[RT-008] feat: Implement reports module for retail analytics
Features: - Sales reports: by period, product, branch, cashier, payment method - Inventory reports: stock levels, movements, valuation, turnover - Customer reports: segmentation, RFM analysis, loyalty, retention - Financial reports: revenue, margins, taxes, cash flow, reconciliation - Dashboard KPIs with real-time metrics - Scheduled reports with email/SFTP/webhook delivery - Export formats: JSON, CSV, Excel, PDF Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
Adrian Flores Cortes
parent
113a83c6ca
commit
ebbe7d1d36
@ -8,6 +8,7 @@ import morgan from 'morgan';
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// Route imports
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import branchRoutes from './modules/branches/routes/branch.routes';
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import posRoutes from './modules/pos/routes/pos.routes';
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import reportsRoutes from './modules/reports/routes/reports.routes';
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// Error type
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interface AppError extends Error {
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@ -68,6 +69,7 @@ app.get('/api', (_req: Request, res: Response) => {
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'ecommerce',
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'purchases',
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'payment-terminals',
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'reports',
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'mercadopago',
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'clip',
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],
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@ -77,6 +79,7 @@ app.get('/api', (_req: Request, res: Response) => {
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// API Routes
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app.use('/api/branches', branchRoutes);
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app.use('/api/pos', posRoutes);
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app.use('/api/reports', reportsRoutes);
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// TODO: Add remaining route modules as they are implemented
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// app.use('/api/cash', cashRouter);
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// app.use('/api/inventory', inventoryRouter);
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1
src/modules/reports/controllers/index.ts
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1
src/modules/reports/controllers/index.ts
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@ -0,0 +1 @@
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export * from './reports.controller';
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1030
src/modules/reports/controllers/reports.controller.ts
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1030
src/modules/reports/controllers/reports.controller.ts
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File diff suppressed because it is too large
Load Diff
50
src/modules/reports/dto/index.ts
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50
src/modules/reports/dto/index.ts
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@ -0,0 +1,50 @@
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// Export DTOs for reports module
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// Report filters and request types are defined inline in services
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// This file can be expanded with validation schemas if needed
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export interface ReportDateRangeDTO {
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startDate: string;
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endDate: string;
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}
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export interface ReportFilterDTO {
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startDate?: string;
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endDate?: string;
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period?: 'today' | 'yesterday' | 'this_week' | 'last_week' | 'this_month' | 'last_month' | 'this_quarter' | 'last_quarter' | 'this_year' | 'last_year' | 'custom';
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branchIds?: string[];
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categoryIds?: string[];
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productIds?: string[];
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cashierIds?: string[];
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}
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export interface CreateReportConfigDTO {
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name: string;
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description?: string;
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type: 'sales' | 'inventory' | 'customer' | 'financial' | 'dashboard' | 'custom';
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defaultFormat?: 'pdf' | 'excel' | 'csv' | 'json';
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defaultPeriod?: string;
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filters?: Record<string, any>;
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columns?: { field: string; label: string; width?: number; format?: string }[];
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groupBy?: string[];
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sortBy?: { field: string; direction: 'asc' | 'desc' }[];
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chartConfig?: Record<string, any>;
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isPublic?: boolean;
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}
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// Note: CreateScheduledReportDTO is exported from services/report-scheduler.service.ts
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// Use that one for creating scheduled reports via the API
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export interface CreateDashboardWidgetDTO {
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title: string;
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description?: string;
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type: 'kpi' | 'chart_bar' | 'chart_line' | 'chart_pie' | 'chart_area' | 'table' | 'list' | 'map';
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size?: 'small' | 'medium' | 'large' | 'wide' | 'full';
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positionX?: number;
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positionY?: number;
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dataSource: string;
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queryParams?: Record<string, any>;
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displayConfig?: Record<string, any>;
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chartConfig?: Record<string, any>;
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thresholds?: Record<string, any>;
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refreshInterval?: 'none' | '1m' | '5m' | '15m' | '30m' | '1h';
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}
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154
src/modules/reports/entities/dashboard-widget.entity.ts
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154
src/modules/reports/entities/dashboard-widget.entity.ts
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@ -0,0 +1,154 @@
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import {
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Entity,
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PrimaryGeneratedColumn,
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Column,
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CreateDateColumn,
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UpdateDateColumn,
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Index,
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} from 'typeorm';
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export enum WidgetType {
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KPI = 'kpi',
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CHART_BAR = 'chart_bar',
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CHART_LINE = 'chart_line',
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CHART_PIE = 'chart_pie',
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CHART_AREA = 'chart_area',
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TABLE = 'table',
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LIST = 'list',
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MAP = 'map',
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}
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export enum WidgetSize {
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SMALL = 'small', // 1x1
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MEDIUM = 'medium', // 2x1
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LARGE = 'large', // 2x2
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WIDE = 'wide', // 4x1
