Merge pull request 'Fix dashboard stat card handling issue' (#84) from feat-notification into dev

Reviewed-on: #84

Distribution/Features/DashboardReport/DashboardReportDTOs.cs

@@ -2,21 +2,27 @@ 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 SalesTotals(decimal GrossSales, decimal ReturnValue, decimal Discounts, int Orders, decimal CostedSales, decimal CostOfSales);
 
 public record SalesKpis(
-    decimal GrossSales, decimal ReturnValue, decimal NetSales, int Orders, decimal AverageOrderValue,
+    decimal GrossSales, decimal ReturnValue, decimal Discounts, decimal NetSales, int Orders, decimal AverageOrderValue,
     decimal GrossProfit, decimal? GrossProfitMarginPercent);
 
 public record SalesKpiComparison(SalesKpis Current, SalesKpis Previous, DateTime PreviousFrom, DateTime PreviousTo);
 
+public record ReceivablesTotals(decimal Collected, decimal Outstanding, decimal Overdue);
+
+public record CashKpis(decimal Collected, decimal Outstanding, decimal Overdue, decimal? CollectionRatePercent);
+
+public record CashKpiComparison(CashKpis Current, CashKpis Previous);
+
 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,
+    SalesKpiComparison Kpis, CashKpiComparison Cash, List<TrendPoint> Trend,
     List<NamedAmount> ByCategory, List<NamedAmount> ByRegion, List<NamedAmount> ByRep);
 
 public record PeriodAmount(DateTime Date, decimal Amount);

Distribution/Features/DashboardReport/DashboardReportRepository.cs

@@ -19,29 +19,30 @@ public class DashboardReportRepository(AppDBContext db) : IDashboardReportReposi
         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).
+    // Same definition of "sold" as ProductReportRepository: billable (non-removed) invoice lines of
+    // Finalized invoices on non-cancelled POs, dated by Invoice.FinalizedAt. 'To' is inclusive (whole day).
+    // Payment status/method is deliberately ignored: a sale is recognised when invoiced.
     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
+            from li in db.InvoiceItems.AsNoTracking()
+            where li.IsActive && !li.IsRemoved
+                && li.Invoice.Status == InvoiceStatus.Finalized
+                && li.Invoice.ShopPO.Status != ShopPOStatus.Cancelled
+                && li.Invoice.FinalizedAt >= start && li.Invoice.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,
+                Date = li.Invoice.FinalizedAt!.Value.Date,
+                PoId = li.Invoice.FK_ShopPOId,
+                Value = li.Quantity * li.UnitPrice,
+                Cost = li.Item.CostPrice == null ? null : li.Quantity * 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,
+                RegionId = li.Invoice.ShopPO.Store.Route.FK_RegionId,
+                RegionName = li.Invoice.ShopPO.Store.Route.Region.Name,
+                RepId = li.Invoice.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);
@@ -52,8 +53,10 @@ public class DashboardReportRepository(AppDBContext db) : IDashboardReportReposi
     {
         var start = f.From.Date;
         var end = f.To.Date.AddDays(1);
+        // Only credit-deduction returns reduce sales; an item exchange is replaced like-for-like (net zero).
         var q = db.SaleReturnItems.AsNoTracking()
-            .Where(r => r.SaleReturn.CreatedAt >= start && r.SaleReturn.CreatedAt < end);
+            .Where(r => r.SaleReturn.CreatedAt >= start && r.SaleReturn.CreatedAt < end
+                && r.SaleReturn.Mode == ReturnMode.CreditDeduction);
         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;
@@ -68,7 +71,59 @@ public class DashboardReportRepository(AppDBContext db) : IDashboardReportReposi
         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);
+        return new SalesTotals(gross, returns, await GetDiscountsAsync(f), orders, costedSales, cost);
+    }
+
+    // Discount carried on the invoice (Invoice.DiscountAmount) for invoices finalized in the range, same dating as sales.
+    // A discount belongs to the whole invoice, so it can't be split by category: with a category filter it is 0.
+    private async Task<decimal> GetDiscountsAsync(DashboardFilter f)
+    {
+        if (f.CategoryId.HasValue) return 0m;
+        var start = f.From.Date;
+        var end = f.To.Date.AddDays(1);
+        var q = db.Invoices.AsNoTracking()
+            .Where(i => i.IsActive && i.Status == InvoiceStatus.Finalized && i.ShopPO.Status != ShopPOStatus.Cancelled
+                && i.FinalizedAt >= start && i.FinalizedAt < end);
+        if (f.RegionId.HasValue) q = q.Where(i => i.ShopPO.Store.Route.FK_RegionId == f.RegionId.Value);
+        return await q.SumAsync(i => (decimal?)i.DiscountAmount) ?? 0m;
+    }
+
+    // Cash view, independent of Net Sales. Credit-method payments are store-credit usage, so they stay
+    // receivable (not collected). Outstanding/Overdue are balances as of the end of the range;
+    // overdue = unpaid balance on invoices finalized more than OverdueDays before that date.
+    private const int OverdueDays = 30;
+
+    public async Task<ReceivablesTotals> GetReceivablesAsync(DashboardFilter f)
+    {
+        var start = f.From.Date;
+        var end = f.To.Date.AddDays(1);
+
+        var pays = db.Payments.AsNoTracking().Where(p => p.IsActive && p.Method != PaymentMethod.Credit);
+        var invs = db.Invoices.AsNoTracking().Where(i => i.IsActive && i.Status == InvoiceStatus.Finalized
+            && i.ShopPO.Status != ShopPOStatus.Cancelled && i.FinalizedAt < end);
+        if (f.RegionId.HasValue)
+        {
+            pays = pays.Where(p => p.Invoice.ShopPO.Store.Route.FK_RegionId == f.RegionId.Value);
+            invs = invs.Where(i => i.ShopPO.Store.Route.FK_RegionId == f.RegionId.Value);
+        }
+
+        var collected = await pays.Where(p => p.CollectedAt >= start && p.CollectedAt < end)
+            .SumAsync(p => (decimal?)p.Amount) ?? 0m;
+
+        var rows = await invs.Select(i => new
+        {
+            i.FinalizedAt,
+            i.TotalAmount,
+            Paid = i.Payments.Where(p => p.IsActive && p.Method != PaymentMethod.Credit && p.CollectedAt < end)
+                .Sum(p => (decimal?)p.Amount) ?? 0m,
+        }).ToListAsync();
+
+        var balances = rows
+            .Select(r => (Due: r.FinalizedAt!.Value.AddDays(OverdueDays), Balance: Math.Max(0m, r.TotalAmount - r.Paid)))
+            .ToList();
+        return new ReceivablesTotals(collected,
+            balances.Sum(b => b.Balance),
+            balances.Where(b => b.Due < end).Sum(b => b.Balance));
     }
 
