See Agreement's vendor when adding Budget Line

jonnalley commented 1 year ago

User Story

As an OPRE COR or Team Lead, when adding a budget line for an agreement (that has at least one existing BL) in in execution status, I want to know the associated partner/vendor/grantee for that agreement so I can see who the work is being completed with and where funds in these budget lines are going to.

Pre-condition

The partner/vendor/contractor/grantee field has already been added as an attribute to agreements as part of #774 and #775

Acceptance Criteria

[ ] User can see or understand what the partner/vendor/contractor/grantee is for a chosen agreement in the process of creating a budget line

Tasks

[ ] Determine how many vendors per agreement
[ ] Add new information to agreement summary card and provide design assets to developers
[ ] Update ProjectAgreementSummaryCard and StepCreateBudgetLines.jsx as needed

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

kimschulke commented 1 year ago

Need to add a field for vendor/contractor/partner. Known as vendor now. Consider "Partner" which encompasses the various types OR make it dynamic to type the of agreement.

Grants = Grantees Contracts = Vendor IAAs = Trading Partner

Determine how many partners per agreement

jonnalley commented 1 year ago

@kimschulke regarding the first two tasks above, I was thinking that that would actually get done as part of #774 and #775, which should be done first. Presuming that we include in scope creating agreements of different types

Need to add a field for vendor/contractor/partner. Known as vendor now. Consider "Partner" which encompasses the various types OR make it dynamic to type the of agreement.

Grants = Grantees Contracts = Vendor IAAs = Trading Partner

Determine how many partners per agreement

kimschulke commented 1 year ago

@jonnalley Yes but it relates to this user story which is to display that information on the summary card within creating a budget line

jonnalley commented 1 year ago

I think we need to come back and revisit the need or text for this

tdonaworth commented 1 year ago

Is this not already completed on other Create Agreement / Create BL tasks? (shows in the Agreement Summary at the top of the BLI page)?

jonnalley commented 1 year ago

@tdonaworth No--At the time of an agreement's creation, let's say for a contract in example, the vendor that the contract has been awarded to wouldn't be known yet, so thusly couldn't possibly be displayed yet. This is for adding a BL to an existing agreement where the agreement has already been at least partially awarded away to a 3rd party of some kind and now a new budget line is being added.

This is something not present in MAPS today and was a request from the PO.

HHS / OPRE-OPS