Work in Progress

Feature details in this document may change during investigation, discussion, design, and implementation phases.

Reports / Báo cáo

Business analytics and reporting.

Overview

Attribute	Value
Module ID	`CORE-12`
Phase	Phase 1 (Basic), Phase 3 (Advanced)
Priority	HIGH
Dependencies	All Core Modules

The Reports module provides comprehensive business analytics and reporting capabilities. From basic revenue reports to detailed tax declarations, it gives business owners the insights needed to manage effectively and stay compliant with Vietnam tax regulations.

┌─────────────────────────────────────────────────────────────────┐
│                    REPORTING SYSTEM                             │
├─────────────────────────────────────────────────────────────────┤
│                                                                 │
│    ┌─────────────────────────────────────────────────────┐      │
│    │                 DATA SOURCES                        │      │
│    │  ┌────────┐ ┌────────┐ ┌────────┐ ┌────────┐       │      │
│    │  │ Orders │ │Payment │ │Inventory│ │ Tax   │       │      │
│    │  └───┬────┘ └───┬────┘ └───┬────┘ └───┬────┘       │      │
│    └──────┼──────────┼──────────┼──────────┼────────────┘      │
│           └──────────┴──────────┴──────────┘                    │
│                          │                                      │
│                          ▼                                      │
│    ┌─────────────────────────────────────────────────────┐      │
│    │              REPORT CATEGORIES                      │      │
│    │                                                     │      │
│    │  ├── Revenue Reports (P1)                           │      │
│    │  │   Daily, Weekly, Monthly sales                   │      │
│    │  │                                                  │      │
│    │  ├── Tax Reports (P1)                               │      │
│    │  │   Tax summary, Invoice register                  │      │
│    │  │                                                  │      │
│    │  ├── Inventory Reports (P2)                         │      │
│    │  │   Stock levels, Movement history                 │      │
│    │  │                                                  │      │
│    │  └── Analytics (P3)                                 │      │
│    │      Profit, Trends, Performance                    │      │
│    └─────────────────────────────────────────────────────┘      │
│                                                                 │
└─────────────────────────────────────────────────────────────────┘

User Stories

Phase 1 - Basic Reports

ID	As a...	I want to...	So that...
US-01	Business owner	View daily revenue	I know today's sales
US-02	Business owner	View weekly summary	I track weekly performance
US-03	Business owner	View monthly revenue	I see monthly trends
US-04	Business owner	See payment breakdown	I know cash vs QR vs card
US-05	Business owner	View tax collected	I prepare for filing
US-06	Business owner	Export reports	I share with accountant
US-07	Business owner	See top products	I know best sellers

Phase 2-3 - Advanced Reports

ID	As a...	I want to...	So that...
US-08	Business owner	View inventory reports	I track stock levels
US-09	Business owner	See profit margins	I understand profitability
US-10	Business owner	Compare stores	I see store performance
US-11	Business owner	See hourly trends	I know peak times
US-12	Business owner	Track staff performance	I measure productivity
US-13	Business owner	Schedule reports	Reports sent automatically

Feature Matrix

Feature	P1	P2	P3	Description
Daily revenue	✓			Today's sales summary
Weekly revenue	✓			Week-over-week comparison
Monthly revenue	✓			Monthly performance
Payment breakdown	✓			By payment method
Product sales	✓			Sales by product
Tax summary	✓			Tax collected
Export (PDF/Excel)	✓			Download reports
Inventory reports		✓		Stock levels, movement
Store comparison		✓		Multi-store metrics
Custom date range		✓		Flexible reporting
Profit analysis			✓	Margin calculations
Trend analysis			✓	Historical trends
Staff reports			✓	Performance metrics
Scheduled reports			✓	Automatic delivery
Dashboard widgets			✓	Customizable dashboard

Report Categories

Revenue Reports

Report	Description	Frequency	Phase
Daily Summary	Today's revenue, orders, average ticket	Daily	P1
Weekly Summary	Week totals, daily breakdown	Weekly	P1
Monthly Summary	Month totals, weekly breakdown	Monthly	P1
Payment Breakdown	Revenue by payment method	All	P1
Hourly Analysis	Sales by hour of day	Daily	P3

Product Reports

Report	Description	Frequency	Phase
Top Products	Best selling items	All	P1
Category Sales	Revenue by category	All	P1
Product Performance	Sales vs previous period	All	P3
Low Performers	Slow moving items	All	P3

Tax Reports

Report	Description	Frequency	Phase
Tax Summary	Tax collected by rate	Monthly	P1
Invoice Register	All invoices issued	On demand	P1
Declaration Data	Tax filing export	Per schedule	P2

Inventory Reports (Phase 2)

Report	Description	Frequency	Phase
Stock Levels	Current quantities	On demand	P2
Stock Movement	In/out transactions	On demand	P2
Low Stock	Below reorder point	Daily	P2
Stock Valuation	Inventory value	On demand	P3

Performance Reports (Phase 3)

Report	Description	Frequency	Phase
Profit & Loss	Revenue minus costs	Monthly	P3
Store Comparison	Multi-store metrics	On demand	P3
Staff Performance	Sales by employee	On demand	P3
Customer Analysis	Purchase patterns	On demand	P3

Key Flows

Report Generation Flow

Dashboard Loading Flow

Export Flow

Scheduled Report Flow (Phase 3)

