CRITICAL story-bufdir-automated-reporting-coordinator-002 3 pts
3
Story Points
Critical
Priority
Bufdir Automated Reporting
Feature

User Story

As a user
I want to select a specific reporting period (quarter, half-year, or annual) for Bufdir grant report generation, with clear visibility into which periods have already been reported
So that So that I can generate reports for the correct grant cycle and avoid submitting duplicate or incomplete period reports

Acceptance Criteria

  • Given a user opens the Bufdir Report Screen, when they interact with the report period selector, then all available reporting periods for their organization are shown with clear labels (e.g., Q1 2025, H1 2025)
  • Given a reporting period has already been generated, when the user views the period selector, then that period is visually marked as reported and the completion date is shown
  • Given an organization has custom period definitions, when the period selector loads, then it displays only the periods configured for that organization
  • Given a user selects a period, when the selection is confirmed, then the date range is shown clearly so the user can verify the coverage before generating
  • Given a user attempts to generate a report for an already-completed period, when they confirm the action, then the system warns them that a report for this period already exists and offers to view the existing report or generate a new one

Business Value

Bufdir grant reporting is period-specific and organizations must submit within defined windows. Incorrect period selection leads to rejected submissions or compliance failures. Clear period visibility prevents costly re-submissions and ensures organizations meet grant obligations on time.