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FULL = 'full', // 4x2
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}
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export enum RefreshInterval {
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NONE = 'none',
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ONE_MINUTE = '1m',
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FIVE_MINUTES = '5m',
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FIFTEEN_MINUTES = '15m',
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THIRTY_MINUTES = '30m',
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ONE_HOUR = '1h',
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}
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@Entity('dashboard_widgets', { schema: 'retail' })
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@Index(['tenantId', 'userId'])
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@Index(['tenantId', 'dashboardId'])
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export class DashboardWidget {
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@PrimaryGeneratedColumn('uuid')
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id: string;
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@Column({ name: 'tenant_id', type: 'uuid' })
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@Index()
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tenantId: string;
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@Column({ name: 'user_id', type: 'uuid', nullable: true })
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userId: string;
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@Column({ name: 'dashboard_id', type: 'uuid', nullable: true })
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dashboardId: string;
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@Column({ length: 100 })
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title: string;
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@Column({ type: 'text', nullable: true })
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description: string;
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@Column({
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type: 'enum',
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enum: WidgetType,
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})
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type: WidgetType;
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@Column({
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type: 'enum',
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enum: WidgetSize,
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default: WidgetSize.MEDIUM,
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})
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size: WidgetSize;
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// Position in dashboard grid
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@Column({ name: 'position_x', type: 'int', default: 0 })
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positionX: number;
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@Column({ name: 'position_y', type: 'int', default: 0 })
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positionY: number;
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// Data source configuration
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@Column({ name: 'data_source', length: 100 })
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dataSource: string; // e.g., 'sales.today', 'inventory.lowStock', 'customers.top'
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// Query parameters for the data source
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@Column({ name: 'query_params', type: 'jsonb', nullable: true })
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queryParams: {
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branchId?: string;
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period?: string;
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limit?: number;
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groupBy?: string;
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[key: string]: any;
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};
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// Display configuration
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@Column({ name: 'display_config', type: 'jsonb', nullable: true })
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displayConfig: {
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color?: string;
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backgroundColor?: string;
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icon?: string;
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prefix?: string;
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suffix?: string;
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decimals?: number;
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showTrend?: boolean;
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showComparison?: boolean;
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comparisonPeriod?: string;
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};
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// Chart specific configuration
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@Column({ name: 'chart_config', type: 'jsonb', nullable: true })
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chartConfig: {
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xAxis?: { field: string; label?: string };
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yAxis?: { field: string; label?: string };
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series?: { field: string; label?: string; color?: string }[];
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showLegend?: boolean;
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showGrid?: boolean;
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stacked?: boolean;
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};
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// Threshold alerts
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@Column({ type: 'jsonb', nullable: true })
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thresholds: {
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warning?: number;
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critical?: number;
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warningColor?: string;
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criticalColor?: string;
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};
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@Column({
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name: 'refresh_interval',
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type: 'enum',
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enum: RefreshInterval,
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default: RefreshInterval.FIVE_MINUTES,
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})
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refreshInterval: RefreshInterval;
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@Column({ name: 'is_visible', type: 'boolean', default: true })
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isVisible: boolean;
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@Column({ name: 'sort_order', type: 'int', default: 0 })
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sortOrder: number;
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@Column({ name: 'created_by', type: 'uuid' })
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createdBy: string;
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@CreateDateColumn({ name: 'created_at' })
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createdAt: Date;
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@UpdateDateColumn({ name: 'updated_at' })
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updatedAt: Date;
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@Column({ type: 'jsonb', nullable: true })
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metadata: Record<string, any>;
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}
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3
src/modules/reports/entities/index.ts
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3
src/modules/reports/entities/index.ts
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export * from './report-config.entity';
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export * from './dashboard-widget.entity';
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export * from './scheduled-report.entity';
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138
src/modules/reports/entities/report-config.entity.ts
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138
src/modules/reports/entities/report-config.entity.ts
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import {
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Entity,
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PrimaryGeneratedColumn,
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Column,
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CreateDateColumn,
