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[Feature] Add parameterized table, pivot, and drill-down reports #5

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opened 2026-07-30 18:17:54 +02:00 by zemion · 4 comments
zemion commented 2026-07-30 18:17:54 +02:00
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Context

Build the first user-facing BI surface over the provider-neutral semantic model from #4.

Acceptance criteria

  • Render bounded tables and row/column pivots from dimensions and measures.
  • Provide typed parameter controls, totals, sorting, filtering, calculated measures, and saved views.
  • Drill-down preserves the complete filter path and rechecks source-level authorization.
  • Every aggregate can expose its authorized contributing rows where Policy permits.
  • Persist stable report/view references suitable for Dashboard widgets and links.
  • Export exactly the currently authorized result with definition revision, parameters, and source fingerprints.
  • Explain hidden dimensions, measures, rows, and actions using Policy provenance.

Depends on #4. Architecture reference: docs/SUPERX_CAPABILITY_ASSESSMENT.md.

## Context Build the first user-facing BI surface over the provider-neutral semantic model from #4. ## Acceptance criteria - [ ] Render bounded tables and row/column pivots from dimensions and measures. - [ ] Provide typed parameter controls, totals, sorting, filtering, calculated measures, and saved views. - [ ] Drill-down preserves the complete filter path and rechecks source-level authorization. - [ ] Every aggregate can expose its authorized contributing rows where Policy permits. - [ ] Persist stable report/view references suitable for Dashboard widgets and links. - [ ] Export exactly the currently authorized result with definition revision, parameters, and source fingerprints. - [ ] Explain hidden dimensions, measures, rows, and actions using Policy provenance. Depends on #4. Architecture reference: `docs/SUPERX_CAPABILITY_ASSESSMENT.md`.
zemion commented 2026-07-31 14:50:38 +02:00
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AdreMa vertical linkage: parameterized table/drill-down/export behavior should consume the immutable Distribution List expansion contract tracked in GovOPlaN/govoplan-dist-lists#5/#6 and preserve source/list/policy revisions in report evidence.

AdreMa vertical linkage: parameterized table/drill-down/export behavior should consume the immutable Distribution List expansion contract tracked in GovOPlaN/govoplan-dist-lists#5/#6 and preserve source/list/policy revisions in report evidence.
zemion commented 2026-08-01 14:55:31 +02:00
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Codex State: progress

Summary

  • Bounded detail, summary and pivot modes, typed controls, totals, sorting/filtering, calculated measures, saved views, authorized exports, visualization models and accessible table fallback are implemented locally.

Verification

  • 7 Reporting tests passed; Ruff passed; Core WebUI production build passed.

Next / Blocked

  • Retain this issue for first-class click-through from an aggregate to its authorized contributing rows, preserved drill path/navigation, and field/action-level Policy explanation UI.

Suggested status label: status/in-progress

## Codex State: progress ### Summary - Bounded detail, summary and pivot modes, typed controls, totals, sorting/filtering, calculated measures, saved views, authorized exports, visualization models and accessible table fallback are implemented locally. ### Verification - `7 Reporting tests passed; Ruff passed; Core WebUI production build passed.` ### Next / Blocked - Retain this issue for first-class click-through from an aggregate to its authorized contributing rows, preserved drill path/navigation, and field/action-level Policy explanation UI. Suggested status label: `status/in-progress`
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zemion commented 2026-08-03 20:41:09 +02:00
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Closure audit (2026-08-03)

Typed parameters, bounded detail/summary/pivot execution, totals, sorting/filtering, calculated measures, saved views, exports, and the first Reporting workspace are implemented. This issue is not yet closable: aggregate click-through to authorized contributing rows and a preserved drill path are absent, and the UI does not yet explain hidden fields/rows/actions from Policy provenance. Several implemented history/execution/publication/quality actions also remain headless.

Finish after #4 by adding a signed drill context that rechecks source authorization, contributor-row queries, breadcrumb/navigation state, and field/action provenance explanations.

## Closure audit (2026-08-03) Typed parameters, bounded detail/summary/pivot execution, totals, sorting/filtering, calculated measures, saved views, exports, and the first Reporting workspace are implemented. This issue is **not yet closable**: aggregate click-through to authorized contributing rows and a preserved drill path are absent, and the UI does not yet explain hidden fields/rows/actions from Policy provenance. Several implemented history/execution/publication/quality actions also remain headless. Finish after #4 by adding a signed drill context that rechecks source authorization, contributor-row queries, breadcrumb/navigation state, and field/action provenance explanations.
zemion commented 2026-08-04 02:24:19 +02:00
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Implemented and published in 8337aec. Aggregate rows now create expiring actor-bound drill contexts, preserve the dimension path, recheck definition and row policy authorization, verify source fingerprints, and return only authorized contributors. The workspace exposes drill actions, breadcrumbs, shared DataGrid detail, and explicit Policy explanations for hidden dimensions, measures, rows, and actions. Verification is included in the Reporting service and interface-pattern suites and the integrated Core WebUI build.

Implemented and published in 8337aec. Aggregate rows now create expiring actor-bound drill contexts, preserve the dimension path, recheck definition and row policy authorization, verify source fingerprints, and return only authorized contributors. The workspace exposes drill actions, breadcrumbs, shared DataGrid detail, and explicit Policy explanations for hidden dimensions, measures, rows, and actions. Verification is included in the Reporting service and interface-pattern suites and the integrated Core WebUI build.
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Reference: GovOPlaN/govoplan-reporting#5