Bufdir Report Preview
Feature Detail
Description
Presents a structured, human-readable preview of the Bufdir report before it is exported or submitted, showing all aggregated figures organized by the report's required sections. The preview uses the same field labels and structure as the official Bufdir reporting form so coordinators can cross-reference easily. The preview screen highlights any fields that are empty, below required thresholds, or flagged as potentially anomalous (e.g., zero activities for a category that had entries last year). This validation layer catches issues before the report leaves the app, reducing back-and-forth with Bufdir.
Analysis
Builds coordinator confidence in the data before submission. Catches data quality issues (missing registrations, miscategorized activities) at the source, where they can still be corrected, rather than after submission when corrections require formal amendments.
The preview layout should mirror Bufdir's official form structure as closely as possible. Accessibility is critical here — screen reader support and sufficient color contrast for warning indicators are required per the project's WCAG 2.2 AA commitment. Consider a diff view for repeat reporters comparing current period to prior period.
Components (208)
Shared Components
These components are reused across multiple features
User Interface (59)
Service Layer (52)
Data Layer (33)
Infrastructure (54)
User Stories (14)
As a As a Coordinator
I want the preview screen to provide a direct action to proceed to export while preserving the selected period and scope settings
So that I do not have to re-configure the reporting period after reviewing the preview, reducing friction in the submission workflow
- Given I have reviewed the Bufdir preview with no validation errors, When I tap 'Export Report', Then I navigate directly to the export screen with the same period and scope already populated
- Given I have reviewed the preview and there are validation warnings (non-blocking), When I tap 'Export Report', Then a confirmation dialog explains the warnings and asks me to confirm before proceeding
- Given I have reviewed the preview and there are blocking validation errors, When I tap 'Export Report', Then the button is labeled 'Export with Errors' and a dialog clearly explains that submission may be rejected by Bufdir
- +3 more
As a As a Coordinator
I want to see a side-by-side or diff view comparing the current reporting period's data against the previous period
So that I can spot unexpected drops or spikes in activity numbers that might indicate data entry errors or genuine trends worth noting in the report narrative
- Given I am on the preview screen and a previous period's report exists, When I tap 'Compare with previous period', Then the bufdir-period-diff-view activates and each field row expands to show the previous period's value alongside the current one
- Given the diff view is active, When a field value has changed by more than 25% from the previous period, Then the change is highlighted with a visual indicator (amber for notable, red for large drops)
- Given the diff view is active, When a field value is new (did not exist in previous period), Then it is labeled 'New this period' rather than showing a percentage change
- +3 more
As a As a Coordinator
I want to see how each activity type registered in the app maps to the corresponding Bufdir reporting category
So that I can verify that the category mapping is correct and that no activities have been miscategorized before the data is submitted to Bufdir
- Given the preview screen is open, When I navigate to the 'Category Mapping' section, Then I see a list of all internal activity types used in the reporting period alongside their resolved Bufdir category names
- Given I am reviewing category mappings, When an activity type has no Bufdir category mapping configured, Then it appears in a highlighted 'Unmapped' section and is counted as a blocking validation error
- Given all activity types are mapped, When I tap on a specific mapping row, Then I see the count of activities of that type in the selected period and their contribution to the Bufdir category total
- +3 more
As a As a Organization Administrator
I want the preview screen to provide a direct action to proceed to export while preserving the selected period and scope settings
So that I do not have to re-configure the reporting period after reviewing the preview, reducing friction in the submission workflow
- Given I have reviewed the Bufdir preview with no validation errors, When I tap 'Export Report', Then I navigate directly to the export screen with the same period and scope already populated
- Given I have reviewed the preview and there are validation warnings (non-blocking), When I tap 'Export Report', Then a confirmation dialog explains the warnings and asks me to confirm before proceeding
- Given I have reviewed the preview and there are blocking validation errors, When I tap 'Export Report', Then the button is labeled 'Export with Errors' and a dialog clearly explains that submission may be rejected by Bufdir
- +3 more
As a As a Organization Administrator
I want to see a side-by-side or diff view comparing the current reporting period's data against the previous period
So that I can spot unexpected drops or spikes in activity numbers that might indicate data entry errors or genuine trends worth noting in the report narrative
- Given I am on the preview screen and a previous period's report exists, When I tap 'Compare with previous period', Then the bufdir-period-diff-view activates and each field row expands to show the previous period's value alongside the current one
- Given the diff view is active, When a field value has changed by more than 25% from the previous period, Then the change is highlighted with a visual indicator (amber for notable, red for large drops)
- Given the diff view is active, When a field value is new (did not exist in previous period), Then it is labeled 'New this period' rather than showing a percentage change
- +3 more
As a As a Organization Administrator
I want to see how each activity type registered in the app maps to the corresponding Bufdir reporting category
So that I can verify that the category mapping is correct and that no activities have been miscategorized before the data is submitted to Bufdir
- Given the preview screen is open, When I navigate to the 'Category Mapping' section, Then I see a list of all internal activity types used in the reporting period alongside their resolved Bufdir category names
- Given I am reviewing category mappings, When an activity type has no Bufdir category mapping configured, Then it appears in a highlighted 'Unmapped' section and is counted as a blocking validation error
- Given all activity types are mapped, When I tap on a specific mapping row, Then I see the count of activities of that type in the selected period and their contribution to the Bufdir category total
- +3 more
As a As a Coordinator
I want to see a consolidated validation summary of all errors and warnings in the Bufdir report before I submit