     public async Task<List<PeriodAmount>> GetDailySalesAsync(DashboardFilter f) =>

Distribution/Features/DashboardReport/DashboardReportService.cs

@@ -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(),

Distribution/Features/DashboardReport/IDashboardReportRepository.cs

@@ -5,6 +5,7 @@ public record GroupAggregate(Guid? Key, string Name, decimal Amount);
 public interface IDashboardReportRepository
 {
     Task<SalesTotals> GetSalesTotalsAsync(DashboardFilter f);
+    Task<ReceivablesTotals> GetReceivablesAsync(DashboardFilter f);
     Task<List<PeriodAmount>> GetDailySalesAsync(DashboardFilter f);
     Task<List<PeriodAmount>> GetDailyReturnsAsync(DashboardFilter f);
     Task<List<GroupAggregate>> GetSalesByCategoryAsync(DashboardFilter f);

Distribution/Features/Invoice/IInvoiceRepository.cs

@@ -9,6 +9,7 @@ public interface IInvoiceRepository
     Task<List<Models.Invoice>> GetAllAsync(Guid? agentId, Guid? routeId, Guid? shopId, InvoiceStatus? status, PaymentStatus? paymentStatus, int page, int pageSize);
     Task<int> GetCountAsync(Guid? agentId, Guid? routeId, Guid? shopId, InvoiceStatus? status, PaymentStatus? paymentStatus);
     Task<List<Models.Invoice>> GetOutstandingAsync();
+    Task<decimal> GetSchemeDiscountAsync(Guid shopPOId);
     Task AddAsync(Models.Invoice invoice);
     Task<Models.Item?> GetItemAsync(Guid itemId);
     Task AddItemsAsync(IEnumerable<InvoiceItem> items);

Distribution/Features/Invoice/InvoiceDTOs.cs

@@ -45,6 +45,7 @@ public record InvoiceResponse(
     DateTime? FinalizedAt,
     Guid? FinalizedBy,
     decimal TotalAmount,
+    decimal DiscountAmount,
     decimal PaidAmount,
     bool IsActive,
     DateTime CreatedAt,

Distribution/Features/Invoice/InvoiceRepository.cs

@@ -51,6 +51,11 @@ public class InvoiceRepository(AppDBContext context) : IInvoiceRepository
             .Where(i => i.IsActive && i.PaymentStatus != PaymentStatus.Paid)
             .ToListAsync();
 
+    public async Task<decimal> GetSchemeDiscountAsync(Guid shopPOId) =>
+        await context.SchemeRedemptions
+            .Where(r => r.FK_ShopPOId == shopPOId)
+            .SumAsync(r => r.DiscountAmount) ?? 0m;
+
     public async Task AddAsync(Models.Invoice invoice) =>
         await context.Invoices.AddAsync(invoice);
 

Distribution/Features/Invoice/InvoiceService.cs

@@ -19,7 +19,7 @@ public class InvoiceService(
             i.Status, i.PaymentStatus, i.CreatedBy,
             i.PrintedAt, i.PrintedBy,
             i.FinalizedAt, i.FinalizedBy,
-            i.TotalAmount,
+            i.TotalAmount, i.DiscountAmount,
             i.Payments?.Where(p => p.IsActive).Sum(p => p.Amount) ?? 0m,
             i.IsActive, i.CreatedAt,
             i.Items.Where(x => x.IsActive).Select(x =>
@@ -30,6 +30,15 @@ public class InvoiceService(
     private static decimal BillableTotal(IEnumerable<InvoiceItem> items) =>
         items.Where(i => i.IsActive && !i.IsRemoved).Sum(i => i.Quantity * i.UnitPrice);
 
+    // TotalAmount = billable lines - scheme discount redeemed on the PO. Re-derived whenever lines change
+    // and at finalize, so a scheme applied after the invoice was drafted is still picked up before it locks.
+    private async Task ApplyTotalsAsync(Models.Invoice invoice, IEnumerable<InvoiceItem> items)
+    {
+        var billable = BillableTotal(items);
+        invoice.DiscountAmount = Math.Min(await repo.GetSchemeDiscountAsync(invoice.FK_ShopPOId), billable);
+        invoice.TotalAmount = billable - invoice.DiscountAmount;
+    }
+
     // Immutable copy of the invoice lines as they stand right now.
     public static InvoiceVersion BuildVersion(Models.Invoice invoice, IEnumerable<InvoiceItem> items, int versionNumber, InvoiceVersionStage stage, Guid userId) =>
         new()
@@ -115,15 +124,15 @@ public class InvoiceService(
             FK_ShopPOId = po.Id,
             Status = InvoiceStatus.Draft,
             PaymentStatus = PaymentStatus.Pending,
-            CreatedBy = createdBy,
-            TotalAmount = po.TotalAmount
+            CreatedBy = createdBy
         };
+        var lines = BuildItemsFromShopPO(po, invoice.Id);
+        await ApplyTotalsAsync(invoice, lines);
 
         await uow.BeginAsync(ct);
         try
         {
             await repo.AddAsync(invoice);
-            var lines = BuildItemsFromShopPO(po, invoice.Id);
             await repo.AddItemsAsync(lines);
             await repo.AddVersionAsync(BuildVersion(invoice, lines, 1, InvoiceVersionStage.Created, createdBy));
             po.InvoiceId = invoice.Id;
@@ -192,7 +201,7 @@ public class InvoiceService(
                 throw new InvalidOperationException("Each edit needs an invoiceItemId (existing line) or an itemId (new line)");
         }
 
-        invoice.TotalAmount = BillableTotal(invoice.Items.Concat(newLines));
+        await ApplyTotalsAsync(invoice, invoice.Items.Concat(newLines));
 
         await uow.BeginAsync(ct);
         try
@@ -223,6 +232,10 @@ public class InvoiceService(
         if (invoice.Status != InvoiceStatus.Draft)
             throw new InvalidOperationException($"Cannot print an invoice in {invoice.Status} status");
 
