bcgov / bcgov/SIMS

Build Ministry-Specific Reports - Students By Program

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Business Ministry User Story
Dominant language
TypeScript
Stars
29
Forks
15
PR merge metrics
No merged PRs in 30d

Description

Follow-Up to #2580

### **User Story**
As a Ministry user, I want to be able to extract dedicated reports to support day to day operations and workload. These reports will help me understand the designation status of institutions (and upcoming expiration), the approval status of programs and offerings, and identify students from a specific institution and/or program.

### **Acceptance Criteria:**
- [ ] Change access configs so that the generic underlying Reports feature is available to ALL ministry user types.
- [ ] Build a report titled "Students By Program"
- [ ] **Access:** Make this specific report available only through Ministry account, and available to all Ministry user roles.
- [ ] **Date Range Filter:** This should include all students with a study start date within the date range specified.
- [ ] **Report-specific Mandatory Filter:** Add a dropdown filter field for Institution Name (This is the operating name of institutions and )
- [ ] **Report-specific Optional Filter:** Add an optional filter field for SABC Program Code (If entered, only retrieve records that match. If left blank, show all applications. This is Free text field)
- [ ] File Layouts should be consistent with the table in the "Sample Reports" worksheet of the attached file.
- _Note:_ This includes all applications except Cancelled and In Progress, including archived.
- _Note:_ Assessment award details should be from the most recent assessment.
- _Note:_ Disbursement Amount is going to be either the SUM of all award/loan values from disbursement 1 (if it has been sent) OR the sum of all assessed values from disbursement 1 (if it has not been sent, it will not include any overawards or remittance and that's fine)
- _Note:_ Disbursement Date will be the date the disbursement was sent OR the Earliest Date of Disbursement
- _Note:_ Overaward Balances will be the overaward amount at the time of report

### **Business Context**
[Sample Reports Worksheet](https://bcgov.sharepoint.com/:x:/r/teams/03177/Shared%20Documents/DEVS/Reports/SIMS%20Reports%20%26%20Notification%20Triggers.xlsx?d=w08758022bbde485e86f9ed065d92bcfe&csf=1&web=1&e=BgvbWd)

Contributor guide

No contributing guide indexed for this repository

Research direction

Start by reviewing the parent issue #2580 and the acceptance criteria here, then inspect the linked Sample Reports worksheet for the required layout. Done means ministry users have the specified access, filters, inclusion rules, assessment and disbursement values, and a Students By Program report matching the worksheet.

Written by the indexing model from the issue text.

Assessment

Tech stack
typescript
Domain
authorization, data
Issue type
Feature
Difficulty
4/5
Estimated time
3-5 days
Activity status
Stale
Clarity
Mostly clear
Newbie friendliness
35/100

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