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POST
Create Interim Report
Create a detailed interim report for tracking project progress during active project phases. This endpoint combines financial drawdown data, risk status assessments, and site visit documentation into a single comprehensive report.

Request Body

bigint
required
The unique identifier of the project for which the interim report is being created
number
required
The month of the reporting period (1-12)
number
required
The year of the reporting period
number
The edition number of the report (defaults to 1 for new reports)
string
General comments or notes about the project status for this reporting period
object
required
Aggregate financial information for the reporting period
array
required
Array of facility-specific drawdown information
array
required
Array of risk assessment entries for the reporting period
object
Site visit information (optional, only include if a site visit occurred)

Example Request

Response

Returns the created report with its unique identifier:
bigint
Unique identifier of the created interim report
string
ISO timestamp when the report was created
bigint
ID of the associated project
number
Month of the reporting period
number
Year of the reporting period
number
Edition number of the report
bigint
ID of the template used for report generation
string
Report type (will be “INTERIM_REPORT”)

Example Response

Automatic Actions

When an interim report is successfully created, the system automatically:
  1. Creates Project Event: Logs a REPORT_UPLOADED event for audit tracking
  2. Updates Project Comments: Saves the comments field to the project record
  3. Applies Template: Uses the first available interim report template for the environment
  4. Validates Data: Ensures all required data relationships exist and are valid

Error Responses

error
Bad Request - Missing required fields or invalid data format
error
Forbidden - User does not have access to the specified project
error
Not Found - Project or referenced entities not found

Notes

  • All monetary amounts should be provided as numbers (not strings)
  • Site visit information is optional - omit the entire visit object if no visit occurred
  • Risk status assessments are required for all interim reports
  • The system automatically determines the appropriate template based on the project’s environment
  • File uploads must be completed separately before creating the report - provide S3 locations in the request