06/12 Update documents

2026-06-12 13:08:58 -04:00
parent 6d42c81491
commit d965fa6ce2
2 changed files with 120 additions and 10 deletions
@@ -10,7 +10,14 @@ A production-grade web application for managing janitorial service contracts, fa
 - **Issue Tracking** — Full lifecycle management (open → in-progress → pending verification → resolved) with SLA enforcement, follower subscriptions, resolution photo uploads, and inline quick-assign from the issues list
 - **Customer Portal** — Scoped facility visibility for client accounts with invitation-based onboarding; admin enters name and email only, customer chooses their own username and password via a 72-hour emailed link; expired invitation warnings surface on the admin dashboard
 - **Notification System** — In-app + email notifications driven by an admin-controlled routing matrix; per-user preferences including digest mode and a one-click "Pause All Emails" toggle
- **Reports** — On-demand PDF/CSV scorecards and scheduled recurring email reports (daily/weekly/monthly)
+- **Reports & Analytics** — Comprehensive reporting suite accessible from the second nav position:
+  - *Overview & Trends* — facility scorecards, score trend charts, and PDF/CSV exports
+  - *Issues Aging* — open issues grouped into age buckets (`<24h` → `>4 weeks`) with SLA status per issue; Excel export
+  - *SLA Compliance* — resolved-issue SLA compliance % broken down by severity tier and facility, with progress bars; Excel export (2 sheets)
+  - *Follow-up Closure Rate* — tracks which flagged inspections received a re-inspection; per-facility closure rates; Excel export
+  - *Customer Facility PDF Summary* — downloadable PDF report for a facility covering KPIs, area scores, and open issues; accessible from the scorecard page
+  - *Inspector Performance* — per-inspector KPI summary with Excel export (admin/director only)
+  - *Scheduled Reports* — recurring email delivery of summary, facility, or issues reports (daily/weekly/monthly)
 - **Audit Trail** — Immutable log of every create, update, and delete action with actor and IP capture
 - **Support Chat** — Groq AI-powered chatbot for customers with preset FAQ quick-replies; automatic escalation to a ticketing system when the AI cannot resolve the issue; admins manage and reply to tickets at `/support/admin/tickets` with in-app and email notifications on every state change
 - **Inspector Performance Export** — Excel (`.xlsx`) export of the inspector performance summary with a color-coded KPI sheet and a detailed inspection log sheet