dashboards-and-reports

Trace the BXH query path: top-today uses the payment_lines RPC get_top_sales on paid lines, while top-month reads so_doanh_thu filtered by ngay_tien_ve. Check whether fetch_rows_capped silently truncated results at 50,000 rows, since the truncation flag is not returned in API responses.

The bc03_month_settings and bc03_kpi_rows tables are not in the numbered migration sequence. Run docs/supabase_schema_patch_bc03_monthly.sql manually in the Supabase SQL Editor, and run docs/sql/notifications_exchange_rates.sql separately for the exchange_rates table.

dashboard_routes._load_exchange_rate() checks bc03_month_settings for the target month first, then the exchange_rates table via get_rate_for_date(), then falls back to the hard-coded DEFAULT_EXCHANGE_RATE of 3700. Note that revenue_routes.get_rate_for_date() skips the first step.

The M6 summary endpoint uses only record_type='summary' rows from crm_sales_data for KPI numbers, while the chart uses record_type='daily' rows. If one record type was synced but not the other, one view populates and the other stays empty.

Do not use it for BC01/BC02 pivot logic, which lives in revenue_routes.py and belongs to the so-doanh-thu-revenue skill, nor for CRM sync mechanics or RBAC permission rules, which are covered by the crm-sync and rbac-and-auth-accounts skills respectively.