+        // Printing fixes the amount the customer sees, so pick up any scheme discount applied since the last edit.
+        var lines = invoice.Items.Where(i => i.IsActive).ToList();
+        if (lines.Count > 0) await ApplyTotalsAsync(invoice, lines);
+
         invoice.Status = InvoiceStatus.Printed;
         invoice.PrintedAt = DateTime.Now;
         invoice.PrintedBy = printedBy;
@@ -265,7 +278,7 @@ public class InvoiceService(
         }
 
         if (items.Count > 0)
-            invoice.TotalAmount = BillableTotal(items);
+            await ApplyTotalsAsync(invoice, items);
 
         invoice.Status = InvoiceStatus.Finalized;
         invoice.FinalizedAt = DateTime.Now;

Distribution/Features/ProductReport/ProductReportRepository.cs

@@ -60,24 +60,24 @@ public class ProductReportRepository(AppDBContext db) : IProductReportRepository
         return (rows, total);
     }
 
-    // Sold = shop PO lines on non-cancelled POs whose invoice is Finalized, dated by Invoice.FinalizedAt.
-    private IQueryable<ShopPOItem> SoldLines(ProductReportFilter f)
+    // Sold = billable (non-removed) invoice lines of Finalized invoices on non-cancelled POs, dated by Invoice.FinalizedAt.
+    private IQueryable<InvoiceItem> SoldLines(ProductReportFilter f)
     {
         var lines =
-            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
-                && (!f.From.HasValue || inv.FinalizedAt >= f.From.Value)
-                && (!f.To.HasValue || inv.FinalizedAt < f.To.Value.Date.AddDays(1))
+            from li in db.InvoiceItems.AsNoTracking()
+            where li.IsActive && !li.IsRemoved
+                && li.Invoice.Status == InvoiceStatus.Finalized
+                && li.Invoice.ShopPO.Status != ShopPOStatus.Cancelled
+                && (!f.From.HasValue || li.Invoice.FinalizedAt >= f.From.Value)
+                && (!f.To.HasValue || li.Invoice.FinalizedAt < f.To.Value.Date.AddDays(1))
             select li;
 
         if (f.BrandId.HasValue) lines = lines.Where(l => l.Item.FK_BrandId == f.BrandId.Value);
         if (f.CategoryId.HasValue) lines = lines.Where(l => l.Item.FK_CategoryId == f.CategoryId.Value);
         if (f.SubCategoryId.HasValue) lines = lines.Where(l => l.Item.FK_SubCategoryId == f.SubCategoryId.Value);
-        if (f.StoreId.HasValue) lines = lines.Where(l => l.ShopPO.FK_StoreId == f.StoreId.Value);
-        if (f.RouteId.HasValue) lines = lines.Where(l => l.ShopPO.Store.FK_RouteId == f.RouteId.Value);
-        if (f.RegionId.HasValue) lines = lines.Where(l => l.ShopPO.Store.Route.FK_RegionId == f.RegionId.Value);
+        if (f.StoreId.HasValue) lines = lines.Where(l => l.Invoice.ShopPO.FK_StoreId == f.StoreId.Value);
+        if (f.RouteId.HasValue) lines = lines.Where(l => l.Invoice.ShopPO.Store.FK_RouteId == f.RouteId.Value);
+        if (f.RegionId.HasValue) lines = lines.Where(l => l.Invoice.ShopPO.Store.Route.FK_RegionId == f.RegionId.Value);
         if (!string.IsNullOrWhiteSpace(f.Search))
         {
             var s = f.Search.Trim();
@@ -93,33 +93,36 @@ public class ProductReportRepository(AppDBContext db) : IProductReportRepository
             .Select(g => new
             {
                 g.Key.FK_ItemId, g.Key.Sku, g.Key.Name, g.Key.CostPrice,
-                Orders = g.Select(x => x.FK_ShopPOId).Distinct().Count(),
-                QtyOrdered = g.Sum(x => (decimal)x.Quantity),
-                QtyFulfilled = g.Sum(x => (decimal)x.QuantityFulfilled),
-                SalesValue = g.Sum(x => x.QuantityFulfilled * x.UnitPrice),
+                QtyOrdered = g.Sum(x => (decimal)(x.ShopPOItem != null ? x.ShopPOItem.Quantity : x.Quantity)),
+                QtyFulfilled = g.Sum(x => (decimal)x.Quantity),
+                SalesValue = g.Sum(x => x.Quantity * x.UnitPrice),
             });
 
         var total = await query.CountAsync();
         var page_ = await query.OrderByDescending(r => r.SalesValue).ThenBy(r => r.Name)
             .Skip((page - 1) * pageSize).Take(pageSize).ToListAsync();
 
-        // Distinct stores per item is counted separately: MySQL can't run the correlated
+        // Distinct orders and stores per item are counted separately: MySQL can't run the correlated
         // "SELECT DISTINCT ... WHERE outer.col" derived table EF generates inside a GroupBy.
         var ids = page_.Select(r => r.FK_ItemId).ToList();
-        var storePairs = await SoldLines(f)
+        var pairs = await SoldLines(f)
             .Where(l => ids.Contains(l.FK_ItemId))
-            .Select(l => new { l.FK_ItemId, l.ShopPO.FK_StoreId })
+            .Select(l => new { l.FK_ItemId, PoId = l.Invoice.FK_ShopPOId, l.Invoice.ShopPO.FK_StoreId })
             .Distinct()
             .ToListAsync();
-        var storeCounts = storePairs.GroupBy(p => p.FK_ItemId).ToDictionary(g => g.Key, g => g.Count());
+        var orderCounts = pairs.GroupBy(p => p.FK_ItemId)
+            .ToDictionary(g => g.Key, g => g.Select(p => p.PoId).Distinct().Count());
+        var storeCounts = pairs.GroupBy(p => p.FK_ItemId)
+            .ToDictionary(g => g.Key, g => g.Select(p => p.FK_StoreId).Distinct().Count());
 
         var rows = page_.Select(r => new SalesAggregate(r.FK_ItemId, r.Sku, r.Name, r.CostPrice,
-            r.Orders, storeCounts.GetValueOrDefault(r.FK_ItemId), r.QtyOrdered, r.QtyFulfilled, r.SalesValue)).ToList();
+            orderCounts.GetValueOrDefault(r.FK_ItemId), storeCounts.GetValueOrDefault(r.FK_ItemId),
+            r.QtyOrdered, r.QtyFulfilled, r.SalesValue)).ToList();
         return (rows, total);
     }
 
     public Task<decimal> GetTotalSalesAsync(ProductReportFilter f) =>
-        SoldLines(f).SumAsync(x => x.QuantityFulfilled * x.UnitPrice);
+        SoldLines(f).SumAsync(x => x.Quantity * x.UnitPrice);
 
     public async Task<Dictionary<Guid, decimal>> GetSoldQtyAsync(ProductReportFilter f, IEnumerable<Guid> itemIds)
     {
@@ -127,7 +130,7 @@ public class ProductReportRepository(AppDBContext db) : IProductReportRepository
         return await SoldLines(f with { Search = null })
             .Where(l => ids.Contains(l.FK_ItemId))
             .GroupBy(l => l.FK_ItemId)
-            .Select(g => new { g.Key, Qty = g.Sum(x => (decimal)x.QuantityFulfilled) })
+            .Select(g => new { g.Key, Qty = g.Sum(x => (decimal)x.Quantity) })
             .ToDictionaryAsync(x => x.Key, x => x.Qty);
     }
 

