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Annual survey export - make it work across years

Open cielf opened this issue 10 months ago • 12 comments

Summary

Provide an annual survey export across years

Why?

Will provide banks with the ability to see changes over time

Details

We'll have to move the export up a level -- it is currently on the year level -- put a button for it in the annual report list First year will be the year of the bank's first itemizable Final year will be the latest complete year (i.e. in January 2025, it will be 2024)

Same fields as current annual report export, except prepend the year.

Criteria for completion

  • [ ] behaviour as described
  • [ ] tests to support the behaviour
  • [ ] update the user documentation (docs/user_guide/bank/exports.md)

cielf avatar Feb 02 '25 16:02 cielf

Hello, I'm a first-time contributor here, I would like to work on this issue.

alexwitedja avatar May 19 '25 00:05 alexwitedja

Please do.

cielf avatar May 19 '25 01:05 cielf

@cielf I need a quick clarification, is this what you are looking for?

Image

alexwitedja avatar May 19 '25 02:05 alexwitedja

Well, with the right numbers g, yes, that's the sort of thing we're looking for.

cielf avatar May 20 '25 15:05 cielf

This issue is marked as stale due to no activity within 30 days. If no further activity is detected within 7 days, it will be unassigned.

github-actions[bot] avatar Jun 20 '25 00:06 github-actions[bot]

Automatically unassigned after 7 days of inactivity.

github-actions[bot] avatar Jun 27 '25 00:06 github-actions[bot]

This has lain fallow for a month, so if someone wants to pick it up -- please read the notes on the #5199 so you go down the right road.

cielf avatar Jun 27 '25 00:06 cielf

Hello! I'm interested in picking this up and getting it cross the line. Looking through the PR & requirements now. I'll have to open my own fork & PR it looks like.

douten avatar Jul 12 '25 16:07 douten

Please do!

cielf avatar Jul 12 '25 20:07 cielf

This issue is marked as stale due to no activity within 30 days. If no further activity is detected within 7 days, it will be unassigned.

github-actions[bot] avatar Aug 12 '25 00:08 github-actions[bot]

Automatically unassigned after 7 days of inactivity.

github-actions[bot] avatar Aug 20 '25 00:08 github-actions[bot]