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Description
Feature: Program Reports and Data Export
Implement comprehensive reporting and data export functionality for program tracking and funder reporting.
Priority: High
Tags: @workflow-reporting, @priority-high, @staff-only
Module Requirements
- Create
Client/Modules/Reports/directory structure - Create matching Server-side components (Controller, Service)
- Create report generation services
- Create Excel/CSV export services
- Create bilingual resource files (en-ZA, ts-ZA)
Behavior Checklist
✅ Tree Survival Report
- Select "Tree Survival Rate" report type
- Filter by village (e.g., "Orpen Gate Village")
- Set date range (from/to dates)
- Display: Total trees planted
- Display: Total trees alive
- Display: Survival rate percentage (e.g., "91%")
- Show trend over time (optional enhancement)
✅ Permaculture Compliance Report
- Select "Permaculture Practices" report type
- Filter by village
- Display percentage for each practice:
- Making compost
- Collecting water
- Using greywater
- No chemical fertilizers
- No pesticides
- Identify "Areas needing improvement"
- Show practices with <80% compliance
✅ Excel Export
- Filter data by village
- Filter data by date range (e.g., "Last 30 days")
- Click "Export to Excel" button
- Generate .xlsx file
- Include all filtered records
- Match columns to data grid display
- Trigger download
✅ CSV Export
- Filter assessment data
- Click "Export to CSV" button
- Generate .csv file
- Excel-compatible format (UTF-8 with BOM)
- Include headers
- Trigger download
✅ Monthly Village Report
- Select month/year (e.g., "November 2025")
- Select village (e.g., "Orpen Gate Village")
- Include section: Tree Survival (rate and trend)
- Include section: New Enrollments (count this month)
- Include section: Active Assessments (count completed)
- Include section: Permaculture Compliance (practice percentages)
- Include section: Areas for Improvement (identified gaps)
- Export as PDF or print-friendly format
✅ Access Control
- Restrict to Centre staff roles:
- Admin
- Project Manager
- Executive Director
- Educator
- Mentors cannot access reports
- Admin can view all villages
- Apply role-based filters
Technical Notes
- Desktop-optimized interface (not mobile workflow)
- Use charting library for visual reports (optional)
- Excel export: Use EPPlus or similar library
- CSV export: Proper UTF-8 encoding with BOM
- Date range picker component
- Village filter dropdown
- Implement server-side report generation for performance
- Bilingual headers in exports
Related Feature File
Specs/Features/ProgramReporting.feature
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