Update dashboard

2026-10-19 15:48:45 +05:30
parent 2fe2ba007c
commit 2d6723a040
6 changed files with 333 additions and 0 deletions
@@ -0,0 +1,28 @@
+using Microsoft.AspNetCore.Mvc;
+
+namespace Distribution.Features.DashboardReport;
+
+[ApiController]
+[Route("api/reports/dashboard")]
+public class DashboardReportController(DashboardReportService service) : ControllerBase
+{
+    [HttpGet("sales")]
+    public async Task<IActionResult> Sales(
+        [FromQuery] DateTime? from, [FromQuery] DateTime? to,
+        [FromQuery] Guid? regionId, [FromQuery] Guid? categoryId)
+    {
+        var f = DashboardReportService.BuildFilter(from, to, regionId, categoryId, null);
+        var error = DashboardReportService.Validate(f);
+        return error is null ? Ok(await service.GetSalesSummaryAsync(f)) : BadRequest(new { message = error });
+    }
+
+    [HttpGet("inventory")]
+    public async Task<IActionResult> Inventory(
+        [FromQuery] DateTime? from, [FromQuery] DateTime? to,
+        [FromQuery] Guid? warehouseId, [FromQuery] Guid? categoryId)
+    {
+        var f = DashboardReportService.BuildFilter(from, to, null, categoryId, warehouseId);
+        var error = DashboardReportService.Validate(f);
+        return error is null ? Ok(await service.GetInventorySummaryAsync(f)) : BadRequest(new { message = error });
+    }
+}
@@ -0,0 +1,32 @@
+namespace Distribution.Features.DashboardReport;
+
+public record DashboardFilter(DateTime From, DateTime To, Guid? RegionId, Guid? CategoryId, Guid? WarehouseId);
+
+public record SalesTotals(decimal GrossSales, decimal ReturnValue, int Orders, decimal CostedSales, decimal CostOfSales);
+
+public record SalesKpis(
+    decimal GrossSales, decimal ReturnValue, decimal NetSales, int Orders, decimal AverageOrderValue,
+    decimal GrossProfit, decimal? GrossProfitMarginPercent);
+
+public record SalesKpiComparison(SalesKpis Current, SalesKpis Previous, DateTime PreviousFrom, DateTime PreviousTo);
+
+public record TrendPoint(string Period, decimal Sales, decimal Returns);
+
+public record NamedAmount(Guid? Id, string Name, decimal Amount);
+
+public record SalesSummaryResponse(
+    DateTime From, DateTime To, string Granularity,
+    SalesKpiComparison Kpis, List<TrendPoint> Trend,
+    List<NamedAmount> ByCategory, List<NamedAmount> ByRegion, List<NamedAmount> ByRep);
+
+public record PeriodAmount(DateTime Date, decimal Amount);
+
+public record MovementPoint(string Period, decimal Received, decimal Issued, decimal Net);
+
+public record WarehouseStockRow(Guid WarehouseId, string Name, decimal Quantity, decimal Value);
+
+public record CategoryValueRow(string Category, decimal Quantity, decimal Value);
+
+public record InventorySummaryResponse(
+    DateTime From, DateTime To, string Granularity,
+    List<CategoryValueRow> ValueByCategory, List<WarehouseStockRow> ByWarehouse, List<MovementPoint> MovementTrend);
@@ -0,0 +1,171 @@
+using Distribution.Data;
+using Distribution.Models;
+using Microsoft.EntityFrameworkCore;
+
+namespace Distribution.Features.DashboardReport;
+
+public class DashboardReportRepository(AppDBContext db) : IDashboardReportRepository
+{
+    private sealed class SoldLine
+    {
+        public DateTime Date { get; set; }
+        public Guid PoId { get; set; }
+        public decimal Value { get; set; }
+        public decimal? Cost { get; set; }
+        public Guid CategoryId { get; set; }
+        public string CategoryName { get; set; } = "";
+        public Guid RegionId { get; set; }
+        public string RegionName { get; set; } = "";
+        public Guid RepId { get; set; }
+    }
+
+    // Same definition of "sold" as ProductReportRepository: fulfilled lines on non-cancelled POs
+    // whose invoice is Finalized, dated by Invoice.FinalizedAt. 'To' is inclusive (whole day).