Distribution/Features/Scheme/ISchemeRepository.cs

@@ -11,6 +11,7 @@ public interface ISchemeRepository
     Task<List<Models.SchemeRedemption>> GetRedemptionsAsync(Guid schemeId);
     Task AddRedemptionAsync(Models.SchemeRedemption entity);
     Task<bool> HasRedemptionAsync(Guid schemeId, Guid orderId);
+    Task<bool> HasLockedInvoiceAsync(Guid shopPOId);
 
     Task<Models.SchemeBundleComponent?> GetBundleComponentAsync(Guid schemeId, Guid itemId);
     Task AddBundleComponentAsync(Models.SchemeBundleComponent entity);

Distribution/Features/Scheme/SchemeRepository.cs

@@ -52,6 +52,10 @@ public class SchemeRepository(AppDBContext context) : ISchemeRepository
     public async Task<bool> HasRedemptionAsync(Guid schemeId, Guid shopPOId) =>
         await context.SchemeRedemptions.AnyAsync(r => r.FK_SchemeId == schemeId && r.FK_ShopPOId == shopPOId);
 
+    // An invoice past Draft (printed or finalized) has a fixed amount, so it can no longer take a discount.
+    public async Task<bool> HasLockedInvoiceAsync(Guid shopPOId) =>
+        await context.Invoices.AnyAsync(i => i.FK_ShopPOId == shopPOId && i.IsActive && i.Status != Models.InvoiceStatus.Draft);
+
     public async Task<Models.SchemeBundleComponent?> GetBundleComponentAsync(Guid schemeId, Guid itemId) =>
         await context.SchemeBundleComponents
             .FirstOrDefaultAsync(c => c.FK_SchemeId == schemeId && c.FK_ItemId == itemId);

Distribution/Features/Scheme/SchemeService.cs

@@ -383,6 +383,9 @@ public class SchemeService(
         if (await repo.HasRedemptionAsync(schemeId, shopPOId))
             throw new InvalidOperationException("This scheme has already been redeemed against this ShopPO.");
 
+        if (await repo.HasLockedInvoiceAsync(shopPOId))
+            throw new InvalidOperationException("This order's invoice is already printed or finalized, so a scheme can no longer be applied. Apply schemes before the invoice is printed.");
+
         var items = await shopPORepo.GetActiveItemsByShopPOIdAsync(shopPOId);
         var eligibility = EvaluateRule(scheme, items);
         if (!eligibility.Eligible)

Distribution/Migrations/20261021101340_AddInvoiceDiscount.cs

@@ -0,0 +1,46 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace Distribution.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddInvoiceDiscount : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<decimal>(
+                name: "DiscountAmount",
+                table: "Invoices",
+                type: "decimal(65,30)",
+                nullable: false,
+                defaultValue: 0m);
+
+            migrationBuilder.UpdateData(
+                table: "Invoices",
+                keyColumn: "Id",
+                keyValue: new Guid("34500000-0000-0000-0000-000000000001"),
+                column: "DiscountAmount",
+                value: 0m);
+
+            migrationBuilder.UpdateData(
+                table: "Invoices",
+                keyColumn: "Id",
+                keyValue: new Guid("34500000-0000-0000-0000-000000000002"),
+                column: "DiscountAmount",
+                value: 0m);
+
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "DiscountAmount",
+                table: "Invoices");
+
+        }
+    }
+}

Distribution/Migrations/AppDBContextModelSnapshot.cs

@@ -848,6 +848,9 @@ namespace Distribution.Migrations
                     b.Property<Guid>("CreatedBy")
                         .HasColumnType("char(36)");
 
+                    b.Property<decimal>("DiscountAmount")
+                        .HasColumnType("decimal(65,30)");
+
                     b.Property<Guid>("FK_ShopPOId")
                         .HasColumnType("char(36)");
 
@@ -887,6 +890,7 @@ namespace Distribution.Migrations
                             Id = new Guid("34500000-0000-0000-0000-000000000001"),
                             CreatedAt = new DateTime(2026, 8, 25, 8, 30, 0, 0, DateTimeKind.Unspecified),
                             CreatedBy = new Guid("29000000-0000-0000-0000-000000000002"),
+                            DiscountAmount = 0m,
                             FK_ShopPOId = new Guid("33000000-0000-0000-0000-000000000001"),
                             FinalizedAt = new DateTime(2026, 8, 25, 9, 0, 0, 0, DateTimeKind.Unspecified),
                             FinalizedBy = new Guid("29000000-0000-0000-0000-000000000001"),
@@ -902,6 +906,7 @@ namespace Distribution.Migrations
                             Id = new Guid("34500000-0000-0000-0000-000000000002"),
                             CreatedAt = new DateTime(2026, 8, 31, 9, 0, 0, 0, DateTimeKind.Unspecified),
                             CreatedBy = new Guid("29000000-0000-0000-0000-000000000003"),
+                            DiscountAmount = 0m,
                             FK_ShopPOId = new Guid("33000000-0000-0000-0000-000000000003"),
                             IsActive = true,
                             PaymentStatus = 1,

Distribution/Models/Invoice.cs

@@ -19,6 +19,10 @@ namespace Distribution.Models
         public DateTime? FinalizedAt { get; set; }
         public Guid? FinalizedBy { get; set; }
 
