(warning) WIP

RAFT Service

Name RAFT Service
Version Dev (0.1) Release Notes

Description

The RAFT Service is focused on providing a consistent interface for:

  • Searching for Cost Objects and Cost Object Collections
  • Viewing Budget, Actual, Commitments, and Forecast information for Cost Object Collections
  • Creating What If scenarios as collections of speculations
  • Viewing the projected impacts of those speculations
  • Generating and viewing reports on this information

Child Services

SearchService
CommentService
AuthorizationService
ReportService
COMetadataService
CubeService
WorksetService
Scenario+Service

References

see RAFT Requirements Documentation (RAFT-*)

Operations

Setup

Domain Operations
#getModelTypes

Search

searchbyParm(&parm)
searchCollectionbyParm(&collection,&parm)

Listinfo about user sets
getSearchLists
listSupervisor(#count)
listAddressee(#count)
listSponsor(#count)
listPrimeSponsor(#count)
listId(#count)
listWorksets(#count)
listFlaggedCostObjects(#count)

Maintenance

addComment
deleteComment
updateComment
getComment
getCommentsforObject

addWorksetAuthorizations
dropWorksetAuthorizations
viewAuthorizationsforUser
viewAuthorizationsforObject
isAuthorized

List info about cost objects
listBudgets(CO,withchildren)
listWorksetScenarios(Workset,withchildren)
listCOScenarios(CO, withchildren)
listProjectPeriods
updateProjectPeriods
addProjectPeriod
dropProjectPeriod
validateProjectPeriods

listReport
executeReport
listDomain
buildDomainReport
executeDomainReport

Summary
querySummary
queryMonthSummary

Query
queryActualsSummary
queryActualsExpense
queryActualsPeople
queryBudgetDay
queryCommitmentsSummary
queryCommitmentsExpense
queryCommitmentsPeople
queryForecastSummary
queryForecastExpense
queryForecastPeople

workset Management
createWorkset
deleteWorkset
archiveWorkset
listWorksets
showWorkset
addWorksetObj
delWorksetObj
addWorksetRule
deleteWorksetRule
updateWorksetfromRules
showWorksetChanges
showAccessChanges
showBalanceExceptions
showworksetCOSummary
showworksetApptSummary

scenario Management
showCOAttributes
showApptAttributes
showScenarioOverview
showScenaroFinImpact
showScenarioPersonImpact
showScenarioDetail
showCOExpenseDetail
showCOPersonDetail
showCODetail
showApptDetail
createScenario
deleteScenario
addCOtoScenario
addAppttoScenario
dropCOfromScenario
dropApptfromScenario
copyScenario
archiveScenario
addAssumption
dropAssumption
updateAssumption
addExpenseAllocSpec
addApptAllocSpec
updateExpenseAllocSpec
updateApptAllocSpec
dropExpenseAllocSpec
dropApptAllocSpec
addTBACOSpec
addTBHApptSpec
dropTBACOSpec
dropTBHApptSpec
updateCOSpec
updateApptSpec
addAdjSpec
dropAdjSpec
addCORateSpec
dropCORateSpec
updateFTESpec
updateVacationSpec
createExpenseAllocSpecfromCOEUS
createExpenseAllocSpecfromSAP
createPersonAllocSpecfromCOEUS

recalcApptDetail
recalcExpenseDetail
buildScenarioSummary
buildWorksetSummary

updateUserPrefGL
updateUserPrefBudget

checkSystemStatus
setScenarioVisibility
setWorksetVisibility

checkProjectedBalance
checkGLBudget
checkMonthlyBurn
checkPersonAlloc
checkRemainingGLBalance
checkRemainingBalance