+    private IQueryable<SoldLine> SoldLines(DashboardFilter f)
+    {
+        var start = f.From.Date;
+        var end = f.To.Date.AddDays(1);
+        var q =
+            from li in db.ShopPOItems.AsNoTracking()
+            join inv in db.Invoices.AsNoTracking() on li.FK_ShopPOId equals inv.FK_ShopPOId
+            where inv.Status == InvoiceStatus.Finalized
+                && li.ShopPO.Status != ShopPOStatus.Cancelled
+                && inv.FinalizedAt >= start && inv.FinalizedAt < end
+            select new SoldLine
+            {
+                Date = inv.FinalizedAt!.Value.Date,
+                PoId = li.FK_ShopPOId,
+                Value = li.QuantityFulfilled * li.UnitPrice,
+                Cost = li.Item.CostPrice == null ? null : li.QuantityFulfilled * li.Item.CostPrice,
+                CategoryId = li.Item.FK_CategoryId,
+                CategoryName = li.Item.Category.Name,
+                RegionId = li.ShopPO.Store.Route.FK_RegionId,
+                RegionName = li.ShopPO.Store.Route.Region.Name,
+                RepId = li.ShopPO.RaisedById,
+            };
+        if (f.RegionId.HasValue) q = q.Where(l => l.RegionId == f.RegionId.Value);
+        if (f.CategoryId.HasValue) q = q.Where(l => l.CategoryId == f.CategoryId.Value);
+        return q;
+    }
+
+    private IQueryable<SaleReturnItem> ReturnLines(DashboardFilter f)
+    {
+        var start = f.From.Date;
+        var end = f.To.Date.AddDays(1);
+        var q = db.SaleReturnItems.AsNoTracking()
+            .Where(r => r.SaleReturn.CreatedAt >= start && r.SaleReturn.CreatedAt < end);
+        if (f.RegionId.HasValue) q = q.Where(r => r.SaleReturn.ShopPO.Store.Route.FK_RegionId == f.RegionId.Value);
+        if (f.CategoryId.HasValue) q = q.Where(r => r.Item.FK_CategoryId == f.CategoryId.Value);
+        return q;
+    }
+
+    public async Task<SalesTotals> GetSalesTotalsAsync(DashboardFilter f)
+    {
+        var lines = SoldLines(f);
+        var gross = await lines.SumAsync(l => (decimal?)l.Value) ?? 0m;
+        var orders = await lines.Select(l => l.PoId).Distinct().CountAsync();
+        var costed = lines.Where(l => l.Cost != null);
+        var costedSales = await costed.SumAsync(l => (decimal?)l.Value) ?? 0m;
+        var cost = await costed.SumAsync(l => l.Cost) ?? 0m;
+        var returns = await ReturnLines(f).SumAsync(r => (decimal?)(r.Quantity * r.UnitPrice)) ?? 0m;
+        return new SalesTotals(gross, returns, orders, costedSales, cost);
+    }
+
+    public async Task<List<PeriodAmount>> GetDailySalesAsync(DashboardFilter f) =>
+        (await SoldLines(f).GroupBy(l => l.Date)
+            .Select(g => new { Date = g.Key, Amount = g.Sum(x => x.Value) })
+            .ToListAsync())
+        .Select(x => new PeriodAmount(x.Date, x.Amount)).ToList();
+
+    public async Task<List<PeriodAmount>> GetDailyReturnsAsync(DashboardFilter f) =>
+        (await ReturnLines(f).GroupBy(r => r.SaleReturn.CreatedAt.Date)
+            .Select(g => new { Date = g.Key, Amount = g.Sum(x => x.Quantity * x.UnitPrice) })
+            .ToListAsync())
+        .Select(x => new PeriodAmount(x.Date, x.Amount)).ToList();
+
+    public async Task<List<GroupAggregate>> GetSalesByCategoryAsync(DashboardFilter f) =>
+        (await SoldLines(f).GroupBy(l => new { l.CategoryId, l.CategoryName })
