Tweak what "total portfolio value" represents
On the reports page, "total portfolio value" should represent the sum of obligated funds for active task orders.
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@ -50,9 +50,7 @@ def reports(portfolio_id):
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"portfolios/reports/index.html",
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portfolio=portfolio,
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# wrapped in str() because this sum returns a Decimal object
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total_portfolio_value=str(
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portfolio.total_obligated_funds + portfolio.upcoming_obligated_funds
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),
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total_portfolio_value=str(portfolio.total_obligated_funds),
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current_obligated_funds=current_obligated_funds,
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expired_task_orders=Reports.expired_task_orders(portfolio),
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retrieved=pendulum.now(), # mocked datetime of reporting data retrival
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@ -516,7 +516,7 @@ portfolios:
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estimate_warning: Reports displayed in JEDI are estimates and not a system of record. To manage your costs, go to Azure by selecting the Login to Azure button above.
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total_value:
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header: Total Portfolio Value
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tooltip: Total portfolio value is all obligated funds for current and upcoming task orders in this portfolio.
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tooltip: Total portfolio value is all obligated funds for active task orders in this portfolio.
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task_orders:
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add_new_button: Add New Task Order
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review:
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