bcgov / bcgov/lcfs

LCFS - IA Director Approval of DAs and Credit Issuance View

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Initiative Agreements Medium Story
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Description

**Title:**
LCFS - Initiative Agreement Director Approval and Credit Issuance View

**Description:**
As a Director, I need a dedicated approval and credit issuance view within the Initiative Agreement module so that I can review recommendation packages, make final approval decisions, and authorize the issuance of credits under an Initiative Agreement.

**Wireframe:**

**Purpose and benefit to user:**
Provides Directors with a streamlined approval interface that consolidates Initiative Agreement information, Designated Action recommendations, evidence summaries, supporting documentation, workflow history, and credit issuance details required for final decision-making. This view serves as the final approval step before credits are issued and recorded within the LCFS system. The workflow should align with existing credit transfer approval processes to ensure a consistent user experience.

**Acceptance Criteria:**

- [ ] Given I am a Director, When I open an Initiative Agreement awaiting approval, then I can view all Designated Actions forwarded for Director review.
- [ ] Given I am a Director, When reviewing a recommendation package, then I can view the recommended credit amount and supporting information.
- [ ] Given I am a Director, When reviewing a Designated Action, then I can access associated agreement information, evidence, attachments, comments, and workflow history.
- [ ] Given I am a Director, When reviewing a credit validation recommendation, then I can approve the credit issuance.
- [ ] Given I am a Director, When additional review is required, then I can return the recommendation to the IA Manager.
- [ ] Given I am a Director, When the recommendation does not meet program requirements, then I can reject the recommendation.
- [ ] Given I am a Director, When I approve a recommendation, then the approval action is recorded in the audit history.
- [ ] Given I am a Director, When I return a recommendation to the IA Manager, then the decision and rationale are recorded in the audit history.
- [ ] Given I am a Director, When I reject a recommendation, then the decision and rationale are recorded in the audit history.
- [ ] Given I am a Director, When I approve a recommendation, then a credit transaction is automatically created.
- [ ] Given I am a Director, When credits are issued, then the approved credit amount is issued to the applicable organisation.
- [ ] Given I am a Director, When a credit transaction is created, then it is linked to both the Designated Action and the parent Initiative Agreement.
- [ ] Given I am a Director, When the transaction is created, then it is recorded on the transaction page and credit ledger.
- [ ] Given I am a Director, When navigating the view, then all components support keyboard navigation and meet WCAG 2.2 accessibility requirements.

**Development Checklist:**
- [ ] Create the Director approval and credit issuance dashboard/view.
- [ ] Display Initiative Agreement summary information.
- [ ] Display Director recommendation packages.
- [ ] Surface recommended credit amounts.
- [ ] Display supporting evidence and attachments.
- [ ] Display workflow history and audit records.
- [ ] Implement return-to-manager action.
- [ ] Implement Director rejection action.
- [ ] Implement Director approval action.
- [ ] Align workflow controls and user experience with the existing credit transfer approval process.
- [ ] Integrate automatic credit transaction creation upon approval.
- [ ] Link created transactions to the Designated Action and Initiative Agreement.
- [ ] Record all Director decisions and comments in the audit history.
- [ ] Apply role-based permissions and security controls.
- [ ] Validate responsive behaviour and WCAG 2.2 accessibility compliance.

**Notes:**
- This view represents the final approval stage of the Initiative Agreement credit issuance process.
- Credit issuance transaction occurs only after Director approval.
- The approved credit transaction must be traceable to both the Designated Action and the parent Initiative Agreement.
- Directors must have three available actions: Approve Credit Issuance, Return to IA Manager, or Reject Recommendation.
- Workflow behaviour should mirror the existing credit transfer approval process wherever possible to maintain consistency across LCFS approval workflows.
- The Director view should focus on final review, approval, rejection, and credit issuance activities rather than evidence assessment activities.

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