+            .Select(g => new { g.Key.CategoryId, g.Key.CategoryName, Amount = g.Sum(x => x.Value) })
+            .OrderByDescending(x => x.Amount).ToListAsync())
+        .Select(x => new GroupAggregate(x.CategoryId, x.CategoryName, x.Amount)).ToList();
+
+    public async Task<List<GroupAggregate>> GetSalesByRegionAsync(DashboardFilter f) =>
+        (await SoldLines(f).GroupBy(l => new { l.RegionId, l.RegionName })
+            .Select(g => new { g.Key.RegionId, g.Key.RegionName, Amount = g.Sum(x => x.Value) })
+            .OrderByDescending(x => x.Amount).ToListAsync())
+        .Select(x => new GroupAggregate(x.RegionId, x.RegionName, x.Amount)).ToList();
+
+    public async Task<List<GroupAggregate>> GetSalesByRepAsync(DashboardFilter f)
+    {
+        var rows = await SoldLines(f).GroupBy(l => l.RepId)
+            .Select(g => new { RepId = g.Key, Amount = g.Sum(x => x.Value) })
+            .OrderByDescending(x => x.Amount).Take(20).ToListAsync();
+        var ids = rows.Select(r => r.RepId).ToList();
+        var names = await db.Users.AsNoTracking().Where(u => ids.Contains(u.Id))
+            .ToDictionaryAsync(u => u.Id, u => u.FullName);
+        return rows.Select(r => new GroupAggregate(r.RepId, names.GetValueOrDefault(r.RepId, "Unknown"), r.Amount)).ToList();
+    }
+
+    private IQueryable<StockBalance> Balances(DashboardFilter f)
+    {
+        var q = db.StockBalances.AsNoTracking().AsQueryable();
+        if (f.WarehouseId.HasValue)
+            q = q.Where(b => b.LocationType == LocationType.Warehouse && b.LocationId == f.WarehouseId.Value);
+        if (f.CategoryId.HasValue) q = q.Where(b => b.Item.FK_CategoryId == f.CategoryId.Value);
+        return q;
+    }
+
+    // Value = quantity x cost price; items without a cost price contribute quantity only.
+    public async Task<List<CategoryValueRow>> GetStockValueByCategoryAsync(DashboardFilter f) =>
+        (await Balances(f).GroupBy(b => b.Item.Category.Name)
+            .Select(g => new
+            {
+                Category = g.Key,
+                Quantity = g.Sum(x => x.Quantity),
+                Value = g.Sum(x => x.Quantity * (x.Item.CostPrice ?? 0m)),
+            })
+            .OrderByDescending(x => x.Value).ToListAsync())
+        .Select(x => new CategoryValueRow(x.Category, x.Quantity, x.Value)).ToList();
+
+    public async Task<List<WarehouseStockRow>> GetStockByWarehouseAsync(DashboardFilter f)
+    {
+        var rows = await Balances(f).Where(b => b.LocationType == LocationType.Warehouse)
+            .GroupBy(b => b.LocationId)
+            .Select(g => new
+            {
+                Id = g.Key,
+                Quantity = g.Sum(x => x.Quantity),
+                Value = g.Sum(x => x.Quantity * (x.Item.CostPrice ?? 0m)),
+            })
+            .ToListAsync();
+        var ids = rows.Select(r => r.Id).ToList();
+        var names = await db.Warehouses.AsNoTracking().Where(w => ids.Contains(w.Id))
+            .ToDictionaryAsync(w => w.Id, w => w.Name);
+        return rows.Select(r => new WarehouseStockRow(r.Id, names.GetValueOrDefault(r.Id, "Unknown"), r.Quantity, r.Value))
+            .OrderByDescending(r => r.Value).ToList();
+    }
+
+    // Received = purchase receipts + customer returns; Issued = sales + purchase returns + damages.
