---
phase: 110-statistics-summary
plan: 01
subsystem: statistics
tags: [statistics, charts, chartjs, monthly-summary, ui, reporting]
requires:
  - phase: 105-orders-statistics
    provides: daily statistics filters, channel semantics, status group filtering
  - phase: 109-checkbox-multiselect-filters
    provides: reusable checkbox multiselect filter enhancement
provides:
  - /statistics/summary monthly summary page
  - monthly order count chart per integration plus total
  - monthly order value chart per integration plus total
  - DOCS baseline synchronized from .paul/codebase
affects: [statistics, reporting, sidebar-navigation]
tech-stack:
  added: [Chart.js 4.4.8 CDN]
  patterns: [monthly statistics aggregation, Chart.js view-model, table fallback]
key-files:
  created:
    - resources/views/statistics/summary.php
    - public/assets/js/modules/statistics-summary-charts.js
    - DOCS/ARCHITECTURE.md
    - DOCS/DB_SCHEMA.md
    - DOCS/TECH_CHANGELOG.md
  modified:
    - src/Modules/Statistics/OrdersStatisticsController.php
    - src/Modules/Statistics/OrdersStatisticsRepository.php
    - routes/web.php
    - resources/views/layouts/app.php
    - resources/lang/pl.php
    - resources/scss/app.scss
    - public/assets/css/app.css
key-decisions:
  - "Default summary history starts at 2026-04-01 even if older orders exist."
  - "Charts use Chart.js 4.4.8 from CDN for interactive legend and tooltips."
  - "Gross order value uses existing statistics gross amount semantics."
patterns-established:
  - "Monthly statistics use the same channel/status/effective-date helpers as daily statistics."
  - "Charts are backed by HTML table fallbacks."
duration: ~90min
started: 2026-04-28T22:20:00+02:00
completed: 2026-04-28T23:50:00+02:00
---

# Phase 110 Plan 01: Statistics Summary

Monthly statistics summary shipped with two interactive Chart.js line charts, compact filters, per-integration series, total series, and table fallbacks.

## Performance

| Metric | Value |
|--------|-------|
| Duration | ~90min |
| Started | 2026-04-28T22:20:00+02:00 |
| Completed | 2026-04-28T23:50:00+02:00 |
| Tasks | 3 auto tasks + 1 human verification checkpoint |
| Files modified | 18 |

## Acceptance Criteria Results

| Criterion | Status | Notes |
|-----------|--------|-------|
| AC-1: Sidebar Navigation | Pass | `Podsumowanie` added first under `Statystyki`; `/statistics/summary` route registered with active state. |
| AC-2: Monthly Order Count Chart | Pass | Count chart model contains one dataset per selected integration plus `Razem`; rendered by Chart.js. |
| AC-3: Monthly Order Value Chart | Pass | Value chart model contains one dataset per selected integration plus `Razem`; values formatted as money in tooltips/table. |
| AC-4: Existing Statistics Semantics Reused | Pass | Controller reuses channel/status filter flow; repository reuses effective date/channel/status/gross SQL helpers. |
| AC-5: Empty and Degraded States | Pass | Empty state shown when no data; tables remain visible as fallback below charts. |

## Accomplishments

- Added authenticated `/statistics/summary` page with monthly order count and order gross value charts.
- Added `OrdersStatisticsRepository::aggregateByMonth()` using prepared parameters and existing statistics SQL helper semantics.
- Added `OrdersStatisticsController::summary()` and a chart/table view-model with total lines.
- Updated sidebar navigation, translations, SCSS, compiled CSS, and Chart.js frontend module.
- Created root `DOCS/` technical documentation required by `AGENTS.md` and synchronized it with `.paul/codebase/`.

## Task Commits

Task-level atomic commits were not used in this inline APPLY. A single phase commit is created during transition.

| Task | Commit | Type | Description |
|------|--------|------|-------------|
| Task 1: Add monthly statistics backend and route | phase commit | feat | Controller summary action, monthly aggregation, `/statistics/summary` route |
| Task 2: Add summary UI, charts, menu item, and translations | phase commit | feat | Summary view, sidebar link, Chart.js charts, SCSS/CSS |
| Task 3: Update technical documentation | phase commit | docs | `DOCS/` and `.paul/codebase/` updates |