addProjectTerm
dropProjectTerm
checkProjectTerms

showGlsInCategory
showGLHierarchy
showRatesonObj

showVarianceonScenario
showlineItemsonGL

Method searchByParm
Description Searches the cost collector set and returns matches based on the passed in parameters
Parameters Array Parm An associative array of key value pairs for search parameters
Return coResultType Returns cost object details for all of the matching cost objects.
Errors NO_MATCH No cost objects found
MAX_COUNT Number of objects returned >250
Capabilities
Use Cases See RAFT-Search
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Method searchCollectionByParm
Description Performs a collection search based off the identified parameters. Collection searches cannot be used to define sets
Parameters String Collection Which collection will be searched, one of supervisor, sponsor, fund_center, profit_center, workset
Array Parm An associative array of key value pairs for search parameters
Return collectionResultType Returns cost object details for all of the matching cost objects wrapped in a metadata header for the collection.
Errors NO_MATCH No cost objects found
MAX_COUNT Count of returned objects (including the collection header) exceeds 250 and cannot be displayed.
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Method getSearchLists
Description Returns the default collection of selection items for each of the search lists.
Parameters Array Parm An associative array of key value pairs for search parameters
Return listSetResultType Master structure for list data that includes supervisor, addressee, sponsor, prime_sponsor, workset. The set always returns a max of 150 entries. To extend beyond that requires the user to use the autocomplete methods.
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Method listSupervisor
Description Returns the list of supervisors accessible by the requesting user.
Parameters Integer Count The number of entries to return.
Return listResultType Array list of key, value pairs
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Method listAddressee
Description Returns the list of adressees accessible by the requesting user.
Parameters Integer Count The number of entries to return.
Return listResultType Array list of key, value pairs
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Method listSponsor
Description Returns the list of sponsors accessible by the requesting user.
Parameters Integer Count The number of entries to return.
Return listResultType Array list of key, value pairs
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Method listPrimeSponsor
Description Returns the list of prime sponsors accessible by the requesting user.
Parameters Integer Count The number of entries to return.
Return listResultType Array list of key, value pairs
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Method listWorkset
Description Returns the list of worksets accessible by the requesting user.
Parameters Integer Count The number of entries to return.
Return listResultType Array list of key, value pairs
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Method listId
Description Returns the list of cost object ids and titles accessible by the requesting user.
Parameters Integer Count The number of entries to return.
Return listResultType Array list of key, value pairs
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Method listFlaggedCostObjects
Description Returns the list of flagged cost objects flagged by the requesting user.
Parameters Integer Count The number of entries to return.
Return coResultType Returns cost object details for all of the matching cost objects
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Comment

Method addComment
Description Adds a comment to the identified object
Parameters Comment_Type Comment_Type Denotes whether a particular comment is public or private.
Ref_Type Ref_Type Identifies what sort of speculation the reference is on (EXPENSE_RULE, APPT_RULE, APPT, CO, SCENARIO, WORKSET)
String REF_ID The object id for the associated item (cost_collector_key, etc.)
Return confirmResultType Returns status information and object id for the action (in this case, the comment)
Errors EXISTS Object already exists
NO_MATCH Object identified by REF_ID does not exist
EMPTY Comment body is empty
NO_AUTH User does not have comment authorizations here.
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Method deleteComment
Description Sets the status for the identified comment to 'D', effectively removing the comment from display.
Parameters Array Parm An associative array of key value pairs for search parameters
Return confirmResultType Returns the result status and objectId for the action.
Errors NO_MATCH No comment match found
NO_AUTH User cannot delete this authorization.
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Method getComment
Description Requests the Comment from the system.
Parameters String Comment_Id The specific comment to retreive
Return commentResultType Object containing the associated comments
Errors NO_MATCH No comment found
NO_AUTH User does not have access to this comment
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Method getCommentsforObject
Description Returns all comments associated with the identified object
Parameters String REF_TYPE The type of object to look up comments for
String REF_ID The Id for the object to look up comments for (cost_collector_key, personell_key, etc.)
Return commentResultType Object containing the associated comments. If there is no match than an empty structure is returned.
Errors NO_MATCH No object found
NO_AUTH User does not have access to look at comments on this object.
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RAFT Authorizations

Method addWorksetAuthorization
Description Adds a particular authorization for a Workset to the system
Parameters REF_TYPE Object_Type The type of object to be authorized (currently always WORKSET). The Object's Qualifier_Type
REF_KEY Object_ID The id of the object to be authorized. The Object Qualifier.
AUTH_TYPE Authorization What type of authorization to set
String User The kerb_name for the associated user
Return confirmResultType Returns status information and object id for the action (in this case, the comment)
Errors EXISTS Authorization already exists
NO_MATCH Object identified by REF_KEY does not exist
NO_AUTH User does not have authorizations to peform this action here.
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Method dropWorksetAuthorization
Description Removes a particular authorization for a Workset from the system
Parameters String Auth_Key The authorization key to be removed
Return confirmResultType Returns status information and object id for the action
Errors NO_MATCH Authorization identified by AUTH_Key does not exist
EMPTY Comment body is empty
NO_AUTH User does not have authorizations to perform this action.
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Method viewAuthorizationsforUser
Description View the authorizations for this user
Parameters String User The user to view the authorizations for. The kerb_name.
Return authResultType Returns all the authorizations for the user
Errors NO_MATCH No user found
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Method viewAuthorizationsforObject
Description Provide a breakdown of all of the authorizations for a particular object
Parameters Ref_Type Ref_Type The type of object. The qualifier_type
String REF_KEY The unique identifier for the object (cost_collector_key, personnel_key, etc.)
Return authResultType Returns all authorizations for the associated object.
Errors NO_MATCH No cost objects found
NO_AUTH User cannot view the associated authorizations
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Method isAuthorized
Description Can the given user perform the specified function
Parameters String User An associative array of key value pairs for search parameters
REF_Type REF_TYPE The type of object to perform the action on. The Qualifier_Type
REF_Key User The key of the associated object (Cost_Collector_key, Personell_Key, etc.)
AUTH_TYPE Action The function the user is attempting to perform.
Return boolean Can the user perform the action identified by 'AUTH_TYPE' for the specified REF_TYPE/IDi (Y/N)
Errors NO_MATCH Cannot find the object to be accessed.
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CO Metadata

