Reimbursement Overview

Description

The Reimbursement Overview provides organization administrators with an aggregated view of all expense activity across their organization. It displays total amounts reimbursed per period, breakdowns by expense type and organizational unit, amounts pending approval, and historical trends. The page supports date range filtering and export to CSV or accounting formats compatible with Xledger and the HLF Dynamics portal, enabling direct handoff to the organization's finance team without manual data extraction.

Sources & reasoning

Line 72 explicitly names two accounting systems that must receive expense data, requiring an overview and export surface in the admin portal. Line 342 places reimbursement handling in Phase 2 (v1.0). Without a consolidated view, org admins cannot fulfill their accounting integration or Bufdir financial reporting obligations, making this feature necessary alongside the approval queue.

docs/source/likeperson.md · line 72

API-integrasjon mot regnskapssystem (Xledger for Blindeforbundet, Dynamics-portal for HLF).
docs/source/likeperson.md · line 342

Reiserefusjonshåndtering (faste valg, terskelbasert godkjenning)

Analysis

Business Value

Financial oversight of reimbursement spending is critical for organizations administering Bufdir-funded peer mentor programs. HLF and Blindeforbundet both require integration with accounting systems (Dynamics and Xledger respectively), meaning the admin portal must produce data finance teams can consume directly. The Reimbursement Overview consolidates expense data that would otherwise require manual extraction from disparate sources, saving significant accounting preparation time per reporting period. It also surfaces anomalies such as unusual spending spikes in a category, supporting proactive financial governance and Bufdir audit readiness.

Implementation Notes

The overview is a server-side rendered Next.js page that aggregates expense data via a dedicated summary API endpoint. Database-level aggregation with indexed filtering on organization_id, status, and date fields maintains performance at scale. Chart components use a lightweight SSR-compatible library. Export generates CSV or accounting-format files server-side and streams them as downloads. Accounting adapters for Xledger and Dynamics are implemented as pluggable service classes selected by the organization's accounting_system config flag, keeping the overview page decoupled from vendor-specific logic and allowing new accounting integrations without modifying the page.