So that I can resolve data quality issues proactively rather than receiving rejection notices from Bufdir after submission
- Given the preview screen has loaded, When there are validation errors, Then the bufdir-validation-summary-banner displays at the top of the screen with a count of errors and warnings
- Given the validation summary banner is visible, When I tap a specific error item, Then the preview scrolls to and highlights the corresponding field row
- Given all validation issues are resolved, When I view the preview, Then the validation banner shows a green 'All checks passed' state and the export action is fully enabled
- +3 more
As a As a Coordinator
I want the Bufdir report preview to be fully accessible via screen readers and to comply with WCAG 2.2 AA standards
So that coordinators with visual impairments or using assistive technology can independently review and verify reports without requiring sighted assistance
- Given a coordinator using VoiceOver (iOS) navigates to the preview screen, When they swipe through the report, Then each field row is announced as '[Field Name]: [Value]' without requiring visual inspection
- Given the validation summary banner appears, When the screen loads, Then VoiceOver announces the validation status as a live region update so the coordinator immediately knows if there are errors
- Given the period diff view is active, When a coordinator using a screen reader navigates to a changed field, Then the accessibility label reads '[Field Name]: current [value], previous [previous value], [increase/decrease] of [percentage]'
- +3 more
As a As a Coordinator
I want to preview the complete Bufdir report in the official format before submitting it
So that I can verify all data is accurate, complete, and correctly mapped to Bufdir categories before committing to a submission that affects our organization's funding
- Given I have selected a reporting period and the data has been aggregated, When I open the Bufdir report preview, Then I see a structured preview screen with all official Bufdir report sections rendered in order
- Given the preview screen is open, When I scroll through the report, Then each section displays field labels matching Bufdir's official field names alongside the aggregated values from the app's activity data
- Given the preview is rendering data, When a required Bufdir field has no data, Then the field row is visually flagged and included in the validation summary banner
- +3 more
As a As a Coordinator
I want to see clearly aggregated totals per Bufdir reporting section — including unique participant counts, total activity hours, and geographic distribution — in the preview
So that I can validate that the numbers reflect the actual scope of peer-mentor activity in my organization for the reporting period
- Given I open the Bufdir preview for a selected period, When the preview loads, Then I see total activity count, unique peer mentor count, unique participant count, and total support hours at the top of the report
- Given participant deduplication is applied, When a participant appears in 5 different activities, Then they are counted as 1 unique participant in the Bufdir summary, not 5
- Given the geographic distribution section, When I view it in the preview, Then participant counts are broken down by county/municipality in a format that matches Bufdir's geographic reporting requirements
- +3 more
As a As a Organization Administrator
I want to see a consolidated validation summary of all errors and warnings in the Bufdir report before I submit
So that I can resolve data quality issues proactively rather than receiving rejection notices from Bufdir after submission
- Given the preview screen has loaded, When there are validation errors, Then the bufdir-validation-summary-banner displays at the top of the screen with a count of errors and warnings
- Given the validation summary banner is visible, When I tap a specific error item, Then the preview scrolls to and highlights the corresponding field row
- Given all validation issues are resolved, When I view the preview, Then the validation banner shows a green 'All checks passed' state and the export action is fully enabled
- +3 more
As a As a Organization Administrator
I want the Bufdir report preview to be fully accessible via screen readers and to comply with WCAG 2.2 AA standards
So that coordinators with visual impairments or using assistive technology can independently review and verify reports without requiring sighted assistance
- Given a coordinator using VoiceOver (iOS) navigates to the preview screen, When they swipe through the report, Then each field row is announced as '[Field Name]: [Value]' without requiring visual inspection
- Given the validation summary banner appears, When the screen loads, Then VoiceOver announces the validation status as a live region update so the coordinator immediately knows if there are errors
- Given the period diff view is active, When a coordinator using a screen reader navigates to a changed field, Then the accessibility label reads '[Field Name]: current [value], previous [previous value], [increase/decrease] of [percentage]'
- +3 more
As a As a Organization Administrator
I want to preview the complete Bufdir report in the official format before submitting it
So that I can verify all data is accurate, complete, and correctly mapped to Bufdir categories before committing to a submission that affects our organization's funding
- Given I have selected a reporting period and the data has been aggregated, When I open the Bufdir report preview, Then I see a structured preview screen with all official Bufdir report sections rendered in order
- Given the preview screen is open, When I scroll through the report, Then each section displays field labels matching Bufdir's official field names alongside the aggregated values from the app's activity data
- Given the preview is rendering data, When a required Bufdir field has no data, Then the field row is visually flagged and included in the validation summary banner
- +3 more
As a As a Organization Administrator
I want to see clearly aggregated totals per Bufdir reporting section — including unique participant counts, total activity hours, and geographic distribution — in the preview
So that I can validate that the numbers reflect the actual scope of peer-mentor activity in my organization for the reporting period
- Given I open the Bufdir preview for a selected period, When the preview loads, Then I see total activity count, unique peer mentor count, unique participant count, and total support hours at the top of the report
- Given participant deduplication is applied, When a participant appears in 5 different activities, Then they are counted as 1 unique participant in the Bufdir summary, not 5
- Given the geographic distribution section, When I view it in the preview, Then participant counts are broken down by county/municipality in a format that matches Bufdir's geographic reporting requirements
- +3 more