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UpdateDateColumn,
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Index,
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} from 'typeorm';
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export enum ReportType {
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SALES = 'sales',
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INVENTORY = 'inventory',
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CUSTOMER = 'customer',
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FINANCIAL = 'financial',
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DASHBOARD = 'dashboard',
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CUSTOM = 'custom',
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}
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export enum ReportFormat {
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PDF = 'pdf',
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EXCEL = 'excel',
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CSV = 'csv',
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JSON = 'json',
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}
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export enum ReportPeriod {
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TODAY = 'today',
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YESTERDAY = 'yesterday',
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THIS_WEEK = 'this_week',
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LAST_WEEK = 'last_week',
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THIS_MONTH = 'this_month',
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LAST_MONTH = 'last_month',
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THIS_QUARTER = 'this_quarter',
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LAST_QUARTER = 'last_quarter',
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THIS_YEAR = 'this_year',
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LAST_YEAR = 'last_year',
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CUSTOM = 'custom',
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}
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@Entity('report_configs', { schema: 'retail' })
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@Index(['tenantId', 'type'])
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@Index(['tenantId', 'createdBy'])
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export class ReportConfig {
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@PrimaryGeneratedColumn('uuid')
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id: string;
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@Column({ name: 'tenant_id', type: 'uuid' })
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@Index()
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tenantId: string;
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@Column({ length: 100 })
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name: string;
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@Column({ type: 'text', nullable: true })
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description: string;
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@Column({
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type: 'enum',
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enum: ReportType,
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})
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type: ReportType;
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@Column({ name: 'default_format', type: 'enum', enum: ReportFormat, default: ReportFormat.PDF })
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defaultFormat: ReportFormat;
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@Column({ name: 'default_period', type: 'enum', enum: ReportPeriod, default: ReportPeriod.THIS_MONTH })
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defaultPeriod: ReportPeriod;
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// Filter configuration stored as JSON
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@Column({ type: 'jsonb', nullable: true })
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filters: {
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branchIds?: string[];
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categoryIds?: string[];
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productIds?: string[];
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customerIds?: string[];
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cashierIds?: string[];
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paymentMethods?: string[];
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[key: string]: any;
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};
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// Columns/fields to include in report
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@Column({ type: 'jsonb', nullable: true })
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columns: {
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field: string;
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label: string;
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width?: number;
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format?: string;
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sortOrder?: number;
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}[];
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// Grouping configuration
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@Column({ name: 'group_by', type: 'jsonb', nullable: true })
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groupBy: string[];
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// Sorting configuration
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@Column({ name: 'sort_by', type: 'jsonb', nullable: true })
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sortBy: {
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field: string;
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direction: 'asc' | 'desc';
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}[];
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// Chart configuration (for dashboard reports)
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@Column({ name: 'chart_config', type: 'jsonb', nullable: true })
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chartConfig: {
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type: 'bar' | 'line' | 'pie' | 'area' | 'table';
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title?: string;
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xAxis?: string;
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yAxis?: string;
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series?: string[];
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};
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@Column({ name: 'is_public', type: 'boolean', default: false })
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isPublic: boolean;
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@Column({ name: 'is_favorite', type: 'boolean', default: false })
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isFavorite: boolean;
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@Column({ name: 'created_by', type: 'uuid' })
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createdBy: string;
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@Column({ name: 'updated_by', type: 'uuid', nullable: true })
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updatedBy: string;
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@CreateDateColumn({ name: 'created_at' })
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createdAt: Date;
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@UpdateDateColumn({ name: 'updated_at' })
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updatedAt: Date;
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@Column({ name: 'last_run_at', type: 'timestamp with time zone', nullable: true })
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lastRunAt: Date;
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@Column({ name: 'run_count', type: 'int', default: 0 })
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runCount: number;
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@Column({ type: 'jsonb', nullable: true })
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metadata: Record<string, any>;
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}
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185
src/modules/reports/entities/scheduled-report.entity.ts
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185
src/modules/reports/entities/scheduled-report.entity.ts
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import {
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Entity,
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PrimaryGeneratedColumn,
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Column,
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CreateDateColumn,
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UpdateDateColumn,
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ManyToOne,
