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WI-035 · Next Build Slices · client-reports

Client reports and post-sale reconciliation outputs

queued P1 low risk   Owner: TBD   0% · 0/1 tasks complete

Gates: C4 Requirements: REQ-OPS-004 Updated: 2026-06-22

At a glance

CodeWI-035
PhaseOperational Floor POC
Order65 of 93
Story points3
Primary surfaceapps/web + supabase
Retires—
Depends onSprint 1: Spine POC - identity/status/QR foundation
Blocks—
Evidence
docs/product/post-sale-reconciliation.md

Goals

Client reports and post-sale reconciliation outputs — advances C4 toward its gate(s).

Implementation — what to build

Domain (src/lib/troveReports.ts)

  • Build a report from inventory_status_events + items: sold / pending / picked-up / unsold / donated / removed lines.
  • Totals by room/zone, consignor, category, and sale day; gross, fees (placeholder), net, recovered.
  • Exception list: unmatched POS rows, missing labels, manual overrides.

Output

  • Report package per sale: on-screen + CSV + printable HTML.

UI (apps/web)

  • /trovesnap/reports: sale + date filters, export buttons; each line links to its status events (audit).

Sources

  • Reuses the status ledger (B5) + POS imports (OPS-007); pairs with disposition outputs (WI-030).

Acceptance

  • A report package generates from the status ledger with audit links back to events.

Checklist

  • ○ C4 Client report skeleton is generated from sale/reconciliation state.

Gates & testing

  • ○ C4 Client report skeleton is generated from sale/reconciliation state.
    CODE TEST

Requirements

  • REQ-OPS-004 accepted Client reports need to summarize sale/reconciliation outcomes with audit links.
    Done when: A report package generates sold/pending/unsold/donated/removed lines, totals by room/zone/consignor/category/day, gross/fees/net/recovered, and an exception list, each linked to status events.
    Spec: docs/product/post-sale-reconciliation.md (Client Reports)

Verify (done when)

a client report is generated from tracked sale/reconciliation state.

Cost triggers

No paid API / infra spend triggered by this item.

Status & editing

queued   Sprint: Sprint 2 - Operational Floor POC

Edit status / sprint on the ★ Live Board → — changes are logged live with who / when / why.

Human-in-the-loop

No human tasks linked.

Findings

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Concerns

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Risks

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Tech debt

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Tools used

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Files & artifacts

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