Review CANs Business Rules

[kimschulke]

Goals

Review business rules & validations related to CANs

Tasks

• Identify what parts of the UI have CAN-related business rules
• Understand how each part is currently developed, what rules are in place, if any
• Determine if we need to add any new rules or change anything

Additional Context

• This was discovered during our work on Portfolio Funding/CANs Bug #4385
• The BL table on the Portfolio Spending tab (Child Care Research, FY 2043) was hiding budget lines using inactive CANs. This was not an intentional/designed interaction, and there are probably others we need to go back to
• For example, what CANs display on the dropdown list when a user selects a CAN? what validations or checks should be in place to help users select the right CAN? at what points should we check CANs for their validity/active state alongside the available budget?

Resources

[npage123]

We plan to start in on business rules for CANs dropdown when editing BLs. Making sure users select valid CANs for the selected FY. Also relates to CANs appearing on portfolio funding tab work only showing up for FYs that they are valid in.