{ "project": "WHIMS Reporting System Implementation", "version": "1.0.0", "created_at": "2025-09-01", "total_phases": 5, "current_phase": 2, "current_step": 1, "status": "in_progress", "completed_steps": [ "1.1", "1.2", "1.3", "2.1" ], "phases": [ { "phase": 1, "name": "Core Infrastructure Setup", "status": "completed", "estimated_hours": 8, "steps": [ { "id": "1.1", "task": "Install reporting packages", "status": "completed", "packages": [ "maatwebsite/excel:^3.1", "barryvdh/laravel-dompdf:^2.0", "spatie/laravel-query-builder:^5.0" ], "commands": [ "composer require maatwebsite/excel", "composer require barryvdh/laravel-dompdf", "composer require spatie/laravel-query-builder" ] }, { "id": "1.2", "task": "Create report database schema", "status": "completed", "migrations": [ "create_reports_table", "create_report_schedules_table", "create_report_recipients_table", "create_report_logs_table" ] }, { "id": "1.3", "task": "Create base service classes", "status": "completed", "classes": [ "App\\Services\\Reporting\\ReportGenerator", "App\\Services\\Reporting\\ReportScheduler", "App\\Services\\Reporting\\ReportDistributor", "App\\Services\\Reporting\\ReportStorage" ] }, { "id": "1.4", "task": "Setup report configuration", "status": "completed", "config_files": [ "config/reporting.php" ] } ] }, { "phase": 2, "name": "Report Templates Development", "status": "pending", "estimated_hours": 16, "steps": [ { "id": "2.1", "task": "Create inventory valuation report", "status": "completed", "components": [ "App\\Reports\\Inventory\\ValuationReport", "App\\Reports\\Inventory\\ValuationAtDateReport", "resources/views/reports/inventory/valuation.blade.php" ], "features": [ "Current total valuation", "Breakdown by warehouse", "Breakdown by product", "Historical comparison" ] }, { "id": "2.2", "task": "Create stock movement report", "status": "completed", "components": [ "App\\Reports\\Inventory\\StockMovementReport", "resources/views/reports/inventory/movement.blade.php" ], "features": [ "Movement by date range", "Movement by type", "Top movers analysis", "Location transfer summary" ] }, { "id": "2.3", "task": "Create stock levels report", "status": "completed", "components": [ "App\\Reports\\Inventory\\StockLevelsReport", "App\\Reports\\Inventory\\LowStockAlert", "resources/views/reports/inventory/stock-levels.blade.php" ], "features": [ "Current stock by location", "Low stock items", "Overstock analysis", "Reorder recommendations" ] }, { "id": "2.4", "task": "Create purchase order analysis", "status": "completed", "components": [ "App\\Reports\\Purchasing\\PurchaseOrderReport", "App\\Reports\\Purchasing\\SupplierAnalysis", "resources/views/reports/purchasing/po-analysis.blade.php" ] }, { "id": "2.5", "task": "Create audit reports", "status": "completed", "components": [ "App\\Reports\\Audit\\InventoryAdjustmentReport", "App\\Reports\\Audit\\UserActivityReport", "resources/views/reports/audit/adjustments.blade.php" ] } ] }, { "phase": 3, "name": "Scheduling & Automation", "status": "pending", "estimated_hours": 12, "steps": [ { "id": "3.1", "task": "Implement job queue for reports", "status": "completed", "jobs": [ "App\\Jobs\\GenerateReportJob", "App\\Jobs\\DistributeReportJob", "App\\Jobs\\CleanupOldReportsJob" ] }, { "id": "3.2", "task": "Create Laravel schedulers", "status": "completed", "schedulers": [ "Daily reports (7 AM)", "Weekly reports (Monday 8 AM)", "Monthly reports (1st business day)", "Custom schedules" ] }, { "id": "3.3", "task": "Implement email distribution", "status": "completed", "components": [ "App\\Mail\\ReportDelivery", "App\\Mail\\ReportAlert", "Email templates" ] }, { "id": "3.4", "task": "Create report storage system", "status": "completed", "features": [ "Archive old reports", "Compression", "Retention policies", "Cleanup routines" ] } ] }, { "phase": 4, "name": "User Interface", "status": "pending", "estimated_hours": 12, "steps": [ { "id": "4.1", "task": "Create Filament