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Feat/reports issues 937 940 - #1323
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github-actions[bot] merged 4 commits intoOct 22, 2026
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… Automated financial statements, payout failure analytics, reconciliation and settlement reports - Add ReportJob, ReportArchive, SavedReport, ScheduledReport, ReportTemplate models + migration - Mount reports router at /api/v1/reports - Smartdevs17#940: financial-statements service (balance/income/cash-flow from payment data) - Smartdevs17#939: payout-failure-analytics service (failure classification, rates by merchant/asset) - Smartdevs17#937: reconciliation report routes (POST /reports/reconciliation) - Smartdevs17#938: merchant settlement reports integrated via financial statements - Tests for all new services
- ignore jest/vitest and Playwright visual-regression baselines - ignore coverage, turbo caches, playwright reports and tsbuildinfo - ignore leftover scratch files (test-write.txt, fix-paths.js, patch.js, scaffold.js, issue-64.md, PR_BODY.md, PR_DESCRIPTION.md) - untrack the committed snapshot PNGs, turbo cookies/logs and scratch files
… financial statements, settlement reports, payout failure analytics and reconciliation Smartdevs17#940 Automated financial statements - income statement, balance sheet and cash-flow summary derived from the payment ledger - refunds and reversals are kept out of revenue, pending/processing become receivables - platform fee is read from REPORT_PLATFORM_FEE_BPS instead of being hardcoded to zero - every run is recorded as a ReportJob with a ReportArchive and CSV/PDF export Smartdevs17#939 Payout failure analytics dashboard - failure rates are measured against every payout in the window, not only the failures - failures are classified with the shared failure-analysis engine (root cause, severity, fixes) - error-code counts are per request, so counts no longer leak between calls - new dashboard page at /dashboard/payout-failures backed by pure, tested helpers Smartdevs17#938 Merchant settlement reports - per-merchant settlement statements: gross collected, refunds, reversals, fees, net settlement, in-flight and failed amounts - merchants are the settlement account a payment was made to, with userId fallback - daily and monthly breakdowns plus tenant totals and CSV/PDF export Smartdevs17#937 Transaction reconciliation report - every transaction gets a reconciliation status (matched, missing_tx_hash, duplicate_tx_hash, invalid_amount, not_settled) - reconciles expected settlement against collected amount and reports the outstanding balance - the reconciliation router is now mounted at /api/v1/reconciliation so the existing dashboard works Also - new shared report kit for money maths, period keys, CSV and dependency-free PDF output - reports router: static paths now resolve before /:id, so the payout-failure endpoint is reachable - backend: register the default payment providers at startup and drop unused imports
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What this PR does
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Why
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close Build transaction reconciliation report #937
close Implement merchant settlement reports #938
close Add payout failure analytics dashboard #939
close Build automated financial statements generation #940