🔍 Problem Statement

Currently the platform doesn't provide a report that shows the actual fulfillment approval dates for shipments and returns. Since revenue must be recognized based on the actual delivery and return dates—not the invoice date—the accounting team cannot accurately recognize revenue for the correct period.

💡 User Story

As an admin, I need a report that shows shipment and return activity using the actual fulfillment approval date, so I can recognize revenue in the correct month.

🎯 Definition of Done (DoD)

1. A new report called “Shipments & Returns” is added under Accounting → Reports.

2. The report exports a zipped file with 2 csv files:

3. Sheet 1: Shipments

4. Sheet 2: Returns

5. The report uses one unified date range filter labeled Fulfillment Approval Date.

6. The selected date range applies to both:

   1. Shipments (draws)

   2. Returns

7. Fulfillment Date for shipments = fulfillment approved_at date.

8. Fulfillment Date for returns = return_at date.

For the shipments sheet, use the existing Fulfillment Export as the base dataset.

1. Includes all existing fulfillment fields plus these additional billing fields:

2. Invoice ID

3. Rate per unit

4. Total (Number of copies × unit rate)

5. Approval date

For the returns sheet, a dedicated returns dataset is generated for the selected date range.

1. The returns sheet includes:

2. Customer name (Dealer name)

3. Customer ID (Dealer ID)

4. Return Date

5. Return Quantity

6. Return Rate

7. Total (Return Quantity × Rate × –1)

8. All values must reflect the dealer billing rules configured in Pelcro.

Technical Plan

Product Notes

1. Each row = one dealer’s shipment activity for a specific date.

2. Each row = one return record for a dealer for a specific issue/date.

QA Notes

1. See Test Cases subtask

Open Questions