shancheas
2955b974d2
- 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.
105 lines
3.0 KiB
Markdown
105 lines
3.0 KiB
Markdown
# TrackGo Reports
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Reports implemented in the report engine. Columns reflect **available data** only — fields from the legacy PMPS UI without backing tables are omitted.
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## Sales reports (`sales_report`)
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### Report Sales Order
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| Column | Source |
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| --- | --- |
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| Date | `sales_orders.date` |
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| Branch | `branches.name` |
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| Division | `divisions.name` |
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| No. Sales Order | `sales_orders.code` |
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| Customer | `customers.name` |
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| Invoice Amount | `SUM(sales_order_products.quantity * price)` |
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| Sales Rep. | `employees.name` |
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| Last Status Order | `sales_orders.status` |
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### Report Request Order
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| Column | Source |
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| --- | --- |
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| Date | `sales_requests.date` |
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| Branch | `branches.name` |
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| Division | `divisions.name` |
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| No. Request Order | `sales_requests.code` |
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| Customer | `customers.name` |
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| Sales Rep. | `employees.name` |
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| Status | `sales_requests.status` |
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### Report Invoice
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| Column | Source |
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| --- | --- |
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| Date | `sales_invoices.date` |
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| Branch | `branches.name` |
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| Division | `divisions.name` |
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| Customer | `customers.name` |
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| Customer code | `customers.code` |
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| Sales Order No. | `sales_invoices.sales_order_code` |
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| Invoice No. | `sales_invoices.code` |
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| Status | `sales_invoices.status` |
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| Sales Rep. | `employees.name` |
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| Balance | `sales_invoices.balance` |
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### Report Payment
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| Column | Source |
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| --- | --- |
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| Date | `sales_payments.date` |
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| Payment No. | `sales_payments.code` |
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| Customer code | via `sales_invoices` → `customers.code` |
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| Branch | via invoice → `branches.name` |
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| Division | via invoice → `divisions.name` |
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| Sales Rep | via invoice → `employees.name` |
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| Invoice ID | `sales_invoices.code` |
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| Invoice Amount | `sales_invoices.balance` |
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| Payment Amount | `sales_payment_invoices.amount` |
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| Status | `sales_payments.status` |
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### Report Visit Plan
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| Column | Source |
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| --- | --- |
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| Date | `plans.date` (`purpose = sales`) |
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| Sales Rep | `employees.name` |
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| Branch | start branch name |
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| Plan | count of `plan_destinations` |
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| Invoice | count of `plan_invoices` |
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| Status | `plans.status` |
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## Logistics reports (`logistics_report`)
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### Report Packing Slip
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| Column | Source |
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| --- | --- |
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| Date | `packing_slips.date` |
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| Sales Order No. | `packing_slips.sales_order_number` |
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| Packing Slip No. | `packing_slips.code` |
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| Customer | `customers.name` |
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| Status | `packing_slips.status` |
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### Report Delivery Plan
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| Column | Source |
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| --- | --- |
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| Date | `plans.date` (`purpose = logistics`) |
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| Sales Rep | `employees.name` (driver) |
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| Branch | start branch name |
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| Plan | count of `plan_destinations` |
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| Packing Slip | count of `plan_packing_slips` |
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| Status | `plans.status` |
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## Not built (no backing data)
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These reports from the legacy PMPS list require visit tracking, permissions, or alerts tables that do not exist in TrackGo:
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- Report Performance (sales and logistic)
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- Report Sales Permission / Report Logistic Permission
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- Report Alert (sales and logistic)
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Also omitted as columns everywhere: Visited, Break Time, Driving, Stop Time, Cancel, Alert counts, and live visit actuals.
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