feat: enhance dashboard report with receivables and discounts calculations

This commit is contained in:
2026-10-22 10:37:56 +05:30
parent d79c5e55d0
commit 872fd42c4a
4 changed files with 93 additions and 22 deletions
@@ -3,7 +3,7 @@ namespace Distribution.Features.DashboardReport;
public class DashboardReportService(IDashboardReportRepository repo)
{
public const int MaxRangeDays = 366;
private const int DailyGranularityMaxDays = 62;
private const int DailyGranularityMaxDays = 92; // covers a "last 3 months" daily trend
public static DashboardFilter BuildFilter(DateTime? from, DateTime? to, Guid? regionId, Guid? categoryId, Guid? warehouseId)
{
@@ -25,14 +25,18 @@ public class DashboardReportService(IDashboardReportRepository repo)
private static SalesKpis ToKpis(SalesTotals t)
{
var net = t.GrossSales - t.ReturnValue;
var net = t.GrossSales - t.ReturnValue - t.Discounts;
var gp = t.CostedSales - t.CostOfSales;
return new SalesKpis(
t.GrossSales, t.ReturnValue, net, t.Orders,
t.GrossSales, t.ReturnValue, t.Discounts, 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);
}
private static CashKpis ToCash(ReceivablesTotals r, decimal grossInvoiced) =>
new(r.Collected, r.Outstanding, r.Overdue,
grossInvoiced > 0 ? Math.Round(r.Collected / grossInvoiced * 100, 2) : null);
public async Task<SalesSummaryResponse> GetSalesSummaryAsync(DashboardFilter f)
{
var days = (f.To - f.From).Days + 1;
@@ -41,6 +45,8 @@ public class DashboardReportService(IDashboardReportRepository repo)
var current = await repo.GetSalesTotalsAsync(f);
var previous = await repo.GetSalesTotalsAsync(prev);
var currentCash = await repo.GetReceivablesAsync(f);
var previousCash = await repo.GetReceivablesAsync(prev);
var sales = await repo.GetDailySalesAsync(f);
var returns = await repo.GetDailyReturnsAsync(f);
@@ -55,6 +61,9 @@ public class DashboardReportService(IDashboardReportRepository repo)
return new SalesSummaryResponse(
f.From, f.To, daily ? "day" : "month",
new SalesKpiComparison(ToKpis(current), ToKpis(previous), prev.From, prev.To),
new CashKpiComparison(
ToCash(currentCash, current.GrossSales - current.Discounts),
ToCash(previousCash, previous.GrossSales - previous.Discounts)),
trend,
(await repo.GetSalesByCategoryAsync(f)).Select(Map).ToList(),
(await repo.GetSalesByRegionAsync(f)).Select(Map).ToList(),