Select Export Format (PDF, CSV, Excel) Based on Submission Requirements
Bufdir's submission requirements and the internal archiving needs of each organization differ. Some coordinators submit via Bufdir's web portal which accepts Excel or CSV, while others need a PDF for archival purposes or as an attachment to a formal submission letter. The format selector should present all supported formats clearly, indicate which is recommended for Bufdir portal submission, and produce consistent content across all formats. If both a machine-readable format (CSV/Excel) and a human-readable format (PDF) are needed, the coordinator should be able to export both in a single session.
User Story
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.
Components
- Export Format Selector ui
- Excel / CSV File Generator infrastructure
- Bufdir PDF Report Generator infrastructure
- PDF Generation Service service
- CSV Generation Service service
- File Download Handler infrastructure
- Export File Storage Adapter infrastructure
- Export Storage Bucket infrastructure