feat: add data retention policies, case management queue, portfolio view, and tariff forecasting - #1181
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vjuliaife merged 1 commit intoAug 30, 2026
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…iew, and tariff forecasting - Add configurable retention policies per data category (vjuliaife#1031) - Add case management queue with assignment, priority, and status tracking (vjuliaife#1029) - Add multi-bond portfolio view aggregating status across all bonds (vjuliaife#1028) - Add tariff exposure forecasting based on import volume trends (vjuliaife#1030) Closes vjuliaife#1031, Closes vjuliaife#1029, Closes vjuliaife#1028, Closes vjuliaife#1030
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Closes #1031, Closes #1029, Closes #1028, Closes #1030
Type of Change
Summary
This PR adds four new features to the TariffShield platform:
Data Retention Policy Configuration (Add Self-Service Data Retention Policy Configuration #1031): Importers can now set retention periods for optional data categories (documents, logs, events, tariff uploads). Regulatory-required categories are excluded from configurable retention.
Case Management Queue for Compliance Flags (Add Case Management Queue for Compliance Flags #1029): Compliance flags now support assignment to specific admin users, extended status tracking (new, investigating, escalated, resolved), priority levels, and case notes/comments.
Multi-Bond Portfolio View (Add Multi-Bond Portfolio View for Importers With Several Active Bonds #1028): Importers with multiple active bonds can now view a consolidated portfolio summary showing all bonds with status, expiry, collateral health, and aggregate totals.
Tariff Exposure Forecasting (Add Tariff Exposure Forecasting Based on Import Volume Trends #1030): A new endpoint analyzes prior tariff CSV uploads to compute volume trends and projects required collateral 30/60/90 days out under the trend.
Motivation / Context
These features address key importer and compliance needs:
Closes #1031, Closes #1029, Closes #1028, Closes #1030