pelagia-portal/App/lib
Hardik 8c6bbd8304
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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
..
validations feat(po): manager sets advance payment on approval (issue #92) 2026-06-24 01:40:20 +05:30
application-pipeline.ts feat(crewing): Phase 3b — recruitment pipeline (flagged) 2026-06-22 18:49:12 +05:30
appraisal-state-machine.ts feat(crewing): Phase 5b — appraisal (flagged) 2026-06-22 22:09:32 +05:30
attachments.ts fix(po): show all attachments grouped by type on PO details 2026-06-19 04:43:44 +05:30
cancelled-watermark.ts fix(po): size XLSX export images by pixels (aspect preserved) 2026-06-21 13:27:15 +05:30
cart.ts chore: restructure repo — flatten App/pelagia-portal to App, rename Prototype→Wireframe and Spec→Design 2026-05-18 23:18:58 +05:30
cost-centre-groups.ts refactor: revert cost centre to vessels only, remove vessel-site link 2026-05-30 18:14:24 +05:30
crew-login.ts feat(crewing): resolve self-contained deferred follow-ups (flagged) 2026-06-22 22:28:23 +05:30
crew-pii.ts fix(crewing): mask Aadhaar/PAN document numbers server-side 2026-06-22 23:29:11 +05:30
db.ts chore: restructure repo — flatten App/pelagia-portal to App, rename Prototype→Wireframe and Spec→Design 2026-05-18 23:18:58 +05:30
delivery-location.ts feat(po): admin-managed delivery locations + Place of Delivery dropdown (#19) 2026-06-24 02:08:59 +05:30
employee-number.ts feat(crewing): Phase 3c — onboarding (flagged) 2026-06-22 19:12:53 +05:30
feature-flags.ts Merge remote-tracking branch 'origin/master' into feat/submitter-view-all 2026-06-23 21:50:08 +05:30
forgejo.ts feat(automation): issue-to-deploy pipeline — Report Issue button, Claude watcher, tag-triggered deploy 2026-06-11 16:39:43 +05:30
geo.ts chore: restructure repo — flatten App/pelagia-portal to App, rename Prototype→Wireframe and Spec→Design 2026-05-18 23:18:58 +05:30
id-generators.ts feat(crewing): foundations — SITE_STAFF role, ranks reference data + admin (flagged) 2026-06-22 13:26:04 +05:30
image-size.ts fix(po): size XLSX export images by pixels (aspect preserved) 2026-06-21 13:27:15 +05:30
leave-clash.ts feat(crewing): clash detection by required strength (Option A) 2026-06-22 21:14:21 +05:30
notifier.ts feat(crewing): Phase 5b — appraisal (flagged) 2026-06-22 22:09:32 +05:30
pagination.ts feat(history): paginate PO history with items-per-page control 2026-06-24 03:26:47 +05:30
pdf-service.ts feat(po): email PO to vendor — PDF link in an Outlook draft (#14) 2026-06-24 02:45:48 +05:30
permissions.ts feat(po): admin-managed Terms & Conditions catalogue + PO dropdowns (#11) 2026-06-24 03:38:32 +05:30
po-export-layout.ts fix(po): keep the export stamp clear of the signature (no overlap) 2026-06-21 15:35:09 +05:30
po-import-parser.ts feat: structured PO numbers, import closed, auto-vendor/product, company code, inventory flag 2026-05-31 01:56:33 +05:30
po-number.ts fix(po-number): floor at 9000, imported POs keep original PO number 2026-05-31 02:33:42 +05:30
po-state-machine.ts feat(po): cancel POs (manager/superuser) + optional supersede link (#53) 2026-06-21 12:20:54 +05:30
product-catalog.ts refactor(routes): move /inventory/{items,vendors} → /catalogue/{items,vendors} 2026-06-24 05:04:29 +05:30
reports.ts feat(reports): Purchasing spend analytics (Cost Centres + Accounting Codes) 2026-06-24 07:52:23 +05:30
requisition-number.ts feat(crewing): Phase 2 — requisitions + relief requests (flagged) 2026-06-22 18:22:59 +05:30
requisition-service.ts refactor(crewing): correct audit action types + atomic auto-raise backfills 2026-06-22 23:46:23 +05:30
requisition-state-machine.ts feat(crewing): Phase 2 — requisitions + relief requests (flagged) 2026-06-22 18:22:59 +05:30
storage.ts feat(po): email PO to vendor — PDF link in an Outlook draft (#14) 2026-06-24 02:45:48 +05:30
terms-data.ts feat(po): user-defined T&C categories + dynamic PO terms editor (#11) 2026-06-24 04:43:24 +05:30
terms.ts feat(po): user-defined T&C categories + dynamic PO terms editor (#11) 2026-06-24 04:43:24 +05:30
upload-files.ts chore: restructure repo — flatten App/pelagia-portal to App, rename Prototype→Wireframe and Spec→Design 2026-05-18 23:18:58 +05:30
utils.ts feat(po): cancel POs (manager/superuser) + optional supersede link (#53) 2026-06-21 12:20:54 +05:30