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Ministry Reports - Disbursements Without Supplier (CAS) #3763

Closed
3 of 23 tasks
CarlyCotton opened this issue Oct 3, 2024 · 0 comments
Closed
3 of 23 tasks

Ministry Reports - Disbursements Without Supplier (CAS) #3763

CarlyCotton opened this issue Oct 3, 2024 · 0 comments
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@andrepestana-aot @CarlyCotton
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Ministry Ministry Features
Milestone
2.X Post Part-Tim...

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@CarlyCotton
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CarlyCotton commented Oct 3, 2024 •
edited by andrepestana-aot
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User Story
As a ministry user, I need to prioritize getting a supplier and site number for students who are receiving provincial disbursements that require a T4A. A report that I can pull at any time can support this work.

Acceptance Criteria

  • Create a ministry report "Disbursements Without Valid Supplier" accessible by only business-administrators (for now, this may need to be updated pending review of the current roles)
  • Each record on the report should reflect a student profile that has a CAS isValid=False and has had a disbursement within the timeframe. (Disbursement SENT)
  • The award total fields should represent the sum total of award amounts within the timeframe.
  • FT/PT filter is not needed for this report
  • Fields don't need to be translated unless specified.
  • Student profile data is to be used, do not use CAS profile data.
  • Data fields to include:
    • Given Name
    • Last Name
    • SIN
    • Profile Type
    • Address Line 1
    • City
    • Province
    • Country
    • Postal Code
    • Disability Status: Profile
    • BCAG: FT & PT
    • SBSD: FT & PT
    • BGPD: FT Only

image.png

Technical

  • Student-based report which means one line per student.
  • The period is based on the disbursement date sent.
  • E2E test to retrieve the report including part-time and full-time.
@CarlyCotton CarlyCotton added Business Items under Business Consideration Ministry Ministry Features labels Oct 3, 2024
@CarlyCotton CarlyCotton added this to the 3.0 Full-Time Students MVP milestone Oct 4, 2024
@CarlyCotton CarlyCotton changed the title Ministry Reports - Disbursements Without Supplier Ministry Reports - Disbursements Without Supplier (CAS) Oct 4, 2024
@CarlyCotton CarlyCotton added Dev & Architecture Development and Architecture and removed Business Items under Business Consideration labels Nov 12, 2024
@andrewsignori-aot andrewsignori-aot removed the Dev & Architecture Development and Architecture label Nov 12, 2024
@andrepestana-aot andrepestana-aot self-assigned this Nov 21, 2024
github-merge-queue bot pushed a commit that referenced this issue Nov 26, 2024
@andrepestana-aot
#3763 - Ministry Reports - Disbursements Without Supplier (CAS) (#3998)
c2e0a5f 
- Created report Disbursements Without Valid Supplier:

![image](https://github.com/user-attachments/assets/9c7ee806-3deb-468c-b240-cf5b9e3ede28)

- Created E2E test.


Migration revert:

![image](https://github.com/user-attachments/assets/4cf40a92-eddd-4410-bdac-92574234add0)
github-merge-queue bot pushed a commit that referenced this issue Nov 27, 2024
@andrepestana-aot
#3763 - Ministry Reports - Disbursements Without Supplier (CAS) - Que…
99df144 
…ry fix (#4004)

Fixed joins to sin_validations and cas_suppliers:

From: 
```
      INNER JOIN sims.sin_validations sin_validations ON students.id = sin_validations.student_id
      INNER JOIN sims.cas_suppliers cas_suppliers ON cas_suppliers.student_id = students.id
```
To:
```
      INNER JOIN sims.sin_validations sin_validations ON students.sin_validation_id = sin_validations.id
      INNER JOIN sims.cas_suppliers cas_suppliers ON students.cas_supplier_id = cas_suppliers.id
```

-Migration revert:

![image](https://github.com/user-attachments/assets/f84e3ebb-a724-4080-8295-f9b7b17412e4)
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@ninosamson @andrewsignori-aot @andrepestana-aot @Joshua-Lakusta @CarlyCotton