content: what Booking Compliance measures, who may open Reports, and how report money adds up - #265
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Triggered by: Shelf-nu/shelf.nu#2940 Compliance was measuring lateness against a date that check-in had already rewritten, so every late return was recorded as on time the moment it was resolved. It now reads the planned end on every axis. Also corrects two claims found while tracing it: the booking detail page does not show the original period (only the PDF overview and the CSV export do), and extending a booking is available to Self-service users as well as admins, but not to Base users.
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WalkthroughThe documentation defines planned and actual booking periods and explains how Booking Compliance and Overdue Items evaluate dates. It also documents booking extensions, permissions, exports, an update announcement, and screenshot automation for the report explainer. ChangesBooking compliance documentation
Estimated code review effort: 2 (Simple) | ~10 minutes Merge Risk: 🔵 Low · up to This PR corrects Booking Compliance documentation and adds a report-capture workflow, but several localized wording and lifecycle details still need correction, and the capture path should verify that the intended workspace’s report is being published to the approved public storage location. The PR is mergeable with explicit owner awareness and follow-up on these bounded documentation and publication-scope risks. 🚥 Pre-merge checks | ✅ 3 | ❌ 2❌ Failed checks (2 warnings)
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Actionable comments posted: 3
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Inline comments:
In `@content/features/reports.mdx`:
- Line 41: Update the Booking Compliance description to say “on-time returns”
instead of “on-time checkouts,” leaving the rest of the metric description
unchanged.
In `@content/knowledge-base/early-check-in-and-check-out-of-bookings.mdx`:
- Line 41: Update the “Actual period” row to include the normal check-in write
path for overdue bookings, where check-in moves the booking end date to the
check-in time, and include the initial check-out path if it is part of the
documented behavior; otherwise clarify that the list covers only later date
adjustments.
In `@content/knowledge-base/extending-booking-end-dates-in-shelf.mdx`:
- Line 56: Update the planned end-date lifecycle wording near “Extending moves
the booking's live end date” to state that draft edits record or update the
planned date, while it becomes fixed only when the booking is reserved or
starts. Keep the lifecycle terminology consistent with the early check-in and
check-out documentation.
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content/features/reports.mdxcontent/knowledge-base/early-check-in-and-check-out-of-bookings.mdxcontent/knowledge-base/extending-booking-end-dates-in-shelf.mdxcontent/knowledge-base/getting-started-with-reports.mdxcontent/updates/booking-compliance-measures-the-agreed-deadline.mdxscripts/media-pipeline/articles/booking-compliance-calculation.mjs
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…t flag - features/reports.mdx: Booking Compliance measures returns, not checkouts. The report's own KPI is an on-time RETURN rate (booking-compliance-content.tsx). - early-check-in-and-check-out-of-bookings.mdx: the Actual period row omitted the unconditional path. partialCheckinBooking rewrites to now whenever status is OVERDUE, with no intent choice; only the EARLY check-in adjustment is gated on CheckinIntentEnum. Added it, and said plainly which paths ask. - extending-booking-end-dates-in-shelf.mdx: 'fixed' was doing double duty for 'written' and 'frozen'. Same sentence was cloned in getting-started-with-reports.mdx, which CodeRabbit did not flag; both fixed.
Triggered by: - Shelf-nu/shelf.nu#2945 - Shelf-nu/shelf.nu#2961 Corrects the false 'All workspace members with access to assets can open the Reports index' claim, documents the per-surface quantity rule for report money, and names the three new columns in each of the two rebuilt exports.
carlosvirreira
changed the title
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Two commits added and the title and body rewritten, because two report PRs merged after this one opened and both change files this branch was already rewriting. Commit 2 addresses your review, @coderabbitai. All three findings held up against shelf.nu source and are applied. The check-in one was the substantive catch: Commit 3 covers shelf.nu#2961 and shelf.nu#2945. The important one is a live inaccuracy: #2945 is verified deployed rather than assumed. A read-only fetch of the three affected report CSVs on The remaining #2961 rollout (permissions matrix row, role sections, the toggles page, |
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The overdue check-in path in The duplicate lifecycle terminology fix covers both affected documentation pages. The Reports access correction also aligns the documentation with the deployed ✏️ Learnings added
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/images/updates/quantity-tracked-assets.jpg is not in public/images/updates, which content:verify:images caught. Uses the same features/reports.webp the other four reports update entries use.
