LCFS - Early issuance report IDIR analyst submitted

[airinggov]

Description:
Create a new version of the existing compliance report specifically for IDIR to process Early Issuance reporting. Including implementing a validation rule that prevents processing of reports containing fuels that generate negative compliance units. Additionally, modify system behavior to exclude assessment-related language, restrict analyst adjustments/reassessments, and ensure transactions are created per quarter or issuance.

Wireframe:
https://preview.uxpin.com/da68049c0af15edd7ce4e47e4bee431fed40c30d#/pages/200308747

Purpose and Benefit to User:

• Provides IDIR staff the ability to process early issuance reports.

Acceptance Criteria:

• If an Early Issuance Report contains any fuel generating negative compliance units, it must be returned to the supplier and cannot be processed.
• If a report is returned due to negative compliance units, the analyst may remove the supplier's ability to report quarterly.
• Assessment-type language must be removed from Early Issuance reports. New wording must be obtained from the business area.
• Analyst adjustments and reassessments are not allowed on Early Issuance reports. If an issue is identified, the report must be returned to the supplier instead.
• Ensure that Early Issuance reports generate transactions per quarter or per issuance (depending on the final business decision).

Development Checklist:

• Implement a validation rule preventing processing of reports with negative compliance units.
• Include workflow to return reports to suppliers instead of allowing processing in such cases.
• Modify report UI and messaging to remove assessment-type language and apply new terminology from the business team.
• Restrict analyst adjustments and reassessments for Early Issuance reports.
• Implement logic to create transactions per quarter or per issuance.