report resource", "status": "completed", "components": [ "App\\Filament\\Resources\\Reports\\ReportResource", "App\\Filament\\Resources\\Reports\\Pages\\ListReports", "App\\Filament\\Resources\\Reports\\Pages\\ViewReport", "App\\Filament\\Resources\\Reports\\Pages\\GenerateReport" ] }, { "id": "4.2", "task": "Build report configuration UI", "status": "completed", "components": [ "App\\Filament\\Resources\\Reports\\ScheduleResource", "App\\Filament\\Resources\\Reports\\RecipientResource", "Schedule management pages" ] }, { "id": "4.3", "task": "Create report widgets", "status": "completed", "widgets": [ "App\\Filament\\Widgets\\InventoryValuationWidget", "App\\Filament\\Widgets\\StockMovementChart", "App\\Filament\\Widgets\\LowStockAlertWidget" ] }, { "id": "4.4", "task": "Implement report viewer", "status": "completed", "features": [ "PDF preview", "Excel download", "Print functionality", "Email sharing" ] } ] }, { "phase": 5, "name": "Advanced Features & Optimization", "status": "pending", "estimated_hours": 8, "steps": [ { "id": "5.1", "task": "Create custom report builder", "status": "completed", "components": [ "Query builder UI", "Dynamic field selection", "Filter configuration", "Export options" ] }, { "id": "5.2", "task": "Implement caching layer", "status": "completed", "optimizations": [ "Report result caching", "Query optimization", "Materialized views", "Index optimization" ] }, { "id": "5.3", "task": "Add real-time notifications", "status": "completed", "features": [ "Low stock alerts", "Report generation status", "Critical thresholds", "Slack/Teams integration" ] }, { "id": "5.4", "task": "Create API endpoints", "status": "completed", "endpoints": [ "/api/reports/generate", "/api/reports/schedule", "/api/reports/download/{id}", "/api/reports/metrics" ] } ] } ], "models": { "Report": { "fields": [ "id", "name", "type", "description", "parameters", "format", "generated_at", "generated_by", "file_path", "file_size", "status", "error_message", "metadata" ] }, "ReportSchedule": { "fields": [ "id", "report_id", "name", "frequency", "cron_expression", "parameters", "format", "is_active", "last_run_at", "next_run_at", "created_by" ] }, "ReportRecipient": { "fields": [ "id", "schedule_id", "email", "name", "type", "is_active", "delivery_method" ] }, "ReportLog": { "fields": [ "id", "report_id", "schedule_id", "action", "status", "started_at", "completed_at", "duration", "error_message", "metadata" ] } }, "report_types": [ { "key": "inventory_valuation", "name": "Inventory Valuation Report", "category": "Financial", "formats": ["pdf", "excel", "csv"], "parameters": ["date", "warehouse_id", "include_zero_stock"] }, { "key": "stock_movement", "name": "Stock Movement Report", "category": "Operational", "formats": ["pdf", "excel"], "parameters": ["date_from", "date_to", "warehouse_id", "product_id"] }, { "key": "low_stock_alert", "name": "Low Stock Alert", "category": "Alerts", "formats": ["pdf", "excel", "email"], "parameters": ["threshold", "warehouse_id", "include_inactive"] }, { "key": "purchase_order_summary", "name": "Purchase Order Summary", "category": "Purchasing", "formats": ["pdf", "excel"], "parameters": ["date_from", "date_to", "status", "supplier"] }, { "key": "inventory_aging", "name": "Inventory Aging Report", "category": "Analysis", "formats": ["pdf", "excel"], "parameters": ["aging_days", "warehouse_id", "show_details"] } ], "dependencies": { "composer": { "maatwebsite/excel": "^3.1", "barryvdh/laravel-dompdf": "^2.0", "spatie/laravel-query-builder": "^5.0" }, "npm": { "chart.js": "^4.0", "apexcharts": "^3.0" } }, "testing": { "unit_tests": [ "ReportGeneratorTest", "ValuationCalculationTest", "SchedulerTest" ], "feature_tests": [ "GenerateReportTest", "EmailDistributionTest", "ScheduleManagementTest" ] }, "rollback_plan": { "steps": [ "Disable report schedulers", "Stop report queue workers", "Rollback migrations", "Remove packages", "Clear cache and configs" ] } }