Reports

Sintesis includes a reporting engine that analyses obra data and surfaces actionable findings — deviations between planned and actual progress, unpaid certificates, missing monthly certifications, and more. Reports can be filtered, saved as presets, shared via links, and exported.

Report types

Obras report

A filterable, paginated view of all obras (/excel/reporte). Filter by surface area, contracting entity, contract amounts, timeline, and completion percentage.

Per-obra findings

Automated rule-based findings shown on the obra general tab. Findings are classified as info, warn, or critical.

Progress curve

A plan-vs-actual progress chart built from the Curva Plan tabla (planned cumulative %) and the PMC Resumen tabla (actual physical progress %).

Macro table report

A report view for each macro table at /macro/[id]/reporte, applying the same filter and preset system.

Obras report

Navigate to Generar Reporte from the obras dashboard toolbar, or go directly to /excel/reporte.

Available filters

Filter	Field	Type
Surface area	`sup_de_obra_m2`	Numeric range
Contracting entity	`entidad_contratante`	Text contains
Base contract month (year)	`mes_basico_de_contrato`	Year / text contains
Start date (year)	`iniciacion`	Year / text contains
Contract + amendments	`contrato_mas_ampliaciones`	Numeric range
Certified to date	`certificado_a_la_fecha`	Numeric range
Balance to certify	`saldo_a_certificar`	Numeric range
Per-contract term	`segun_contrato`	Numeric range
Extensions granted	`prorrogas_acordadas`	Numeric range
Total term	`plazo_total`	Numeric range
Elapsed term	`plazo_transc`	Numeric range
Completion %	`porcentaje`	Numeric range
Status	derived	All / In progress / Completed

Filters are initialised from URL query parameters, so you can deep-link to a pre-filtered report view.

Report presets

Report presets let users save and reuse filter and column configurations without rebuilding them each time.

`report_presets` schema

Column	Type	Description
`id`	`uuid`	Primary key.
`tenant_id`	`uuid`	Owning tenant.
`owner_user_id`	`uuid`	User who created the preset.
`report_key`	`text`	Identifies the report type (e.g. `obras`).
`name`	`text`	Display name (unique per tenant + report key).
`filters`	`jsonb`	Serialised filter state.
`report_state`	`jsonb`	Serialised column visibility, sort, and other UI state.

`report_templates` schema

System-level or admin-created templates that pre-populate a report configuration:

Column	Type	Description
`report_key`	`text`	Report type this template applies to.
`name`	`text`	Template name.
`description`	`text`	Optional description.
`payload`	`jsonb`	Full configuration payload.
`is_system`	`boolean`	Whether this is a system-provided template.

You can generate a shareable link for any report view. Share links encode the filter and state at creation time:

Column	Type	Description
`token`	`text`	Unique URL token.
`preset_id`	`uuid`	The preset this link is based on (optional).
`payload`	`jsonb`	Snapshot of the report state at link creation.
`expires_at`	`timestamptz`	Optional expiry. `null` means the link never expires.

Share links grant access to the report state snapshot at creation time. Revoke them by deleting the report_share_links record if the data they reference becomes sensitive.

Automated findings (rule engine)

Sintesis continuously evaluates a set of configurable rules against each obra and stores the results as signals and findings.

Finding severity levels

Severity	Meaning
`info`	Informational — no action required, but worth noting
`warn`	Warning — potential issue that should be reviewed
`critical`	Critical — requires immediate attention

Built-in rule packs

Curve deviation (curve)

Compares planned cumulative progress (from the Curva Plan tabla) against actual physical progress (from the PMC Resumen tabla) for the current period. Fires a warn finding if actual is more than warnBelow percentage points behind plan, or critical if more than criticalBelow points behind.Default thresholds: warnBelow: 10, criticalBelow: 20.

Unpaid certificates (unpaidCerts)

Checks for certificates where cobrado = false and vencimiento is in the past. Configurable severity (warn or critical).

Inactivity (inactivity)

Detects obras where no measurement or certificate has been recorded within the configured number of days or months. Useful for identifying stalled projects.

Missing monthly certificate (monthlyMissingCert)

Fires if the current month has no certificate recorded for an obra that is expected to certify monthly.

