foliolib.folio.api.finance.FiscalYears

class foliolib.folio.api.finance.FiscalYears(tenant: str, okapi: Optional[foliolib.okapi.okapiClient.OkapiClient] = None)

Bases: foliolib.folio.FolioApi

Fiscal year API

This documents the API calls that can be made to manage fiscal-years

Parameters

• tenant (str) – Tenant id

• okapi (OkapiClient, optional) – Instance of OkapiClient. Defaults to None.

Methods

delete_fiscalYear(fiscalYearsId)	Delete fiscalYear item with given {fiscalYearId}
get_fiscalYear(fiscalYearsId)	Retrieve fiscalYear item with given {fiscalYearId}
get_fiscalYears(**kwargs)	Retrieve a list of fiscalYear items.
modify_fiscalYear(fiscalYearsId, fiscalYear)	Update fiscalYear item with given {fiscalYearId}
set_fiscalYear(fiscalYear)	Create a new fiscalYear item.

delete_fiscalYear(fiscalYearsId: str)

Delete fiscalYear item with given {fiscalYearId}

DELETE /finance/fiscal-years/{fiscalYearsId}

Parameters

fiscalYearsId (str) –

Raises

• OkapiRequestNotFound – Not Found

• OkapiRequestError – Bad Request

• OkapiFatalError – Server Error

get_fiscalYear(fiscalYearsId: str)

Retrieve fiscalYear item with given {fiscalYearId}

GET /finance/fiscal-years/{fiscalYearsId}

Parameters

fiscalYearsId (str) –

Returns

See Schema below

Return type

dict

Raises

• OkapiRequestNotFound – Not Found

• OkapiFatalError – Server Error

Schema

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A fiscal year record",
  "type": "object",
  "properties": {
    "id": {
      "description": "UUID of the fiscal year record",
      "$ref": "../../common/schemas/uuid.json"
    },
    "_version": {
      "type": "integer",
      "description": "Record version for optimistic locking"
    },
    "acqUnitIds": {
      "description": "UUIDs of the acquisition units associated with this fiscal year",
      "type": "array",
      "items": {
        "$ref": "../../common/schemas/uuid.json"
      }
    },
    "name": {
      "description": "The name of the fiscal year",
      "type": "string"
    },
    "code": {
      "description": "The code of the fiscal year",
      "type": "string"
    },
    "currency": {
      "description": "Currency code which is recorded when the FY ends, otherwise the system currency can be assumed",
      "type": "string"
    },
    "description": {
      "description": "The description of the fiscal year",
      "type": "string"
    },
    "periodStart": {
      "description": "The start date of the fiscal year",
      "type": "string",
      "format": "date-time"
    },
    "periodEnd": {
      "description": "The end date of the fiscal year",
      "type": "string",
      "format": "date-time"
    },
    "series": {
      "description": "The fiscal year series",
      "type": "string"
    },
    "financialSummary": {
      "description": "Includes Funding information and Financial activity",
      "$ref": "fiscal_year_financial_summary.json"
    },
    "metadata": {
      "type": "object",
      "$ref": "../../../raml-util/schemas/metadata.schema",
      "readonly": true
    }
  },
  "additionalProperties": false,
  "required": [
    "code",
    "name",
    "periodStart",
    "periodEnd"
  ]
}

get_fiscalYears(**kwargs)

Retrieve a list of fiscalYear items.

GET /finance/fiscal-years

Parameters

**kwargs (properties) – Keyword Arguments

Keyword Arguments

• totalRecords (str) –

  (default=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 (int) –

  (default=0) Skip over a number of elements by specifying an offset value for the query

  Example

  • 0

• limit (int) –

  (default=10) Limit the number of elements returned in the response

  Example

  • 10

• query (str) –

  A query expressed as a CQL string (see [dev.folio.org/reference/glossary#cql](https://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

  • [“code”, “MEDGRANT”, “=”]

Returns

See Schema below

Return type

dict

Raises

• OkapiRequestError – Bad Request

• OkapiRequestUnauthorized – Authentication is required

• OkapiFatalError – Server Error

Schema

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A collection of fiscal years",
  "type": "object",
  "properties": {
    "fiscalYears": {
      "description": "The list of fiscal year objects in this collection",
      "type": "array",
      "id": "fiscal_years",
      "items": {
        "type": "object",
        "$ref": "fiscal_year.json"
      }
    },
    "totalRecords": {
      "description": "The number of objects in this collection",
      "type": "integer"
    }
  },
  "additionalProperties": false,
  "required": [
    "fiscalYears",
    "totalRecords"
  ]
}

modify_fiscalYear(fiscalYearsId: str, fiscalYear: dict)

