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Product · Report generation

Templates with blocks, from data extracts to finished Word

ReportGenerationTemplate stores blocksJson, numberingStyle, and textStyle. Jobs copy the template, create tasks per block in topological order, and fill reportGenerationActiveResult as an editable draft per block. Word export can be partial before all blocks are finished.

Product · Report generation — illustration

Overview

Visible blocks and data blocks can depend on each other (including deep_research references).

Preview jobs (POST /report-generation/preview) + status let you validate a block in isolation or in a chain.

Worker (reportGenerationJob.js) runs the analysis service for AI-intensive blocks and updates result tables.

Word export

Report to .docx

GET /export/report-generation/word/:jobId builds .docx via the docx library: headings follow the job's numberingStyle; content can include Mermaid diagrams rendered to PNG (Puppeteer/Sharp in backend).

Typical workflow

1Create a template with fixed text + data sources (stakeholder/system filters) + optional AI blocks.
2Preview critical blocks.
3Start a generation job; follow progress in the UI.
4Edit ActiveResult per block where human polish is needed.
5Export Word to customer or leadership.