docs: add Reports, Email-to-vendor, microservices

shad0w 2026-06-24 10:03:02 +00:00
parent e5716ca7ff
commit 19fd4d2eb7

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