… placed pool
A live probe of /reports/distribution on the demo workspace read the loader
payload rather than the rendered summary, then computeDistributionByLocation
was read directly. Assets with NO placement rows land in No Location at full
value; a partly placed asset contributes only its placed units, and the
remainder is deliberately not attributed, because the bucket must match the
population behind /assets?location=without-location, whose filter is
assetLocations: { none: {} }.
Three files claimed the remainder was carried. Corrected in all three, with the
category-and-status guarantee kept, since those do account for every unit.
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Third commit — a correction to my own claim, found by finally probing the thing I said was circumstantial. The last open question on this branch was whether Asset Distribution's per-bucket money is live, since Reconciles, confirmed empirically. Headline Worth noting for the separate open question about location totals: this is NOT the What I got wrong. Three files said the unplaced remainder of a partly placed pool is carried under No Location "so the parts sum to the whole". It is not. Corrected in No screenshot after all. The premise behind that follow-up was wrong: per-bucket value is not in a chart tooltip. |
2 participants
Triggered by
1. Booking Compliance measures the agreed deadline (#2940)
Checking in an overdue booking rewrites its end date to the moment it came back, and the deadline that was agreed is kept separately. The Booking Compliance report was reading the rewritten date, so every late return was scored on-time the instant somebody resolved it, and a workspace's on-time rate climbed toward 100% by construction. Compliance now reads the planned end on every axis. Extending a booking no longer moves the planned deadline either, so an extension can no longer clear a late return from the report.
Deploy verified. A read-only pipeline run against
app.shelf.nuasserted the report's own new explainer copy before shooting:within 15 minutes of the scheduled endandoverdue bookings always count as lateare both live, and the ACME demo workspace reads 64% on-time, 30 of 84 late with real durations in the Return Status column.content/knowledge-base/getting-started-with-reports.mdx— section How Booking Compliance Decides On Time or Late, plus why Compliance and Overdue Items can legitimately disagree. Three of the four rules were nowhere on the site: it measures against the planned end; a return within 15 minutes of the scheduled end is on time (COMPLIANCE_GRACE_PERIOD_MS); only Complete, Archived and Overdue bookings count (MEASURABLE_BOOKING_STATUSES), witharchivedWithoutCheckin: falseexcluding a reservation archived without check-in; and a booking is counted in the period its planned end falls in.content/updates/booking-compliance-measures-the-agreed-deadline.mdx— changelog. Above the threshold deliberately: it changes a number every customer looks at, and on-time rates will drop for organisations that have been resolving late returns.content/knowledge-base/early-check-in-and-check-out-of-bookings.mdx— said "Booking details display both the actual and original booking periods". They do not.originalFrom/originalToappear in no booking-detail component, and a read-only probe of a live booking page confirmed neither "Original period" nor "Planned" renders there. Both periods are readable in the CSV export and in the PDF overview, which adds an Original period row only when they differ.content/knowledge-base/extending-booking-end-dates-in-shelf.mdx— said extending is "available to users with administrator permissions".PermissionAction.extendis held by SELF_SERVICE, ADMIN and OWNER, and not by BASE. Both halves of the old sentence were wrong. Also adds What Extending Does Not Change: an extension moves you out of Overdue Items immediately and still records a late return in Compliance.content/features/reports.mdx— one sentence on the Booking Compliance line, so a prospect knows the metric cannot be reset by the person it measures.2. Reports are an Administrator and Owner surface (#2961)
getting-started-with-reports.mdxsaid, under Who Can Run Reports:That is now false, and it was only ever half true: Reports has never been in the sidebar for Base and Self-service (
use-sidebar-nav-items.tsx:194,hidden: isBaseOrSelfService). The four surfaces behind it were gated onassetpermissions as a stand-in, with an in-code TODO saying a dedicated entity was the plan, so a bookmarked or forwarded link still opened them.Verified in
packages/permissions/src/matrix.ts:[PermissionEntity.reports]: []for BASE and SELF_SERVICE,[read, export]for ADMIN and OWNER. Route guards readreports:readon the index and report pages,reports:exporton the CSV route and on the PDF route (#2961's body says PDF usesread; the source saysexport).content/knowledge-base/getting-started-with-reports.mdx— the section rewritten, naming both halves: hidden in the sidebar all along, and now refused by direct link too. Says explicitly that neither visibility toggle changes it and that reports stay included on every plan.content/features/reports.mdx— the Self-serve benefit bullet now says who the surface is for.The rest of the #2961 rollout (the permissions matrix row, the Administrator/Self-service/Base role sections, the toggles page, and the
src/data/pricing.features.tsdescription) is in #268, which touches no file this PR touches.3. Report money counts units (#2945)
The hero KPIs already multiplied per-unit valuation by the right quantity. The rows, chart buckets, CSVs and PDFs under them summed bare per-unit prices, so one screen gave two answers and the half that disagreed was the half handed to third parties. On the QA database before the fix, Distribution's headline read $44,718.60 against category buckets summing to $43,871.95.
