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| 1 | +import { Permissions } from '../../../support/dictionary'; |
| 2 | +import { |
| 3 | + APPLICATION_NAMES, |
| 4 | + EXPENSE_CLASS_STATUSES, |
| 5 | + FUND_DISTRIBUTION_TYPES, |
| 6 | + INVOICE_STATUSES, |
| 7 | + ORDER_STATUSES, |
| 8 | +} from '../../../support/constants'; |
| 9 | +import { ExpenseClasses } from '../../../support/fragments/settings/finance'; |
| 10 | +import { |
| 11 | + Budgets, |
| 12 | + FundDetails, |
| 13 | + FinanceHelper, |
| 14 | + Funds, |
| 15 | + GroupDetails, |
| 16 | + Groups, |
| 17 | +} from '../../../support/fragments/finance'; |
| 18 | +import FinanceDetails from '../../../support/fragments/finance/financeDetails'; |
| 19 | +import { NewOrganization, Organizations } from '../../../support/fragments/organizations'; |
| 20 | +import { BasicOrderLine, NewOrder, Orders } from '../../../support/fragments/orders'; |
| 21 | +import { Invoices } from '../../../support/fragments/invoices'; |
| 22 | +import TopMenu from '../../../support/fragments/topMenu'; |
| 23 | +import TopMenuNavigation from '../../../support/fragments/topMenuNavigation'; |
| 24 | +import Users from '../../../support/fragments/users/users'; |
| 25 | + |
| 26 | +describe('Finance', () => { |
| 27 | + describe('Funds', () => { |
| 28 | + const testData = { |
| 29 | + expenseClass: ExpenseClasses.getDefaultExpenseClass(), |
| 30 | + organization: NewOrganization.getDefaultOrganization(), |
| 31 | + user: {}, |
| 32 | + }; |
| 33 | + |
| 34 | + before('Create test data', () => { |
| 35 | + cy.getAdminToken().then(() => { |
| 36 | + ExpenseClasses.createExpenseClassViaApi(testData.expenseClass); |
| 37 | + |
| 38 | + const group = Groups.getDefaultGroup(); |
| 39 | + Groups.createViaApi(group).then((groupResponse) => { |
| 40 | + testData.group = groupResponse; |
| 41 | + |
| 42 | + const { fiscalYear, fund, budget } = Budgets.createBudgetWithFundLedgerAndFYViaApi({ |
| 43 | + budget: { |
| 44 | + allocated: 1000, |
| 45 | + statusExpenseClasses: [ |
| 46 | + { |
| 47 | + status: EXPENSE_CLASS_STATUSES.ACTIVE, |
| 48 | + expenseClassId: testData.expenseClass.id, |
| 49 | + }, |
| 50 | + ], |
| 51 | + }, |
| 52 | + }); |
| 53 | + |
| 54 | + testData.fiscalYear = fiscalYear; |
| 55 | + testData.fund = fund; |
| 56 | + testData.budget = budget; |
| 57 | + |
| 58 | + Funds.getFundsViaApi({ query: `id=="${fund.id}"` }).then(({ funds }) => { |
| 59 | + Funds.updateFundViaApi(funds[0], [group.id]); |
| 60 | + }); |
| 61 | + |
| 62 | + Organizations.createOrganizationViaApi(testData.organization); |
| 63 | + |
| 64 | + // Order #1 with expense class, linked to Fund A |
| 65 | + const order1 = { |
| 66 | + ...NewOrder.getDefaultOrder({ vendorId: testData.organization.id }), |
| 67 | + reEncumber: true, |
| 68 | + }; |
| 69 | + const orderLine1 = BasicOrderLine.getDefaultOrderLine({ |
| 70 | + listUnitPrice: 10, |
| 71 | + fundDistribution: [ |
| 72 | + { |
| 73 | + code: fund.code, |
| 74 | + fundId: fund.id, |
| 75 | + expenseClassId: testData.expenseClass.id, |
| 76 | + distributionType: FUND_DISTRIBUTION_TYPES.PERCENTAGE, |
| 77 | + value: 100, |
| 78 | + }, |
| 79 | + ], |
| 80 | + }); |
| 81 | + |
| 82 | + Orders.createOrderWithOrderLineViaApi(order1, orderLine1).then((createdOrder1) => { |
| 83 | + testData.order1 = createdOrder1; |
| 84 | + testData.orderLine1 = orderLine1; |
| 85 | + Orders.updateOrderViaApi({ ...createdOrder1, workflowStatus: ORDER_STATUSES.OPEN }); |
| 86 | + }); |
| 87 | + |
| 88 | + // Invoice #1 linked to Order #1 |
| 89 | + cy.then(() => { |
| 90 | + Invoices.createInvoiceWithInvoiceLineViaApi({ |