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JoinColumn,
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Index,
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} from 'typeorm';
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import { ReportConfig, ReportFormat } from './report-config.entity';
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export enum ScheduleFrequency {
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DAILY = 'daily',
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WEEKLY = 'weekly',
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MONTHLY = 'monthly',
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QUARTERLY = 'quarterly',
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}
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export enum ScheduleStatus {
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ACTIVE = 'active',
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PAUSED = 'paused',
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DISABLED = 'disabled',
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}
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export enum DeliveryMethod {
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EMAIL = 'email',
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SFTP = 'sftp',
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WEBHOOK = 'webhook',
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STORAGE = 'storage',
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}
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@Entity('scheduled_reports', { schema: 'retail' })
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@Index(['tenantId', 'status'])
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@Index(['tenantId', 'nextRunAt'])
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@Index(['tenantId', 'reportConfigId'])
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export class ScheduledReport {
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@PrimaryGeneratedColumn('uuid')
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id: string;
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@Column({ name: 'tenant_id', type: 'uuid' })
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@Index()
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tenantId: string;
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@Column({ name: 'report_config_id', type: 'uuid' })
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reportConfigId: string;
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@Column({ length: 100 })
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name: string;
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@Column({ type: 'text', nullable: true })
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description: string;
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@Column({
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type: 'enum',
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enum: ScheduleFrequency,
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})
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frequency: ScheduleFrequency;
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// Cron expression for complex schedules
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@Column({ name: 'cron_expression', length: 100, nullable: true })
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cronExpression: string;
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// Schedule timing details
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@Column({ name: 'run_hour', type: 'int', default: 8 })
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runHour: number; // 0-23
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@Column({ name: 'run_minute', type: 'int', default: 0 })
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runMinute: number; // 0-59
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@Column({ name: 'run_day_of_week', type: 'int', nullable: true })
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runDayOfWeek: number; // 0-6 (Sunday-Saturday) for weekly
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@Column({ name: 'run_day_of_month', type: 'int', nullable: true })
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runDayOfMonth: number; // 1-31 for monthly
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@Column({ length: 50, default: 'America/Mexico_City' })
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timezone: string;
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@Column({
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type: 'enum',
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enum: ScheduleStatus,
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default: ScheduleStatus.ACTIVE,
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})
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status: ScheduleStatus;
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@Column({ name: 'output_format', type: 'enum', enum: ReportFormat, default: ReportFormat.PDF })
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outputFormat: ReportFormat;
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// Delivery configuration
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@Column({ name: 'delivery_method', type: 'enum', enum: DeliveryMethod, default: DeliveryMethod.EMAIL })
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deliveryMethod: DeliveryMethod;
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@Column({ name: 'delivery_config', type: 'jsonb' })
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deliveryConfig: {
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// For email
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recipients?: string[];
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ccRecipients?: string[];
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subject?: string;
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bodyTemplate?: string;
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// For SFTP
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sftpHost?: string;
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sftpPort?: number;
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sftpPath?: string;
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sftpUsername?: string;
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sftpKeyId?: string; // Reference to secure key storage
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// For webhook
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webhookUrl?: string;
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webhookHeaders?: Record<string, string>;
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// For storage
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storagePath?: string;
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};
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// Report parameters to override defaults
|
||||
@Column({ name: 'report_params', type: 'jsonb', nullable: true })
|
||||
reportParams: {
|
||||
branchIds?: string[];
|
||||
period?: string;
|
||||
customStartDate?: string;
|
||||
customEndDate?: string;
|
||||
[key: string]: any;
|
||||
};
|
||||
|
||||
// Execution tracking
|
||||
@Column({ name: 'last_run_at', type: 'timestamp with time zone', nullable: true })
|
||||
lastRunAt: Date;
|
||||
|
||||
@Column({ name: 'last_run_status', length: 20, nullable: true })
|
||||
lastRunStatus: 'success' | 'failed' | 'skipped';
|
||||
|
||||
@Column({ name: 'last_run_error', type: 'text', nullable: true })
|
||||
lastRunError: string;
|
||||
|
||||
@Column({ name: 'last_run_duration_ms', type: 'int', nullable: true })
|
||||
lastRunDurationMs: number;
|
||||
|
||||
@Column({ name: 'next_run_at', type: 'timestamp with time zone', nullable: true })
|
||||
nextRunAt: Date;
|
||||
|
||||
@Column({ name: 'run_count', type: 'int', default: 0 })
|
||||
runCount: number;
|
||||
|
||||
@Column({ name: 'success_count', type: 'int', default: 0 })
|
||||
successCount: number;
|
||||
|
||||
@Column({ name: 'failure_count', type: 'int', default: 0 })
|
||||
failureCount: number;
|
||||
|
||||
// Retry configuration
|
||||
@Column({ name: 'max_retries', type: 'int', default: 3 })
|
||||
maxRetries: number;
|
||||
|
||||
@Column({ name: 'retry_delay_minutes', type: 'int', default: 15 })
|
||||
retryDelayMinutes: number;
|
||||
|
||||
@Column({ name: 'current_retry_count', type: 'int', default: 0 })
|
||||
currentRetryCount: number;
|
||||
|
||||
// Validity period
|
||||
@Column({ name: 'start_date', type: 'date', nullable: true })
|
||||
startDate: Date;
|
||||
|
||||
@Column({ name: 'end_date', type: 'date', nullable: true })
|
||||
endDate: Date;
|
||||
|
||||
@Column({ name: 'created_by', type: 'uuid' })
|
||||
createdBy: string;
|
||||
|
||||
@Column({ name: 'updated_by', type: 'uuid', nullable: true })
|
||||
updatedBy: string;
|
||||
|
||||
@CreateDateColumn({ name: 'created_at' })
|
||||
createdAt: Date;
|
||||
|
||||
@UpdateDateColumn({ name: 'updated_at' })
|
||||
updatedAt: Date;
|
||||
|
||||
@Column({ type: 'jsonb', nullable: true })
|
||||
metadata: Record<string, any>;
|
||||
|
||||
// Relations
|
||||
@ManyToOne(() => ReportConfig)
|
||||
@JoinColumn({ name: 'report_config_id' })
|
||||
reportConfig: ReportConfig;