+        /// <summary>Scheme discount redeemed against the PO, subtracted from the billable lines to give TotalAmount.</summary>
+        public decimal DiscountAmount { get; set; }
+
+        /// <summary>Payable amount: billable lines minus DiscountAmount.</summary>
         public decimal TotalAmount { get; set; }
 
         public ICollection<InvoiceItem> Items { get; set; } = new List<InvoiceItem>();

distribution_fe/app/(dashboard)/_components/analytics-sections.tsx

@@ -7,6 +7,8 @@ import { toast } from '@/components/ui/toast'
 import { dashboardReports, productReports, stockReports, getApiError, getPaginatedItems } from '@/lib/api/index'
 import type { DashboardInventorySummary, DashboardSalesSummary, ProductSalesRow, SalesKpis, StockOverview } from '@/lib/api/reports'
 import { DonutChart, MultiAreaChart, seriesColor } from './dashboard-charts'
+import { RegionSalesPie } from './region-sales-pie'
+import { SalesTrendInteractive } from './sales-trend-interactive'
 
 export interface DateRange {
   from: string // yyyy-MM-dd
@@ -60,8 +62,8 @@ function Kpi({ title, value, footer }: { title: string; value: string; footer?:
 function LoadingGrid() {
   return (
     <div className="flex flex-col gap-3" aria-busy="true">
-      <div className="grid grid-cols-2 gap-3 md:grid-cols-3 xl:grid-cols-6">
-        {Array.from({ length: 6 }).map((_, i) => <Skeleton key={i} className="h-[76px] rounded-xl" />)}
+      <div className="grid grid-cols-2 gap-3 md:grid-cols-4 xl:grid-cols-7">
+        {Array.from({ length: 7 }).map((_, i) => <Skeleton key={i} className="h-[76px] rounded-xl" />)}
       </div>
       <div className="grid grid-cols-1 gap-3 md:grid-cols-2 xl:grid-cols-3">
         {Array.from({ length: 6 }).map((_, i) => (
@@ -175,6 +177,7 @@ export function SalesSection({ range }: { range: DateRange }) {
   if (loading || productsLoading || !sales) return <LoadingGrid />
 
   const { current: c, previous: p } = sales.kpis
+  const { current: cash, previous: cashPrev } = sales.cash
   const kpi = (title: string, key: keyof SalesKpis, money = true) => (
     <Kpi
       title={title}
@@ -184,12 +187,11 @@ export function SalesSection({ range }: { range: DateRange }) {
   )
 
   const trend = sales.trend.map(t => ({ period: t.period, sales: t.sales, returns: t.returns }))
-  const regionTotal = sales.byRegion.reduce((t, r) => t + r.amount, 0)
   const repTotal = sales.byRep.reduce((t, r) => t + r.amount, 0)
 
   return (
     <div className="flex flex-col gap-3">
-      <div className="grid grid-cols-2 gap-3 md:grid-cols-3 xl:grid-cols-6">
+      <div className="grid grid-cols-2 gap-3 md:grid-cols-4 xl:grid-cols-7">
         {kpi('Net Sales', 'netSales')}
         {kpi('Gross Sales', 'grossSales')}
         {kpi('Total Orders', 'orders', false)}
@@ -204,16 +206,40 @@ export function SalesSection({ range }: { range: DateRange }) {
           }
         />
         {kpi('Sales Returns', 'returnValue')}
+        {kpi('Discounts', 'discounts')}
+      </div>
+      <div className="grid grid-cols-2 gap-3 md:grid-cols-4">
+        <Kpi
+          title="Collected"
+          value={fmtMoney(cash.collected)}
+          footer={<Delta current={cash.collected} previous={cashPrev.collected} />}
+        />
+        <Kpi
+          title="Outstanding"
+          value={fmtMoney(cash.outstanding)}
+          footer={<span className="text-muted-foreground">Unpaid on finalized invoices</span>}
+        />
+        <Kpi
+          title="Overdue"
+          value={fmtMoney(cash.overdue)}
+          footer={<span className="text-muted-foreground">Unpaid, invoiced over 30 days ago</span>}
+        />
+        <Kpi
+          title="Collection Rate"
+          value={cash.collectionRatePercent === null ? '—' : `${cash.collectionRatePercent}%`}
+          footer={<span className="text-muted-foreground">Collected ÷ billed (gross − discounts)</span>}
+        />
       </div>
       <p className="text-[11px] text-muted-foreground">
-        Sales = fulfilled lines on non-cancelled orders with a finalized invoice, dated by finalization. Net = gross − customer returns.
-        Gross profit uses item cost prices and covers only items that have one. Discounts and sales targets are not tracked per order yet.
+        Sales are recognised when an invoice is finalized (billable invoice lines on non-cancelled orders), regardless of payment status or method.
+        Net = gross − customer returns that deduct credit (item exchanges are net zero) − scheme discounts on those invoices
+        (not split by category, so Discounts is 0 when a category is selected). Collected = cash and cheque payments received;
+        credit-method payments stay outstanding. Outstanding and overdue are balances as of the end of the range, and Collected ignores the category filter.
+        Gross profit uses item cost prices and covers only items that have one. Sales targets are not tracked per order yet.
       </p>
 
       <div className="grid grid-cols-1 gap-3 md:grid-cols-2 xl:grid-cols-3">
-        <ChartCard title="Sales Trend" note={`Gross sales per ${sales.granularity}`} className="md:col-span-2">
-          <MultiAreaChart data={trend} series={[{ key: 'sales', label: 'Sales', color: seriesColor(0) }]} emptyText="No sales in this period." />
-        </ChartCard>
+        <SalesTrendInteractive className="md:col-span-2" />
         <ChartCard title="Sales by Category" note="Share of gross sales">
           <DonutChart data={topWithOther(named(sales.byCategory))} centerLabel="Rs." emptyText="No sales in this period." />
         </ChartCard>
@@ -232,9 +258,7 @@ export function SalesSection({ range }: { range: DateRange }) {
             ])}
           />
         </ChartCard>
-        <ChartCard title="Sales by Region">
-          <RankTable rows={sales.byRegion.map(r => ({ name: r.name, value: r.amount, extra: sharePct(r.amount, regionTotal) }))} fmt={fmtMoney} empty="No sales in this period." />
-        </ChartCard>
+        <RegionSalesPie rows={sales.byRegion} />
 
