Select Reporting Period with Presets and Custom Date Range

Bufdir reporting is tied to specific funding periods — typically semi-annual or annual cycles. Coordinators need a period selection interface that offers standard preset options aligned with Bufdir cycles (first half-year, second half-year, full calendar year) as well as a custom date picker for edge cases. The screen should show a live record count for the selected period so coordinators can verify data completeness before committing to an export. Period validation must reject future end dates and periods with no registered activity.

CRITICAL story-bufdir-report-export-organization-admin-002 5 pts

Story Points

Critical

Priority

Bufdir Report Export

Feature

User Story

As a Organization Administrator

I want to select the reporting period for a Bufdir export using preset options (e.g., H1, H2, full year) or a custom date range

So that I can generate reports that match exactly the grant period Bufdir requires without manually calculating date boundaries

Acceptance Criteria

Given the coordinator opens period selection, when they view the screen, then they see preset options for H1, H2, and full year of the current and previous calendar year
Given the coordinator selects a preset period, when the period is applied, then the record count banner updates immediately to show how many activities fall within that period
Given the coordinator wants a non-standard period, when they tap custom date range, then a date range picker opens allowing them to set any start and end date
Given a custom end date is set in the future, when the coordinator tries to proceed, then a validation error is displayed preventing export of incomplete period data
Given the coordinator selects a period with zero activity records, when they attempt to proceed, then the system displays a warning explaining there is no data to export for this period
Given a valid period is selected with records, when the coordinator confirms, then the period is stored and the preview screen loads with the correct date boundaries

Business Value

Incorrect period selection is one of the most common causes of Bufdir report rejection, requiring organizations to resubmit and delaying grant disbursement. Providing clear presets aligned to actual Bufdir grant cycles eliminates this error category entirely and reduces the cognitive load on coordinators who manage multiple reporting obligations simultaneously.

Components

Bufdir Report Export

Related Feature

Organization Administrator

User Role