What this category's data looks like
Annual progress and acceptance materials for research projects usually include three types: annual progress reports, mid-term review materials, and acceptance reports. Fields involve project name, undertaking unit, start and end dates, task indicators, fund execution, signatures, and receipts. When these materials enter the conversation logs and auditing feature, annual progress reports are used to compare against the completion status of phase tasks, mid-term review materials are used to verify milestone dates and personnel signatures, and acceptance reports are used to confirm final deliverables and receipt completeness. The material source is documents and system export records submitted by the project team quarterly or annually, and the update cadence is synchronized with project milestones. Field characteristics are that the name, quantity, and date of the same task in the progress report and acceptance report must be aligned item by item, and the version number and signature column must be consistent. The conversation record interface provides a session message list and total record count by application and session dimension, including role and citation information, as the source of operational traces during deployment, operations, and application handover.
Configuration and implementation checks
This part is executed by the conversation record interface (by application and session dimension), outputting a session message list and total record count, including role and citation information. The handover-ready deployment status and operation records are then completed manually or by an external system. The message list is not a version ledger of business materials; it is only used to verify session evidence and operational traces.
| Object | Check | Verification action |
|---|---|---|
| Annual progress report | The project name, task indicators, start and end dates, and signature column must be aligned item by item with the mid-term review materials | Retrieve the task entries in the report, compare them with entries of the same name in the mid-term review materials for name, quantity, and date, and check whether signatures and receipts are complete |
| Mid-term review materials | Milestone dates, personnel signatures, and version numbers must be consistent with the acceptance report | Check milestone dates and signature columns against the handover form, and confirm that the version number is the same in both materials |
| Acceptance report | Final delivery quantity, receipts, and acceptance conclusions must cover the preceding materials | Check the delivery quantity and receipts in the acceptance report, compare them with entries of the same name in the preceding materials, and confirm there are no missing items |
| Conversation record interface output | The total record count is consistent with the number of items after paginating through all records, and role and citation information are queryable | Paginate by application and session identifier, check chatId and dataId, inspect the role and citation fields in value, and confirm response code of 200 and the total record count total |
Three common errors
- Symptom: The name and quantity of the same task do not match between the annual progress report and the acceptance report. Cause: The two materials were filled in by different personnel at different times and were not backfilled according to the same task number, resulting in field drift.
- Symptom: The version numbers of the mid-term review materials and the acceptance report are inconsistent. Cause: The version was not synchronized after the materials were updated, the old version was still in use, and the version field was not checked during handover.
- Symptom: The acceptance report lacks a signature or receipt. Cause: The signing process was not completed before archiving, the receipt was not submitted together with the materials, and the corresponding item on the handover form is empty.
How to verify the setup
Feature acceptance: paginate through all records according to the total record count, sample one record to check the role, citation information, and time, confirm response code of 200 and the total record count total, and check that the _id, dataId and value fields are readable.
Business testing: check item by item once according to the handover form, see which record is missing, and compare the name, quantity, date, and signature of the annual progress report, mid-term review materials, and acceptance report.
- Paginate through conversation records by application and session identifier, pull two consecutive pages, and compare the total record count and offset to confirm there are no omissions.
- Open a single record to check the role field, citation, and elapsed time field, and register the result in the corresponding item on the handover form.