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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

3.0 KiB

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TrackGo Reports

Reports implemented in the report engine. Columns reflect available data only — fields from the legacy PMPS UI without backing tables are omitted.

Sales reports (`sales_report`)

Report Sales Order

Column	Source
Date	`sales_orders.date`
Branch	`branches.name`
Division	`divisions.name`
No. Sales Order	`sales_orders.code`
Customer	`customers.name`
Invoice Amount	`SUM(sales_order_products.quantity * price)`
Sales Rep.	`employees.name`
Last Status Order	`sales_orders.status`

Report Request Order

Column	Source
Date	`sales_requests.date`
Branch	`branches.name`
Division	`divisions.name`
No. Request Order	`sales_requests.code`
Customer	`customers.name`
Sales Rep.	`employees.name`
Status	`sales_requests.status`

Report Invoice

Column	Source
Date	`sales_invoices.date`
Branch	`branches.name`
Division	`divisions.name`
Customer	`customers.name`
Customer code	`customers.code`
Sales Order No.	`sales_invoices.sales_order_code`
Invoice No.	`sales_invoices.code`
Status	`sales_invoices.status`
Sales Rep.	`employees.name`
Balance	`sales_invoices.balance`

Report Payment

Column	Source
Date	`sales_payments.date`
Payment No.	`sales_payments.code`
Customer code	via `sales_invoices` → `customers.code`
Branch	via invoice → `branches.name`
Division	via invoice → `divisions.name`
Sales Rep	via invoice → `employees.name`
Invoice ID	`sales_invoices.code`
Invoice Amount	`sales_invoices.balance`
Payment Amount	`sales_payment_invoices.amount`
Status	`sales_payments.status`

Report Visit Plan

Column	Source
Date	`plans.date` (`purpose = sales`)
Sales Rep	`employees.name`
Branch	start branch name
Plan	count of `plan_destinations`
Invoice	count of `plan_invoices`
Status	`plans.status`

Logistics reports (`logistics_report`)

Report Packing Slip

Column	Source
Date	`packing_slips.date`
Sales Order No.	`packing_slips.sales_order_number`
Packing Slip No.	`packing_slips.code`
Customer	`customers.name`
Status	`packing_slips.status`

Report Delivery Plan

Column	Source
Date	`plans.date` (`purpose = logistics`)
Sales Rep	`employees.name` (driver)
Branch	start branch name
Plan	count of `plan_destinations`
Packing Slip	count of `plan_packing_slips`
Status	`plans.status`

Not built (no backing data)

These reports from the legacy PMPS list require visit tracking, permissions, or alerts tables that do not exist in TrackGo:

Report Performance (sales and logistic)
Report Sales Permission / Report Logistic Permission
Report Alert (sales and logistic)

Also omitted as columns everywhere: Visited, Break Time, Driving, Stop Time, Cancel, Alert counts, and live visit actuals.

3.0 KiB Raw Blame History