API-1019 converting an idea to project

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

API-1019 error converting an idea to a project if a benefit plan exists and the billing currency is not the same as the home currency

STEPS TO REPRODUCE:

1. Admin > Finance > Processing
2. Enable Use Multi-Currency
3. Admin > Finance > Setup > Entities 
4. Ensure an Entity exists and check the Home Currency, let's say USD
5. Admin > Finance > Setup > Currency
6. Enable a different currency, let's say EUR
7. Admin > Finance > Setup > Foreign Exchange Rates
8. Ensure Average type Exchange Rates exist from EUR to USD and USD to EUR, effective date can be set to 1/1/24
9. Create an idea with dates after 1/1/24 and financially enable it
10. Set the Billing Currency Code to EUR 
11. Under Financials create a Benefit Plan
12. On the Benefit Plan details add a value let's say 20
13. Approve the idea
14. On the idea grid, right click > Convert To Project
15. Choose any given template
16. Ensure the Copy Financials option is checked

Expected Results: The Idea to get converted to Project
Actual Results: API-1019: Could not process the request due to internal error.

The following scenario has also been identified and is caused by the same defect

Copy Failed - idea: com.niku.union.service.ServiceException: Service Exception received when copying an idea if a benefit plan exists and the billing currency is not the same as the home currency

STEPS TO REPRODUCE:

1. Admin > Finance > Processing
2. Enable Use Multi-Currency
3. Admin > Finance > Setup > Entities 
4. Ensure an Entity exists and check the Home Currency, let's say USD
5. Admin > Finance > Setup > Currency
6. Enable a different currency, let's say EUR
7. Admin > Finance > Setup > Foreign Exchange Rates
8. Ensure Average type Exchange Rates exist from EUR to USD and USD to EUR, the effective date can be set to 1/1/24
9. Create an idea with dates after 1/1/24 and financially enable it
10. Set the Billing Currency Code to EUR 
11. Under Financials create a Benefit Plan
12. On the Benefit Plan details add a value let's say 20
13. Approve the idea
14. On the idea grid, select the idea and copy it

Expected Results: The Idea to get copied
Actual Results: Copy Failed - idea: com.niku.union.service.ServiceException: Service Exception

app-ca.log log files state:
ERROR 2024-03-07 05:14:19,831 [pool-7-thread-1] plan.BillingCurrencyConversionUtils (clarity:user:session:none) () BillingCurrencyConversionUtils::no rows
ERROR 2024-03-07 05:14:19,831 [pool-7-thread-1] plan.BillingCurrencyConversionUtils (clarity:user:session:none) () BillingCurrencyConversionUtils::curveStartDate::Thu Feb 01 00:00:00 EST 2024
ERROR 2024-03-07 05:14:19,832 [pool-7-thread-1] ppm.rest (clarity:user:session:none) () Failed to copy financial plans from source investment idea
com.niku.union.service.ServiceException: Service Exception
    at com.ca.clarity.financial.planning.copy.TemplatePlanProcessingService.copy(TemplatePlanProcessingService.java:163)
    at com.niku.projmgr.api.CopyObjectUtil.copyFinancialPlan(CopyObjectUtil.java:52)
    at com.ca.clarity.projmgr.rest.InvestmentCopyEngine.postProcess(InvestmentCopyEngine.java:329)
    at com.niku.odf.object.copyengine.CopyEngine.copySameType(CopyEngine.java:757)
    at com.niku.odf.object.copyengine.CopyEngine.copy(CopyEngine.java:462)
    at com.ca.clarity.projmgr.rest.InvestmentCopyEngine.copy(InvestmentCopyEngine.java:114)
    at com.ppm.rest.IdeaCopyEngine.copy(IdeaCopyEngine.java:41)
    at com.niku.odf.object.copyengine.CopyEngine.copy(CopyEngine.java:324)
    at com.ca.platform.osf.object.rest.provider.ODFResourceProvider.copyEntity(ODFResourceProvider.java:755)
    at com.ca.platform.osf.object.rest.provider.ODFResourceProvider.doCopyEntityAsync(ODFResourceProvider.java:400)
    at com.ca.platform.osf.object.rest.provider.ODFResourceProvider.lambda$copyEntity$0(ODFResourceProvider.java:323)
    at java.base/java.util.concurrent.ThreadPoolExecutor.runWorker(ThreadPoolExecutor.java:1136)
    at java.base/java.util.concurrent.ThreadPoolExecutor$Worker.run(ThreadPoolExecutor.java:635)
    at java.base/java.lang.Thread.run(Thread.java:840)
Caused by: java.lang.NullPointerException: Cannot invoke "com.niku.union.odf.object.Attribute.getInternalName()" because the return value of "com.niku.union.odf.exception.ODFValidationException.getAttribute()" is null
    at com.ca.clarity.financial.planning.copy.PlanCopyEngine.copyAndProcessDetailTSVAttributes(PlanCopyEngine.java:159)
    at com.ca.clarity.financial.planning.copy.TemplatePlanProcessingService.copyPlans(TemplatePlanProcessingService.java:321)
    at com.ca.clarity.financial.planning.copy.TemplatePlanProcessingService.copy(TemplatePlanProcessingService.java:143)
    ... 13 more 

Environment

16.2.0, 16.2.1

Cause

This is caused by DE79905

Resolution

This is fixed in 16.2.3

Additional Information

This only happens when the home currency and the billing currency are different
This only happens when a template is used
This happens in both Classic and MUX
This only happens if the benefit plan contains a non-zero value