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ERP board reporting

Board Pack

Board-ready reporting structure for executive summary, financials, operations, risk, and decision tracking.

Board sections

Summary, financials, operations, risk, and decision log.

Cadence

Monthly

Board-cycle package without creating export or mail jobs.

Approvals

Locked

No approval workflow is introduced in frontend-only scope.

Executive narrative

Stable

Existing reporting language is preserved for continuity.

Executive board sections and their preserved source families.

section	package	source	cadence	state
Executive summary	Board memo	Enterprise KPI dashboard	Monthly	READY
Financial performance	P and L bridge	Accounting reports	Monthly close	READY
Operating performance	Order and fulfillment bridge	Operational KPI lane	Weekly	WATCH
Risk and compliance	Audit and compliance pack	Audit evidence catalog	Monthly	READY
Decision log	Action tracker	Readiness rollup	Board cycle	FOUNDATION

Controls that keep the board pack frontend-only and non-mutating.

control	scope	state
Narrative lock	Executive reporting labels stay stable	PRESERVED
Source label	Existing ERP reporting sources named only	PRESERVED
Approval boundary	No board approval workflow added	LOCKED
Export boundary	No PDF, mail, or storage mutation added	LOCKED

FRONTEND_ONLYEXECUTIVE_REPORTING_PRESERVEDNO_BACKEND_CHANGENO_DB_MUTATION

control	owner	state
Frontend root	frontend/app	ACTIVE
Primary domain	ERP management reporting	FRONTEND_ONLY
Backend owner	backend/routes/tradeCore.js	UNCHANGED
Database	No migration	LOCKED
Executive reporting	Existing ERP reporting surfaces	PRESERVED
Mutation mode	No posting, no scheduler, no payout	READONLY

codex309-management-reporting-foundation-v1 | route /erp/management-reporting/board-pack | static management reporting foundation.