|
||||
}
|
||||
5
src/modules/reports/index.ts
Normal file
5
src/modules/reports/index.ts
Normal file
@ -0,0 +1,5 @@
|
||||
export * from './entities';
|
||||
export * from './services';
|
||||
export * from './controllers';
|
||||
export * from './dto';
|
||||
export { default as reportsRoutes } from './routes/reports.routes';
|
||||
88
src/modules/reports/reports.module.ts
Normal file
88
src/modules/reports/reports.module.ts
Normal file
@ -0,0 +1,88 @@
|
||||
/**
|
||||
* Reports Module (RT-008)
|
||||
*
|
||||
* Provides comprehensive reporting and analytics for ERP Retail:
|
||||
*
|
||||
* Features:
|
||||
* - Multi-tenant and multi-branch support
|
||||
* - Sales reports: by period, product, category, branch, cashier
|
||||
* - Inventory reports: stock levels, movements, valuation
|
||||
* - Customer reports: top customers, loyalty, purchase history, RFM analysis
|
||||
* - Financial reports: revenue, margins, taxes, cash flow
|
||||
* - Dashboard KPIs: today's sales, tickets, avg ticket, top products
|
||||
* - Report scheduling with email delivery
|
||||
* - Export formats: PDF, Excel, CSV, JSON
|
||||
*
|
||||
* Entities:
|
||||
* - ReportConfig: Saved report configurations
|
||||
* - DashboardWidget: Dashboard widget configurations
|
||||
* - ScheduledReport: Scheduled report configurations and execution tracking
|
||||
*
|
||||
* Services:
|
||||
* - SalesReportService: Sales analytics and reporting
|
||||
* - InventoryReportService: Inventory analytics
|
||||
* - CustomerReportService: Customer analytics and RFM
|
||||
* - FinancialReportService: Revenue, margins, taxes
|
||||
* - DashboardService: KPI aggregation and widgets
|
||||
* - ReportSchedulerService: Scheduled report execution
|
||||
*
|
||||
* API Endpoints:
|
||||
*
|
||||
* Dashboard:
|
||||
* - GET /api/reports/dashboard/kpis
|
||||
* - GET /api/reports/dashboard
|
||||
* - GET /api/reports/dashboard/top-products
|
||||
* - GET /api/reports/dashboard/hourly-sales
|
||||
* - GET /api/reports/dashboard/branch-performance
|
||||
*
|
||||
* Sales:
|
||||
* - GET /api/reports/sales/summary
|
||||
* - GET /api/reports/sales/by-period
|
||||
* - GET /api/reports/sales/by-product
|
||||
* - GET /api/reports/sales/by-branch
|
||||
* - GET /api/reports/sales/by-cashier
|
||||
* - GET /api/reports/sales/by-payment-method
|
||||
* - GET /api/reports/sales/by-hour
|
||||
* - GET /api/reports/sales/comparison
|
||||
*
|
||||
* Inventory:
|
||||
* - GET /api/reports/inventory/summary
|
||||
* - GET /api/reports/inventory/by-product
|
||||
* - GET /api/reports/inventory/by-branch
|
||||
* - GET /api/reports/inventory/by-category
|
||||
* - GET /api/reports/inventory/movements
|
||||
* - GET /api/reports/inventory/low-stock
|
||||
* - GET /api/reports/inventory/valuation
|
||||
*
|
||||
* Customers:
|
||||
* - GET /api/reports/customers/summary
|
||||
* - GET /api/reports/customers/top
|
||||
* - GET /api/reports/customers/segmentation
|
||||
* - GET /api/reports/customers/loyalty
|
||||
* - GET /api/reports/customers/rfm
|
||||
* - GET /api/reports/customers/:customerId/history
|
||||
*
|
||||
* Financial:
|
||||
* - GET /api/reports/financial/revenue
|
||||
* - GET /api/reports/financial/revenue-by-period
|
||||
* - GET /api/reports/financial/revenue-by-branch
|
||||
* - GET /api/reports/financial/margins
|
||||
* - GET /api/reports/financial/taxes
|
||||
* - GET /api/reports/financial/cash-flow
|
||||
* - GET /api/reports/financial/reconciliation
|
||||
*
|
||||
* Scheduled Reports:
|
||||
* - GET /api/reports/schedules
|
||||
* - POST /api/reports/schedules
|
||||
* - PUT /api/reports/schedules/:id
|
||||
* - DELETE /api/reports/schedules/:id
|
||||
* - POST /api/reports/schedules/:id/pause
|
||||
* - POST /api/reports/schedules/:id/resume
|
||||
* - POST /api/reports/schedules/:id/run
|
||||
*/
|
||||
|
||||
export * from './entities';
|
||||
export * from './services';
|
||||
export * from './controllers';
|
||||
export * from './dto';
|
||||
export { default as reportsRoutes } from './routes/reports.routes';
|
||||
241
src/modules/reports/routes/reports.routes.ts
Normal file
241
src/modules/reports/routes/reports.routes.ts
Normal file
@ -0,0 +1,241 @@
|
||||
import { Router } from 'express';
|
||||
import { reportsController } from '../controllers/reports.controller';
|
||||
import { authMiddleware, requireRoles } from '../../../shared/middleware/auth.middleware';
|
||||
import { tenantMiddleware } from '../../../shared/middleware/tenant.middleware';
|
||||
import { branchMiddleware } from '../../../shared/middleware/branch.middleware';
|
||||
import { AuthenticatedRequest } from '../../../shared/types';
|
||||
|
||||
const router = Router();
|
||||
|
||||
// All routes require tenant and authentication
|
||||
router.use(tenantMiddleware);
|
||||
router.use(authMiddleware);
|
||||
|
||||
// Optional branch context for filtering
|
||||
router.use(branchMiddleware);
|
||||
|
||||
// ==================== DASHBOARD ROUTES ====================
|
||||
|
||||
// Get dashboard KPIs
|
||||
router.get('/dashboard/kpis', (req, res, next) =>
|
||||
reportsController.getDashboardKPIs(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get complete dashboard with widgets
|
||||
router.get('/dashboard', (req, res, next) =>
|
||||
reportsController.getCompleteDashboard(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get top selling products
|
||||
router.get('/dashboard/top-products', (req, res, next) =>
|
||||
reportsController.getTopProducts(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get hourly sales
|
||||
router.get('/dashboard/hourly-sales', (req, res, next) =>
|
||||
reportsController.getHourlySales(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get branch performance
|
||||
router.get('/dashboard/branch-performance', (req, res, next) =>
|
||||
reportsController.getBranchPerformance(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// ==================== SALES REPORTS ====================
|
||||
|
||||
// Get sales summary
|
||||
router.get('/sales/summary', (req, res, next) =>
|
||||
reportsController.getSalesSummary(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get sales by period
|
||||
router.get('/sales/by-period', (req, res, next) =>
|
||||
reportsController.getSalesByPeriod(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get sales by product
|
||||
router.get('/sales/by-product', (req, res, next) =>
|
||||
reportsController.getSalesByProduct(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get sales by branch
|
||||
router.get('/sales/by-branch', (req, res, next) =>
|
||||
reportsController.getSalesByBranch(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get sales by cashier
|
||||
router.get('/sales/by-cashier', (req, res, next) =>
|
||||
reportsController.getSalesByCashier(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get sales by payment method
|
||||
router.get('/sales/by-payment-method', (req, res, next) =>
|
||||
reportsController.getSalesByPaymentMethod(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get sales by hour
|
||||
router.get('/sales/by-hour', (req, res, next) =>
|
||||
reportsController.getSalesByHour(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get sales comparison
|
||||
router.get('/sales/comparison', (req, res, next) =>
|
||||
reportsController.getSalesComparison(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// ==================== INVENTORY REPORTS ====================
|
||||
|
||||
// Get inventory summary
|
||||
router.get('/inventory/summary', (req, res, next) =>
|
||||
reportsController.getInventorySummary(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get stock by product
|
||||
router.get('/inventory/by-product', (req, res, next) =>
|
||||
reportsController.getStockByProduct(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get stock by branch
|
||||
router.get('/inventory/by-branch', (req, res, next) =>
|
||||
reportsController.getStockByBranch(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get stock by category
|
||||
router.get('/inventory/by-category', (req, res, next) =>
|
||||
reportsController.getStockByCategory(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get stock movements
|
||||
router.get('/inventory/movements', (req, res, next) =>
|
||||
reportsController.getStockMovements(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get low stock alerts
|
||||
router.get('/inventory/low-stock', (req, res, next) =>
|
||||
reportsController.getLowStockAlerts(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get stock valuation
|
||||
router.get('/inventory/valuation', (req, res, next) =>
|
||||
reportsController.getStockValuation(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// ==================== CUSTOMER REPORTS ====================
|
||||
|
||||
// Get customer summary
|
||||
router.get('/customers/summary', (req, res, next) =>
|
||||
reportsController.getCustomerSummary(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get top customers
|
||||
router.get('/customers/top', (req, res, next) =>
|
||||
reportsController.getTopCustomers(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get customer segmentation
|
||||
router.get('/customers/segmentation', (req, res, next) =>
|
||||
reportsController.getCustomerSegmentation(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get loyalty summary
|
||||