| 91 | + vendorId: testData.organization.id, |
| 92 | + poLineId: testData.orderLine1.id, |
| 93 | + exportToAccounting: false, |
| 94 | + fundDistributions: [ |
| 95 | + { |
| 96 | + code: fund.code, |
| 97 | + fundId: fund.id, |
| 98 | + expenseClassId: testData.expenseClass.id, |
| 99 | + distributionType: FUND_DISTRIBUTION_TYPES.PERCENTAGE, |
| 100 | + value: 100, |
| 101 | + }, |
| 102 | + ], |
| 103 | + subTotal: 10, |
| 104 | + releaseEncumbrance: true, |
| 105 | + }).then((invoice1) => { |
| 106 | + testData.invoice1 = invoice1; |
| 107 | + }); |
| 108 | + }); |
| 109 | + |
| 110 | + // Approve and Pay Invoice #1 |
| 111 | + cy.then(() => { |
| 112 | + Invoices.changeInvoiceStatusViaApi({ |
| 113 | + invoice: testData.invoice1, |
| 114 | + status: INVOICE_STATUSES.APPROVED, |
| 115 | + }); |
| 116 | + }); |
| 117 | + cy.then(() => { |
| 118 | + Invoices.changeInvoiceStatusViaApi({ |
| 119 | + invoice: testData.invoice1, |
| 120 | + status: INVOICE_STATUSES.PAID, |
| 121 | + }); |
| 122 | + }); |
| 123 | + |
| 124 | + // Set expense class to Inactive on the budget |
| 125 | + cy.then(() => { |
| 126 | + Budgets.getBudgetByIdViaApi(testData.budget.id).then((budgetResp) => { |
| 127 | + Budgets.updateBudgetViaApi({ |
| 128 | + ...budgetResp, |
| 129 | + statusExpenseClasses: budgetResp.statusExpenseClasses.map((ec) => ({ |
| 130 | + ...ec, |
| 131 | + status: EXPENSE_CLASS_STATUSES.INACTIVE, |
| 132 | + })), |
| 133 | + }); |
| 134 | + }); |
| 135 | + }); |
| 136 | + |
| 137 | + // Order #2 without expense class, linked to Fund A |
| 138 | + const order2 = { |
| 139 | + ...NewOrder.getDefaultOrder({ vendorId: testData.organization.id }), |
| 140 | + reEncumber: true, |
| 141 | + }; |
| 142 | + const orderLine2 = BasicOrderLine.getDefaultOrderLine({ |
| 143 | + listUnitPrice: 20, |
| 144 | + fundDistribution: [ |
| 145 | + { |
| 146 | + code: fund.code, |
| 147 | + fundId: fund.id, |
| 148 | + distributionType: FUND_DISTRIBUTION_TYPES.PERCENTAGE, |
| 149 | + value: 100, |
| 150 | + }, |
| 151 | + ], |
| 152 | + }); |
| 153 | + |
| 154 | + cy.then(() => { |
| 155 | + Orders.createOrderWithOrderLineViaApi(order2, orderLine2).then((createdOrder2) => { |
| 156 | + testData.order2 = createdOrder2; |
| 157 | + testData.orderLine2 = orderLine2; |
| 158 | + Orders.updateOrderViaApi({ ...createdOrder2, workflowStatus: ORDER_STATUSES.OPEN }); |
| 159 | + }); |
| 160 | + }); |
| 161 | + |
| 162 | + // Invoice #2 linked to Order #2 |
| 163 | + cy.then(() => { |
| 164 | + Invoices.createInvoiceWithInvoiceLineViaApi({ |
| 165 | + vendorId: testData.organization.id, |
| 166 | + poLineId: testData.orderLine2.id, |
| 167 | + exportToAccounting: false, |
| 168 | + fundDistributions: [ |
| 169 | + { |
| 170 | + code: fund.code, |
| 171 | + fundId: fund.id, |
| 172 | + distributionType: FUND_DISTRIBUTION_TYPES.PERCENTAGE, |
| 173 | + value: 100, |
| 174 | + }, |
| 175 | + ], |
| 176 | + subTotal: 20, |
| 177 | + releaseEncumbrance: true, |
| 178 | + }).then((invoice2) => { |
| 179 | + testData.invoice2 = invoice2; |
| 180 | + }); |
| 181 | + }); |
| 182 | + |
| 183 | + // Approve and Pay Invoice #2 |
| 184 | + cy.then(() => { |
| 185 | + Invoices.changeInvoiceStatusViaApi({ |
| 186 | + invoice: testData.invoice2, |
| 187 | + status: INVOICE_STATUSES.APPROVED, |
| 188 | + }); |
| 189 | + }); |
| 190 | + cy.then(() => { |
| 191 | + Invoices.changeInvoiceStatusViaApi({ |
| 192 | + invoice: testData.invoice2, |
| 193 | + status: INVOICE_STATUSES.PAID, |
| 194 | + }); |
| 195 | + }); |
| 196 | + }); |
| 197 | + }); |
| 198 | + |
| 199 | + cy.createTempUser([ |
