[STORY]: Full File Export

[ClaireValdivia]

Full User Story

As an admin user, I want to be able to receive a full export of all files so I can provide necessary information to auditors should it be requested.

Why is this issue important?

• partners may get audited
• given our transition to not support the tools, partners also need a reliable way to get their files off the tools to give them flexibility to support their reporting processes in other ways

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
• Feature flags enabled in production
• Feature flags are removed once the feature is deemed stable

Engineering Tasks

Add links to engineering tasks

Acceptance Criteria

On the dashboard, add a button that says “Send Full File Export by Email ”
This should only be visible to Admin users (not staff user role)
When you click the button, a confirmation message should display below the Dashboard header that says “Sent. Please note, it could take up to 1 hour for this email to arrive.” - this should be the same style & functionality as the confirmation message that shows when you click the “send treasury report” button.

Users should receive an email:
Title should be “Your Full File Export is Ready for Download”
Body of email should say:
“Your treasury report is ready for download
Click here to download your file or paste this link into your browser:
[url displays here]
This link will remain active for 7 days

Clicking the link will download a zip folder titled “FullFileExportMMDDYYYY.HH.MM.SS.zip” with the date and time displaying or something similar
The zip file will include:
Folder for each reporting period that exists in the tool for that organization - each folder should reflect the name of each reporting period. Within each reporting period folder, there will be two folders
Final treasury - this will include the last valid file for each agency/ec code/reporting period combination
Not final treasury - this will include two sub-folders:
Valid files - this will include all valid files that were not used in the final treasury report
Invalid files - this will include all invalid files for the reporting period
File names will be whatever they were when uploaded with appended upload ID
Each zip file should also include a reference file - this file should be a .xlsx file that has a row for each file included in the zip with the following fields:
Filename
Current Directory in Zip
Agency Name
EC Code
Reporting Period Name
Validity