foliolib.folio.api.financeStorage.LedgerRolloverBudgets

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

Bases: foliolib.folio.FolioApi

mod-finance-storage (Ledger Rollover generated Budgets)

CRUD APIs used to manage ledger rollover budgets.

Parameters

• tenant (str) – Tenant id

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

Methods

get_ledgerRolloversBudget(...)	Retrieve ledgerRolloversBudget item with given {ledgerRolloversBudgetId}
get_ledgerRolloversBudgets(**kwargs)	Get list of rollovers budgets

get_ledgerRolloversBudget(ledgerRolloversBudgetsId: str)

Retrieve ledgerRolloversBudget item with given {ledgerRolloversBudgetId}

GET /finance-storage/ledger-rollovers-budgets/{ledgerRolloversBudgetsId}

Parameters

ledgerRolloversBudgetsId (str) –

Returns

See Schema below

Return type

dict

Raises

• OkapiRequestUnauthorized – Authentication is required

• OkapiRequestNotFound – Not Found

• OkapiFatalError – Server Error

Schema

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "A budget",
  "type": "object",
  "properties": {
    "id": {
      "description": "UUID of this budget",
      "$ref": "../../common/schemas/uuid.json"
    },
    "_version": {
      "type": "integer",
      "description": "Record version for optimistic locking"
    },
    "budgetId": {
      "description": "Ledger fiscal year rollover budget UUID",
      "$ref": "../../common/schemas/uuid.json"
    },
    "ledgerRolloverId": {
      "description": "Ledger fiscal year rollover UUID",
      "$ref": "../../common/schemas/uuid.json"
    },
    "name": {
      "description": "The name of the budget",
      "type": "string"
    },
    "fundDetails": {
      "description": "Fund details for a budget",
      "type": "object",
      "$ref": "fund_details.json"
    },
    "expenseClassDetails": {
      "description": "Expense class details for a budget",
      "type": "array",
      "items": {
        "type": "object",
        "$ref": "budget_expense_class_totals.json"
      }
    },
    "budgetStatus": {
      "description": "The status of the budget",
      "type": "string",
      "enum": [
        "Active",
        "Frozen",
        "Inactive",
        "Planned",
        "Closed"
      ]
    },
    "allowableEncumbrance": {
      "description": "The encumbrance percentage limit for this budget",
      "type": "number"
    },
    "allowableExpenditure": {
      "description": "The expenditure percentage limit for this budget",
      "type": "number"
    },
    "allocated": {
      "description": "The amount currently allocated to this budget",
      "type": "number"
    },
    "awaitingPayment": {
      "default": 0,
      "description": "The amount currently awaiting payment for this budget",
      "type": "number"
    },
    "available": {
      "description": "The amount currently available for this budge",
      "type": "number"
    },
    "encumbered": {
      "default": 0,
      "description": "The amount currently encumbered for this budget",
      "type": "number"
    },
    "expenditures": {
      "default": 0,
      "description": "The amount currently expended for this budget",
      "type": "number"
    },
    "netTransfers": {
      "default": 0,
      "description": "Summing all the transfers on this budget",
      "type": "number"
    },
    "unavailable": {
      "description": "Unavailable amount for this budget",
      "type": "number"
    },
    "overEncumbrance": {
      "description": "The amount currently over-encumbered for this budget",
      "type": "number"
    },
    "overExpended": {
      "description": "Amount the budget is over expended.",
      "type": "number"
    },
    "fundId": {
      "description": "UUID of fund",
      "$ref": "../../common/schemas/uuid.json"
    },
    "fiscalYearId": {
      "description": "UUID of fiscal year",
      "$ref": "../../common/schemas/uuid.json"
    },
    "acqUnitIds": {
      "description": "acquisition unit ids associated with this budget",
      "type": "array",
      "items": {
        "$ref": "../../common/schemas/uuid.json"
      }
    },
    "tags": {
      "type": "object",
      "description": "arbitrary tags associated with this budget",
      "$ref": "../../../raml-util/schemas/tags.schema"
    },
    "metadata": {
      "type": "object",
      "$ref": "../../../raml-util/schemas/metadata.schema",
      "readonly": true
    },
    "initialAllocation": {
      "default": 0,
      "description": "The amount of the first allocation made to this budget",
      "type": "number"
    },
    "allocationTo": {
      "default": 0,
      "description": "The sum of all allocation transaction amounts made TO this budget not including the Initial allocation",
      "type": "number"
    },
    "allocationFrom": {
      "default": 0,
      "description": "The sum of all allocation transaction amounts made FROM this budget not including the Initial allocation",
      "type": "number"
    },
    "totalFunding": {
      "description": "budget.allocated + budget.netTransfers",
      "type": "number"
    },
    "cashBalance": {
      "description": "Total Funding minus Expended",
      "type": "number"
    }
  },
  "additionalProperties": false,
  "required": [
    "budgetStatus",
    "name",
    "fundId",
    "fiscalYearId"
  ]
}

get_ledgerRolloversBudgets(**kwargs)

Get list of rollovers budgets

GET /finance-storage/ledger-rollovers-budgets

Parameters

**kwargs (properties) – Keyword Arguments

Keyword Arguments

• 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 ‘budgetStatus’

  Example

  • (username==”ab*” or personal.firstName==”ab*” or personal.lastName==”ab*”) and active==”true” sortby personal.lastName personal.firstName barcode

  • [“budgetStatus”, “Active”, “=”]

• 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

Returns

See Schema below

Return type

dict

Raises

• OkapiRequestError – Bad Request

• OkapiRequestUnauthorized – Authentication is required

• OkapiRequestNotFound – Not Found

• OkapiFatalError – Server Error

Schema

{
  "$schema": "http://json-schema.org/draft-04/schema#",
  "description": "Contains a list of budgets generated during the rollover. Also budgets include all calculated mounts",
  "type": "object",
  "properties": {
    "ledgerFiscalYearRolloverBudgets": {
      "description": "The list of fiscal year rollover errors",
      "type": "array",
      "items": {
        "$ref": "ledger_fiscal_year_rollover_budget.json"
      }
    },
    "totalRecords": {
      "description": "The number of records contained in this collection",
      "type": "integer",
      "minimum": 0
    }
  },
  "additionalProperties": false,
  "required": [
    "ledgerFiscalYearRolloverBudgets",
    "totalRecords"
  ]
}