Guards the two facts the report exists to get right: the cancellation
fee is never a payable, and exactly one wagon-cancellation status
(CREDIT_AVAILABLE) is a live liability. Adding a status to
WAGON_CANCELLATION_STATUSES now fails here until someone decides which
side of the ledger it lands on.
Also pins the sort expressions to the union wrapper alias — a branch
alias would resolve at build time and 42P01 at runtime, since the runner
appends ORDER BY outside the subquery.
The receivable/payable split contradicted how money actually moves, in
three ways that each changed a headline number:
- The wagon-cancellation FEE was booked as a payable. It is money the
customer owes EDR (raised ISSUED and unpaid at request time), so it
belongs on the receivable side while open. The sign was inverted.
- A whole-booking wagon cancellation was booked at the source invoice's
full paid_amount, and never cleared: the booking stays CANCELLED and
the invoice stays PAID even after the credit is rebooked. The real
liability is the ledger row's credit_amount, and only while it sits in
CREDIT_AVAILABLE — cancellation refunds no cash, it hands back
bookable credit redeemed by creating another booking.
- Shipping-line debt in UNBILLED has no invoice row at all, so an
invoice-only fact table could not see it. That is the un-batched half
of the debt, in the report whose stated purpose is shipping-line
credit.
The report is now a UNION of the three tables that hold the answer:
invoices with a balance (plus prepayments against dead bookings),
UNBILLED shipping_line_credits, and CREDIT_AVAILABLE
booking_wagon_cancellations. A booking already carried by the
cancellation ledger is excluded from the invoice branch so its money is
counted once. Fully settled invoices are dropped — zero exposure is
neither a receivable nor a payable.
Branches are re-projected through an explicit column list before being
unioned: UNION matches by position and TypeORM does not preserve
addSelect order, which silently reordered one branch into
"gross, exposure, side_key, ..." and failed with "UNION types text and
numeric cannot be matched".
Verified against Postgres with a rollback-only fixture covering every
side, plus EXPLAIN over each filter combination and every sortable
column.
A target is a quota, not a flat allowance. The Plan column spread it evenly
and kept asking for the same twelfth of a yearly figure no matter how far
behind the year had fallen, so the one number operations actually needs —
what must move per month for the rest of the year — was nowhere on the
page.
Plan now keeps its meaning and a Required column sits beside it. Plan is
the committed spread and never moves, which is the whole reason it stays:
Implement Rate is measured against it, so a month that missed still reads
as a month that missed. Required is the same target read as a quota — at
each bucket, whatever is still outstanding spread across the time still
left. A 1,200 t year 20% met by June asks 140 t of June and 960 t of
December, which is 1,200 less the 240 delivered. Over-delivery clamps to
zero rather than going negative.
Attainment is deliberately measured with the user's date bounds stripped
(attainmentCtx) and every other filter left in place. Reusing the report's
own filtered aggregate would make a July-only view read year-to-date as
nothing delivered and demand the entire year's tonnage from one month —
the failure would look like a plausible number, not an error.
Granularity gains half-year, nine-month and 90-day. Postgres has no
date_trunc for any of them, so PERIOD_UNITS entries became builders rather
than fragments to interpolate, and all eight blocks anchor to the calendar
year. Nine does not divide twelve and 90 does not divide 365: a nine-month
year is Jan-Sep plus a short Oct-Dec, and the fourth 90-day block absorbs
the remainder at 95 days. That last one is a choice — uncapped floor
division opens a five-day stub bucket every December, which is noise
rather than a period.
Two consequences of the shared unit table, both handled here:
- plannedRowsSql now generates a day at a time and groups, instead of
stepping by the bucket width. The ragged blocks restart each January, so
stepping 90 days from January 1st walks off the anchor in the second
year. Day grain also gets partial-bucket overlap for free, at the same
sub-day precision the old clipping had.
- nextPeriodOrdinalExpr asks the unit for its next block start rather than
adding its own step. revenue-by-period evaluates a regression there, and
a ragged unit's final block is shorter than its nominal width, so + step
would land past the next block and forecast at the wrong x.
Verified against Postgres 16 with the entities synchronised into it: all
272 report/granularity combinations in the registry EXPLAIN clean, and the
1,200 t drill-down sums back to 1,200 at every one of the eight grains.
A category with no invoice lines in a period simply had no row, so a
category going quiet was indistinguishable from one that never existed,
and filtering to a category that was never billed returned an empty table.
