Open snyde664 opened 8 months ago
Moving this back to "Scoping". While the concept of reporting periods exists, we are not displaying the reporting periods tab for partners for the July release so will treat this issue as making the Reporting Periods tab fully functional and available to admin users for the October reporting period
Full User Story
As an admin user, I want to create and manage reporting periods, so I can work with and organize all of my reports by quarter.
Action Plan
Engineering Tasks
Next Milestone:
Acceptance Criteria
Reporting Periods Page
The Reporting Periods tab and associated functionality should only be accessible to users with the roles USDR Admin and Org Admin. Clicking on the Reporting Periods tab should lead to the Reporting Periods page. This page should include the following: Title of “Reporting Periods” Button to "Create New Reporting Period" --- this should be visible only to USDR Admin Table of Reporting Periods - this should display all reporting periods for the Organization. They should display in chronological order based on creation date, with the oldest at the top. Each row should display a reporting period.
The table should includes the following columns:
Create New Reporting Period
To create a new reporting period, a USDR Admin can click on the “Create New Reporting Period” button, which leads to the Create New Reporting Period Page. This page includes the following fields:
Below the fields should be a Save button:
Certifying a Reporting Period
Both UDSR Admin and Org Admin have access to certify a reporting period. This will certify the period ONLY for the specific org that the user belongs to. If you click the "Certify Reporting Period" button, a window will pop up and ask you to confirm that you want to certify the period: If you select Cancel, the period will not be certified and you will return to the Reporting Periods Page.
If you select "Certify", the following will happen:
Toggling Reporting Periods in the Uploads Page
On the uploads page, there should be a dropdown menu under the 'Uploads' title:
When clicking on the dropdown tab, a list of all reporting periods should drop down from the menu. When the user selects a reporting period, the uploads table should change to show only uploads from the selected reporting period.