Dashboard Widgets

┌─────────────────────────────────────────────────────────────────┐
│                    DASHBOARD LAYOUT                             │
├─────────────────────────────────────────────────────────────────┤
│                                                                 │
│  ┌─────────────────────────────────────────────────────────┐    │
│  │                    TODAY'S SUMMARY                      │    │
│  │   Revenue: 3,500,000 VND    Orders: 45    Avg: 77,778   │    │
│  └─────────────────────────────────────────────────────────┘    │
│                                                                 │
│  ┌───────────────────────┐  ┌───────────────────────────┐      │
│  │   PAYMENT METHODS     │  │    TOP PRODUCTS           │      │
│  │   ├── Cash:    40%    │  │    1. Coffee       150    │      │
│  │   ├── QR:      35%    │  │    2. Tea          120    │      │
│  │   └── Card:    25%    │  │    3. Sandwich      80    │      │
│  └───────────────────────┘  └───────────────────────────────┘  │
│                                                                 │
│  ┌─────────────────────────────────────────────────────────┐    │
│  │                  WEEKLY TREND                           │    │
│  │   ████                                                  │    │
│  │   ████ ████                                             │    │
│  │   ████ ████ ████                    ████                │    │
│  │   ████ ████ ████ ████ ████ ████ ████                    │    │
│  │   Mon  Tue  Wed  Thu  Fri  Sat  Sun                     │    │
│  └─────────────────────────────────────────────────────────┘    │
│                                                                 │
└─────────────────────────────────────────────────────────────────┘

Business Rules

Rule ID	Rule	Description
BR-01	Real-time updates	Dashboard updates within 30 seconds
BR-02	Date range limit	Max 1 year for detailed reports
BR-03	Data retention	Reports available for 10 years
BR-04	Permission based	Reports visible per user role
BR-05	Store filtering	Multi-store users see combined data
BR-06	Timezone	All times in organization timezone
BR-07	Currency	All amounts in VND
BR-08	Tax included	Revenue includes tax unless specified
BR-09	Export format	PDF for sharing, Excel for analysis
BR-10	Schedule limit	Max 10 scheduled reports per user

Acceptance Criteria

AC-01: Daily Revenue Report

GIVEN   completed orders for today
WHEN    user views daily revenue
THEN    - Total revenue displayed
        - Number of orders shown
        - Average ticket calculated
        - Payment breakdown shown
        - Comparison to yesterday

AC-02: Report Filtering

GIVEN   a report with multiple parameters
WHEN    user applies filters
THEN    - Results update immediately
        - Filters are clearly shown
        - Clear all option available
        - Export includes filtered data

AC-03: Report Export

GIVEN   a generated report
WHEN    user exports to PDF
THEN    - PDF downloads immediately
        - Format is professional
        - All data included
        - Date range shown
        - Company info displayed

AC-04: Dashboard Performance

GIVEN   a user opening dashboard
WHEN    dashboard loads
THEN    - Key metrics show in < 2 seconds
        - Charts render smoothly
        - Auto-refresh works
        - Mobile view is responsive

AC-05: Tax Report for Filing

GIVEN   tax report for a quarter
WHEN    user generates declaration data
THEN    - Totals match invoice register
        - Tax by rate is correct
        - Export format matches CQT requirements
        - All invoices are included

Dependencies

Reports
├── Requires: All Core Modules
├── Required by: None (end module)
└── Integrates: Email service, CQT (tax reports)

Module	Relationship
Orders	Sales data source
Payment	Payment breakdown
Transaction	Financial records
Tax & Invoice	Tax reports
Inventory	Stock reports
Product	Product performance

Export Formats

┌─────────────────────────────────────────────────────────────────┐
│                    EXPORT OPTIONS                               │
├─────────────────────────────────────────────────────────────────┤
│                                                                 │
│  FORMAT        USE CASE              FEATURES                   │
│  ─────────────────────────────────────────────────────────────  │
│  │                                                              │
│  ├── PDF       Official records      Formatted, Branded,       │
│  │             Sharing               Charts included            │
│  │                                                              │
│  ├── Excel     Analysis              Raw data, Pivot-ready,    │
│  │             Accounting            Multiple sheets            │
│  │                                                              │
│  ├── CSV       Import/Export         Simple format,            │
│  │             Integration           Universal compatibility   │
│  │                                                              │
│  └── JSON      API access            Machine-readable,         │
│                Integration           Structured data           │
│                                                                 │
└─────────────────────────────────────────────────────────────────┘

Screenshots

Screenshots will be added after UI implementation.

Orders - Sales data
Payment - Payment data
Transaction - Financial records
Tax & Invoice - Tax data
Inventory - Stock data
Product - Product data

Reports / Báo cáo ​

Overview ​

User Stories ​

Phase 1 - Basic Reports ​

Phase 2-3 - Advanced Reports ​

Feature Matrix ​

Report Categories ​

Revenue Reports ​

Product Reports ​

Tax Reports ​

Inventory Reports (Phase 2) ​

Performance Reports (Phase 3) ​

Key Flows ​

Report Generation Flow ​

Dashboard Loading Flow ​

Export Flow ​

Scheduled Report Flow (Phase 3) ​

Dashboard Widgets ​

Business Rules ​

Acceptance Criteria ​

AC-01: Daily Revenue Report ​

AC-02: Report Filtering ​

AC-03: Report Export ​

AC-04: Dashboard Performance ​

AC-05: Tax Report for Filing ​

Dependencies ​

Export Formats ​

Screenshots ​

Related Modules ​