         <ChartCard title="Sales vs Returns" note={`Per ${sales.granularity}`} className="md:col-span-2">
           <MultiAreaChart

distribution_fe/app/(dashboard)/_components/dashboard-client.tsx

@@ -18,7 +18,7 @@ import {
   getPaginatedItems,
 } from '@/lib/api/index'
 import { useAuth } from '@/contexts/auth-context'
-import type { LowStockItemResponse, StockMovementResponse } from '@/types/api'
+import type { StockMovementResponse } from '@/types/api'
 import { InventorySection, SalesSection, type DateRange } from './analytics-sections'
 import { ColumnBarChart, DonutChart, HorizontalBarChart, RadialGauge, SalesTrendChart } from './dashboard-charts'
 import type { ChartDatum, MonthlySalesPoint } from './dashboard-charts'
@@ -54,7 +54,6 @@ const WIDGET_META: WidgetMeta[] = [
   { id: 'openRides',            cat: 'ops',     title: 'Open Rides',                 size: 'md', permission: 'rides.view' },
   { id: 'loadingSheetsByStatus',cat: 'ops',     title: 'Loading Sheets by Status',   size: 'md', permission: 'loading-sheet.view' },
   { id: 'deliveryTasks',        cat: 'ops',     title: 'Pending Delivery Tasks',     size: 'sm', permission: 'delivery-task.view' },
-  { id: 'lowStock',             cat: 'stock',   title: 'Low Stock Alerts',           size: 'lg', permission: 'stock.view' },
   { id: 'stockMovements',       cat: 'stock',   title: 'Recent Stock Movements',     size: 'lg', permission: 'stock.view' },
   { id: 'warehouseBalance',     cat: 'stock',   title: 'Warehouse Balances',         size: 'md', permission: 'stock.view' },
   { id: 'outstandingPay',       cat: 'finance', title: 'Outstanding Payments',       size: 'sm', permission: 'orders.view' },
@@ -63,7 +62,7 @@ const WIDGET_META: WidgetMeta[] = [
 
 const DEFAULT_ACTIVE = [
   'pendingPO', 'awaitingConfirm', 'fulfillRate', 'openRides', 'loadingSheetsByStatus',
-  'deliveryTasks', 'lowStock', 'outstandingPay', 'invoiceStatus',
+  'deliveryTasks', 'outstandingPay', 'invoiceStatus',
   'salesTrendChart', 'poStatusChart', 'paymentStatusChart', 'warehouseChart',
 ]
 
@@ -153,7 +152,6 @@ interface DashboardData {
   confirmedSheetsCount: number
   pendingTasksCount: number
   partialTasksCount: number
-  lowStock: LowStockItemResponse[]
   movements: StockMovementResponse[]
   warehouseBalances: WarehouseBalanceRow[]
   outstandingAmount: number
@@ -173,7 +171,7 @@ function emptyDashboardData(): DashboardData {
     openRides: [],
     plannedSheetsCount: 0, confirmedSheetsCount: 0,
     pendingTasksCount: 0, partialTasksCount: 0,
-    lowStock: [], movements: [], warehouseBalances: [],
+    movements: [], warehouseBalances: [],
     outstandingAmount: 0, outstandingInvoiceCount: 0,
     draftInvoiceCount: 0, printedInvoiceCount: 0, finalizedInvoiceCount: 0,
     poStatusChart: [], paymentStatusChart: [], movementTypeChart: [], monthlySales: [],
@@ -236,14 +234,6 @@ async function loadDashboardData(activeIds: Set<string>): Promise<DashboardData>
     )
   }
 
-  if (activeIds.has('lowStock')) {
-    fetches.push(
-      stock.lowStock()
-        .then(res => { data.lowStock = getPaginatedItems(res).slice(0, 5) })
-        .catch(() => {})
-    )
-  }
-
   if (activeIds.has('stockMovements')) {
     fetches.push(
       stock.movements({ pageSize: 5 })
@@ -400,24 +390,6 @@ function WidgetBody({ id, data }: { id: string; data: DashboardData }) {
           <div className="mt-1.5 text-xs text-muted-foreground">{data.partialTasksCount} partially delivered</div>
         </div>
       )
-    case 'lowStock':
-      return data.lowStock.length === 0 ? (
-        <p className="text-xs text-muted-foreground">No items below their reorder level.</p>
-      ) : (
-        <div>
-          <div className="grid grid-cols-[2fr_1.4fr_0.8fr_0.8fr] gap-2 border-b pb-2 text-[10px] font-semibold uppercase tracking-wide text-muted-foreground">
-            <span>Item</span><span>Warehouse</span><span>On hand</span><span>Reorder</span>
-          </div>
-          {data.lowStock.map(row => (
-            <div key={`${row.itemId}-${row.locationId}`} className="grid grid-cols-[2fr_1.4fr_0.8fr_0.8fr] gap-2 border-b border-muted py-2.5 text-sm last:border-0">
-              <span className="text-foreground">{row.itemName}</span>
-              <span className="text-muted-foreground">{row.locationName}</span>
-              <span className="font-semibold text-destructive">{row.quantity}</span>
-              <span className="text-muted-foreground">{row.reorderLevel}</span>
-            </div>
-          ))}
-        </div>
-      )
     case 'stockMovements':
       return data.movements.length === 0 ? (
         <p className="text-xs text-muted-foreground">No recent stock movements.</p>