Method listBudgets
Description Returns the list of budgets available for the specified Cost Object.
Parameters String Cost_Collector_key The cost object to look up
Boolean with_children Include children accounts.
Return listResultType Array list of key, value pairs. In this case, key = budget version code, value = Description
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Method listWorksetScenarios
Description Returns the list of Scenarios associated with this workset. This list is implicitly restricted to the scenarios that the accessing user has access to.
Parameters String Workset_Key The id for this workset
Return listResultType Array list of key, value pairs. In this case, key = scenario ID, value = scenario name
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Method listProjectPeriods
Description Returns the list of Project Periods for this cost object
Parameters String Cost_collector_key The identifier for this cost object
Return projectYearResultType Returns the project year date ranges associated with this cost object
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Method updateProjectPeriod
Description For the given project period, alter the start and end date.
Parameters String Cost_collector_key The identifier for this cost object
String Project_Period_Key The identifier for this project period
Date Start_Date The start date for this project period
Date End_Date The end date for this project period
Return confirmResultType Returns the confirmation status along with the object reference.
Errors NO_MATCH No match for this project period/cost object
OVERLAP Warning: Project period now overlaps another project period defined for this cost object
INVALID Project period defined outside of start/final expiration date range for this cost object
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Method addProjectPeriod
Description Add project year to cost object
Parameters String Cost_collector_key The identifier for this cost object
String Project_Period_Key The identifier for this project period
Date Start_Date The start date for this project period
Date End_Date The end date for this project period
Return confirmResultType Returns the confirmation status along with the object reference.
Errors NO_MATCH No match for this cost object
OVERLAP Warning: Project period now overlaps another project period defined for this cost object
INVALID Project period defined outside of start/final expiration date range for this cost object
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Method dropProjectPeriod
Description Delete project year from cost object
Parameters String Cost_collector_key The identifier for this cost object
String Project_Period_Key The identifier for this project period
Return confirmResultType Returns the confirmation status along with the object reference.
Errors NO_MATCH No match for this cost object
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Method validateProjectPeriods
Description Validate that the project periods are contiguous and non overlapping, and that they begin at the start of the project and end at the end of the final expiration date
Parameters String Cost_collector_key The identifier for this cost object
Return validateResultType Returns the validity status of the project periods on the cost object and identifies exceptions
Errors NO_MATCH No match for this cost object
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Method normalizeProjectPeriods
Description Starting from the first period, push out the start date of the subsequent project periods so that the full set of project periods are contiguous and non-overlapping
Parameters String Cost_collector_key The identifier for this cost object
Return validateResultType Returns the validity status of the project periods on the cost object and identifies exceptions
Errors NO_MATCH No match for this cost object
INCOMPLETE Warning: Project Period schedule does not cover the full date range for this CO (from effective through final expiration date)
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Reports

Reports

Method listReports
Description For a given context, list the available reports in that context
Parameters REF_TYPE REF_TYPE The context. Workset, Scenario, Person, Cost Object, Allocation
String REF_KEY (optional) A unique identifier for a particular object. For object specific reports
Return reportListResultType Array list of reports. Returns the ID, Title, and Description for the report
Errors NO_MATCH Warning: No reports for specific ref_key found. Returning report list for the general context.
INVALID Invalid REF_TYPE identified
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Method executeReport
Description Returns the result document for the report request
Parameters String Report_ID The id for this report
FORMAT_TYPE FORMAT_TYPE The format type, one of: XLS,CSV,PDF,HTML,(addional options depend on the backend)
@PARM PARM Associative array of parameters
Return reportResultType Returns the resulting report object
Errors ERROR Report processing error (Error passed in body)
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Summary

