Wave 40 reports/export readinessWave 124 reporting/export foundation detail

جاهزية التقارير والتصدير

Wave: 40/40

نطاق V1

الهدف:Make current report and export foundations understandable from the UI
النمط:جاهزية فقط status surface linked to existing foundations
الحقيقة:Reports stay anchored to journal truth, not draft documents
الحد:No report renderer, no PDF/XLSX/CSV generation, no download streaming, and no accounting behavior change

ملخص جاهزية التقارير والتصدير

المجالالحالةالإشارة الحاليةالخطوة الآمنة التالية
اليومية والأستاذأساس جاهزJournal entries and account ledger read posted/reversed journal truth with source document traceabilityKeep filters and calculations narrow when report meaning changes
ميزان المراجعةأساس جاهزTrial-balance direction starts from journal lines and avoids draft document truthDo not add report parity claims before legacy report evidence is mapped
الفلاتر والتشغيلجاهزية فقطSavedReportFilter and ReportRun preserve request, status, timestamps, summary, and pagination directionConnect richer runtime UX later without changing accounting calculations in this wave
دورة التصديرجاهزية فقطReportExport tracks requested, generating, ready, failed, and expired metadata onlyKeep file generation, storage providers, signed URLs, and streams out of V1 readiness pages
الوصول والتنزيلجاهزية فقطAccess-check and download-info expose owner/support-grant decisions and readiness reasonsShow authorization status only; do not add download streaming or signed URL behavior
التدقيق والاحتفاظجاهزية فقطAudit/event traces, retention preview, review queue, and bulk review metadata are modeledKeep review operations metadata-only until worker/storage execution is explicitly approved

تفاصيل أساس التقارير والتصدير

Reporting/export foundation detail:Fallback/جاهزية فقط; live reporting/export foundation metadata is unavailable
Foundation metadata source:static-fallback
Foundation metadata status:web-static-reporting-export-foundation-fallback
Foundation metadata fallback:جلب الخادم الحي محجوب؛ تظهر جاهزية التقارير والتصدير الثابتة فقط
Live backend fetch:false
API base URL:not configured
Report definition count:Stop/re-plan; GET /reporting/foundation did not return reportDefinitions
Saved report filter count:Stop/re-plan; GET /reporting/foundation did not return savedReportFilters
Report run count:Stop/re-plan; GET /reporting/foundation did not return reportRuns
Report export count:Stop/re-plan; GET /reporting/foundation did not return reportExports
Requested run count:Stop/re-plan; GET /reporting/foundation did not return requestedRuns
Ready export count:Stop/re-plan; GET /reporting/foundation did not return readyExports
Tenant scope readiness:Stop/re-plan; GET /reporting/foundation did not return tenantScopePrepared
Report definition boundary:Stop/re-plan; GET /reporting/foundation did not return the definitions boundary
Saved filter boundary:Stop/re-plan; GET /reporting/foundation did not return the filters boundary
Report run lifecycle boundary:Stop/re-plan; GET /reporting/foundation did not return the runs boundary
Report export lifecycle boundary:Stop/re-plan; GET /reporting/foundation did not return the exports boundary
قراءة فقط guardrails:الجاهزية metadata only; this is not a report renderer, export executor, download console, storage console, retention worker, or legacy report parity screen
No report mutation:No report definition, saved filter, report run, or report export create, edit, delete, approval, or lifecycle mutation behavior is added here
No report run execution:No report run execution, queue dispatch, worker trigger, or report output calculation behavior is added here
No report export generation:No report export generation, file creation, print output, PDF, CSV, XLSX, or JSON artifact creation behavior is added here
No renderer/calculation engine behavior:No renderer, calculation engine, legacy report clone, ledger recalculation, VAT calculation, stock calculation, or accounting behavior change is added here
No download/storage/provider behavior:No download delivery, streaming, signed URL, storage console, storage provider call, or external provider integration behavior is added here
No retention execution:No retention deletion, cleanup execution, review action, background worker, notification dispatch, or access policy mutation is added here

