Store CSV to S3 for Audit Trail
Generate and store CSV export of transformed journal entries to S3 after successful import.
Note:
- Generate CSV after transformation, before or after push to Costpoint
- CSV format: line-item level with all columns from PoC (Costpoint codes, amounts, QB audit info)
- Store in S3 bucket with organized structure: {customer-id}/quickbooks-imports/{yyyy}/{mm}/{import-id}.csv
- File naming: include timestamp and import ID for uniqueness
- Set appropriate S3 permissions and lifecycle policies
- Store S3 key/URL reference in import history record (TBD-11)
- Allow downloading CSV from import history UI
- CSV serves as audit trail and backup for troubleshooting
- Consider generating CSV even for failed imports (for debugging)
Open questions: - Should we store CSV before or after pushing to Costpoint? - What S3 bucket and region should be used? - What lifecycle policy for old CSV files? (archive, delete after X months)