The query is now three levels. The aggregate groups as before. A grid
crosses every period that saw revenue with every category the filter
allows, and LEFT JOINs the aggregate onto it so a missing combination
lands at zero. The wrapper does the display rounding and the labelling.
Two things had to move for that to be correct:
- The lag() window is now in the wrapper. A window function only sees the
rows its own query level produces, so left on the aggregate it would
skip a category's silent periods — billed in January and March, it
would read March's prior as January and report flat growth.
- The category filter is off the aggregate and enforced by the grid's
category list. Filtering the aggregate too would make the period axis
depend on the selection, which is what left the table empty when the
selected category had never been billed.
Periods come from the data, not generate_series over the date filter: a
twelve-month range over one billed month would otherwise publish eleven
months of pure zeros, and daily granularity would multiply that by thirty.
The Categories KPI is now "Categories with revenue" — a bare count of live
categories reads as a contradiction next to a table listing all fourteen.
EXPLAIN-validated against the dev database across seven filter shapes,
including the empty-array case (hence unnest(ARRAY[...]) over VALUES,
which is a syntax error when empty).
Claude-Session: https://claude.ai/code/session_01LoY3hNWqcaAC1pYmGPN7jr
CATEGORY_LABEL_EXPR wraps the classifying CASE, so it only works where the
classification happens in the same SELECT. A report that classifies in a
subquery and labels in the wrapper has a plain key column to label instead.
CATEGORY_LABEL_OF takes that key expression; CATEGORY_LABEL_EXPR is now
defined through it, so its three existing callers are unchanged. Mirrors
CATEGORY_LABEL_OF in operations-classification.ts.
Claude-Session: https://claude.ai/code/session_01LoY3hNWqcaAC1pYmGPN7jr
plannedValueExpr matched a target only when its period_type and
period_start equalled the report's bucket exactly, so a monthly plan
vanished the moment you viewed by quarter, by year, or by day. The plan
column simply went empty and the implement rate read 0%.
plannedRowsSql replaces it with a derived table: each target is spread
evenly over the days it covers, then re-gathered into whichever bucket
the report shows. Three monthly targets add up to a quarter exactly, a
daily view gets a thirty-first of the month, and a week straddling a
month boundary draws proportionally on both. The even spread is an
assumption and the only one available — a monthly figure says nothing
about which days inside it were busier — so PLAN_GRANULARITY_NOTE says so
in each report's description.
The share is clipped to the user's date filter as well as to the bucket,
or filtering to July and viewing by year would sit a whole year's plan
next to one month's work. Reports FULL OUTER JOIN it so a category that
was planned but never ran still publishes, at 0% — dropping the row would
hide a total miss, which is the one thing a plan-versus-actual table is
for.
The export path used one number for two different things: the format's hard
row cap, and the caller's explicit 'give me the first N rows'. Because
resolveExportCap() returned min(requested, formatCap) and runAll() then threw
when the result reached it, picking 'Records: First 100' in the export dialog
400'd on any report with more than 100 rows — the user asked to be truncated
and got an error instead.
Splits them: formatRowCap() is the hard, non-caller-controllable ceiling that
still throws when exceeded (a silently short file hides missing rows), while
resolveRowLimit() is the deliberate truncation and is honoured by slicing.
Verified against a 223-row dataset: limit=5 now returns 5 rows, and no limit
returns all 223.
Completes the writer extraction whose other half landed in fb21ad154.
reports.controller now builds a TabularDoc and calls TabularExportService,
so report-export.service.ts and report-export-request.util.ts are dead and
removed — HEAD was carrying both copies with the controller still on the old
one.
Reports gain CSV for free, and the PDF path now passes buildTabularFallbackPdf
as its fallback: previously it passed none, so a box without Chromium silently
returned PdfRenderService's ~900-character generic text dump instead of a
table. Adds a spec covering the CSV writer's quoting of embedded commas and
double quotes — the reason this uses ExcelJS's csv writer rather than a
hand-rolled join.
Extracted the export route's format/cap/column-whitelist branching out
of the controller into pure functions (resolveExportFormat,
resolveExportCap, resolveExportColumns) and added a spec: unknown
format falls back to xlsx, limit clamps to the format cap and ignores
non-positive/NaN input, unknown field keys are dropped and an
all-unknown fields list falls back to every column instead of
shipping a blank sheet. Was untested branching logic before this.
