Introduce report names in the accounting zip file
🔍 Problem Statement
As a finance or accounting user, I experience difficulty identifying accounting report files downloaded from Pelcro because the ZIP contents use long, timestamp-based filenames without report context, which results in confusion, extra manual work, and higher risk of using the wrong report for reconciliation or audits.
💡 User Story
As a finance or accounting user, I want accounting report files to have clear, human-readable names or allow me to request a specific report type, so that I can quickly identify, organize, and reconcile reports without manual renaming or guesswork.
🎯 Definition of Done (DoD)
Approach 1: Human-Readable File Naming
✔ Given an accounting report ZIP download,
When the ZIP is generated,
Then each file name includes the report type (e.g. recognized_revenue, deferred_revenue) along with the date range and timestamp.
✔ Impact:
Accounting Export Service – ZIP generation logic
File Naming Convention for accounting reports
✔ Limitations:
Does not allow requesting a single report type; all generated reports are still included
Existing integrations relying on current file names may need adjustment
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