From 2aeb3bb430185cfe64983e501d0e5d85bca57394 Mon Sep 17 00:00:00 2001
From: delchev <nedelcho.delchev@codbex.com>
Date: Thu, 2 Jul 2026 18:37:16 +0300
Subject: [PATCH] Four management reports over the invoice data

- InvoicesByCustomer: count, revenue, paid, balance per customer
  (cross-model dimension - the customers model's table joined for the name)
- InvoicesByStatus: pipeline overview per status
- OverdueInvoices: unpaid invoices past due (compound filter
  due <= CURRENT_DATE AND balance > 0)
- SalesByProduct: quantity and revenue per product (cross-model dimension)

Rendered by the generated Harmonia report pages (sidebar Reports + dashboard
tiles) with typed per-column filters (date/number ranges, text contains)
applied server-side. README gains a Reports section.

Requires the Dirigible platform report upgrades
(eclipse-dirigible/dirigible#6126, stacked on #6125) - a pre-feature
platform joins a cross-model dimension against a non-existent local table.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
---
 README.md                            | 17 +++++++++++++++++
 sales-invoices/sales-invoices.intent | 26 ++++++++++++++++++++++++++
 2 files changed, 43 insertions(+)

diff --git a/README.md b/README.md
index a39d86b..6ba413b 100644
--- a/README.md
+++ b/README.md
@@ -62,6 +62,23 @@ primary key - so a plain cascade only declares `filterBy` and a narrow-to-refere
 auto-allocation settlement leave it empty; it exists to guide **manual** allocation (pick the
 customer -> see only their payments -> amount pre-filled).
 
+## Reports
+
+Four management reports over the invoice data ([`sales-invoices.intent`](sales-invoices/sales-invoices.intent)
+`reports:`), rendered by the generated Harmonia report pages (sidebar **Reports** + dashboard tiles):
+
+| Report | Shows |
+|---|---|
+| `InvoicesByCustomer` | invoice count, revenue, paid and outstanding balance per customer |
+| `InvoicesByStatus` | pipeline overview - count and value per status |
+| `OverdueInvoices` | unpaid invoices past their due date (listing with a compound filter) |
+| `SalesByProduct` | quantity sold and revenue per product |
+
+`Customer` and `Product` are **cross-model dimensions**: the report joins the owning model's table
+and shows the name instead of the raw FK id. Every report table offers **typed per-column filters**
+(date ranges, number ranges, text contains) applied server-side - pagination, count and CSV export
+all reflect them.
+
 ## One shared shell (no app-hopping)
 
 Each domain project generates its own standalone app shell (handy for running or testing a single
diff --git a/sales-invoices/sales-invoices.intent b/sales-invoices/sales-invoices.intent
index 0147778..2513efc 100644
--- a/sales-invoices/sales-invoices.intent
+++ b/sales-invoices/sales-invoices.intent
@@ -151,6 +151,32 @@ processes:
       - { name: cancel,   kind: serviceTask, args: { setRelationField: Status, value: 5, next: end } }
       - { name: end,      kind: end }
 
+# Management reports over the invoice data. Dimensions may be plain fields, same-model relations
+# (Status - shows the status name) or cross-model relations (Customer / Product - joined against the
+# owning model's table, showing the name instead of the raw FK id). The generated report page offers
+# typed per-column filters (date/number ranges, text contains) applied server-side.
+reports:
+  - name: InvoicesByCustomer
+    source: SalesInvoice
+    description: Invoice count, revenue, paid and outstanding balance per customer
+    dimensions: [Customer]
+    measures: ["count(*)", "sum(total)", "sum(paid)", "sum(balance)"]
+  - name: InvoicesByStatus
+    source: SalesInvoice
+    description: Pipeline overview - invoice count and value per status
+    dimensions: [Status]
+    measures: ["count(*)", "sum(total)"]
+  - name: OverdueInvoices
+    source: SalesInvoice
+    description: Unpaid invoices past their due date
+    dimensions: [number, date, due, Customer, total, balance]
+    filter: "due <= CURRENT_DATE AND balance > 0"
+  - name: SalesByProduct
+    source: SalesInvoiceItem
+    description: Quantity sold and revenue per product
+    dimensions: [Product]
+    measures: ["sum(quantity)", "count(*)", "sum(total)"]
+
 forms:
   - { name: ApproveSalesInvoice, forEntity: SalesInvoice, fields: [number, date, due, Customer, total, Status], actions: [approve, reject] }
   - { name: IssueSalesInvoice,   forEntity: SalesInvoice, fields: [number, date, Customer, total, Status],      actions: [issue] }