CRITICAL story-bufdir-data-aggregation-organization-admin-001 5 pts
5
Story Points
Critical
Priority
Bufdir Data Aggregation
Feature

User Story

As a Organization Administrator
I want to select a reporting period using presets or a custom date range before running Bufdir data aggregation
So that the aggregated data precisely covers the grant period Bufdir requires, avoiding under- or over-reporting

Acceptance Criteria

  • Given the coordinator opens the period selection screen, when the screen loads, then a list of preset periods (full year, H1, H2, Q1–Q4) is displayed alongside a custom range option
  • Given the coordinator taps a preset, when the preset is selected, then the start and end dates populate automatically and the record-count banner refreshes to show the matching activity count
  • Given the coordinator chooses a custom date range, when they confirm the range, then the system validates that start date is before end date and that the range does not exceed allowed limits
  • Given an invalid date range is entered, when the coordinator attempts to proceed, then a validation error message is shown and navigation is blocked
  • Given a valid period is selected, when the coordinator taps Continue, then the selected period is passed to the aggregation pipeline and the next screen opens

Business Value

Bufdir grants are tied to precisely defined reporting periods. Coordinators who submit data covering the wrong window risk grant clawbacks or disqualification. Providing preset periods removes ambiguity, and the live record-count banner gives immediate confidence that all activities are captured, directly protecting the organisation's funding.