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shancheas 2955b974d2 Add reporting features with new report engine and bookmark management

- Introduced a comprehensive report engine for generating and managing reports, including sales and logistics reports.
- Added new API endpoints for retrieving report configurations, data, and metadata, ensuring secure access with privilege checks.
- Implemented a report bookmarks system to allow users to save and manage report filters and configurations.
- Created database migrations for the `report_bookmarks` table and updated the schema to support new report functionalities.
- Developed services and controllers for handling report queries and bookmarks, including CRUD operations for bookmarks.
- Enhanced API documentation to reflect the new reporting features and endpoints.
- Added unit and integration tests to validate the new functionalities and ensure data integrity across report operations.

2026-09-01 08:45:52 +07:00

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TrackGo Report Engine

Config-driven reporting for trackgo-be (src/modules/reports) and trackgo-fe (apps/web/src/core/report).

Architecture

Report config — TypeScript object per report (shared/configs/). Defines SQL tableSchema, columns, filters, and privilegeKey.
Query builder — ReportQueryBuilder compiles AG Grid queryModel + config into parameterized Drizzle SQL (db.execute).
Generic UI — ReportProvider loads configs for a groupName and renders one tab per report via ReportTable (AG Grid Server-Side Row Model).

Persisted engine data:

report_bookmarks — saved filters (FILTER_TABLE) and table layouts (TABLE_CONFIG)

Report rows are never stored; they are queried live from business tables.

Groups and privilege keys

Group	`groupName`	Privilege key	Menu path
Sales reports	`sales_report`	`SALES.REPORT`	`/app/sales/reports/index`
Logistics reports	`logistics_report`	`LOGISTICS.REPORT`	`/app/logistics/reports/index`

HTTP APIs

Method	Path	Body / query
`GET`	`/reports/config`	`groupNames` (array or repeated)
`POST`	`/reports/data`	`{ groupName, uniqueName, queryModel }`
`POST`	`/reports/meta`	same as data → `{ totalRow, limit, offset }`
`GET`	`/report-bookmarks`	list filters (`groupName`, `uniqueName`, `type`, pagination)
`POST`	`/report-bookmarks`	create bookmark
`PUT`	`/report-bookmarks/applied/:id`	apply
`PUT`	`/report-bookmarks/unapplied/:id`	unapply
`DELETE`	`/report-bookmarks/:id`	delete

All endpoints require JWT. Report data/config endpoints use ReportPrivilegeGuard (config privilegeKey + view). Bookmarks are scoped to createdBy (current user).

Adding a report

Add a ReportConfigEntity file under shared/configs/.
Register it in shared/configs/index.ts.
No new controller or React page — the generic UI picks it up when groupName matches.

TrackGo-specific notes

JSON uses camelCase (groupName, queryModel, columnConfigs).
SQL values are bound parameters; only config-authored fragments use sql.raw().
Cell formatting uses DateTime, Status, and Decimal value objects.
Excel export is not implemented in this phase.

See report-list.md for the seven shipped reports.

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