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docs(wiki): add Planned Features section; house Reports mockup under it - New Planned/ folder with a Planned-Features overview page. - Move Reports-Mockup into Planned/ and commit its screenshots (images/). - Sidebar: new Planned/ section; link it from Home and Design System. - Ignore Obsidian editor config (.obsidian/) in the wiki repo. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> @
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.gitignore
vendored
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# Obsidian editor config — not part of the published wiki
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.obsidian/
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Home.md
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Home.md
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@ -34,6 +34,7 @@ This wiki is the project's living reference. It is synthesised from the in-repo
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- **Who can do what?** → [Roles and Permissions](System/Roles-and-Permissions)
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- **What's been built?** → [Feature Catalogue](Product/Feature-Catalogue) · [Pages and Navigation](Product/Pages-and-Navigation) · [Workflows](Product/Workflows)
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- **Designing UI?** → [Design System](Product/Design-System)
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- **What's coming?** → [Planned Features](Planned/Planned-Features)
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- **Operating it?** → [Deployment and Operations](Ops/Deployment-and-Operations) · [Issue-to-Deploy Pipeline](Ops/Issue-to-Deploy-Pipeline)
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- **Unsure of a term?** → [Glossary](Overview/Glossary)
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Planned/Planned-Features.md
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Planned/Planned-Features.md
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# Planned Features
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Work that is **designed but not yet shipped** — proposals, mockups, and post-MVP
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ideas. Nothing on these pages is wired to the database or live in the product;
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they exist to align on scope and UX before implementation. For what *is* shipped,
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see the [Feature Catalogue](Product/Feature-Catalogue).
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## Reports (spend reporting)
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A post-MVP **Reports** section for spend analysis across **cost centres**
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(vessels and sites) and the **3-level accounting-code** hierarchy — KPI tiles,
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comparison/trend charts, drill-downs, and a pinned filter toolbar (granularity,
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financial year, Top-N scope).
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→ **[Reports — UX Mockup](Planned/Reports-Mockup)** — annotated screens of the
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proposed layout and navigation, with a link to the interactive
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`reports-mockup.html`.
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---
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*Add new planned features here as they are designed. When a planned feature
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ships, move its page out of `Planned/` into the relevant section and record it in
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the [Changelog](Overview/Changelog) and [Feature Catalogue](Product/Feature-Catalogue).*
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Planned/Reports-Mockup.md
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Planned/Reports-Mockup.md
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# Reports — UX Mockup
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A UX mockup of the planned **Reports** section of PPMS. It illustrates the
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proposed layout, navigation, and chart treatments for spend reporting across
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**cost centres** (vessels and sites) and the **3-level accounting-code**
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hierarchy.
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> **This is a non-functional mockup.** All figures, vessel names, and
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> accounting codes are illustrative sample data generated in the browser — not
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> real spend. It exists to align on UX before implementation; nothing here is
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> wired to the database. The live, clickable version is the standalone file
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> `reports-mockup.html` (see [Interactive version](#interactive-version) below).
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## Shared shell
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Every report screen uses the same frame: the PPMS sidebar, a breadcrumb header,
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and a pinned filter toolbar offering **Granularity** (Yearly / Monthly /
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Weekly), **Financial Year**, and a **Show** scope (Top 5 / Top 10 / Bottom 5 /
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All). Filters persist as you move between the index and detail views.
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## Cost Centres — comparison (monthly)
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The landing view. Compares spend across cost centres for the selected period,
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with KPI tiles (total spend, count, highest spender, YoY change), a multi-line
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comparison chart, and a sortable table with per-row trend sparklines. Each row
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links to that cost centre's report; rows can be ticked and sent to a custom
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graph.
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## Cost Centres — year-over-year (yearly)
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Switching Granularity to **Yearly** swaps the period filter for a financial-year
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scope and recasts the comparison as year-over-year bars across the available
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financial years.
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## Cost Centre report (detail)
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Clicking a cost centre opens its report: period KPIs, a spend-trend chart, and a
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**Top accounting codes** breakdown that can be re-pivoted by tier (Heading /
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Sub-heading / Leaf) and Top-N.
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## Accounting Codes — headings
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The Accounting Codes section mirrors the same shell but is driven by the chart of
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accounts. The top level compares the tier-1 headings.
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## Accounting Codes — drill-down
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Clicking a heading drills into its sub-headings (and, one level deeper, its
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leaf codes), keeping a Back trail. The comparison chart and table re-scope to
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the current level.
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## Accounting-code report (leaf)
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A leaf code opens its own report — the same detail layout as a cost centre, but
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broken down by **cost centre** instead of by code, showing which vessels/sites
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drive spend on that line.
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## Interactive version
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The screenshots above are static. The fully clickable mockup lives in
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`reports-mockup.html`. Because the Forgejo wiki renders Markdown and sanitises
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embedded HTML/scripts, it will **not** run the mockup inline — open the file
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locally in a browser, or host it somewhere that serves HTML (Forgejo/Codeberg
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Pages, any static host) and link it here.
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---
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*Mockup screenshots regenerated from `reports-mockup.html`. To refresh them
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after a mockup change, re-run the capture and overwrite the files under
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`images/reports-mockup/`.*
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@ -70,5 +70,7 @@ shadcn/ui in `App/components/`.
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- English-only for v1; an i18n architecture (react-i18next) was envisioned to be
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wired but not populated.
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> A non-functional **Reports** UX mockup also exists in the wiki
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> (`Reports-Mockup`) — proposed layouts and chart treatments for spend reporting.
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> A non-functional **Reports** UX mockup also exists under
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> [Planned Features](Planned/Planned-Features) →
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> [Reports — UX Mockup](Planned/Reports-Mockup) — proposed layouts and chart
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> treatments for spend reporting.
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- [Notifications](Product/Notifications)
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- [File Storage](Product/File-Storage)
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- [Design System](Product/Design-System)
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- [Reports Mockup](Reports-Mockup)
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**Planned/**
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- [Planned Features](Planned/Planned-Features)
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- [Reports Mockup](Planned/Reports-Mockup)
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**Quality/**
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- [Testing](Quality/Testing)
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