Feature Request: Prevent BOE Detail report generation when estimates are not assigned to a formula
Summary:
Ensure the BOE Detail report does not generate when direct estimates exist that are not assigned to any formula. Instead, the system should block report creation and clearly alert users to the configuration error so they can correct the estimates before proceeding.
Problem Statement:
Currently, the BOE Detail report will generate even when there are direct estimates that are not assigned to a formula. These unassigned estimates are excluded from the BOE, resulting in incomplete and potentially misleading reports. Users may assume the BOE is comprehensive, not realizing that certain estimates were omitted due to configuration issues, which can lead to incorrect decisions and downstream rework.
Proposed Solution:
When a user attempts to generate a BOE Detail report, the system should validate that all direct estimates are properly assigned to a formula.
If any direct estimates are found without a formula assignment, the system should:
Prevent the BOE Detail report from being generated.
Display a clear error or warning message indicating that some estimates are not assigned to a formula.
Provide a list or count of the affected estimates and guidance on how to correct them (e.g., link to the relevant configuration area).
Optionally, allow an admin-level override setting to control whether report generation is strictly blocked or only warned, depending on organizational policy.
Benefits:
Reduces the risk of incomplete or inaccurate BOE Detail reports caused by misconfigured estimates.
Improves data integrity by ensuring all direct estimates are accounted for in the BOE.
Helps users quickly identify and fix configuration errors before reporting.
Builds trust in BOE outputs by preventing silent omissions of unassigned estimates.