distribution_fe/app/(dashboard)/_components/region-sales-pie.tsx

@@ -0,0 +1,123 @@
+'use client'
+
+import { useCallback, useMemo, useState } from 'react'
+import { Label, Pie, PieChart, Sector } from 'recharts'
+import type { PieSectorShapeProps } from 'recharts/types/polar/Pie'
+
+import { Card, CardAction, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
+import { ChartContainer, ChartTooltip, ChartTooltipContent, type ChartConfig } from '@/components/ui/chart'
+import { Select, SelectContent, SelectGroup, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
+
+const SLICE_COLORS = ['var(--chart-1)', 'var(--chart-2)', 'var(--chart-3)', 'var(--chart-4)', 'var(--chart-5)']
+const MAX_SLICES = 5
+
+const fmtCompact = (v: number) => v.toLocaleString('en-LK', { notation: 'compact', maximumFractionDigits: 1 })
+const fmtMoney = (v: number) => `Rs. ${v.toLocaleString('en-LK', { maximumFractionDigits: 0 })}`
+
+/** Top (n-1) regions plus an "Other" slice, so the pie and the picker stay readable. */
+function topWithOther(rows: Array<{ name: string; amount: number }>) {
+  const sorted = [...rows].filter(r => r.amount > 0).sort((a, b) => b.amount - a.amount)
+  if (sorted.length <= MAX_SLICES) return sorted
+  const head = sorted.slice(0, MAX_SLICES - 1)
+  return [...head, { name: 'Other', amount: sorted.slice(MAX_SLICES - 1).reduce((t, r) => t + r.amount, 0) }]
+}
+
+/**
+ * Interactive pie of gross sales by region: pick a region (or it defaults to the largest) to pull its slice
+ * out and show its amount and share in the centre.
+ */
+export function RegionSalesPie({ rows, className }: { rows: Array<{ name: string; amount: number }>; className?: string }) {
+  const slices = useMemo(
+    () => topWithOther(rows).map((r, i) => ({ key: `r${i}`, name: r.name, amount: r.amount, fill: `var(--color-r${i})` })),
+    [rows],
+  )
+  const config = useMemo(
+    () => Object.fromEntries(slices.map((s, i) => [s.key, { label: s.name, color: SLICE_COLORS[i % SLICE_COLORS.length] }])) as ChartConfig,
+    [slices],
+  )
+  const total = slices.reduce((t, s) => t + s.amount, 0)
+
+  const [selected, setSelected] = useState<string | null>(null)
+  // Fall back to the largest region when nothing is picked or the picked region left the data (range changed).
+  const activeKey = slices.some(s => s.key === selected) ? selected : slices[0]?.key
+  const activeIndex = slices.findIndex(s => s.key === activeKey)
+  const active = slices[activeIndex]
+
+  const renderShape = useCallback(
+    ({ index, outerRadius = 0, ...props }: PieSectorShapeProps) =>
+      index === activeIndex ? (
+        <g>
+          <Sector {...props} outerRadius={outerRadius + 10} />
+          <Sector {...props} outerRadius={outerRadius + 25} innerRadius={outerRadius + 12} />
+        </g>
+      ) : (
+        <Sector {...props} outerRadius={outerRadius} />
+      ),
+    [activeIndex],
+  )
+
+  return (
+    <Card className={className}>
+      <CardHeader>
+        <CardTitle>Sales by Region</CardTitle>
+        <CardDescription>Share of gross sales</CardDescription>
+        {active && (
+          <CardAction>
+            <Select value={activeKey} onValueChange={v => v && setSelected(v)}>
+              <SelectTrigger size="sm" className="w-36" aria-label="Select a region">
+                <SelectValue placeholder="Select region" />
+              </SelectTrigger>
+              <SelectContent align="end">
+                <SelectGroup>
+                  {slices.map((s, i) => (
+                    <SelectItem key={s.key} value={s.key} label={s.name}>
+                      <span className="flex items-center gap-2 text-xs">
+                        <span className="size-3 shrink-0 rounded-xs" style={{ backgroundColor: SLICE_COLORS[i % SLICE_COLORS.length] }} />
+                        {s.name}
+                      </span>
+                    </SelectItem>
+                  ))}
+                </SelectGroup>
+              </SelectContent>
+            </Select>
+          </CardAction>
+        )}
+      </CardHeader>
+      <CardContent className="flex flex-1 justify-center">
+        {!active ? (
+          <p className="flex h-52 items-center justify-center text-xs text-muted-foreground">No sales in this period.</p>
+        ) : (
+          <ChartContainer config={config} className="mx-auto aspect-square w-full max-w-[260px]">
+            <PieChart>
+              <ChartTooltip
+                cursor={false}
+                content={<ChartTooltipContent hideLabel nameKey="key" formatter={(value, _name, item) => (
+                  <div className="flex w-full items-center justify-between gap-4">
+                    <span className="text-muted-foreground">{(item.payload as { name: string }).name}</span>
+                    <span className="font-mono font-medium text-foreground tabular-nums">{fmtMoney(Number(value))}</span>
+                  </div>
+                )} />}
+              />
+              <Pie data={slices} dataKey="amount" nameKey="key" innerRadius={60} strokeWidth={5} shape={renderShape}>
+                <Label
+                  content={({ viewBox }) => {
+                    if (!viewBox || !('cx' in viewBox) || !('cy' in viewBox)) return null
+                    const cy = viewBox.cy ?? 0
+                    return (
+                      <text x={viewBox.cx} y={cy} textAnchor="middle" dominantBaseline="middle">
+                        <tspan x={viewBox.cx} y={cy - 6} className="fill-foreground text-xl font-bold">{fmtCompact(active.amount)}</tspan>
+                        <tspan x={viewBox.cx} y={cy + 12} className="fill-muted-foreground text-[11px]">
+                          {total > 0 ? `${((active.amount / total) * 100).toFixed(1)}%` : ''}
+                        </tspan>
+                      </text>
+                    )
+                  }}
+                />
+              </Pie>
+            </PieChart>
+          </ChartContainer>
+        )}
+      </CardContent>
+    </Card>
+  )
+}