router.get('/customers/loyalty', (req, res, next) =>
|
||||
reportsController.getLoyaltySummary(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get RFM analysis
|
||||
router.get('/customers/rfm', (req, res, next) =>
|
||||
reportsController.getRFMAnalysis(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get customer purchase history
|
||||
router.get('/customers/:customerId/history', (req, res, next) =>
|
||||
reportsController.getCustomerHistory(req as unknown as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// ==================== FINANCIAL REPORTS ====================
|
||||
|
||||
// Get revenue summary
|
||||
router.get('/financial/revenue', (req, res, next) =>
|
||||
reportsController.getRevenueSummary(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get revenue by period
|
||||
router.get('/financial/revenue-by-period', (req, res, next) =>
|
||||
reportsController.getRevenueByPeriod(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get revenue by branch
|
||||
router.get('/financial/revenue-by-branch', (req, res, next) =>
|
||||
reportsController.getRevenueByBranch(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get margin analysis
|
||||
router.get('/financial/margins', (req, res, next) =>
|
||||
reportsController.getMarginAnalysis(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get tax summary
|
||||
router.get('/financial/taxes', (req, res, next) =>
|
||||
reportsController.getTaxSummary(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get cash flow summary
|
||||
router.get('/financial/cash-flow', (req, res, next) =>
|
||||
reportsController.getCashFlowSummary(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Get daily reconciliation
|
||||
router.get('/financial/reconciliation', (req, res, next) =>
|
||||
reportsController.getDailyReconciliation(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// ==================== SCHEDULED REPORTS ====================
|
||||
|
||||
// Get scheduled reports
|
||||
router.get('/schedules', (req, res, next) =>
|
||||
reportsController.getScheduledReports(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Create scheduled report (requires manager role)
|
||||
router.post(
|
||||
'/schedules',
|
||||
requireRoles('admin', 'manager'),
|
||||
(req, res, next) => reportsController.createScheduledReport(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Update scheduled report
|
||||
router.put(
|
||||
'/schedules/:id',
|
||||
requireRoles('admin', 'manager'),
|
||||
(req, res, next) => reportsController.updateScheduledReport(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Delete scheduled report
|
||||
router.delete(
|
||||
'/schedules/:id',
|
||||
requireRoles('admin', 'manager'),
|
||||
(req, res, next) => reportsController.deleteScheduledReport(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Pause scheduled report
|
||||
router.post(
|
||||
'/schedules/:id/pause',
|
||||
requireRoles('admin', 'manager'),
|
||||
(req, res, next) => reportsController.pauseScheduledReport(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Resume scheduled report
|
||||
router.post(
|
||||
'/schedules/:id/resume',
|
||||
requireRoles('admin', 'manager'),
|
||||
(req, res, next) => reportsController.resumeScheduledReport(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
// Run scheduled report now
|
||||
router.post(
|
||||
'/schedules/:id/run',
|
||||
requireRoles('admin', 'manager'),
|
||||
(req, res, next) => reportsController.runScheduledReportNow(req as AuthenticatedRequest, res, next)
|
||||
);
|
||||
|
||||
export default router;
|
||||
736
src/modules/reports/services/customer-report.service.ts
Normal file
736
src/modules/reports/services/customer-report.service.ts
Normal file
@ -0,0 +1,736 @@
|
||||
import { Repository, Between } from 'typeorm';
|
||||
import { AppDataSource } from '../../../config/typeorm';
|
||||
import { ServiceResult } from '../../../shared/types';
|
||||
import { POSOrder, OrderStatus, OrderType } from '../../pos/entities/pos-order.entity';
|
||||
|
||||
export interface CustomerReportFilters {
|
||||
startDate: Date;
|
||||
endDate: Date;
|
||||
branchIds?: string[];
|
||||
customerIds?: string[];
|
||||
loyaltyTier?: string;
|
||||
}
|
||||
|
||||
export interface CustomerSummary {
|
||||
totalCustomers: number;
|
||||
newCustomers: number;
|
||||
returningCustomers: number;
|
||||
activeCustomers: number;
|
||||
averagePurchaseFrequency: number;
|
||||
customerRetentionRate: number;
|
||||
}
|
||||
|
||||
export interface TopCustomer {
|
||||
customerId: string;
|
||||
customerName: string;
|
||||
customerEmail: string;
|
||||
customerPhone: string;
|
||||
totalPurchases: number;
|
||||
totalAmount: number;
|
||||
averageTicket: number;
|
||||
lastPurchaseDate: Date;
|
||||
loyaltyTier: string;
|
||||
loyaltyPoints: number;
|
||||
}
|
||||
|
||||
export interface CustomerPurchaseHistory {
|
||||
customerId: string;
|
||||
customerName: string;
|
||||
purchases: {
|
||||
orderId: string;
|
||||
orderNumber: string;
|
||||
orderDate: Date;
|
||||
branchName: string;
|
||||
total: number;
|
||||
items: number;
|
||||
paymentMethod: string;
|
||||
}[];
|
||||
totalPurchases: number;
|
||||
totalAmount: number;
|
||||
averageTicket: number;
|
||||
firstPurchase: Date;
|
||||
lastPurchase: Date;
|
||||
}
|
||||
|
||||
export interface CustomerSegment {
|
||||
segment: string;
|
||||
segmentDescription: string;
|
||||
customerCount: number;
|
||||
percentOfCustomers: number;
|
||||
totalRevenue: number;
|
||||
percentOfRevenue: number;
|
||||
avgPurchaseFrequency: number;
|
||||
avgTicket: number;
|
||||
}
|
||||
|
||||
export interface CustomerLoyaltySummary {
|
||||
totalMembers: number;
|
||||
activeMembers: number;
|
||||
pointsIssued: number;
|
||||
pointsRedeemed: number;
|
||||
pointsBalance: number;
|
||||
redemptionRate: number;
|
||||
byTier: {
|
||||
tier: string;
|
||||
tierName: string;
|
||||
memberCount: number;
|
||||
percentOfMembers: number;
|
||||
totalSpent: number;
|
||||
}[];
|
||||
}
|
||||
|
||||
export interface CustomerRetention {
|
||||
period: string;
|
||||
newCustomers: number;
|
||||
returningCustomers: number;
|
||||
churnedCustomers: number;
|
||||
retentionRate: number;
|
||||
churnRate: number;
|
||||
}
|
||||
|
||||
export interface CustomerLifetimeValue {
|
||||
customerId: string;
|
||||
customerName: string;
|
||||
customerSince: Date;
|
||||
monthsAsCustomer: number;
|
||||
totalPurchases: number;
|
||||
totalRevenue: number;
|
||||
averageMonthlySpend: number;
|
||||
predictedLTV: number;
|
||||
}
|
||||
|
||||
export interface RFMAnalysis {
|
||||
customerId: string;
|
||||
customerName: string;
|
||||
recencyScore: number;
|
||||
frequencyScore: number;
|
||||
monetaryScore: number;
|
||||
rfmScore: number;
|
||||
segment: string;
|
||||
daysSinceLastPurchase: number;
|
||||
purchaseCount: number;
|
||||
totalSpent: number;
|
||||
}
|
||||
|
||||
export class CustomerReportService {
|
||||
private orderRepository: Repository<POSOrder>;
|
||||
|
||||
constructor() {
|
||||
this.orderRepository = AppDataSource.getRepository(POSOrder);
|
||||
}
|
||||
|
||||
/**
|
||||
* Get customer summary
|
||||
*/
|
||||
async getCustomerSummary(
|
||||
tenantId: string,
|
||||
filters: CustomerReportFilters
|
||||
): Promise<ServiceResult<CustomerSummary>> {
|
||||
try {
|
||||
// Get total unique customers who made purchases
|
||||
const customersQuery = `
|
||||
SELECT
|
||||
COUNT(DISTINCT customer_id) as total_customers,
|
||||
COUNT(DISTINCT CASE
|
||||
WHEN created_at >= $2 THEN customer_id
|
||||
END) as active_customers
|
||||
FROM retail.pos_orders
|
||||
WHERE tenant_id = $1
|
||||
AND customer_id IS NOT NULL
|
||||
AND status = 'paid'
|
||||
AND type = 'sale'
|
||||
`;
|
||||
|
||||
// New customers (first purchase in period)
|
||||
const newCustomersQuery = `
|
||||
SELECT COUNT(DISTINCT customer_id) as new_customers
|
||||
FROM retail.pos_orders o
|
||||
WHERE tenant_id = $1
|
||||
AND customer_id IS NOT NULL
|
||||
AND status = 'paid'
|
||||
AND type = 'sale'
|
||||
AND created_at BETWEEN $2 AND $3
|
||||
AND NOT EXISTS (
|
||||
SELECT 1 FROM retail.pos_orders o2
|
||||
WHERE o2.customer_id = o.customer_id
|
||||
AND o2.tenant_id = o.tenant_id
|
||||
AND o2.status = 'paid'
|
||||
AND o2.type = 'sale'
|
||||
AND o2.created_at < $2
|
||||
)
|
||||
`;
|
||||
|
||||
// Returning customers
|
||||
const returningQuery = `
|
||||
SELECT COUNT(DISTINCT customer_id) as returning_customers
|
||||
FROM retail.pos_orders o
|
||||
WHERE tenant_id = $1
|
||||
AND customer_id IS NOT NULL
|
||||
AND status = 'paid'
|
||||
AND type = 'sale'
|
||||
AND created_at BETWEEN $2 AND $3
|
||||
AND EXISTS (
|
||||
SELECT 1 FROM retail.pos_orders o2
|
||||
WHERE o2.customer_id = o.customer_id
|
||||
AND o2.tenant_id = o.tenant_id
|
||||
AND o2.status = 'paid'
|
||||
AND o2.type = 'sale'
|
||||
AND o2.created_at < $2
|
||||
)
|
||||
`;
|
||||
|
||||
// Average purchase frequency
|
||||
const frequencyQuery = `
|
||||
SELECT AVG(purchase_count) as avg_frequency
|
||||
FROM (
|
||||
SELECT customer_id, COUNT(*) as purchase_count
|
||||
FROM retail.pos_orders
|
||||
WHERE tenant_id = $1
|
||||
AND customer_id IS NOT NULL
|
||||
AND status = 'paid'
|
||||
AND type = 'sale'
|
||||
AND created_at BETWEEN $2 AND $3
|
||||
GROUP BY customer_id
|
||||
) subq
|
||||
`;
|
||||
|
||||
const [customersResult, newResult, returningResult, frequencyResult] = await Promise.all([
