docs: add Reports, Email-to-vendor, microservices
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@ -22,6 +22,9 @@ with the detail, or names the code that implements it.
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matching vessel, auto-creating vendor/products/prices.
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- **PDF / XLSX export** — gated to `MGR_APPROVED`+; approver name + signature on
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the document; company details populate the header.
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- **Email PO to vendor** — one-click Outlook draft to the vendor's primary
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contact with a **7-day download link** to the PO PDF, rendered by the
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**PdfService** microservice and stored in R2 (issue #14).
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- **Discard draft**, **edit & resubmit**, **edit-highlight diff** on resubmitted
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POs.
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@ -61,6 +64,16 @@ with the detail, or names the code that implements it.
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- **SuperUser access requests** — request from profile; resolved at
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`/admin/superuser-requests`.
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## Reports (spend analytics)
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- **Reports → Purchasing** (`view_analytics` — Manager / SuperUser / Auditor /
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Admin) — two report families, each index → drill-down → detail:
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**Cost Centres** (spend across vessels) and **Accounting Codes** (the
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Heading → Sub → Leaf tree). KPI tiles, comparison + trend charts (one colour
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per item), Top-N tables, per-row sparklines, and **CSV export**. Filters
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(granularity Weekly / Monthly / Yearly, financial year, Top/Bottom-N, an
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“Add to graph” custom comparison) live in the URL. See [Reports](Reports).
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## Operations
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- **Report Issue button** — any signed-in user files a Forgejo issue from the
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@ -68,6 +81,10 @@ with the detail, or names the code that implements it.
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- **Automated issue→fix→PR pipeline** + **tag-triggered deploy**. See
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[Issue-to-Deploy Pipeline](Issue-to-Deploy-Pipeline).
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- **Staging instance** against a daily **prod-mirror test DB** for smoke testing.
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- **Microservices** — three standalone Express + Playwright services on pms1:
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**GstService** (GSTIN lookup), **EpfoService** (UAN/EPFO lookup), **PdfService**
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(PO→PDF for “Email to vendor”); auto-deployed on release via
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`ecosystem.config.js`. See [Deployment and Operations](Deployment-and-Operations#microservices).
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For the screen-by-screen breakdown, see [Pages and Navigation](Pages-and-Navigation).
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For what shipped recently, see [Changelog](Changelog).
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