## Files Created/Modified

| File | Change | Purpose |
|------|--------|---------|
| `src/Modules/Statistics/OrdersStatisticsController.php` | Modified | Added summary action, monthly default range from `2026-04-01`, chart/table view-model builders. |
| `src/Modules/Statistics/OrdersStatisticsRepository.php` | Modified | Added `aggregateByMonth()` with existing statistics SQL semantics. |
| `routes/web.php` | Modified | Registered authenticated `GET /statistics/summary`. |
| `resources/views/layouts/app.php` | Modified | Added `Podsumowanie` sidebar link and Chart.js/module scripts. |
| `resources/views/statistics/summary.php` | Created | Summary filters, two charts, and two fallback tables. |
| `resources/lang/pl.php` | Modified | Added navigation and `statistics.summary.*` translations. |
| `public/assets/js/modules/statistics-summary-charts.js` | Created | Chart.js renderer for count/value line charts. |
| `resources/scss/app.scss` | Modified | Added compact two-column desktop layout and chart/table styles. |
| `public/assets/css/app.css` | Modified | Compiled CSS output. |
| `DOCS/ARCHITECTURE.md` | Created | Root architecture docs baseline plus summary feature. |
| `DOCS/DB_SCHEMA.md` | Created | Root schema docs baseline plus reporting usage note. |
| `DOCS/TECH_CHANGELOG.md` | Created | Root technical changelog baseline plus phase 110 entry. |
| `.paul/codebase/architecture.md` | Modified | Documented route, controller flow, Chart.js module. |
| `.paul/codebase/db_schema.md` | Modified | Documented no-migration reporting usage. |
| `.paul/codebase/tech_changelog.md` | Modified | Added phase 110 technical changelog. |

## Decisions Made

| Decision | Rationale | Impact |
|----------|-----------|--------|
| Start history at `2026-04-01` | User requested `04-2026` as hard start despite older data. | Default summary excludes older months unless code changes later. |
| Use Chart.js 4.4.8 CDN | User requested an interactive JS library; project already uses CDN for Quill. | No npm dependency or build pipeline change. |
| Use gross order values | Existing statistics gross semantics are stable and already documented. | Value chart matches current order statistics totals. |
| Keep table fallback | Required degraded state and useful for verification. | Data remains visible without Chart.js/JS. |

## Deviations from Plan

| Type | Count | Impact |
|------|-------|--------|
| Scope adjustments from user feedback | 3 | Improved UI and changed default date semantics. |
| Environment blockers | 3 | Verification limits only; code/build checks passed. |

**Total impact:** Controlled deviations; feature outcome matches latest user request.

### Adjusted During APPLY

**Chart renderer changed to Chart.js**
- Found during user feedback after APPLY.
- Fix: Added Chart.js CDN and rewrote `statistics-summary-charts.js` to use Chart.js legends/tooltips.
- Verification: `node --check`, PHP lint, CSS build, Sonar scan.

**Desktop layout split**
- Found during user feedback after APPLY.
- Fix: Added two-column chart grid and two-column table grid from 1100px.
- Verification: PHP lint and CSS build.

**Default history start**
- Found during user feedback after APPLY.
- Fix: Set summary default `date_from` to `2026-04-01`.
- Verification: PHP lint.

### Deferred Items

- SonarQube issue import into `DOCS/todo.md` was not performed because no SonarQube MCP resources/tools are available in this Codex session.
- Full authenticated HTTP verification was not possible locally because MySQL/XAMPP refused the DB connection.
- PHPUnit was not run because `composer` is not available in PATH and `vendor/` is absent.

## Issues Encountered

| Issue | Resolution |
|-------|------------|
| Local bootstrap failed with MySQL connection refused. | Started PHP dev server anyway; documented DB blocker. |
| `composer test` unavailable. | Documented test blocker; ran available lint/build/static checks. |
| Sonar MCP unavailable. | Ran `sonar-scanner` successfully and documented inability to fetch issue details. |

## Verification Results

| Check | Result |
|-------|--------|
| `php -l src/Modules/Statistics/OrdersStatisticsController.php` | Pass |
| `php -l src/Modules/Statistics/OrdersStatisticsRepository.php` | Pass |
| `php -l routes/web.php` | Pass |
| `php -l resources/views/layouts/app.php` | Pass |
| `php -l resources/views/statistics/summary.php` | Pass |
| `php -l resources/lang/pl.php` | Pass |
| `node --check public/assets/js/modules/statistics-summary-charts.js` | Pass |
| `npm run build:css` | Pass |
| `sonar-scanner` | Pass; report uploaded to SonarQube |
| Local `/statistics/summary` HTTP 200 | Blocked by local MySQL connection refused |
| `composer test` / PHPUnit | Blocked: `composer` not in PATH and `vendor/` absent |

## Skill Audit

| Expected | Invoked | Notes |
|----------|---------|-------|
| `sonar-scanner` | yes | Ran successfully after APPLY changes. |

## Next Phase Readiness

**Ready:**
- Statistics summary page exists and is wired into sidebar navigation.
- Monthly aggregation pattern can be reused for future reporting charts.
- Root `DOCS/` docs now exist for future AGENTS.md-compliant changes.

**Concerns:**
- Chart.js is CDN-based; if offline operation becomes required, vendor locally or add npm build support.
- Local verification depends on XAMPP/MySQL being available.
- Sonar issue import still needs a working SonarQube MCP/tool path.

**Blockers:**
- None for closing Phase 110.

---
*Phase: 110-statistics-summary, Plan: 01*
*Completed: 2026-04-28*