|
||||
AppDataSource.query(customersQuery, [tenantId, filters.startDate]),
|
||||
AppDataSource.query(newCustomersQuery, [tenantId, filters.startDate, filters.endDate]),
|
||||
AppDataSource.query(returningQuery, [tenantId, filters.startDate, filters.endDate]),
|
||||
AppDataSource.query(frequencyQuery, [tenantId, filters.startDate, filters.endDate]),
|
||||
]);
|
||||
|
||||
const totalCustomers = Number(customersResult[0]?.total_customers || 0);
|
||||
const activeCustomers = Number(customersResult[0]?.active_customers || 0);
|
||||
const newCustomers = Number(newResult[0]?.new_customers || 0);
|
||||
const returningCustomers = Number(returningResult[0]?.returning_customers || 0);
|
||||
const avgFrequency = Number(frequencyResult[0]?.avg_frequency || 0);
|
||||
|
||||
const retentionRate = totalCustomers > 0
|
||||
? (returningCustomers / (totalCustomers - newCustomers)) * 100
|
||||
: 0;
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
totalCustomers,
|
||||
newCustomers,
|
||||
returningCustomers,
|
||||
activeCustomers,
|
||||
averagePurchaseFrequency: avgFrequency,
|
||||
customerRetentionRate: Math.min(100, Math.max(0, retentionRate)),
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'CUSTOMER_SUMMARY_ERROR',
|
||||
message: error.message || 'Failed to generate customer summary',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get top customers by revenue
|
||||
*/
|
||||
async getTopCustomers(
|
||||
tenantId: string,
|
||||
filters: CustomerReportFilters,
|
||||
limit: number = 50
|
||||
): Promise<ServiceResult<TopCustomer[]>> {
|
||||
try {
|
||||
const query = `
|
||||
SELECT
|
||||
o.customer_id,
|
||||
o.customer_name,
|
||||
c.email as customer_email,
|
||||
c.phone as customer_phone,
|
||||
COUNT(o.id) as total_purchases,
|
||||
SUM(o.total) as total_amount,
|
||||
AVG(o.total) as average_ticket,
|
||||
MAX(o.created_at) as last_purchase_date,
|
||||
COALESCE(cm.tier, 'none') as loyalty_tier,
|
||||
COALESCE(cm.points_balance, 0) as loyalty_points
|
||||
FROM retail.pos_orders o
|
||||
LEFT JOIN core.partners c ON o.customer_id = c.id
|
||||
LEFT JOIN retail.customer_memberships cm ON o.customer_id = cm.customer_id AND cm.status = 'active'
|
||||
WHERE o.tenant_id = $1
|
||||
AND o.customer_id IS NOT NULL
|
||||
AND o.status = 'paid'
|
||||
AND o.type = 'sale'
|
||||
AND o.created_at BETWEEN $2 AND $3
|
||||
GROUP BY o.customer_id, o.customer_name, c.email, c.phone, cm.tier, cm.points_balance
|
||||
ORDER BY total_amount DESC
|
||||
LIMIT $4
|
||||
`;
|
||||
|
||||
const result = await AppDataSource.query(query, [
|
||||
tenantId,
|
||||
filters.startDate,
|
||||
filters.endDate,
|
||||
limit,
|
||||
]);
|
||||
|
||||
const data: TopCustomer[] = result.map((row: any) => ({
|
||||
customerId: row.customer_id,
|
||||
customerName: row.customer_name || 'Unknown',
|
||||
customerEmail: row.customer_email || '',
|
||||
customerPhone: row.customer_phone || '',
|
||||
totalPurchases: Number(row.total_purchases),
|
||||
totalAmount: Number(row.total_amount),
|
||||
averageTicket: Number(row.average_ticket),
|
||||
lastPurchaseDate: row.last_purchase_date,
|
||||
loyaltyTier: row.loyalty_tier,
|
||||
loyaltyPoints: Number(row.loyalty_points),
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'TOP_CUSTOMERS_ERROR',
|
||||
message: error.message || 'Failed to get top customers',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get customer purchase history
|
||||
*/
|
||||
async getCustomerPurchaseHistory(
|
||||
tenantId: string,
|
||||
customerId: string,
|
||||
filters?: { startDate?: Date; endDate?: Date }
|
||||
): Promise<ServiceResult<CustomerPurchaseHistory>> {
|
||||
try {
|
||||
let query = `
|
||||
SELECT
|
||||
o.id as order_id,
|
||||
o.number as order_number,
|
||||
o.created_at as order_date,
|
||||
b.name as branch_name,
|
||||
o.total,
|
||||
(SELECT COUNT(*) FROM retail.pos_order_lines WHERE order_id = o.id) as items,
|
||||
(SELECT method FROM retail.pos_payments WHERE order_id = o.id LIMIT 1) as payment_method
|
||||
FROM retail.pos_orders o
|
||||
JOIN retail.branches b ON o.branch_id = b.id
|
||||
WHERE o.tenant_id = $1
|
||||
AND o.customer_id = $2
|
||||
AND o.status = 'paid'
|
||||
AND o.type = 'sale'
|
||||
`;
|
||||
|
||||
const params: any[] = [tenantId, customerId];
|
||||
|
||||
if (filters?.startDate && filters?.endDate) {
|
||||
query += ` AND o.created_at BETWEEN $3 AND $4`;
|
||||
params.push(filters.startDate, filters.endDate);
|
||||
}
|
||||
|
||||
query += ` ORDER BY o.created_at DESC`;
|
||||
|
||||
// Get customer info
|
||||
const customerQuery = `
|
||||
SELECT customer_name
|
||||
FROM retail.pos_orders
|
||||
WHERE tenant_id = $1 AND customer_id = $2
|
||||
LIMIT 1
|
||||
`;
|
||||
|
||||
const [ordersResult, customerResult] = await Promise.all([
|
||||
AppDataSource.query(query, params),
|
||||
AppDataSource.query(customerQuery, [tenantId, customerId]),
|
||||
]);
|
||||
|
||||
const purchases = ordersResult.map((row: any) => ({
|
||||
orderId: row.order_id,
|
||||
orderNumber: row.order_number,
|
||||
orderDate: row.order_date,
|
||||
branchName: row.branch_name,
|
||||
total: Number(row.total),
|
||||
items: Number(row.items),
|
||||
paymentMethod: row.payment_method || 'unknown',
|
||||
}));
|
||||
|
||||
const totalAmount = purchases.reduce((sum: number, p: { total: number }) => sum + p.total, 0);
|
||||
const totalPurchases = purchases.length;
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
customerId,
|
||||
customerName: customerResult[0]?.customer_name || 'Unknown',
|
||||
purchases,
|
||||
totalPurchases,
|
||||
totalAmount,
|
||||
averageTicket: totalPurchases > 0 ? totalAmount / totalPurchases : 0,
|
||||
firstPurchase: purchases.length > 0 ? purchases[purchases.length - 1].orderDate : new Date(),
|
||||
lastPurchase: purchases.length > 0 ? purchases[0].orderDate : new Date(),
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'PURCHASE_HISTORY_ERROR',
|
||||
message: error.message || 'Failed to get purchase history',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get customer segmentation
|
||||
*/
|
||||
async getCustomerSegmentation(
|
||||
tenantId: string,
|
||||
filters: CustomerReportFilters
|
||||
): Promise<ServiceResult<CustomerSegment[]>> {
|
||||
try {
|
||||
const query = `
|
||||
WITH customer_stats AS (
|
||||
SELECT
|
||||
customer_id,
|
||||
COUNT(*) as purchase_count,
|
||||
SUM(total) as total_spent,
|
||||
AVG(total) as avg_ticket,
|
||||
MAX(created_at) as last_purchase
|
||||
FROM retail.pos_orders
|
||||
WHERE tenant_id = $1
|
||||
AND customer_id IS NOT NULL
|
||||
AND status = 'paid'
|
||||
AND type = 'sale'
|
||||
AND created_at BETWEEN $2 AND $3
|
||||
GROUP BY customer_id
|
||||
),
|
||||
segmented AS (
|
||||
SELECT
|
||||
customer_id,
|
||||
purchase_count,
|
||||
total_spent,
|
||||
avg_ticket,
|
||||
CASE
|
||||
WHEN total_spent >= 50000 AND purchase_count >= 10 THEN 'vip'
|
||||
WHEN total_spent >= 20000 AND purchase_count >= 5 THEN 'loyal'
|
||||
WHEN total_spent >= 5000 AND purchase_count >= 2 THEN 'regular'
|
||||
WHEN purchase_count = 1 THEN 'new'
|
||||
ELSE 'occasional'
|
||||
END as segment
|
||||
FROM customer_stats
|
||||
)
|
||||
SELECT
|
||||
segment,
|
||||
COUNT(*) as customer_count,
|
||||
SUM(total_spent) as total_revenue,
|
||||
AVG(purchase_count) as avg_purchase_frequency,
|
||||
AVG(avg_ticket) as avg_ticket
|
||||
FROM segmented
|
||||
GROUP BY segment
|
||||
ORDER BY total_revenue DESC
|
||||
`;
|
||||
|
||||
const result = await AppDataSource.query(query, [
|
||||
tenantId,
|
||||
filters.startDate,
|
||||
filters.endDate,
|
||||
]);
|
||||
|
||||
const totalCustomers = result.reduce((sum: number, row: any) => sum + Number(row.customer_count), 0);
|
||||
const totalRevenue = result.reduce((sum: number, row: any) => sum + Number(row.total_revenue), 0);
|
||||
|
||||
const segmentDescriptions: Record<string, string> = {
|
||||
vip: 'VIP - Alto valor y alta frecuencia',
|
||||
loyal: 'Leal - Clientes recurrentes',
|
||||
regular: 'Regular - Compras moderadas',
|
||||
new: 'Nuevo - Primera compra',
|
||||
occasional: 'Ocasional - Compras esporadicas',
|
||||
};
|
||||
|
||||
const data: CustomerSegment[] = result.map((row: any) => ({
|
||||
segment: row.segment,
|
||||
segmentDescription: segmentDescriptions[row.segment] || row.segment,
|
||||
customerCount: Number(row.customer_count),
|
||||
percentOfCustomers: totalCustomers > 0 ? (Number(row.customer_count) / totalCustomers) * 100 : 0,
|
||||
totalRevenue: Number(row.total_revenue),
|
||||
percentOfRevenue: totalRevenue > 0 ? (Number(row.total_revenue) / totalRevenue) * 100 : 0,
|
||||
avgPurchaseFrequency: Number(row.avg_purchase_frequency),
|
||||
avgTicket: Number(row.avg_ticket),
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'SEGMENTATION_ERROR',
|
||||
message: error.message || 'Failed to get customer segmentation',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get loyalty program summary
|
||||
*/
|
||||
async getLoyaltySummary(
|
||||
tenantId: string,
|
||||
filters: CustomerReportFilters
|
||||
): Promise<ServiceResult<CustomerLoyaltySummary>> {
|
||||
try {
|
||||
const summaryQuery = `
|
||||
SELECT
|
||||
COUNT(*) as total_members,
|
||||
COUNT(CASE WHEN status = 'active' THEN 1 END) as active_members,
|
||||
COALESCE(SUM(points_earned), 0) as points_issued,
|
||||
