HIGH story-bufdir-report-export-coordinator-004 5 pts
5
Story Points
High
Priority
Bufdir Report Export
Feature

User Story

As a Coordinator
I want to choose between PDF, CSV, and Excel export formats when generating a Bufdir report
So that I can produce the exact file format required by Bufdir's current submission process or by my organization's internal archiving requirements

Acceptance Criteria

  • Given the coordinator is on the export format selection screen, when they view the options, then PDF, CSV, and Excel formats are presented with a 'Recommended for Bufdir portal' label on the appropriate format
  • Given the coordinator selects Excel format, when the export completes, then the generated .xlsx file contains all required Bufdir columns with correct headers and data types
  • Given the coordinator selects CSV format, when the export completes, then the generated .csv file uses the delimiter and encoding expected by the Bufdir import system
  • Given the coordinator selects PDF format, when the export completes, then the generated PDF renders all report sections in a professional layout suitable for archiving and formal submission
  • Given the coordinator wants both PDF and Excel, when they complete one format export, then they can return to format selection and export the second format without re-running aggregation
  • Given any format is selected, when the export file is generated, then the filename includes the organization name, reporting period, and generation date for easy identification

Business Value

Different Bufdir reporting channels and organizational processes require different file formats. Providing all three formats from the same data pipeline eliminates duplicate manual work (e.g., exporting to Excel, then reformatting to PDF for archive) and ensures data consistency between the submitted file and the organization's internal records. This is particularly important for audit trail requirements associated with public grant funding.