- ReportPage drops its own PageHeader (and the back arrow); ReportView
now optionally renders the header itself (pageHeader prop) with
export/refresh as its actions. Embedded ReportSection usage is
unaffected (keeps the inline toolbar next to filters).
- Replace the two xlsx/pdf icon buttons with one Export button opening
a dialog: format as large icon radio cards, fields as checkboxes
(select-all toggle), record count (default all, capped per format).
Export applies the report's current filters and sort.
- Backend: export route accepts fields (whitelisted against the
report's own columns) and limit; ReportExportService takes an
optional column subset instead of always dumping every column.
- Fixed a real bug found while wiring this up: runAll() ignored the
caller's sortBy/sortOrder and always used the report's default sort,
so exports silently didn't match whatever order was on screen.
- Report daterange filters now use DatePickerInput + the shared
getDateRangePresets() (Today/Last 7 days/This month/...) instead of
two bare DateInputs, matching every other date-range filter in the
app.
- Removed the reports hub grid page. /dashboard/reports now redirects
to the first report the caller has access to, or /dashboard if they
have none.
ReportDefinition gets an optional chart {type: line|bar, x, y[]} field —
plots the same rows the table gets, no separate query. Frontend adds a
table/chart toggle (defaults to table) using the existing recharts
dependency, no new package.
Chart view fetches up to 100 rows (the API's page-size ceiling) instead
of the table's current page, so it doesn't silently plot a fraction of
the filtered set; shows a truncation note past that cap.
Wired onto 5 reports as proof: wagon-fleet-status, locomotive-fleet-
status, booking-status-breakdown, revenue-summary (bar), and
global-logistics-wagons (line). Everything else stays table-only —
charting is opt-in per report, not a default.
customer-status (company-profile roles, not Company — importer/
exporter/forwarder lives there), contract-lifecycle, customs-documents
(clearance milestones), invoicing-pipeline, first-last-mile-bookings
(one resolver, UNION ALL over first_mile/last_mile — verified the
raw-string .from() subquery against the live query builder, not just
hand-written SQL, after the join-alias bug earlier this branch),
invoices-by-status, payments-by-status, revenue-summary, cargo-summary.
payments carries no deleted_at column despite extending BaseEntity —
caught by column-checking against the live DB before shipping, dropped
the soft-delete filter for that one query.
Completes the ITLMS dashboard spec's 20-resolver dedup list (19 built,
freight-weight-variance dropped — no charged-vs-actual weight
distinction in the schema).
booking-status-breakdown (dedupes the same 'status per port/train/
cargo/contract' ask across 4 dashboards), train-schedule-status,
train-turnaround, wagon-teu-utilization, loaded-capacity,
global-logistics-wagons.
Dropped freight-weight-variance from this batch: the schema has no
'charged weight' distinct from VGM/actual, so a charged-vs-actual
variance report isn't buildable without a product decision on what
'charged' means here.
wagon-fleet-status, wagon-status-duration, wagon-requests,
locomotive-fleet-status. First batch off the ITLMS dashboard spec —
fleet data (wagons/locomotives/transfer-requests) needed no schema
work, just resolvers. No frontend changes: catalog is server-driven.
Sorting by a column with no explicit sortExpr fell back to the bare
select alias unquoted. Postgres folds unquoted identifiers to lowercase,
so any camelCase alias (utilizationPct, bookedTons) 42703'd. Quote the
fallback to match the case TypeORM's addSelect actually emitted.
Nuke the 17 hand-written raw-SQL reports (no pagination, hard LIMITs) and
the reports module built around them. Replace with a resolver contract:
a report declares columns/filters/permission and a TypeORM QueryBuilder;
ReportRunnerService applies filtering, a whitelisted sort, offset/limit
paging, and a COUNT(*) FROM (query) wrapper for the total (getCount() is
wrong for GROUP BY). ReportExportService re-runs the same resolver
unpaginated for xlsx (exceljs) and pdf (existing PdfRenderService, now
landscape-capable) exports.
Ships with 4 reports: bookings-list, revenue-by-customer,
aging-receivables, contract-utilization. Catalog + per-report permission
checks live in the controller; adding a report is one new definitions/
file plus a REPORT_KEYS entry, no frontend change.
Gates the previously open support-agent, procurement, compliance,
facilities, list-users and trade-access controllers, separates customer
from staff routes across bookings, contracts, companies, billing,
warehouses, files and train scheduling, and moves billing, overview,
reports and the settings controllers onto their own keys instead of the
blanket admin key. Drops the demo-permissions module and the untested
notification test route.
