erp-core/docs/02-fase-core-business/MGN-009-reports
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[SIMCO-V38] feat: Actualizar a SIMCO v3.8.0 + cambios backend
- HERENCIA-SIMCO.md actualizado con directivas v3.7 y v3.8
- Actualizaciones en modulos CRM y OpenAPI

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-10 08:53:05 -06:00
..
especificaciones feat: Documentation and orchestration updates 2026-01-07 05:35:20 -06:00
historias-usuario [SIMCO-V38] feat: Actualizar a SIMCO v3.8.0 + cambios backend 2026-01-10 08:53:05 -06:00
implementacion [SIMCO-V38] feat: Actualizar a SIMCO v3.8.0 + cambios backend 2026-01-10 08:53:05 -06:00
requerimientos Initial commit - erp-core 2026-01-04 06:12:07 -06:00
_MAP.md [SIMCO-V38] feat: Actualizar a SIMCO v3.8.0 + cambios backend 2026-01-10 08:53:05 -06:00
README.md feat: Documentation and orchestration updates 2026-01-07 05:35:20 -06:00

MGN-009: Reports

Modulo: MGN-009 Nombre: Reportes y Dashboards Fase: 02 - Core Business Story Points: 35 SP (estimado) Estado: Sprint 11 Completado - Modulo 100% Ultima actualizacion: 2026-01-07


Estado de Implementacion

Sprint Descripcion Estado Fecha Archivos
Sprint 8 Backend - API Dashboards Completado 2026-01-06 14 files
Sprint 9 Frontend - Dashboard UI Completado 2026-01-07 24 files
Sprint 10 Report Builder UI Completado 2026-01-07 13 files
Sprint 11 Scheduled Reports UI Completado 2026-01-07 11 files

Sprint 9 - Detalles

  • Widgets implementados: 15 tipos (line, bar, pie, donut, area, funnel, kpi, gauge, progress, table, text, calendar, map, image, embed)
  • Componentes principales: DashboardViewer, DashboardEditor, DashboardList
  • State management: Zustand store
  • Librerias: react-grid-layout, Recharts
  • Validaciones: TypeScript build OK, Vite build OK, DB recreation OK

Sprint 10 - Detalles

  • Componentes principales: EntityExplorer, FieldSelector, FilterBuilder, ReportPreview, ReportBuilder
  • Features: Visual query builder, filtros dinámicos, agregaciones, preview en tiempo real
  • State management: Zustand store
  • Validaciones: TypeScript build OK, Vite build OK

Sprint 11 - Detalles

  • Componentes principales: CronBuilder, RecipientManager, ExecutionHistory, ScheduleList, ScheduleForm
  • Features: Constructor de cron visual, gestión de destinatarios, historial de ejecuciones, CRUD completo
  • Métodos de entrega: none, email, storage, webhook
  • Formatos de exportación: PDF, Excel, CSV, JSON
  • State management: Zustand store
  • Validaciones: TypeScript build OK, Vite build OK

Descripcion

Sistema de reportes y dashboards que permite generar informes, visualizaciones y exportaciones de datos. Incluye reportes predefinidos, builder de reportes personalizados y programacion de reportes automaticos.


Funcionalidades Principales

  1. Reportes Predefinidos - Reportes estandar del sistema
  2. Report Builder - Constructor de reportes personalizados
  3. Dashboards - Tableros con widgets configurables
  4. Exportacion - PDF, Excel, CSV
  5. Programacion - Reportes automaticos por email

Casos de Uso

  • Dashboard ejecutivo con KPIs
  • Reporte de ventas por periodo
  • Exportar listado de clientes a Excel
  • Programar reporte mensual de inventario
  • Crear reporte personalizado de cuentas por cobrar

Dependencias

Este modulo depende de:

  • MGN-001 Auth
  • MGN-004 Tenants
  • MGN-008 Notifications (envio programado)

Modulos que dependen de este:

  • Verticales (reportes especificos de cada vertical)

Documentacion


Generado por: Requirements-Analyst Fecha: 2025-12-05