View Claim Status Timeline and Audit History
Every state transition in an expense claim — submitted, under review, auto-approved, manually approved, rejected, exported to accounting — must be logged as an immutable event with a timestamp and the identity of the acting user or system. The claim status timeline presents these events in a clear vertical timeline UI. This serves both operational (coordinator looking up a claim) and compliance purposes (audit trail for accounting and Bufdir reporting). Coordinators must be able to access this timeline for both open and closed claims.
User Story
Acceptance Criteria
- Given a coordinator opens a claim detail view, when the timeline section loads, then each status change is shown with event type, timestamp, and actor (user name or 'System' for automated actions)
- Given an expense claim was automatically approved below threshold, when a coordinator views its timeline, then the auto-approval event is logged with the threshold rule that triggered it
- Given a claim was rejected and then resubmitted by the peer mentor, when a coordinator views its timeline, then all events including the rejection reason and the resubmission are shown in chronological order
- Given a claim has been exported to the accounting system, when a coordinator views its timeline, then the export event is visible with the export run identifier
- Given a coordinator views the timeline, when the claim is in a terminal state (approved-exported or rejected), then the timeline clearly indicates the final status with appropriate visual treatment
Business Value
An immutable audit trail satisfies both internal compliance requirements and external reporting obligations to funders such as Bufdir. It eliminates ambiguity in disputes about claim status, reduces coordinator time spent investigating 'where is my reimbursement' queries, and provides the documentation layer needed for financial audits.
Components
Dependencies
- Review Pending Expense Claims Queue critical