حدود تصدير أرشيف الشركة المحاسبي

V1 company archive export boundary:Wave 132 records V1 company accounting archive export/download as allowed future planning, not execution in this wave.
Customer-facing capability:Company Admin may download a company accounting archive in a future V1 export flow.
Allowed future action:Export/download is for customer ownership, audit review, accountant handoff, migration review, offline archive, and external backup storage.
Scope boundary:Tenant/company scoped; optional financial-year filtering later.
Company scope:Tenant and company boundaries must stay explicit before any future delivery flow.
Financial year filter:Future planning may allow a selected financial year filter without widening live accounting behavior.
Audit logging:Later export/download actions should be audit logged.
Manifest and checksums:Later export packages should include a manifest and checksums.
Password/encryption:Later packages may support password protection or encryption.
Readable formats:Later readable formats may include CSV, XLSX, PDF, and JSON where suitable.
Uploaded document references:Later packages may include references to uploaded files or attached documents only when storage and read models are ready.
External storage:Customer may save the archive to hard drive, USB, external SSD, cloud drive, or give it to accountant/auditor.
Platform/operator disaster recovery:Separate internal process, not a customer restore feature.
Permanent no self-restore rule:No customer/admin self-service restore into live SaaS accounting data.
No restore-over-live-data:No customer-facing restore-over-live-data button or flow is allowed.
No customer import-over-live-data:No customer import-over-live-data into production accounting records is allowed.
No raw PostgreSQL dump download:No raw PostgreSQL dump download is a normal customer feature.
No live accounting overwrite:No customer overwrite of invoices, journals, vouchers, audit logs, stock, files, financial years, tenant data, or company data.
No export execution in this wave:This section does not execute exports or start jobs.
No download delivery in this wave:This section does not deliver files, streams, links, or provider-backed artifacts.
No archive generation in this wave:This section does not create archive packages or generated files.
No restore/import behavior:This section does not add restore, import, overwrite, or live accounting mutation behavior.

الأساسات الحالية

تقارير اليومية والأستاذ وميزان المراجعة

أساس جاهز
العقود:/accounting/reports/journal-entries, /accounts/:accountId/ledger, /trial-balance
الحقيقة:Reads POSTED and REVERSED journal truth; DRAFT journal entries stay excluded
الأثر:Source document id, number, reference, type, and reversal links remain visible
الحد:No renderer, print clone, VAT recalculation, stock movement, posting, or journal behavior change

الفلاتر المحفوظة وتشغيل التقارير

جاهزية فقط
العقود:/reporting/saved-filters, /reporting/report-runs, /reporting/runs
التخزين:Saved filters and runs are tenant/company/user scoped
الحالة:Request status, timestamps, result summary, row count, and errors are tracked
الحد:No calculation engine expansion, exact legacy report clone, or export renderer

دورة بيانات التصدير

جاهزية فقط
العقود:/reporting/exports, /mark-processing, /mark-completed, /mark-failed
الربط:Exports can link to report runs and report definitions
الأثر:Format, type, file name, mime type, storage key, byte size, and status stay metadata
الحد:No PDF/XLSX/CSV generation, no storage-provider calls, and no real file streaming

الوصول ومعلومات التنزيل

جاهزية فقط
العقود:/reporting/exports/:id/access-check, /download-info
القرار:Owner and support-grant outcomes stay explicit with reason codes
الجاهزية:Download-info describes readiness and artifact metadata without serving a file
الحد:No signed URL, no stream, no support impersonation shortcut, and no tenant-boundary bypass

التدقيق والأحداث

جاهزية فقط
الأثر:Access checks, reads, and download-info checks write audit/domain-event traces
الدعم:Support-grant involvement remains explicit
النطاق:Tenant, company, requester, and export ids remain visible in the trace
الحد:No worker execution, notification dispatch, or provider integration

الاحتفاظ والمراجعة

جاهزية فقط
العقود:/retention/cleanup-preview, /review-queue, /bulk-mark-*
العمليات:Retention, cleanup, review-needed, retry-ready, rejected, and cleared states stay metadata-only
الملخص:Queue summaries expose ready, reviewed, cleanup, and status counts
الحد:No storage deletion, no download changes, no background worker, and no notifications

نواقص V1 المحجوبة

قوالب التقارير:Exact legacy report and print template parity still needs report evidence
التوليد:Blocked until evidence/integration; PDF, XLSX, CSV, and print generation remain outside this readiness wave
التنزيل:Blocked until evidence/integration; streaming, signed URLs, and provider-backed delivery are not implemented here
الحسابات:Any financial calculation or filter changing accounting meaning must be a narrow future wave
المشغل:Workers, retries, notifications, and storage deletion stay outside Wave 40
الشاشات:This page is a readiness/status surface, not a full report renderer or operator console