Update fiscalYear item with given {fiscalYearId}

PUT /finance/fiscal-years/{fiscalYearsId}

Parameters

• fiscalYearsId (str) –

• fiscalYear (dict) – See Schema below

Raises

• OkapiRequestNotFound – Not Found

• OkapiRequestError – Bad Request

• OkapiRequestConflict – Conflict

• OkapiFatalError – Server Error

• OkapiRequestUnprocessableEntity – Unprocessable Entity

Schema

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A fiscal year record",
  "type": "object",
  "properties": {
    "id": {
      "description": "UUID of the fiscal year record",
      "$ref": "../../common/schemas/uuid.json"
    },
    "_version": {
      "type": "integer",
      "description": "Record version for optimistic locking"
    },
    "acqUnitIds": {
      "description": "UUIDs of the acquisition units associated with this fiscal year",
      "type": "array",
      "items": {
        "$ref": "../../common/schemas/uuid.json"
      }
    },
    "name": {
      "description": "The name of the fiscal year",
      "type": "string"
    },
    "code": {
      "description": "The code of the fiscal year",
      "type": "string"
    },
    "currency": {
      "description": "Currency code which is recorded when the FY ends, otherwise the system currency can be assumed",
      "type": "string"
    },
    "description": {
      "description": "The description of the fiscal year",
      "type": "string"
    },
    "periodStart": {
      "description": "The start date of the fiscal year",
      "type": "string",
      "format": "date-time"
    },
    "periodEnd": {
      "description": "The end date of the fiscal year",
      "type": "string",
      "format": "date-time"
    },
    "series": {
      "description": "The fiscal year series",
      "type": "string"
    },
    "financialSummary": {
      "description": "Includes Funding information and Financial activity",
      "$ref": "fiscal_year_financial_summary.json"
    },
    "metadata": {
      "type": "object",
      "$ref": "../../../raml-util/schemas/metadata.schema",
      "readonly": true
    }
  },
  "additionalProperties": false,
  "required": [
    "code",
    "name",
    "periodStart",
    "periodEnd"
  ]
}

set_fiscalYear(fiscalYear: dict)

Create a new fiscalYear item.

POST /finance/fiscal-years

Parameters

fiscalYear (dict) – See Schema below

Raises

• OkapiRequestError – Bad Request

• OkapiRequestUnauthorized – Authentication is required

• OkapiFatalError – Server Error

• OkapiRequestUnprocessableEntity – Unprocessable Entity

Headers

• Location - URI to the created fiscalYear item

Schema

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A fiscal year record",
  "type": "object",
  "properties": {
    "id": {
      "description": "UUID of the fiscal year record",
      "$ref": "../../common/schemas/uuid.json"
    },
    "_version": {
      "type": "integer",
      "description": "Record version for optimistic locking"
    },
    "acqUnitIds": {
      "description": "UUIDs of the acquisition units associated with this fiscal year",
      "type": "array",
      "items": {
        "$ref": "../../common/schemas/uuid.json"
      }
    },
    "name": {
      "description": "The name of the fiscal year",
      "type": "string"
    },
    "code": {
      "description": "The code of the fiscal year",
      "type": "string"
    },
    "currency": {
      "description": "Currency code which is recorded when the FY ends, otherwise the system currency can be assumed",
      "type": "string"
    },
    "description": {
      "description": "The description of the fiscal year",
      "type": "string"
    },
    "periodStart": {
      "description": "The start date of the fiscal year",
      "type": "string",
      "format": "date-time"
    },
    "periodEnd": {
      "description": "The end date of the fiscal year",
      "type": "string",
      "format": "date-time"
    },
    "series": {
      "description": "The fiscal year series",
      "type": "string"
    },
    "financialSummary": {
      "description": "Includes Funding information and Financial activity",
      "$ref": "fiscal_year_financial_summary.json"
    },
    "metadata": {
      "type": "object",
      "$ref": "../../../raml-util/schemas/metadata.schema",
      "readonly": true
    }
  },
  "additionalProperties": false,
  "required": [
    "code",
    "name",
    "periodStart",
    "periodEnd"
  ]
}