distribution_fe/app/(dashboard)/_components/sales-trend-interactive.tsx

@@ -0,0 +1,133 @@
+'use client'
+
+import { useEffect, useMemo, useState } from 'react'
+import { Area, AreaChart, CartesianGrid, XAxis, YAxis } from 'recharts'
+
+import { Card, CardAction, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
+import {
+  ChartContainer,
+  ChartTooltip,
+  ChartTooltipContent,
+  type ChartConfig,
+} from '@/components/ui/chart'
+import { Select, SelectContent, SelectGroup, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
+import { Skeleton } from '@/components/ui/skeleton'
+import { toast } from '@/components/ui/toast'
+import { dashboardReports, getApiError } from '@/lib/api/index'
+import type { DashboardSalesSummary } from '@/lib/api/reports'
+
+const MAX_DAYS = 90
+
+const RANGES = [
+  { value: '90', label: 'Last 3 months' },
+  { value: '30', label: 'Last 30 days' },
+  { value: '7', label: 'Last 7 days' },
+]
+
+const chartConfig = {
+  sales: { label: 'Gross sales', color: 'var(--chart-2)' },
+} satisfies ChartConfig
+
+const pad = (n: number) => String(n).padStart(2, '0')
+const toIso = (d: Date) => `${d.getFullYear()}-${pad(d.getMonth() + 1)}-${pad(d.getDate())}`
+const addDays = (d: Date, n: number) => new Date(d.getFullYear(), d.getMonth(), d.getDate() + n)
+const parseIso = (v: string) => new Date(`${v}T00:00:00`)
+
+const fmtCompact = (v: number) => v.toLocaleString('en-LK', { notation: 'compact', maximumFractionDigits: 1 })
+const fmtMoney = (v: number) => `Rs. ${v.toLocaleString('en-LK', { maximumFractionDigits: 0 })}`
+const fmtTick = (v: string) => parseIso(v).toLocaleDateString('en-US', { month: 'short', day: 'numeric' })
+const fmtLabel = (v: string) => parseIso(v).toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric' })
+
+interface Loaded {
+  end: string // yyyy-MM-dd of the last day covered
+  trend: DashboardSalesSummary['trend']
+}
+
+/**
+ * Interactive area chart of daily gross sales. The last 90 days are loaded once and the
+ * time-range selector narrows them client-side. Days without activity are plotted as 0 so every day shows.
+ */
+export function SalesTrendInteractive({ className }: { className?: string }) {
+  const [range, setRange] = useState('90')
+  const [loaded, setLoaded] = useState<Loaded | null | undefined>(undefined)
+
+  useEffect(() => {
+    let cancelled = false
+    const today = new Date()
+    dashboardReports
+      .sales({ from: toIso(addDays(today, -(MAX_DAYS - 1))), to: toIso(today) })
+      .then(res => { if (!cancelled) setLoaded({ end: toIso(today), trend: res.trend }) })
+      .catch(err => {
+        if (cancelled) return
+        toast.add({ title: 'Failed to load sales trend', description: getApiError(err), type: 'error' })
+        setLoaded(null)
+      })
+    return () => { cancelled = true }
+  }, [])
+
+  const days = Number(range)
+  const data = useMemo(() => {
+    if (!loaded) return []
+    const byDay = new Map(loaded.trend.map(t => [t.period, t]))
+    const end = parseIso(loaded.end)
+    return Array.from({ length: days }, (_, i) => {
+      const date = toIso(addDays(end, i - (days - 1)))
+      const point = byDay.get(date)
+      return { date, sales: point?.sales ?? 0 }
+    })
+  }, [loaded, days])
+
+  const total = data.reduce((sum, d) => sum + d.sales, 0)
+  const rangeLabel = RANGES.find(r => r.value === range)?.label.toLowerCase() ?? ''
+
+  return (
+    <Card className={className}>
+      <CardHeader>
+        <CardTitle>Sales Trend</CardTitle>
+        <CardDescription>
+          {loaded ? `${fmtMoney(total)} gross sales in the ${rangeLabel}` : 'Gross sales per day'}
+        </CardDescription>
+        <CardAction>
+          <Select value={range} onValueChange={v => v && setRange(v)}>
+            <SelectTrigger size="sm" className="w-40" aria-label="Select time range">
+              <SelectValue placeholder="Last 3 months" />
+            </SelectTrigger>
+            <SelectContent>
+              <SelectGroup>
+                {RANGES.map(r => <SelectItem key={r.value} value={r.value}>{r.label}</SelectItem>)}
+              </SelectGroup>
+            </SelectContent>
+          </Select>
+        </CardAction>
+      </CardHeader>
+      <CardContent>
+        {loaded === undefined ? (
+          <Skeleton className="h-[250px] w-full rounded-xl" />
+        ) : loaded === null || data.every(d => d.sales === 0) ? (
+          <p className="flex h-[250px] items-center justify-center text-xs text-muted-foreground">
+            {loaded === null ? 'Sales trend is unavailable.' : `No sales in the ${rangeLabel}.`}
+          </p>
+        ) : (
+          <ChartContainer config={chartConfig} className="aspect-auto h-[250px] w-full">
+            <AreaChart data={data}>
+              <defs>
+                <linearGradient id="fillSales" x1="0" y1="0" x2="0" y2="1">
+                  <stop offset="5%" stopColor="var(--color-sales)" stopOpacity={0.8} />
+                  <stop offset="95%" stopColor="var(--color-sales)" stopOpacity={0.1} />
+                </linearGradient>
+              </defs>
+              <CartesianGrid vertical={false} />
+              <XAxis dataKey="date" tickLine={false} axisLine={false} tickMargin={8} minTickGap={32} tickFormatter={fmtTick} />
+              <YAxis tickFormatter={fmtCompact} tickLine={false} axisLine={false} width={44} />
+              <ChartTooltip
+                cursor={false}
+                content={<ChartTooltipContent indicator="dot" labelFormatter={v => fmtLabel(String(v))} />}
+              />
+              <Area dataKey="sales" type="natural" fill="url(#fillSales)" stroke="var(--color-sales)" />
+            </AreaChart>
+          </ChartContainer>
+        )}
+      </CardContent>
+    </Card>
+  )
+}

distribution_fe/app/(dashboard)/sales/invoices/[id]/page.tsx

@@ -179,6 +179,7 @@ export default function InvoiceViewPage() {
 
       <div className="grid grid-cols-2 gap-4 rounded-2xl border p-4 sm:grid-cols-4">
         <Stat label="Total" value={fmtAmount(invoice.totalAmount)} />
+        {invoice.discountAmount > 0 && <Stat label="Scheme discount (included)" value={fmtAmount(invoice.discountAmount)} />}
         <Stat label="Paid" value={fmtAmount(paidAmount)} />
         <Stat label="Balance" value={fmtAmount(balance)} />
         <Stat label="Created" value={fmtDateTime(invoice.createdAt)} />

distribution_fe/lib/api/reports.ts

@@ -163,6 +163,7 @@ export const productReports = {
 export interface SalesKpis {
   grossSales: number
   returnValue: number
+  discounts: number
   netSales: number
   orders: number
   averageOrderValue: number
@@ -170,11 +171,19 @@ export interface SalesKpis {
   grossProfitMarginPercent: number | null
 }
 
+export interface CashKpis {
+  collected: number
+  outstanding: number
+  overdue: number
+  collectionRatePercent: number | null
+}
+
 export interface DashboardSalesSummary {
   from: string
   to: string
   granularity: 'day' | 'month'
   kpis: { current: SalesKpis; previous: SalesKpis; previousFrom: string; previousTo: string }
+  cash: { current: CashKpis; previous: CashKpis }
   trend: Array<{ period: string; sales: number; returns: number }>
   byCategory: Array<{ id: string | null; name: string; amount: number }>
   byRegion: Array<{ id: string | null; name: string; amount: number }>

distribution_fe/types/api.ts

@@ -1045,6 +1045,7 @@ export interface InvoiceResponse {
   finalizedAt: string | null
   finalizedBy: string | null
   totalAmount: number
+  discountAmount: number
   paidAmount: number
   isActive: boolean
   createdAt: string