Reports (Analytics) — Developer Guide

Slug analytics (display name Reports). Free Operations Marketplace module (1.4.0). Soft-depends on source modules — no hard module_dependencies rows.

Services

• AnalyticsOverviewService — executive overview sections
• AnalyticsDomainReportService — CRM / Sales / Billing / Purchasing / People reports + shared soft gates
• CSV: App\Exports\Analytics\AnalyticsDomainReportExport

Permissions

analytics.view (overview, domain reports, CSV export).

Soft sources

Area	Modules
CRM	leads, tasks
Sales	opportunities, quotations, contracts
Billing	invoices, payments, credit-notes
Purchasing	vendors, purchase-orders, expenses
People	employees, leave-management, attendance, payroll
Overview (extra)	also help-desk, projects

People leave/attendance aggregates mirror list policies: non-approvers / non-managers see only their linked employee. Employees remain org-wide (EmployeePolicy). Payroll soft-gates on entitlement + payroll.view only (no staff self-scope; staff roles omit payroll.view by default). Soft gate remains entitlement + {module}.view.

Do not merge Department reports or Financial Reports into Analytics; keep those SKUs/surfaces separate (link from People hub if useful).

Frontend

• Hub /analytics (Overview → Reports) — Recharts per entitled module (pie / donut / bar / area / line by metric)
• Domain pages /analytics/crm|sales|billing|purchasing|people — chart type chosen per source (status mix vs value compare) + table + CSV
• CRM report includes optional staff payload: per-assignee open load, period cycle times (task hours / lead days), and pressure_score / pressure_band (healthy under 40, watch 40–69, overloaded 70+). Assignee-scoped like other CRM metrics.
• Playwright: npm run test:e2e:analytics / :modules / :authz (+ :headed)

Tests

Pest: tests/Feature/Tenant/Analytics/ (overview + domain reports + CSV, including People self-scope and Payroll payroll.view gate). Charts are SPA-only (no API change).

Catalog

Migrate-only bumps: 1.0.0 → 1.1.0 (Reports suite) → 1.2.0 (charts) → 1.3.0 (People / HR domain) → 1.3.1 (mixed chart types) → 1.4.0 (People Payroll soft source). Bump migration filenames must ascend SemVer. Entitlements stay on slug analytics.

Related

• Financial Reports — accounting statements (separate SKU)
• Departments — department performance reports (separate owner/manager surface)
• Module Dependencies
• Workspace timezone