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Yearly Tax Forms export from the Dashboard #7374

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Betree opened this issue Apr 17, 2024 · 0 comments
Open

Yearly Tax Forms export from the Dashboard #7374

Betree opened this issue Apr 17, 2024 · 0 comments
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api Issues that require some work on the API (https://github.com/opencollective/opencollective-api) frontend needs specs This task needs additional specifications. Feel free to comment to ask for details.

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@Betree
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Betree commented Apr 17, 2024

With #7300 and #7346, we now have a clear path to provide an export mechanism for fiscal host admins.

Requirements:

  • Host admins should be able to select the year they want to generate the export for
  • Host admins may want to customize the fields exported in the CSV (to be confirmed)
  • The feature must be strongly protected (2FA mandatory)
  • The export should be a compressed archive with:
    • A CSV holding all the information
    • All PDFs mentioned in the CSV
@Betree Betree added api Issues that require some work on the API (https://github.com/opencollective/opencollective-api) frontend needs specs This task needs additional specifications. Feel free to comment to ask for details. labels Apr 17, 2024
@Betree Betree mentioned this issue Apr 17, 2024
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api Issues that require some work on the API (https://github.com/opencollective/opencollective-api) frontend needs specs This task needs additional specifications. Feel free to comment to ask for details.
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