+    // Transfers, loads and adjustments are internal/signed and excluded from this trend.
+    public async Task<List<(DateTime Date, decimal Received, decimal Issued)>> GetDailyMovementsAsync(DashboardFilter f)
+    {
+        var start = f.From.Date;
+        var end = f.To.Date.AddDays(1);
+        var q = db.StockMovements.AsNoTracking()
+            .Where(m => m.CreatedAt >= start && m.CreatedAt < end
+                && (m.Type == MovementType.PurchaseReceipt || m.Type == MovementType.CustomerReturn
+                    || m.Type == MovementType.Sale || m.Type == MovementType.PurchaseReturn || m.Type == MovementType.Damage));
+        if (f.CategoryId.HasValue) q = q.Where(m => m.Item.FK_CategoryId == f.CategoryId.Value);
+        if (f.WarehouseId.HasValue)
+            q = q.Where(m => m.ToLocationId == f.WarehouseId.Value || m.FromLocationId == f.WarehouseId.Value);
+
+        var rows = await q.GroupBy(m => new { m.CreatedAt.Date, m.Type })
+            .Select(g => new { g.Key.Date, g.Key.Type, Qty = g.Sum(x => x.Quantity) })
+            .ToListAsync();
+        return rows.GroupBy(r => r.Date)
+            .Select(g => (g.Key,
+                g.Where(r => r.Type is MovementType.PurchaseReceipt or MovementType.CustomerReturn).Sum(r => r.Qty),
+                g.Where(r => r.Type is MovementType.Sale or MovementType.PurchaseReturn or MovementType.Damage).Sum(r => r.Qty)))
+            .ToList();
+    }
+}
@@ -0,0 +1,83 @@
+namespace Distribution.Features.DashboardReport;
+
+public class DashboardReportService(IDashboardReportRepository repo)
+{
+    public const int MaxRangeDays = 366;
+    private const int DailyGranularityMaxDays = 62;
+
+    public static DashboardFilter BuildFilter(DateTime? from, DateTime? to, Guid? regionId, Guid? categoryId, Guid? warehouseId)
+    {
+        var end = (to ?? DateTime.Now).Date;
+        var start = (from ?? end.AddDays(-29)).Date;
+        return new DashboardFilter(start, end, regionId, categoryId, warehouseId);
+    }
+
+    public static string? Validate(DashboardFilter f)
+    {
+        if (f.To < f.From) return "'to' must not be before 'from'.";
+        if ((f.To - f.From).TotalDays > MaxRangeDays) return $"Date range cannot exceed {MaxRangeDays} days.";
+        return null;
+    }
+
+    private static bool Daily(DashboardFilter f) => (f.To - f.From).TotalDays <= DailyGranularityMaxDays;
+
+    private static string Bucket(DateTime d, bool daily) => daily ? d.ToString("yyyy-MM-dd") : d.ToString("yyyy-MM");
+
+    private static SalesKpis ToKpis(SalesTotals t)
+    {
+        var net = t.GrossSales - t.ReturnValue;
+        var gp = t.CostedSales - t.CostOfSales;
+        return new SalesKpis(
+            t.GrossSales, t.ReturnValue, net, t.Orders,
+            t.Orders > 0 ? Math.Round(t.GrossSales / t.Orders, 2) : 0m,
+            gp, t.CostedSales > 0 ? Math.Round(gp / t.CostedSales * 100, 2) : null);
+    }
+
+    public async Task<SalesSummaryResponse> GetSalesSummaryAsync(DashboardFilter f)
+    {
+        var days = (f.To - f.From).Days + 1;
+        var prev = f with { From = f.From.AddDays(-days), To = f.From.AddDays(-1) };
+        var daily = Daily(f);
+
+        var current = await repo.GetSalesTotalsAsync(f);
+        var previous = await repo.GetSalesTotalsAsync(prev);
+        var sales = await repo.GetDailySalesAsync(f);
+        var returns = await repo.GetDailyReturnsAsync(f);
+