Method BvAQueryDay
Description Summary by GL hierarchy of the budgets, actuals, and commitment information for an account. Expenses only.
Parameters String GL_Hierarchy The Hierarchy of GL categories and accounts to use.
String Budget_version Which budget to use
String Scenario_version Which scenario to use
Cost_collector_key Cost_collector_key The identifier for the cost object
Date Start_Date The start date for the query window
Date End_Date The end_date for the query window
Boolean with_children Consolidate the results to include all associated children with the parent
String Collection_type When including children, use the following collection for the aggregation
String Collection_key When including children, use this particular collection key as the root of the consolidation tree
Return coSummaryResultType Flattened cube of summary financial information
Errors NO_MATCH Either the Cost object or collection key does not exist in the system
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Method RvEQueryDay
Description Summary by GL hierarchy of the budgets, actuals, and commitment information for an account. Revenue & Expenses.
Parameters String GL_Hierarchy The Hierarchy of GL categories and accounts to use.
String Budget_version Which budget to use
String Scenario_version Which scenario to use
Cost_collector_key Cost_collector_key The identifier for the cost object
Date Start_Date The start date for the query window
Date End_Date The end_date for the query window
Boolean with_children Consolidate the results to include all associated children with the parent
String Collection_type When including children, use the following collection for the aggregation
String Collection_key When including children, use this particular collection key as the root of the consolidation tree
Return coSummaryResultType Flattened cube of summary financial information
Errors NO_MATCH Either the Cost object or collection key does not exist in the system
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Method BvAQueryMonthly
Description Summary by GL hierarchy of the budgets, actuals, and commitment information for an account. Expenses only. Monthly view
Parameters String GL_Hierarchy The Hierarchy of GL categories and accounts to use.
String Budget_version Which budget to use
String Scenario_version Which scenario to use
Cost_collector_key Cost_collector_key The identifier for the cost object
String Start_Period The start period for the query window - format = YYYYMM
String End_Period The end_date for the query window - format = YYYYMM
Boolean with_children Consolidate the results to include all associated children with the parent
String Collection_type When including children, use the following collection for the aggregation
String Collection_key When including children, use this particular collection key as the root of the consolidation tree
Return coSummaryResultType Flattened cube of summary financial information
Errors NO_MATCH Either the Cost object or collection key does not exist in the system
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Method RvEQueryMonth
Description Summary by GL hierarchy of the budgets, actuals, and commitment information for an account. Revenue & Expenses. Monthly view
Parameters String GL_Hierarchy The Hierarchy of GL categories and accounts to use.
String Budget_version Which budget to use
String Scenario_version Which scenario to use
Cost_collector_key Cost_collector_key The identifier for the cost object
String Start_Period The start period for the query window - format = YYYYMM
String End_Period The end period for the query window - format = YYYYMM
Boolean with_children Consolidate the results to include all associated children with the parent
String Collection_type When including children, use the following collection for the aggregation
String Collection_key When including children, use this particular collection key as the root of the consolidation tree
Return coSummaryResultType Flattened cube of summary financial information
Errors NO_MATCH Either the Cost object or collection key does not exist in the system
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Drill-down

