# Executive Dashboard Checklist (Full Scope)

## Legend
- `[x]` selesai
- `[ ]` belum dikerjakan

## Status Ringkas
- Scope fondasi dashboard legacy-safe: **selesai**
- Integrasi data real transaksi: **selesai**
- Integrasi kontrol ledger (snapshot + historis cut-off): **selesai**
- Implementasi report per kode (query + kolom + output khusus): **selesai baseline semua kode**
- Progress implementasi report per kode: **79/79 active (mixed: full + baseline estimator/wrapper)**

## A. Fondasi & Integrasi (Selesai)
- [x] A1. Scope halaman dashboard modern terisolasi tanpa refactor modul lama.
- [x] A2. Route dashboard page + endpoint JSON data.
- [x] A3. Controller `ExecutiveDashboard` (render + endpoint + sanitasi filter).
- [x] A4. Model `ExecutiveDashboardModel` berbasis data real DB.
- [x] A5. Mapping domain transaksi (`sales`, `purchasing`, `expenses`) dari `heTransaksi_ui`.
- [x] A6. Payload terpisah (`kpiData`, `chartData`, `reportListData`, `tableData`, `alertsInsights`).
- [x] A7. Report center (featured reports + all reports selector).
- [x] A8. View dashboard modern full-page tetap kompatibel template legacy.
- [x] A9. CSS scoped + JS modular (ECharts + Tabulator + filter + export + drill-down).
- [x] A10. Sinkronisasi KPI payable ke `transaksi_payment_source`.
- [x] A11. Integrasi kontrol ledger (`ComRekening`/`rek_cache` + `acc_coa`) untuk KPI/insight validasi.
- [x] A12. Tabulator dipindah ke asset lokal `assets/tabulator-master`.
- [x] A13. Guard akses dashboard via config `executiveDashboardAllowedGroups` (backward compatible).

## B. Workstream Ledger Lanjutan
- [x] B1. Ledger snapshot control total (trial balance debet/kredit/gap).
- [x] B2. Ledger category totals (assets/liabilities/equity/income/expense).
- [x] B3. KPI gap transaksi vs ledger.
- [x] B4. Ledger historis **as-of-date** (cut-off sesuai `date_to`, bukan snapshot forever, dengan fallback aman ke snapshot jika histori kosong).
- [x] B5. Rekonsiliasi receivable/payable aging final: sumber outstanding diseragamkan ke `transaksi_payment_source.sisa` + due date map (`transaksi_due_date` fallback `extern_date2/dtime`) as-of `date_to`.

## C. Report Engine (Per Report Code)
- [x] C1. Registry daftar report per group (79 report).
- [x] C2. Resolver `report_code -> query builder` khusus (79 report code aktif).
- [x] C3. Skema kolom Tabulator spesifik per report (79 report code aktif, beberapa advanced berbasis estimator).
- [x] C4. Filter tambahan spesifik report (baseline generic row-level: customer/supplier/product/category/salesperson/department/branch/employee).
- [x] C5. Export CSV/JSON per report dengan struktur kolom report-specific.
- [x] C6. Drill-down link per report ke transaksi sumber (untuk report transactional prioritas).

## D. Standard ERP Reports (28)
- [x] D01. Sales Summary
- [x] D02. Sales by Customer
- [x] D03. Sales by Product
- [x] D04. Sales by Category
- [x] D05. Sales by Salesperson
- [x] D06. Daily Sales Report
- [x] D07. Monthly Sales Report
- [x] D08. Sales Return Report
- [x] D09. Open Sales Order Report
- [x] D10. Invoice Summary
- [x] D11. Outstanding Receivable Report
- [x] D12. Purchase Summary
- [x] D13. Purchase by Supplier
- [x] D14. Purchase by Item
- [x] D15. Purchase by Category
- [x] D16. Open Purchase Order Report
- [x] D17. Goods Receipt Report
- [x] D18. Supplier Invoice Report
- [x] D19. Outstanding Payable Report
- [x] D20. Purchase Return Report
- [x] D21. Expense Summary
- [x] D22. Expense by Category
- [x] D23. Expense by Department
- [x] D24. Expense by Branch
- [x] D25. Expense by Employee
- [x] D26. Monthly Operating Expense
- [x] D27. Budget vs Actual Expense
- [x] D28. Recurring Expense Report

## E. Analytical Reports (16)
- [x] E01. Sales Growth Comparison
- [x] E02. Revenue Trend by Week/Month/Quarter
- [x] E03. Average Order Value
- [x] E04. Customer Repeat Order Report
- [x] E05. Top 20 Customer Report
- [x] E06. Low Performing Product Report
- [x] E07. Discount Impact Report
- [x] E08. Cancelled Sales Order Report
- [x] E09. Supplier Purchase Trend
- [x] E10. Supplier Price Comparison
- [x] E11. Purchase Lead Time Report
- [x] E12. On-time Delivery Report
- [x] E13. Fixed vs Variable Expense
- [x] E14. Cost Center Performance
- [x] E15. Expense Trend by Department
- [x] E16. Non-routine Expense Report

## F. Exception Reports (12)
- [x] F01. Negative Margin Sales Report
- [x] F02. Below-standard Price Sales Report
- [x] F03. High Discount Transactions
- [x] F04. Duplicate Expense Detection
- [x] F05. Expense Outlier Report
- [x] F06. Suspicious Vendor Billing Report
- [x] F07. Purchase Price Jump Report
- [x] F08. Unusual Return Transaction Report
- [x] F09. Overdue Purchase Order Report
- [x] F10. Receivable Aging
- [x] F11. Payable Aging
- [x] F12. Open Order Aging

## G. Advanced Reports (23)
- [x] G01. Gross Margin by Customer
- [x] G02. Gross Margin by Product
- [x] G03. Gross Margin by Salesperson
- [x] G04. Contribution Margin Report
- [x] G05. Customer Profitability Matrix
- [x] G06. Product Profitability Matrix
- [x] G07. Branch Profitability Report
- [x] G08. Department Efficiency Report
- [x] G09. Sales vs Purchase Correlation Report
- [x] G10. Expense to Revenue Ratio
- [x] G11. Supplier Concentration Risk
- [x] G12. Customer Concentration Risk
- [x] G13. Stock Purchase Without Sales Movement
- [x] G14. Dead Product Purchase Report
- [x] G15. Slow-moving Purchase Analysis
- [x] G16. Sales Forecast
- [x] G17. Purchase Forecast
- [x] G18. Expense Forecast
- [x] G19. Budget Burn Rate
- [x] G20. Month-end Projection
- [x] G21. Cash Outflow Projection
- [x] G22. Customer Lifetime Value Estimation
- [x] G23. Supplier Performance Scorecard

## H. QA, UAT, dan Go-Live
- [x] H1. Uji performa query untuk dataset besar (branch besar, rentang tanggal panjang).  
  Evidence: `docs/executive-dashboard-h1-h2-report.md` + `docs/executive-dashboard-h1-h2-report.json` (generated `2026-04-11 01:21:04`).
- [x] H2. Uji konsistensi angka dashboard vs laporan existing (Neraca/RugiLaba/Activity).  
  Evidence: `12 PASS / 0 FAIL` pada report `docs/executive-dashboard-h1-h2-report.md` (periode Activity `2026-04-01` s/d `2026-04-10`).
- [ ] H3. Uji role permission per group user.
- [ ] H4. Uji fallback saat data kosong/inkonsisten.
- [ ] H5. Dokumentasi user guide ringkas dashboard executive.
- [ ] H6. Sign-off finance, purchasing, sales, dan management.