+        var trend = sales.Select(s => (s.Date, Sales: s.Amount, Returns: 0m))
+            .Concat(returns.Select(r => (r.Date, Sales: 0m, Returns: r.Amount)))
+            .GroupBy(x => Bucket(x.Date, daily))
+            .OrderBy(g => g.Key)
+            .Select(g => new TrendPoint(g.Key, g.Sum(x => x.Sales), g.Sum(x => x.Returns)))
+            .ToList();
+
+        static NamedAmount Map(GroupAggregate g) => new(g.Key, g.Name, g.Amount);
+        return new SalesSummaryResponse(
+            f.From, f.To, daily ? "day" : "month",
+            new SalesKpiComparison(ToKpis(current), ToKpis(previous), prev.From, prev.To),
+            trend,
+            (await repo.GetSalesByCategoryAsync(f)).Select(Map).ToList(),
+            (await repo.GetSalesByRegionAsync(f)).Select(Map).ToList(),
+            (await repo.GetSalesByRepAsync(f)).Select(Map).ToList());
+    }
+
+    public async Task<InventorySummaryResponse> GetInventorySummaryAsync(DashboardFilter f)
+    {
+        var daily = Daily(f);
+        var movements = (await repo.GetDailyMovementsAsync(f))
+            .GroupBy(m => Bucket(m.Date, daily))
+            .OrderBy(g => g.Key)
+            .Select(g =>
+            {
+                var rec = g.Sum(x => x.Received);
+                var iss = g.Sum(x => x.Issued);
+                return new MovementPoint(g.Key, rec, iss, rec - iss);
+            }).ToList();
+
+        return new InventorySummaryResponse(
+            f.From, f.To, daily ? "day" : "month",
+            await repo.GetStockValueByCategoryAsync(f),
+            await repo.GetStockByWarehouseAsync(f),
+            movements);
+    }
+}
@@ -0,0 +1,16 @@
+namespace Distribution.Features.DashboardReport;
+
+public record GroupAggregate(Guid? Key, string Name, decimal Amount);
+
+public interface IDashboardReportRepository
+{
+    Task<SalesTotals> GetSalesTotalsAsync(DashboardFilter f);
+    Task<List<PeriodAmount>> GetDailySalesAsync(DashboardFilter f);
+    Task<List<PeriodAmount>> GetDailyReturnsAsync(DashboardFilter f);
+    Task<List<GroupAggregate>> GetSalesByCategoryAsync(DashboardFilter f);
+    Task<List<GroupAggregate>> GetSalesByRegionAsync(DashboardFilter f);
+    Task<List<GroupAggregate>> GetSalesByRepAsync(DashboardFilter f);
+    Task<List<CategoryValueRow>> GetStockValueByCategoryAsync(DashboardFilter f);
+    Task<List<WarehouseStockRow>> GetStockByWarehouseAsync(DashboardFilter f);
+    Task<List<(DateTime Date, decimal Received, decimal Issued)>> GetDailyMovementsAsync(DashboardFilter f);
+}
@@ -30,6 +30,7 @@ using Distribution.Features.Sync;
 using Distribution.Features.Uom;
 using Distribution.Features.User;
 using Distribution.Features.Vehicle;
+using Distribution.Features.DashboardReport;
 using Distribution.Features.ProductReport;
 using Distribution.Features.Stock;
 using Distribution.Features.StockReport;
@@ -71,6 +72,8 @@ builder.Services.AddScoped<IItemRepository, ItemRepository>();
 builder.Services.AddScoped<IStockRepository, StockRepository>();
 builder.Services.AddScoped<IProductReportRepository, ProductReportRepository>();
 builder.Services.AddScoped<ProductReportService>();
+builder.Services.AddScoped<IDashboardReportRepository, DashboardReportRepository>();
+builder.Services.AddScoped<DashboardReportService>();
 builder.Services.AddScoped<IStockReportRepository, StockReportRepository>();
 builder.Services.AddScoped<StockReportService>();
 builder.Services.AddScoped<IDriverProfileRepository, DriverProfileRepository>();