View and Manage Export History
The export history panel shows a chronological list of all export runs for the organization, with metadata including export timestamp, covered date range, number of claims included, target system, and success or failure status. Coordinators can drill into any run to see which claims were included. Failed exports are highlighted with an action to retry. The history is stored in the export-run-repository with row-level security ensuring only the relevant organization's data is visible.
User Story
Acceptance Criteria
- Given a coordinator opens the export history panel, when the page loads, then all past export runs for their organization are listed in reverse chronological order
- Given an export run is displayed, when the coordinator taps it, then they see the covered period, record count, target system, initiating user, and individual claim references
- Given a failed export run exists, when the coordinator views it, then a Retry button is visible and re-triggers the export edge function for that run
- Given the coordinator belongs to multiple chapters, when they view export history, then records are filtered to their active chapter scope only
- Given no exports have been run yet, when the coordinator opens the history panel, then an informative empty state is shown explaining how to start the first export
Business Value
Finance teams and auditors regularly query whether specific periods have been submitted and what was included. A searchable, filterable export history removes the need for manual spreadsheet tracking, supports compliance with grant reporting requirements, and gives coordinators confidence that no reimbursements have been missed or duplicated.
Components
- Export History Panel ui
- Export Run Repository data
- Supabase Edge Function: Generate Export infrastructure
- Accounting Export Screen ui