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Reports — technical overview ​

Read-only analytics over billing, budgets, scheduling, and (roadmap #230) financial, patient-stats, and operational families. Every endpoint is a GET gated by its family's reports.<family>.read permission; list endpoints accept ?format=csv for export. No events published or consumed; no mutations.

Families ​

  • billing / budgets / scheduling — the original families (per-endpoint list under API surface below).
  • financial (roadmap #230) — invoice-axis only (never payments): GET /billing/aging (outstanding buckets) + GET /billing/issued-trend (issued totals over time), both under reports.financial.read, plus the financial_report copilot tool. An off-books guard test pins the invoice-axis scope.
  • patient-stats (roadmap #230) — GET /patients/demographics (age bands, sex split) + GET /patients/visits (first vs returning), under reports.patient_stats.read, plus the patient_stats_report copilot tool.
  • operational (roadmap #230) — GET /operational/productivity (per-professional completed visits, cabinets, plan pipeline counts), under reports.operational.read, plus the operational_report copilot tool. Reads agenda + treatment_plan.

API surface ​

  • GET /api/v1/reports/billing/by-payment-method
  • GET /api/v1/reports/billing/by-professional
  • GET /api/v1/reports/billing/gaps
  • GET /api/v1/reports/billing/overdue
  • GET /api/v1/reports/billing/summary
  • GET /api/v1/reports/billing/vat-summary
  • GET /api/v1/reports/budgets/by-professional
  • GET /api/v1/reports/budgets/by-status
  • GET /api/v1/reports/budgets/by-treatment
  • GET /api/v1/reports/budgets/summary
  • GET /api/v1/reports/scheduling/by-cabinet
  • GET /api/v1/reports/scheduling/by-day-of-week
  • GET /api/v1/reports/scheduling/by-professional
  • GET /api/v1/reports/scheduling/duration-variance
  • GET /api/v1/reports/scheduling/first-visits
  • GET /api/v1/reports/scheduling/funnel
  • GET /api/v1/reports/scheduling/punctuality
  • GET /api/v1/reports/scheduling/summary
  • GET /api/v1/reports/scheduling/waiting-times

Frontend ​

  • backend/app/modules/reports/frontend/pages/reports/index.vue → /reports
  • backend/app/modules/reports/frontend/pages/reports/billing.vue → /reports/billing
  • backend/app/modules/reports/frontend/pages/reports/budgets.vue → /reports/budgets
  • backend/app/modules/reports/frontend/pages/reports/scheduling.vue → /reports/scheduling

Permissions ​

billing.read, budgets.read, scheduling.read

See ./permissions.md for the full role mapping.

Events ​

  • Emits: (none)
  • Subscribes: (none)

module participates in the event bus).

See also ​