Processing a Sample Event

Introduction

Now that you’ve loaded the :simple-test event set and reviewed its contents it’s time to process some events.

For the purpose of this exercise, the event set will not be processed all at once, but a few at a time. This is to allow you an opportunity to review the effects of the posting of the events on the fund’s commitment, financial and portfolio ledgers.

As you proceed you’ll be switching back and forth between the Events pages and the various Report pages.

It’s also helpful to remember that this method is for batch-entry. There is also available a UI, with simple data entry forms and dialogs, that allow the user to create and post single events easily. The UI will be revisited later in this series.

Processing the first event

On the Home page, click on the Process a group of saved lifecycle events sets located in the top panel.

This will take you to the Events Processing Page, where you should select simple-test in the dropdown.

This will load and display the individual events from the event set, and make them available for processing.

The Interface

Each event is displayed on its own row, with a check-box and an indicator icon in the first column. The second column displays summary information about the event, including its internal event name, its type, and the date of entry (which is not necessarily the date of the transaction represented by the event). There is also a button labeled Details. Clicking this button will display the full body of the event’s information.

You can see that the details conform with the event as explained on the Understanding the Sample Events page. The format of the details section is somewhat opaque, but should still be reasonably easily deciphered.

The indicator icon, under the checkbox in the first column, represents the events processing status. A short horizontal bar means the event has not been processed, and is therefore in neither the :current or the :pending environment.

Click on the checkbox to select the first event, call-00005-2020-01-05, and click on the Process button at the top of the page. This begins the processing of the checked events - in this case only one.

As processing starts, you are redirected to the log page where the server’s activity messages are displayed while the event is being processed into the :pending environment.

You will recall that event processing occurs in two stages:

1. first, the event is processed into the :pending environment, where its effects can be examined;
2. then the results can be posted to the :current environment, by explicit manual action.

Don’t forget that a posting must be done manually. If you skip that step, the unposted event(s) in the :pending environment will never appear in the :current environment.

If you return to the Events Processing Page (recall, Home page, then Process a group of saved lifecycle events sets) you’ll see that the indicator has changed to display a ‘clock’ icon. This signifies that the event’s results are in the :pending environment, but not yet posted.

When the event has been posted the indicator will display a green ‘check mark’ icon, and the check box will appear checked and disabled.

Now is the appropriate time to do a quick review of the system’s reporting functionality.