shad0w/pelagia-portal
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feat(reports): Purchasing spend analytics (Cost Centres + Accounting Codes) 
Implements the wiki "Reports Mockup" as a Reports → Purchasing sidebar section,
wired to real approved-PO spend.

Two report families, each index → drill/detail:
- Cost Centres (/reports/cost-centres) — spend compared across vessels; row
  opens a cost-centre report with a Top-accounting-codes breakdown re-pivotable
  by tier (Heading/Sub/Leaf) + Top-N.
- Accounting Codes (/reports/accounting-codes) — drills the Account tree
  (headings → sub → leaves) via ?parent=; a leaf opens its report broken down by
  cost centre (or, for a non-leaf, by sub-account).

Shared: a pinned filter toolbar (Granularity Monthly/Yearly, Financial Year,
Show Top5/Top10/Bottom5/All) whose values live in the URL query so the server
component re-renders — no client fetching. KPI tiles, recharts comparison/trend/
breakdown charts, per-row trend sparklines, and CSV export (/api/reports/spend).

- lib/reports.ts: the pure, unit-tested aggregation core. Spend = a PO once it
  reaches POST_APPROVAL_STATUSES, dated by approvedAt, valued at totalAmount
  (the dashboard's basis); Indian Apr–Mar FY; each PO's leaf accountId rolled up
  to parents. One query in getReportDataset(), everything else pure.
- Sidebar: new collapsible "Reports" section with a "Purchasing" subheading
  (subgroup support added to the Section model). Gated by view_analytics
  (Manager/SuperUser/Auditor/Admin); export by the same.

Deferred (documented): synthetic Weekly granularity, the "Add to graph" custom
multi-select, and line-item-level account allocation (v1 uses the PO-level
account). Sites are not cost centres — only vessels.

Tests: 11 unit cases for the aggregation core + 3 sidebar cases for the Reports
section. Full unit suite 303 green; tsc clean. Smoke-tested all routes end to
end against seed data (index/drill/detail/export 200; non-analytics role 307/403).

Wiki: "Reports Mockup" marked implemented; "Pages and Navigation" lists the new
routes.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-24 07:52:23 +05:30
.claude seed(prod): trim SITES to geocoded entries only; update admin email 2026-05-31 02:44:37 +05:30
.forgejo fix(deploy): expand sparse checkout so microservices/ecosystem are on disk 2026-06-24 03:12:54 +05:30
App feat(reports): Purchasing spend analytics (Cost Centres + Accounting Codes) 2026-06-24 07:52:23 +05:30
automation fix(deploy): expand sparse checkout so microservices/ecosystem are on disk 2026-06-24 03:12:54 +05:30
Docs @ 2026-06-19 13:56:50 +05:30
EpfoService test(crewing): cover EPFO stub contract + /api/epfo permission gate 2026-06-22 23:56:14 +05:30
GstService fix: preserve tracked request typing 2026-05-22 17:39:26 +05:30
PdfService feat(po): email PO to vendor — PDF link in an Outlook draft (#14) 2026-06-24 02:45:48 +05:30
Progress chore{perm}: Allow managers to confirm receipt 2026-06-15 11:49:14 +05:30
static fix(static): prevent mobile layout overflow 2026-05-22 18:11:31 +05:30
Wireframe chore(design-system): add PPMS design system reference and sync bundle 2026-06-22 04:30:22 +05:30
.gitattributes feat(automation): port issue watcher to bash for pms1 (cron, 24/7) 2026-06-19 04:32:06 +05:30
.gitignore @ 2026-06-19 13:56:50 +05:30
CHANGELOG.md docs: bring CLAUDE.md, README, Docs and CHANGELOG up to date with current product 2026-06-19 12:43:24 +05:30
ecosystem.config.js chore(deploy): build & (re)start microservices on release tag 2026-06-24 02:59:36 +05:30
generate_po.py chore(inventory): remove item detail page; move SiteSelect to shared components 2026-05-16 00:07:04 +05:30
inspect_po.py chore(inventory): remove item detail page; move SiteSelect to shared components 2026-05-16 00:07:04 +05:30
test-report-2026-05-17.md docs: consolidate design notes and test report 2026-05-22 17:15:38 +05:30

Docs/README.md

Docs — retired (moved to the wiki)

The design, architecture, and test documents that used to live here have been migrated to the project wiki and removed from the repo. The wiki is the living reference going forward.

Wiki: https://git.pelagiamarine.com/shad0w/pelagia-portal/wiki (working clone: pelagia-portal.wiki/ alongside this repo).

Where each retired doc went

Retired file Now in the wiki
01-design-document.md System/Architecture, Product/Workflows (user stories), Product/Design-System, Overview/Open-Questions
02-architecture.md System/Architecture (+ System/Data-Model, Ops/Deployment-and-Operations, Build-and-Run/Environment-Variables)
03-open-questions.md Overview/Open-Questions
DESIGN.md Product/Workflows, Product/Pages-and-Navigation, Product/Design-System
TEST_PLAN.md Quality/Test-Plan
e2e-test-framework.md Quality/E2E-Test-Framework
e2e-test-plan.md Quality/E2E-Test-Plan
PLAYRIGHT_TEST_DESIGN.md Quality/Playwright-Test-Design

The wiki's on-disk folder layout (Overview / Build-and-Run / System / Product / Quality / Ops) mirrors its sidebar hierarchy.

Keep current behaviour documented in the wiki, not here. Other authoritative in-repo sources remain: App/CLAUDE.md, App/README.md, automation/README.md, and CHANGELOG.md.