Deploy verified on
app.shelf.nu, read-only. Fetched all three affected report CSVs through the export route and read line 0:The six new columns are live. The Asset Distribution page also now reads By Location 47 total against By Category 45 total on the demo workspace, which is the partially-placed asset appearing in its location and in No Location, exactly as #2945 describes.
content/knowledge-base/getting-started-with-reports.mdx— section How Money Is Counted, with a table of which quantity each surface multiplies by. The site had never explained this, and for an individually tracked asset every quantity is one, so the distinction only shows up on pooled stock, where it is the whole story.content/knowledge-base/getting-started-with-reports.mdx— the export section names the three new columns in each of the two rebuilt files.content/features/reports.mdx— new Values That Add Up section. This is a genuine prospect-facing claim: a report whose parts reconcile with its own headline is what makes it hand-to-finance material.content/updates/report-values-count-the-units.mdx— changelog. Well above the threshold: totals move for any workspace tracking by quantity, and two CSV schemas changed, which anyone reading those files by column position needs to know.4. CodeRabbit review, and the sibling it did not flag
All three findings were verified against shelf.nu source before applying.
features/reports.mdx:41"on-time checkouts" — correct.booking-compliance-content.tsxcomputes an on-time return rate and its status cell readsOn timeagainst the return. Fixed.early-check-in-and-check-out-of-bookings.mdxActual period row omits a normal write path — correct, and the more serious of the three.partialCheckinBookingsetsshouldAdjustEndDatewhenstatus === OVERDUEor when an early check-in carriesCheckinIntentEnum["with-adjusted-date"]. The overdue branch has no dialog and no way to decline, so the table listed only the paths a user is asked about and omitted the one that happens by itself. Added, with a paragraph saying which paths ask and which do not.extending-booking-end-dates-in-shelf.mdx:56lifecycle terminology — correct. "Fixed" was doing duty for both written and frozen. Reworded to: recorded at create, still moving on draft edits, fixed once reserved. The same sentence was cloned intogetting-started-with-reports.mdx:72and CodeRabbit did not flag it, because it only reviews the file a rule fires on. Both are fixed in one commit.Review notes
content/updates/reports-v1.mdx(2026-04-30) also says "on-time checkouts" and is deliberately untouched, under the standing convention that a published update is a point-in-time record. Worth noting this one is a mislabel rather than a stale fact, so it is a slightly different case from the usual dated-entry question.content/updates/reports-overdue-items-polish.mdx(2026-05-01) says "Booking Compliance now matches reality" and "lateness math has been rebuilt". That rebuild centralised the math but still measured againstto, which check-in had already rewritten. Untouched for the same reason, flagged because the two entries sit near each other on/updates.scripts/media-pipeline/articles/booking-compliance-calculation.mjsis deliberately not registered inrun.mjs. content: Companion 1.4.0 is live — booking calendar, audit evidence, model and SAM ID #259 owned that file when this PR opened; content: the last three pages that said Shelf has ten reports, and an audits capability the feature page never claimed #270 now registersnrm-actions-and-deleteonmain, so this slug goes into the next PR that ownsrun.mjsafter this one merges. An unregistered article still runs by path; a registered entry pointing at a missing file breaksrun.mjs all.Impact scope
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