LCFS - New transaction type listing to record compliance report assessments

[airinggov]

Description:
Create a new transaction type listing to record compliance report assessments and compliance unit updates on the Transactions index page (both IDIR and BCeID versions).

Wireframe:
(Not included; specify if a wireframe is needed.)

Purpose and benefit to user:
The new transaction type will provide a record of compliance report assessments and associated compliance unit updates, enhancing traceability and usability for stakeholders.

Acceptance Criteria:

• A new transaction type listing is created and linked to the compliance report.
• Fields on the index are populated as follows:
  • ID: Includes the prefix "CR" followed by the compliance report ID number.
  • Type: Displays the title of the report version, e.g., “Compliance report – Supplemental 3 – Assessment”
  • From: Displays "N/A."
  • To: Displays the supplier name.
  • Units: Shows the net positive or negative compliance unit adjustment from Line 20 (Delta when supplemental) of the Low Carbon Fuel Target Summary.
  • Value per unit: Displays "N/A."
  • Status: Introduces a new status display labeled "Assessed."
  • Last updated date: Shows the date the report was assessed.
• The new status display "Assessed" is implemented in the system.
• All fields update dynamically based on the compliance report assessment details.

Development Checklist:

• Implement backend logic to generate the transaction type listing and populate fields dynamically.
• Update the UI to display the transaction type listing with the specified fields.
• Add a status display for "Assessed."
• Test field population for various compliance report assessments to ensure accuracy.
• Validate that the listing links correctly to the related compliance report.

Notes:

• Ensure alignment with the compliance reporting framework to avoid discrepancies.
• Discuss with stakeholders the potential inclusion of additional fields or adjustments if necessary.

[Grulin]

Newly assessed report for Test Org 6 in the dev environment is not showing this new transaction type. The balance for the organization changed, but I don't see the assessment transaction:

[dhaselhan]

There was an issue where these new Transaction types were not showing up for BCeID users, this has now been fixed.

[Grulin]

Just tested this on dev using LCFS2 and it did not show an assessed transaction for the organization after, even though it did show a balance change in their total balance. This was a scenario where they would have been issued credits.