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Implement Financial Reporting System #116

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opened 2025-10-03 22:37:44 +00:00 by tegwick · 0 comments
tegwick commented 2025-10-03 22:37:44 +00:00
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Priority: MEDIUM | Effort: 3 days | Dependencies: Database Schema, Cost Management, Period Management, Allocation Engine

User Story

As a project manager, I want comprehensive financial reports so that I can understand cost trends, issue valuations, and budget performance.

Description

Build a reporting system that generates cost summaries, trend analysis, issue-specific cost breakdowns, and export capabilities for external analysis.

Technical Implementation

  • New Files: markitect/finance/reports.py, markitect/finance/report_generators.py, tests/test_financial_reports.py

Acceptance Criteria

  • FinancialReports class with multiple report types
  • Cost summary reports by period
  • Issue-specific cost analysis
  • Cost trend analysis over time
  • Budget variance reporting
  • Export capabilities (CSV, JSON, PDF)
  • Report caching for performance
  • Tests for report accuracy and formatting

Related Issues

Reporting component for Issue #88 (Cost Tracking for Issues)

**Priority**: MEDIUM | **Effort**: 3 days | **Dependencies**: Database Schema, Cost Management, Period Management, Allocation Engine ## User Story As a project manager, I want comprehensive financial reports so that I can understand cost trends, issue valuations, and budget performance. ## Description Build a reporting system that generates cost summaries, trend analysis, issue-specific cost breakdowns, and export capabilities for external analysis. ## Technical Implementation - **New Files**: markitect/finance/reports.py, markitect/finance/report_generators.py, tests/test_financial_reports.py ## Acceptance Criteria - [ ] FinancialReports class with multiple report types - [ ] Cost summary reports by period - [ ] Issue-specific cost analysis - [ ] Cost trend analysis over time - [ ] Budget variance reporting - [ ] Export capabilities (CSV, JSON, PDF) - [ ] Report caching for performance - [ ] Tests for report accuracy and formatting ## Related Issues Reporting component for Issue #88 (Cost Tracking for Issues)
tegwick added the priority:mediumtype:feature labels 2025-10-03 22:37:44 +00:00
tegwick added this to the Issue Cost Tracking and Estimation project 2025-10-03 22:50:34 +00:00
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Reference: coulomb/markitect-main#116
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