mapping/sustainability.yaml: Update disbursement records

Add mapping and example

docs/cost/common.md

@@ -17,3 +17,8 @@ Add a `Document` object to the `contractingProcesses.summary.documents` array an
 * Set its `.id` incrementally
 * Set its `.url` to a direct link to the document
 * Set its `.title` to the title of the document
+
+## Add an organization
+
+* Add an `Organization` object to the `.parties` array and set its `.name` to the name of the organization.
+* If you collect organization identifiers, set `.identifier` according to the [identifier reference](../reference/schema.md#identifier) and set `.id` to {identifier.scheme}-{identifier.id}(-{department-identifier}). Otherwise, set `.id` incrementally.

docs/cost/ids/sustainability.md

@@ -1464,9 +1464,73 @@ Disbursements dates according to financial agreement versus actual disbursements
 :columns: 8
 OC4IDS mapping
 ^^^
-
+For each planned disbursement:
+
+* If the disbursement relates to a contracting processes, for example a payment from a funder to a supplier or subcontractor of a supplier, get the `ContractingProcess` in the `.contractingProcesses` array to which the disbursement relates and add a `Milestone` object to its `.summary.milestones` array. Otherwise, if the disbursement relates to the project, for example a payment from a funder to the public authority, add a `Milestone` object to the project-level `.milestones` array.
+* Set the milestone's:
+  * `.id` incrementally
+  * `.status` to 'scheduled'
+  * `.dueDate` to the date on which the disbursement is planned to occur
+  * `.type` to 'payment'
+  * `.value` to the amount and currency of the planned disbursement
+
+For each actual disbursement:
+
+* If the disbursement relates to a contracting processes, for example a payment from a funder to a supplier or subcontractor of a supplier, get the `ContractingProcess` in the `.contractingProcesses` array to which the disbursement relates and add a `Transaction` object to its `.summary.transactions` array. Otherwise, if the disbursement relates to the project, for example a payment from a funder to the public authority, add a `Transaction` object to the project-level `.transactions` array.
+* Set the transaction's:
+  * `.id` incrementally
+  * `.date` to the date of the disbursement
+  * `.value` to the amount and currency of the disbursement
+
+* Get the `Organization` in `.parties` that represents the payer. If none exists yet, [add an organization](../common.md#add-an-organization) for the payer:
+  * Add 'payer' to the organization's `.roles` array
+  * Set the transaction's `.payer` to the `.id` and `.name` of the organization
+* Get the `Organization` in `.parties` that represents the payee. If none exists yet, [add an organization](../common.md#add-an-organization) for the payee:
+  * Add 'payee' to the organization's `.roles` array.
+  * Set the transaction's `.payee` to the `.id` and `.name` of the organization
+* Get the `Milestone` in `.milestones` that represents that planned disbursement:
+  * Set its `.status` to 'met'
+  * Set its `.dateMet` to the date of the disbursement
+  * Set the transaction's `.relatedImplementationMilestone` to the `.id` and `.title` of the milestone
 ```json
-
+{
+  "milestones": [
+    {
+      "id": "1",
+      "title": "Grant disbursement"
+      "status": "met",
+      "dueDate": "2023-07-01T00:00:00Z",
+      "dateMet": "2023-08-01T00:00:00Z",
+      "type": "payment",
+      "value": {
+        "amount": 5000000,
+        "currency": "USD"
+      }
+    }
+  ],
+  "transactions": [
+    {
+      "id": "1",
+      "date": "2023-08-01T00:00:00Z",
+      "value": {
+        "amount": 5000000,
+        "currency": "USD"
+      },
+      "payer": {
+        "id": "1",
+        "name": "United Nations Development Programme"
+      },
+      "payee": {
+        "id": "2",
+        "name": "Ministry of works"
+      },
+      "relatedImplementationMilestone": {
+        "id": "1",
+        "title": "Grant disbursement"
+      }
+    }
+  ]
+}
 ```
 ````
 

mapping/sustainability.yaml

@@ -808,8 +808,76 @@
     module: Climate finance
     indicator: Efficiency
     disclosure format: Disbursements dates according to financial agreement versus actual disbursements dates \[value, currency, date\]
-    mapping: ''
-    example: ''
+    mapping: |-
+        For each planned disbursement:
+
+        * If the disbursement relates to a contracting processes, for example a payment from a funder to a supplier or subcontractor of a supplier, get the `ContractingProcess` in the `.contractingProcesses` array to which the disbursement relates and add a `Milestone` object to its `.summary.milestones` array. Otherwise, if the disbursement relates to the project, for example a payment from a funder to the public authority, add a `Milestone` object to the project-level `.milestones` array.
+        * Set the milestone's:
+          * `.id` incrementally
+          * `.status` to 'scheduled'
+          * `.dueDate` to the date on which the disbursement is planned to occur
+          * `.type` to 'payment'
+          * `.value` to the amount and currency of the planned disbursement
+        
+        For each actual disbursement:
+
+        * If the disbursement relates to a contracting processes, for example a payment from a funder to a supplier or subcontractor of a supplier, get the `ContractingProcess` in the `.contractingProcesses` array to which the disbursement relates and add a `Transaction` object to its `.summary.transactions` array. Otherwise, if the disbursement relates to the project, for example a payment from a funder to the public authority, add a `Transaction` object to the project-level `.transactions` array.
+        * Set the transaction's:
+          * `.id` incrementally
+          * `.date` to the date of the disbursement
+          * `.value` to the amount and currency of the disbursement
+
+        * Get the `Organization` in `.parties` that represents the payer. If none exists yet, [add an organization](../common.md#add-an-organization) for the payer:
+          * Add 'payer' to the organization's `.roles` array
+          * Set the transaction's `.payer` to the `.id` and `.name` of the organization
+        * Get the `Organization` in `.parties` that represents the payee. If none exists yet, [add an organization](../common.md#add-an-organization) for the payee:
+          * Add 'payee' to the organization's `.roles` array.
+          * Set the transaction's `.payee` to the `.id` and `.name` of the organization
+        * Get the `Milestone` in `.milestones` that represents that planned disbursement:
+          * Set its `.status` to 'met'
+          * Set its `.dateMet` to the date of the disbursement
+          * Set the transaction's `.relatedImplementationMilestone` to the `.id` and `.title` of the milestone
+
+
+    example: |-
+        {
+          "milestones": [
+            {
+              "id": "1",
+              "title": "Grant disbursement"
+              "status": "met",
+              "dueDate": "2023-07-01T00:00:00Z",
+              "dateMet": "2023-08-01T00:00:00Z",
+              "type": "payment",
+              "value": {
+                "amount": 5000000,
+                "currency": "USD"
+              }
+            }
+          ],
+          "transactions": [
+            {
+              "id": "1",
+              "date": "2023-08-01T00:00:00Z",
+              "value": {
+                "amount": 5000000,
+                "currency": "USD"
+              },
+              "payer": {
+                "id": "1",
+                "name": "United Nations Development Programme"
+              },
+              "payee": {
+                "id": "2",
+                "name": "Ministry of works"
+              },
+              "relatedImplementationMilestone": {
+                "id": "1",
+                "title": "Grant disbursement"
+              }
+            }
+          ]
+        }
 -   id: '3.21'
     title: Type of project monitoring
     module: Climate finance