HIGH story-bufdir-automated-reporting-organization-administrator-008 5 pts
5
Story Points
High
Priority
Bufdir Automated Reporting
Feature

User Story

As a Organization Administrator
I want to configure which reporting periods are applicable for my organization's Bufdir grant agreements, including custom date ranges and period labels
So that So that the report period selector reflects my organization's actual grant obligations and prevents coordinators from generating reports for incorrect or non-applicable periods

Acceptance Criteria

  • Given an Organization Administrator accesses reporting configuration, when they set up period definitions, then they can define period type (quarterly, half-yearly, annual), start/end dates, and custom labels
  • Given period definitions have been saved, when a coordinator opens the report period selector, then only the administrator-configured periods are shown
  • Given a period is marked as locked by the administrator, when a coordinator attempts to generate a report for that period, then the system prevents generation and shows a message that the period has been finalized
  • Given the organization has multiple grant agreements with different periods, when the administrator configures multiple period sets, then the period selector presents them in an organized, understandable hierarchy
  • Given the administrator updates period definitions, when the change is saved, then the period selector immediately reflects the updated configuration for all users in the organization

Business Value

Different organizations have different Bufdir grant agreements. Without configurable period definitions, coordinators must manually identify the correct reporting window, leading to errors. Organization-specific configuration ensures that every report generated aligns precisely with the grant contract, reducing compliance risk.