Method queryActualsSumm
Description Returns a summary of the totals by GL/CO
Parameters String GL_HIER The gl_hierarchy to use
String GL_Level The GL Category or Account to show items from
String CoArray The cost_collector_key
Zend_Date Start_Date Start date for the query window
Zend_Date End_Date End_Date for the query window
Boolean with_children Include children?
Integer Start Start at record #
Integer End Return up to and including record #
String filter Return records with string in the body
Array ordercol The sorting for the structure
Return actSummResultType Returns the matching collection of actuals records
Errors NO_RECORDS No records found
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Method queryActualsPODetail
Description Returns matching actuals expense Records (rename?)
Parameters String GL_HIER The gl_hierarchy to use
String GL_Level The GL Category or Account to show items from
String CoArray The cost_collector_key
Zend_Date Start_Date Start date for the query window
Zend_Date End_Date End_Date for the query window
Boolean with_children Include children?
Integer Start Start at record #
Integer End Return up to and including record #
String filter Return records with string in the body
Array ordercol The sorting for the structure
Return actPOResultType Returns the matching collection of actuals records
Errors NO_RECORDS No records found
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Method queryActualsPEDetail
Description Returns matching actuals personnel Records (rename?)
Parameters String GL_HIER The gl_hierarchy to use
String GL_Level The GL Category or Account to show items from
String CoArray The cost_collector_key
Zend_Date Start_Date Start date for the query window
Zend_Date End_Date End_Date for the query window
Boolean with_children Include children?
Integer Start Start at record #
Integer End Return up to and including record #
String filter Return records with string in the body
Array ordercol The sorting for the structure
Return actPEResultType Returns the matching collection of actuals records
Errors NO_RECORDS No records found
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Method queryBudgetDetail
Description Returns matching budget records (SAP = GL Level, COEUS = line item level)
Parameters String GL_HIER The gl_hierarchy to use
String GL_Level The GL Category or Account to show items from
String CoArray The cost_collector_key
String Budget Version The plan version for the associated budget
Zend_Date Start_Date Start date for the query window
Zend_Date End_Date End_Date for the query window
Boolean with_children Include children?
Integer Start Start at record #
Integer End Return up to and including record #
String filter Return records with string in the body
Array ordercol The sorting for the structure
Return budResultType Returns the matching collection of actuals records
Errors NO_RECORDS No records found
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Method queryCommitmentsSumm
Description Returns a summary of the commitments information by gl
Parameters String GL_HIER The gl_hierarchy to use
String GL_Level The GL Category or Account to show items from
String CoArray The cost_collector_key
Zend_Date Start_Date Start date for the query window
Zend_Date End_Date End_Date for the query window
Boolean with_children Include children?
Integer Start Start at record #
Integer End Return up to and including record #
String filter Return records with string in the body
Array ordercol The sorting for the structure
Return commSummResultType Returns the matching collection of actuals records
Errors NO_RECORDS No records found
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Method queryCommitmentsPODetail
Description Returns matching commitments expense Records (rename?)
Parameters String GL_HIER The gl_hierarchy to use
String GL_Level The GL Category or Account to show items from
String CoArray The cost_collector_key
Zend_Date Start_Date Start date for the query window
Zend_Date End_Date End_Date for the query window
Boolean with_children Include children?
Integer Start Start at record #
Integer End Return up to and including record #
String filter Return records with string in the body
Array ordercol The sorting for the structure
Return commPOResultType Returns the matching collection of actuals records
Errors NO_RECORDS No records found
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Method queryCommitmentsPEDetail
Description Returns matching commitments personnel Records (rename?)
Parameters String GL_HIER The gl_hierarchy to use
String GL_Level The GL Category or Account to show items from
String CoArray The cost_collector_key
Zend_Date Start_Date Start date for the query window
Zend_Date End_Date End_Date for the query window
Boolean with_children Include children?
Integer Start Start at record #
Integer End Return up to and including record #
String filter Return records with string in the body
Array ordercol The sorting for the structure
Return commPEResultType Returns the matching collection of actuals records
Errors NO_RECORDS No records found
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Method queryForecastSumm
Description Returns a summary of the forecast(scenario) information by gl
Parameters String GL_HIER The gl_hierarchy to use
String GL_Level The GL Category or Account to show items from
String CoArray The cost_collector_key
String Scenario_key The scenario key. Defaults to the Common scenario key (COMMON)
Zend_Date Start_Date Start date for the query window
Zend_Date End_Date End_Date for the query window
Boolean with_children Include children?
Integer Start Start at record #
Integer End Return up to and including record #
String filter Return records with string in the body
Array ordercol The sorting for the structure
Return forSummResultType Returns the matching collection of actuals records
Errors NO_RECORDS No records found
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Method queryForecastPODetail
Description Returns matching forecast (scenario) expense Records (rename?)
Parameters String GL_HIER The gl_hierarchy to use
String GL_Level The GL Category or Account to show items from
String CoArray The cost_collector_key
String Scenario_key The scenario key. Defaults to the Common scenario key (COMMON)
Zend_Date Start_Date Start date for the query window
Zend_Date End_Date End_Date for the query window
Boolean with_children Include children?
Integer Start Start at record #
Integer End Return up to and including record #
String filter Return records with string in the body
Array ordercol The sorting for the structure
Return commPOResultType Returns the matching collection of actuals records
Errors NO_RECORDS No records found
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Method queryForecastPEDetail
Description Returns matching forecast (scenario) personnel Records (rename?)
Parameters String GL_HIER The gl_hierarchy to use
String GL_Level The GL Category or Account to show items from
String CoArray The cost_collector_key
String Scenario_key The scenario key. Defaults to the Common scenario key (COMMON)
Zend_Date Start_Date Start date for the query window
Zend_Date End_Date End_Date for the query window
Boolean with_children Include children?
Integer Start Start at record #
Integer End Return up to and including record #
String filter Return records with string in the body
Array ordercol The sorting for the structure
Return commPEResultType Returns the matching collection of actuals records
Errors NO_RECORDS No records found
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Workset Management

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