Stalled stage (stageStalled)

Monitors a stage/location tabla for rows that have been in the same stage for longer than the configured number of weeks.

Rule configuration

Rule packs and their thresholds are configurable per obra via obra_rule_config:

{
  "enabledPacks": {
    "curve": true,
    "unpaidCerts": true,
    "inactivity": true,
    "monthlyMissingCert": true,
    "stageStalled": false
  },
  "mappings": {
    "curve": {
      "planTableId": "<obra-tabla-uuid>",
      "resumenTableId": "<obra-tabla-uuid>",
      "plan": { "startPeriod": "2024-03" }
    }
  },
  "thresholds": {
    "curve": { "warnBelow": 10, "criticalBelow": 20 },
    "unpaidCerts": { "severity": "warn" }
  }
}

If no custom configuration exists for an obra, Sintesis falls back to the default rule configuration (all packs enabled, default thresholds).

Reporting tables schema

obra_signals — computed metric values per obra and period:

Column	Type	Description
`obra_id`	`uuid`	The obra this signal belongs to.
`period_key`	`text`	Period identifier (e.g. `2024-11`).
`signal_key`	`text`	The metric name (e.g. `curve.actual_pct`).
`value_num`	`numeric`	Numeric signal value.
`value_bool`	`boolean`	Boolean signal value.
`value_json`	`jsonb`	Structured signal value.
`computed_at`	`timestamptz`	When the signal was last computed.

obra_findings — rule evaluation results:

Column	Type	Description
`obra_id`	`uuid`	The obra this finding belongs to.
`period_key`	`text`	The period when this finding was created.
`rule_key`	`text`	Which rule generated this finding.
`severity`	`text`	`info`, `warn`, or `critical`.
`title`	`text`	Short finding title shown in the UI.
`message`	`text`	Detailed explanation of the finding.
`evidence_json`	`jsonb`	Supporting data used to generate the finding.
`status`	`text`	`open` or `resolved`.
`resolved_at`	`timestamptz`	When the finding was marked resolved.

Progress curve visualisation

The obra general tab displays a plan-vs-actual progress chart when Sintesis can identify both a Curva Plan tabla and a PMC Resumen tabla for the obra.

How curve data is sourced

Identify plan table

Sintesis looks for an obra tabla with columns periodo, avance_mensual_pct, and avance_acumulado_pct. If obra_rule_config specifies a planTableId, that tabla is used instead.

Identify resumen table

Sintesis looks for a tabla with avance_fisico_acumulado_pct and a period column. If obra_rule_config specifies a resumenTableId, that tabla is used.

Align periods

Period labels from both tables are normalised to a YYYY-MM key. Spanish month names, Mes N patterns, and full date strings are all supported. If a startPeriod is configured, Mes 1, Mes 2, … values are mapped to calendar months from that start.

Render the chart

Points where planPct and realPct exist for the same period are plotted together. The chart shows the deviation between planned and actual cumulative progress.

If your obra is behind schedule, the obraDelay value (time progress % minus physical completion %) is calculated and shown as a risk indicator on the general tab. Obras with a delay greater than 10 percentage points are flagged as at risk.

Overview

Core Features

Automation

Administration

Setup & Deployment

Report types

Obras report

Per-obra findings

Progress curve

Macro table report

Obras report

Available filters

Report presets

`report_presets` schema

`report_templates` schema

Automated findings (rule engine)

Finding severity levels

Built-in rule packs

Rule configuration

Reporting tables schema

Progress curve visualisation

How curve data is sourced

Build docs developers (and LLMs) love

Overview

Core Features

Automation

Administration

Setup & Deployment

​Report types

Obras report

Per-obra findings

Progress curve

Macro table report

​Obras report

​Available filters

​Report presets

​report_presets schema

​report_templates schema

​Share links

​Automated findings (rule engine)

​Finding severity levels

​Built-in rule packs

​Rule configuration

​Reporting tables schema

​Progress curve visualisation

​How curve data is sourced

Build docs developers (and LLMs) love

Report types

Obras report

Available filters

Report presets

`report_presets` schema

`report_templates` schema

Share links

Automated findings (rule engine)

Finding severity levels

Built-in rule packs

Rule configuration

Reporting tables schema

Progress curve visualisation

How curve data is sourced