Advanced booking reporting

Assignment overview

• Backend only (using Ruby with Hanami), following TDD
• Generate reports with historical booking data
• Fine-tune bookings are included in the report by allowing them to apply multiple types of filters and joining them in complex logical expressions (e.g. bookings that check-in in the next 7 days that are either fully paid or the guest verified their identity)
• Select which booking fields are included for each reservation
• Sort the bookings by one or multiple fields
• Export the reports as CSV files

Progress

• Defined the structure of a report (configuration)
• Created an endpoint for serving the report configurations for an account
• Familiarised myself with and extended an endpoint that filters bookings based on passed filter parameters to support AND/OR logical operations and nested expressions (e.g. COND1 AND (COND2 OR COND3))
• Implemented a new type of filter - NOT IN (e.g. booking status NOT IN "checked_in", "confirmed")
• Added support for relative date filters (e.g. in the next/past N days) which will also play a key role in a future report scheduling functionality
• Added support for a few calendar date ranges (e.g. this year, next month, past week)
• Implemented a few new filters (e.g. booking channel, booking property)

What's left?

• Add support for numerical type of filters (e.g. less than/greater than/equals)
• Report configuration CRUD endpoints
• Add CSV export functionality
• Implement pagination on the report results endpoint
• Finalise the report

Report structure