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As a USDR Admin User, I want to export all of an organization's historic input files that were used in treasury reports so I can enable partners to meet compliance standards for keeping reporting files stored for several years after a grant is complete.
Additional Context:
We are already storing input files, but not in a way that is easy for usdr admins to export a zip file of all historic input files for a partner.
Partners want an easy way to export all upload files that were used in the treasury report (i.e. the final file per quarter per project)
Partners do NOT want an export of all upload files
Future user story could be created for allowing partners to export their own historic input files themselves.
This work will improve how files are stored, which is foundational work for future work around storing audit reports and treasury reports in the future, but initial focus is on input files only. However, audit reports and treasury reports aren't currently stored so there will likely be other questions/considerations for that work.
Once they start getting audit requests, it will be extremely helpful to be able to bulk download the files themselves. However, could be mitigated by USDR providing regular zip each quarter before this is ready
Outstanding Questions for Partners
Any concerns about all input files included (and not just final round per quarter)? OH only needs final; waiting to hear from RI
When do partners expect to need a full export for auditing or other purposes? Could it be at any time? --- don't need to pull in bulk yet, current address audit request by going in and manually pulling upload files as needed
are there any scenarios other than audits where you would want a full zip of all input files? record retention
Action Plan
Initial design drafted
Initial acceptance criteria drafted
High level technical approach & feature flag use determined
Designs & Acceptance criteria finalized
Eng task breakout complete
Assessment of whether partner training & communication actions are needed
Acceptance criteria testing completed & passed in staging
@as1729 per our conversation yesterday, created this user story for the the file migration work. please edit as needed! I think area where content is needed is clarifying acceptance criteria here (i.e. where will export button display and details on how the file export will work - i.e. zip file? correct that this will be done on an org by org basis?)
Full User Story
As a USDR Admin User, I want to export all of an organization's historic input files that were used in treasury reports so I can enable partners to meet compliance standards for keeping reporting files stored for several years after a grant is complete.
Additional Context:
Outstanding Questions for Partners
Action Plan
Engineering Tasks
Acceptance Criteria
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