Templates and Core Reporting

Backlog field	Value
Story ID	AP-SHR-003
Epic	Shared Platform
Story type	Report
Review status	Draft - business analyst and business owner review required
Source evidence	AppsPortal.Apis controller, application command/query handlers, validators, domain entities, and matching MFE workflow where available
Last source review	2026-07-10

User story

As administrators, I want to configure screen/print templates and generate standardized reports so that documents follow company policy and remain reproducible.

Acceptance criteria

1. Only authorized users can view or execute the feature's actions.
2. Required business data, active dependencies, tenant/branch scope, and current document state are validated.
3. Invalid requests return actionable validation errors without applying a partial change.
4. Search, list, view, print, and export operations use the same authorized business scope.
5. Material create, edit, status, approval, posting, reversal, and integration actions are auditable where applicable.
6. Financial or stock effects are applied atomically and no more than once.

Business rules

Required

Authorized report/template identity and valid parameters are required.

Optional or conditional

Format, language, branding, filters, and layout variant are optional.

Action behavior

Generate/print/export are read-only snapshots and must not change source status.

Blocking rule or downstream effect

Templates cannot bypass data authorization.