MEDIUM story-travel-reimbursement-registration-coordinator-007 5 pts
5
Story Points
Medium
Priority
Travel Reimbursement Registration
Feature

User Story

As a Coordinator
I want to open the expense registration wizard in proxy mode, select a peer mentor from my organisation's active roster, and submit a travel expense report attributed to that mentor rather than myself
So that So that peer mentors who lack the technical ability or device access to use the app are not excluded from receiving reimbursements they are entitled to, ensuring equitable access to expense claims

Acceptance Criteria

  • Given the coordinator opens the expense registration wizard, when they activate proxy mode, then a peer mentor selection step is presented before the expense type step
  • Given the coordinator selects a peer mentor, when the wizard advances, then the organisation-specific reimbursement rules for the selected mentor's organisation are loaded
  • Given the coordinator completes and submits the wizard in proxy mode, when the record is written to Supabase, then the expense report owner is set to the selected mentor's user ID and the proxy submitter field records the coordinator's ID
  • Given the submitted proxy expense report appears in the mentor's history, when the mentor views their expense history, then the proxy-submitted report is listed with an indicator showing it was submitted by a coordinator
  • Given the coordinator's RLS scope covers the selected mentor, when the write operation executes, then it succeeds; given the mentor is outside the coordinator's scope, then the operation is rejected with an appropriate error message

Business Value

Not all peer mentors have the digital literacy or device access to independently submit expense claims. Without proxy registration capability, coordinators must resort to manual workarounds such as paper forms or email, reintroducing the administrative burden the app is designed to eliminate. Supporting proxy submission ensures all volunteers receive fair reimbursement regardless of their technical ability, supporting volunteer retention and equitable treatment.