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OSID Specifications
financials package
Version 3.0.0
Release Candidate Preview
Interfaceosid.financials.ReportingSession
Implementsosid.OsidSession
Description

This session defines methods for retrieving financial transaction reports.

This lookup session defines several views:

  • comparative view: elements may be silently omitted or re-ordered
  • plenary view: provides a complete result set or is an error condition
  • isolated business view: All methods in this session operate, retrieve and pertain to accounts defined explicitly in the current business. Using an isolated view is useful for managing Accounts with the AccountAdminSession.
  • federated business view: All lookup methods in this session operate, retrieve and pertain to all accounts and activities defined in this business and any other courses implicitly available in this business through business inheritence.

The methods useFederatedBusinessView() and useIsolatedBusinessView() behave as a radio group and one should be selected before invoking any lookup methods.

Summaries may have an additional records indicated by their respective record types. The record may not be accessed through a cast of the Summary.

MethodgetBusinessId
Description

Gets the Business Id associated with this session.

Returnosid.id.Idthe Business Id associated with this session
CompliancemandatoryThis method must be implemented.
MethodgetBusiness
Description

Gets the Business associated with this session.

Returnosid.financials.Businessthe business
ErrorsOPERATION_FAILEDunable to complete request
PERMISSION_DENIEDauthorization failure
CompliancemandatoryThis method must be implemented.
MethodcanLookupSummaries
Description

Tests if this user can perform Summary lookups. A return of true does not guarantee successful authorization. A return of false indicates that it is known all methods in this session will result in a PERMISSION_DENIED. This is intended as a hint to an application that may not offer lookup operations to unauthorized users.

Returnboolean false if lookup methods are not authorized, true otherwise
CompliancemandatoryThis method must be implemented.
MethoduseComparativeSummaryView
Description

The returns from the lookup methods may omit or translate elements based on this session, such as authorization, and not result in an error. This view is used when greater interoperability is desired at the expense of precision.

CompliancemandatoryThis method is must be implemented.
MethodusePlenarySummaryView
Description

A complete view of the Summary returns is desired. Methods will return what is requested or result in an error. This view is used when greater precision is desired at the expense of interoperability.

CompliancemandatoryThis method is must be implemented.
MethoduseFederatedBusinessView
Description

Federates the view for methods in this session. A federated view will include accounts and activities in catalogs which are children of this catalog in the business hierarchy.

CompliancemandatoryThis method is must be implemented.
MethoduseIsolatedBusinessView
Description

Isolates the view for methods in this session. An isolated view restricts retrievals to this business only.

CompliancemandatoryThis method is must be implemented.
MethodgetSummaryByYearForAccount
Description

Gets a summary of financial transactions for a fiscal year for the given account. A summary is returned for each fiscal time period within the fiscal year.

Parametersosid.id.IdaccountIdthe Id of an Account
cardinalyeara fiscal year
Returnosid.financials.SummaryListthe account summaries
ErrorsNOT_FOUNDno Account found with the given Id
NULL_ARGUMENT accountId is null
OPERATION_FAILEDunable to complete request
PERMISSION_DENIEDauthorization failure
CompliancemandatoryThis method must be implemented.
MethodgetSummariesByYearForRootAccounts
Description

Gets a summary of financial transactions for a fiscal year for all root accounts. A summary is returned for each fiscal time period within the fiscal year.

Parameterscardinalyeara fiscal year
Returnosid.financials.SummaryListthe account summaries
ErrorsOPERATION_FAILEDunable to complete request
PERMISSION_DENIEDauthorization failure
CompliancemandatoryThis method must be implemented.
MethodgetSummaryByFiscalPeriodForAccount
Description

Gets a summary of financial transactions for a fiscal period for the given account.

Parametersosid.id.IdaccountIdthe Id of an Account
osid.id.IdfiscalPeriodIda fiscal period Id
Returnosid.financials.SummaryListthe account summaries
ErrorsNOT_FOUNDno Account or fiscalPeriodId found with the given Id
NULL_ARGUMENT accountId or fiscalPeriodId is null
OPERATION_FAILEDunable to complete request
PERMISSION_DENIEDauthorization failure
CompliancemandatoryThis method must be implemented.
MethodgetSummariesByFiscalPeriodForRootAccounts
Description

Gets a summary of financial transactions for a fiscal period for all root accounts.

Parametersosid.id.IdfiscalPeriodIda fiscal period Id
Returnosid.financials.SummaryListthe account summaries
ErrorsNULL_ARGUMENT fiscalPeriodId is null
OPERATION_FAILEDunable to complete request
PERMISSION_DENIEDauthorization failure
CompliancemandatoryThis method must be implemented.
MethodgetSummaryByYearForActivity
Description

Gets a summary of financial transactions for a fiscal year for the given activity. A summary is returned for each fiscal time period within the fiscal year.

Parametersosid.id.IdactivityIdthe Id of an Activity
cardinalyeara fiscal year
Returnosid.financials.SummaryListthe activity summaries
ErrorsNOT_FOUNDno Activity found with the given Id
NULL_ARGUMENT activityId is null
OPERATION_FAILEDunable to complete request
PERMISSION_DENIEDauthorization failure
CompliancemandatoryThis method must be implemented.
MethodgetSummariesByYearForRootActivities
Description

Gets a summary of financial transactions for a fiscal year for all root activities. A summary is returned for each fiscal time period within the fiscal year.

Parameterscardinalyeara fiscal year
Returnosid.financials.SummaryListthe activity summaries
ErrorsOPERATION_FAILEDunable to complete request
PERMISSION_DENIEDauthorization failure
CompliancemandatoryThis method must be implemented.
MethodgetSummaryByFiscalPeriodForActivity
Description

Gets a summary of financial transactions for a fiscal period for the given activity.

Parametersosid.id.IdactivityIdthe Id of an Activity
osid.id.IdfiscalPeriodIda fiscal period Id
Returnosid.financials.Summarythe returned Summary
ErrorsNOT_FOUNDno Activity or fiscalPeriodId found with the given Id
NULL_ARGUMENT activityId or fiscalPeriodId is null
OPERATION_FAILEDunable to complete request
PERMISSION_DENIEDauthorization failure
CompliancemandatoryThis method must be implemented.
MethodgetSummariesByFiscalPeriodForRootActivities
Description

Gets a summary of financial transactions for a fiscal period for all root activities.

Parametersosid.id.IdfiscalPeriodIda fiscal period Id
Returnosid.financials.SummaryListthe activity summaries
ErrorsNULL_ARGUMENT fiscalPeriodId is null
OPERATION_FAILEDunable to complete request
PERMISSION_DENIEDauthorization failure
CompliancemandatoryThis method must be implemented.