| 200 | + Permissions.uiFinanceViewFundAndBudget.gui, |
| 201 | + Permissions.uiFinanceViewFiscalYear.gui, |
| 202 | + Permissions.uiFinanceViewGroups.gui, |
| 203 | + ]).then((userProperties) => { |
| 204 | + testData.user = userProperties; |
| 205 | + |
| 206 | + cy.login(testData.user.username, testData.user.password, { |
| 207 | + path: TopMenu.fundPath, |
| 208 | + waiter: Funds.waitLoading, |
| 209 | + }); |
| 210 | + }); |
| 211 | + }); |
| 212 | + |
| 213 | + after('Delete test data', () => { |
| 214 | + cy.getAdminToken().then(() => { |
| 215 | + Users.deleteViaApi(testData.user.userId); |
| 216 | + Organizations.deleteOrganizationViaApi(testData.organization.id); |
| 217 | + }); |
| 218 | + }); |
| 219 | + |
| 220 | + it( |
| 221 | + 'C805786 Totals for transactions created after expense class was set to inactive are displayed correctly in the expense class summary (thunderjet)', |
| 222 | + { tags: ['criticalPath', 'thunderjet', 'C805786'] }, |
| 223 | + () => { |
| 224 | + Funds.searchByName(testData.fund.name); |
| 225 | + Funds.selectFund(testData.fund.name); |
| 226 | + FundDetails.checkFundDetails({ |
| 227 | + currentExpenseClasses: [ |
| 228 | + { |
| 229 | + name: 'Unassigned', |
| 230 | + encumbered: '$0.00', |
| 231 | + awaitingPayment: '$0.00', |
| 232 | + expended: '$20.00', |
| 233 | + percentExpended: '66.67%', |
| 234 | + }, |
| 235 | + { |
| 236 | + name: testData.expenseClass.name, |
| 237 | + encumbered: '$0.00', |
| 238 | + awaitingPayment: '$0.00', |
| 239 | + expended: '$10.00', |
| 240 | + percentExpended: '33.33%', |
| 241 | + status: EXPENSE_CLASS_STATUSES.INACTIVE, |
| 242 | + }, |
| 243 | + ], |
| 244 | + }); |
| 245 | + FinanceDetails.checkUnassignedExpenseClassTooltip('currentExpenseClasses'); |
| 246 | + |
| 247 | + const BudgetDetails = FundDetails.openCurrentBudgetDetails(); |
| 248 | + BudgetDetails.checkBudgetDetails({ |
| 249 | + expenseClasses: [ |
| 250 | + { |
| 251 | + name: 'Unassigned', |
| 252 | + encumbered: '$0.00', |
| 253 | + awaitingPayment: '$0.00', |
| 254 | + expended: '$20.00', |
| 255 | + percentExpended: '66.67%', |
| 256 | + }, |
| 257 | + { |
| 258 | + name: testData.expenseClass.name, |
| 259 | + encumbered: '$0.00', |
| 260 | + awaitingPayment: '$0.00', |
| 261 | + expended: '$10.00', |
| 262 | + percentExpended: '33.33%', |
| 263 | + status: EXPENSE_CLASS_STATUSES.INACTIVE, |
| 264 | + }, |
| 265 | + ], |
| 266 | + }); |
| 267 | + FinanceDetails.checkUnassignedExpenseClassTooltip('expense-classes'); |
| 268 | + |
| 269 | + BudgetDetails.closeBudgetDetails(); |
| 270 | + TopMenuNavigation.navigateToApp(APPLICATION_NAMES.FINANCE); |
| 271 | + FinanceHelper.selectGroupsNavigation(); |
| 272 | + Groups.waitLoading(); |
| 273 | + Groups.searchByName(testData.group.name); |
| 274 | + Groups.selectGroupByName(testData.group.name); |
| 275 | + Groups.checkFYInGroup(testData.fiscalYear.code); |
| 276 | + GroupDetails.checkGroupDetails({ |
| 277 | + expenseClasses: [ |
| 278 | + { |
| 279 | + name: 'Unassigned', |
| 280 | + encumbered: '$0.00', |
| 281 | + awaitingPayment: '$0.00', |
| 282 | + expended: '$20.00', |
| 283 | + percentExpended: '66.67%', |
| 284 | + }, |
| 285 | + { |
| 286 | + name: testData.expenseClass.name, |
| 287 | + encumbered: '$0.00', |
| 288 | + awaitingPayment: '$0.00', |
| 289 | + expended: '$10.00', |
| 290 | + percentExpended: '33.33%', |
| 291 | + }, |
| 292 | + ], |
| 293 | + }); |
| 294 | + FinanceDetails.checkUnassignedExpenseClassTooltip('expenseClasses'); |
| 295 | + }, |
| 296 | + ); |
| 297 | + }); |
| 298 | +}); |
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