Re-using existing Budget Lines to Create New Ones

[jonnalley]

User Story

As an OPRE staff member, I want to leverage the values/data in existing budget lines to create multiple new budget lines at one time

Acceptance Criteria

• The user can create multiple BLs simultaneously
• Newly created budget lines should be unapproved even though copied from an approved BL

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Tasks

UX

• Journey map or figuring out scenario of how this would work in a user's experience...on what screens or scenarios would users be able to do this on?

Dev

• Build frontend components to support the AC
• Build any backend code/logic to support the AC

Definition of Done Checklist

• Usability validated
• UI works as designed
• OESA: Code refactored for clarity
• OESA: Dependency rules followed
• Automated unit tests updated and passed
• Automated integration tests updated and passed
• Automated quality tests updated and passed
• Automated load tests updated and passed
• Automated a11y tests updated and passed
• Automated security tests updated and passed
• 90%+ Code coverage achieved
• PR(s) have been merged to main
• Design/tech debt eliminated
• Build process updated
• Documentation updated or added
• Feature flags/toggles created

Additional Context & Resources

• "Copy as new" feature

[jonnalley]

I believe this is inherently taken care of in #674. Let me know if you believe otherwise @andressacurvelo or @kimschulke

[jonnalley]

updated to reflect creating more than one at a time, but, unsure exactly of the use cases. Are some agreement types more able to use this than others ?

[kimschulke]

I forget the exact use case Sheila mentioned, but I remember it being something different than what we have currently, which is to be able to duplicate and edit budget lines to create new ones.

[jonnalley]

@kimschulke my recollection was that for any given budget line, they wanted the ability to say “create X more” like this either on the same agreement or maybe even another. However, I wouldn’t be anything on that recollection :-)

[kimschulke]

oh right, right. Thanks. I think this is a TBD if needed as it seems more relevant to creating a grant than a contract.