HIGH story-bufdir-automated-reporting-organization-administrator-005 3 pts
3
Story Points
High
Priority
Bufdir Automated Reporting
Feature

User Story

As a user
I want to view a history of all previously generated Bufdir reports for my organization, with their generation date, reporting period, and status
So that So that I can access historical reports for audit purposes, re-export when needed, and track which grant periods have been reported

Acceptance Criteria

  • Given the user opens the Bufdir Report Screen, when reports have been previously generated, then a list of historical reports is shown ordered by most recent first
  • Given the report history is displayed, when the user views each entry, then the reporting period, generation date, and export history are clearly shown
  • Given the user selects a historical report, when they open it, then the stored snapshot is displayed exactly as it was at generation time, unaffected by subsequent data changes
  • Given the organization has no prior reports, when the user opens the report screen, then a helpful empty state guides them to generate their first report
  • Given the report history is filtered by year or period, when the user applies a filter, then only matching reports are shown

Business Value

Grant audits and compliance reviews require access to previously submitted reports, sometimes years after submission. An immutable report history ensures organizations can satisfy audit requests without re-generating data and eliminates the risk of discrepancies between the submitted report and current database state.