model with more views and schemas
  • Since we're calculating these numbers on the fly, consistency is less of a problem... the numbers only live in one place
• Option D: Hybrid of B and C
  • Calculate most of these totals in the storage module and update all tables in a transaction
  • For some special cases, we need to perform calculations on the fly
    • e.g. GET groups for a ledger/FY - Only sum the amounts from the funds in those groups which are part of the ledger for this FY...

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The "Remaining Allowable Exp." in the flowchart is calculated as follows:

[remaining amount we can expend] = (allocated * allowableExpenditure) - (allocated - (unavailable + available)) - (awaitingPayment + expended)

[remaining amount we can expend] = (totalFunding * allowableExpenditure) - unavailable + relatedEncumbranceForPendingPayment

The "restrictExpenditures" flag actually lives in the ledger, so we'll need to find traverse:  budget → fund → ledger.restrictExpenditures  

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The "Remaining Allowable Enc." in the flowchar is calculated as follows:

[remaining amount we can encumber] = (allocated * allowableEncumbered) - (encumbered + awaitingPayment + expended)

[remaining amount we can encumber] = (totalFunding * allowableEncumbered) - unavailable

The "restrictEncumbrances" flag actually lives in the ledger, so we'll need to find traverse:  budget → fund → ledger.restrictEncumbrances  

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