Control Which Features Are Included in External Sync
Not all data in the app should be exported to external systems. Organizations need fine-grained control over which record types (expense claims, activity logs, driver declarations, mileage claims), which status states (only approved, or also pending), and which date ranges are included in each sync. The excluded features config panel allows admins to toggle data categories on/off and configure filtering rules without requiring developer changes.
User Story
Acceptance Criteria
- Given I am configuring an integration, When I open 'Included Data', Then I see a checklist of data categories: expense claims, mileage claims, driver honorariums, activity logs, with toggles for each
- Given I enable 'Expense Claims', When I configure the filter, Then I can specify that only claims with status 'Approved' are exported, excluding 'Pending' and 'Rejected'
- Given I set a date range filter, When I run a sync, Then only records created or approved within the specified date range are included in the export
- Given I disable a data category, When the next scheduled sync runs, Then zero records of that category are exported and no error is raised
- Given I have configured exclusions, When I view the sync preview, Then I see the estimated record count for each included category based on current filters
- Given a record is excluded from sync, When a colleague asks why it did not appear in the accounting system, Then the sync log shows a clear reason for each excluded record (e.g., 'Status: Pending', 'Outside date range')
Business Value
Exporting unapproved or duplicate records to accounting systems creates reconciliation work that can take hours to unwind. Explicit inclusion/exclusion controls prevent double-export scenarios (critical for Blindeforbundet's Xledger integration), ensure only financially approved data reaches the general ledger, and maintain clean separation between operational app data and the official accounting record. This directly supports audit compliance for organizations receiving Bufdir grants.
Components
- Excluded Features Configuration Panel ui
- Integration Configuration Service service
- Organization Integration Repository data
- Integration Config Validator infrastructure
- Double-Export Guard service
- Approved Claims Query Service data