COALESCE(SUM(points_redeemed), 0) as points_redeemed,
|
||||
COALESCE(SUM(points_balance), 0) as points_balance
|
||||
FROM retail.customer_memberships
|
||||
WHERE tenant_id = $1
|
||||
`;
|
||||
|
||||
const tierQuery = `
|
||||
SELECT
|
||||
tier,
|
||||
ml.name as tier_name,
|
||||
COUNT(*) as member_count,
|
||||
COALESCE(SUM(cm.total_spent), 0) as total_spent
|
||||
FROM retail.customer_memberships cm
|
||||
LEFT JOIN retail.membership_levels ml ON cm.tier = ml.code AND cm.tenant_id = ml.tenant_id
|
||||
WHERE cm.tenant_id = $1
|
||||
GROUP BY tier, ml.name
|
||||
ORDER BY total_spent DESC
|
||||
`;
|
||||
|
||||
const [summaryResult, tierResult] = await Promise.all([
|
||||
AppDataSource.query(summaryQuery, [tenantId]),
|
||||
AppDataSource.query(tierQuery, [tenantId]),
|
||||
]);
|
||||
|
||||
const summary = summaryResult[0] || {};
|
||||
const pointsIssued = Number(summary.points_issued || 0);
|
||||
const pointsRedeemed = Number(summary.points_redeemed || 0);
|
||||
const totalMembers = Number(summary.total_members || 0);
|
||||
|
||||
const byTier = tierResult.map((row: any) => ({
|
||||
tier: row.tier,
|
||||
tierName: row.tier_name || row.tier,
|
||||
memberCount: Number(row.member_count),
|
||||
percentOfMembers: totalMembers > 0 ? (Number(row.member_count) / totalMembers) * 100 : 0,
|
||||
totalSpent: Number(row.total_spent),
|
||||
}));
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
totalMembers,
|
||||
activeMembers: Number(summary.active_members || 0),
|
||||
pointsIssued,
|
||||
pointsRedeemed,
|
||||
pointsBalance: Number(summary.points_balance || 0),
|
||||
redemptionRate: pointsIssued > 0 ? (pointsRedeemed / pointsIssued) * 100 : 0,
|
||||
byTier,
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'LOYALTY_SUMMARY_ERROR',
|
||||
message: error.message || 'Failed to get loyalty summary',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get RFM analysis
|
||||
*/
|
||||
async getRFMAnalysis(
|
||||
tenantId: string,
|
||||
filters: CustomerReportFilters,
|
||||
limit: number = 100
|
||||
): Promise<ServiceResult<RFMAnalysis[]>> {
|
||||
try {
|
||||
const query = `
|
||||
WITH customer_rfm AS (
|
||||
SELECT
|
||||
customer_id,
|
||||
customer_name,
|
||||
EXTRACT(DAY FROM NOW() - MAX(created_at)) as days_since_last,
|
||||
COUNT(*) as purchase_count,
|
||||
SUM(total) as total_spent
|
||||
FROM retail.pos_orders
|
||||
WHERE tenant_id = $1
|
||||
AND customer_id IS NOT NULL
|
||||
AND status = 'paid'
|
||||
AND type = 'sale'
|
||||
AND created_at BETWEEN $2 AND $3
|
||||
GROUP BY customer_id, customer_name
|
||||
),
|
||||
scored AS (
|
||||
SELECT
|
||||
customer_id,
|
||||
customer_name,
|
||||
days_since_last,
|
||||
purchase_count,
|
||||
total_spent,
|
||||
NTILE(5) OVER (ORDER BY days_since_last DESC) as recency_score,
|
||||
NTILE(5) OVER (ORDER BY purchase_count ASC) as frequency_score,
|
||||
NTILE(5) OVER (ORDER BY total_spent ASC) as monetary_score
|
||||
FROM customer_rfm
|
||||
)
|
||||
SELECT
|
||||
customer_id,
|
||||
customer_name,
|
||||
recency_score,
|
||||
frequency_score,
|
||||
monetary_score,
|
||||
(recency_score + frequency_score + monetary_score) as rfm_score,
|
||||
CASE
|
||||
WHEN recency_score >= 4 AND frequency_score >= 4 AND monetary_score >= 4 THEN 'Champions'
|
||||
WHEN recency_score >= 3 AND frequency_score >= 3 AND monetary_score >= 3 THEN 'Loyal'
|
||||
WHEN recency_score >= 4 AND frequency_score <= 2 THEN 'New Customers'
|
||||
WHEN recency_score <= 2 AND frequency_score >= 4 THEN 'At Risk'
|
||||
WHEN recency_score <= 2 AND frequency_score <= 2 AND monetary_score <= 2 THEN 'Lost'
|
||||
ELSE 'Regular'
|
||||
END as segment,
|
||||
days_since_last as days_since_last_purchase,
|
||||
purchase_count,
|
||||
total_spent
|
||||
FROM scored
|
||||
ORDER BY rfm_score DESC
|
||||
LIMIT $4
|
||||
`;
|
||||
|
||||
const result = await AppDataSource.query(query, [
|
||||
tenantId,
|
||||
filters.startDate,
|
||||
filters.endDate,
|
||||
limit,
|
||||
]);
|
||||
|
||||
const data: RFMAnalysis[] = result.map((row: any) => ({
|
||||
customerId: row.customer_id,
|
||||
customerName: row.customer_name || 'Unknown',
|
||||
recencyScore: Number(row.recency_score),
|
||||
frequencyScore: Number(row.frequency_score),
|
||||
monetaryScore: Number(row.monetary_score),
|
||||
rfmScore: Number(row.rfm_score),
|
||||
segment: row.segment,
|
||||
daysSinceLastPurchase: Number(row.days_since_last_purchase),
|
||||
purchaseCount: Number(row.purchase_count),
|
||||
totalSpent: Number(row.total_spent),
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'RFM_ANALYSIS_ERROR',
|
||||
message: error.message || 'Failed to generate RFM analysis',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get customer retention by period
|
||||
*/
|
||||
async getCustomerRetention(
|
||||
tenantId: string,
|
||||
filters: CustomerReportFilters,
|
||||
groupBy: 'week' | 'month' = 'month'
|
||||
): Promise<ServiceResult<CustomerRetention[]>> {
|
||||
try {
|
||||
const dateFormat = groupBy === 'week' ? 'IYYY-IW' : 'YYYY-MM';
|
||||
|
||||
const query = `
|
||||
WITH periods AS (
|
||||
SELECT DISTINCT TO_CHAR(created_at, '${dateFormat}') as period
|
||||
FROM retail.pos_orders
|
||||
WHERE tenant_id = $1
|
||||
AND created_at BETWEEN $2 AND $3
|
||||
AND status = 'paid'
|
||||
AND type = 'sale'
|
||||
),
|
||||
customer_periods AS (
|
||||
SELECT
|
||||
customer_id,
|
||||
TO_CHAR(created_at, '${dateFormat}') as period,
|
||||
MIN(created_at) as first_purchase
|
||||
FROM retail.pos_orders
|
||||
WHERE tenant_id = $1
|
||||
AND customer_id IS NOT NULL
|
||||
AND status = 'paid'
|
||||
AND type = 'sale'
|
||||
GROUP BY customer_id, TO_CHAR(created_at, '${dateFormat}')
|
||||
),
|
||||
period_stats AS (
|
||||
SELECT
|
||||
p.period,
|
||||
COUNT(DISTINCT cp.customer_id) as total_customers,
|
||||
COUNT(DISTINCT CASE
|
||||
WHEN NOT EXISTS (
|
||||
SELECT 1 FROM customer_periods cp2
|
||||
WHERE cp2.customer_id = cp.customer_id
|
||||
AND cp2.period < p.period
|
||||
) THEN cp.customer_id
|
||||
END) as new_customers,
|
||||
COUNT(DISTINCT CASE
|
||||
WHEN EXISTS (
|
||||
SELECT 1 FROM customer_periods cp2
|
||||
WHERE cp2.customer_id = cp.customer_id
|
||||
AND cp2.period < p.period
|
||||
) THEN cp.customer_id
|
||||
END) as returning_customers
|
||||
FROM periods p
|
||||
LEFT JOIN customer_periods cp ON cp.period = p.period
|
||||
GROUP BY p.period
|
||||
)
|
||||
SELECT
|
||||
period,
|
||||
new_customers,
|
||||
returning_customers,
|
||||
COALESCE(LAG(new_customers + returning_customers) OVER (ORDER BY period) - returning_customers, 0) as churned_customers
|
||||
FROM period_stats
|
||||
ORDER BY period
|
||||
`;
|
||||
|
||||
const result = await AppDataSource.query(query, [tenantId, filters.startDate, filters.endDate]);
|
||||
|
||||
const data: CustomerRetention[] = result.map((row: any) => {
|
||||
const newCustomers = Number(row.new_customers || 0);
|
||||
const returningCustomers = Number(row.returning_customers || 0);
|
||||
const churnedCustomers = Number(row.churned_customers || 0);
|
||||
const previousTotal = returningCustomers + churnedCustomers;
|
||||
|
||||
return {
|
||||
period: row.period,
|
||||
newCustomers,
|
||||
returningCustomers,
|
||||
churnedCustomers,
|
||||
retentionRate: previousTotal > 0 ? (returningCustomers / previousTotal) * 100 : 0,
|
||||
churnRate: previousTotal > 0 ? (churnedCustomers / previousTotal) * 100 : 0,
|
||||
};
|
||||
});
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'RETENTION_ERROR',
|
||||
message: error.message || 'Failed to get customer retention',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
export const customerReportService = new CustomerReportService();
|
||||
694
src/modules/reports/services/dashboard.service.ts
Normal file
694
src/modules/reports/services/dashboard.service.ts
Normal file
@ -0,0 +1,694 @@
|
||||
import { Repository } from 'typeorm';
|
||||
import { AppDataSource } from '../../../config/typeorm';
|
||||
import { ServiceResult } from '../../../shared/types';
|
||||
import { DashboardWidget, WidgetType, RefreshInterval } from '../entities/dashboard-widget.entity';
|
||||
import { salesReportService } from './sales-report.service';
|
||||
import { inventoryReportService } from './inventory-report.service';
|
||||
import { customerReportService } from './customer-report.service';
|
||||
import { financialReportService } from './financial-report.service';
|
||||
|
||||
export interface DashboardKPIs {
|
||||
todaySales: {
|
||||
value: number;
|
||||
change: number;
|
||||
changePercent: number;
|
||||
trend: 'up' | 'down' | 'stable';
|
||||
};
|
||||
todayOrders: {
|
||||
value: number;
|
||||
change: number;
|
||||
changePercent: number;
|
||||
trend: 'up' | 'down' | 'stable';
|
||||
};
|
||||
averageTicket: {
|
||||
value: number;
|
||||
change: number;
|
||||
changePercent: number;
|
||||
trend: 'up' | 'down' | 'stable';
|
||||
};
|
||||
activeCustomers: {
|
||||
value: number;
|
||||
change: number;
|
||||
changePercent: number;
|
||||
trend: 'up' | 'down' | 'stable';
|
||||
};
|
||||
lowStockItems: {
|
||||
value: number;
|
||||
critical: number;
|
||||
};
|
||||
grossMargin: {
|
||||
value: number;
|
||||
change: number;
|
||||
trend: 'up' | 'down' | 'stable';
|
||||
};
|
||||
}
|
||||
|
||||
export interface TopSellingProduct {
|
||||
productId: string;
|
||||
productCode: string;
|
||||
productName: string;
|
||||
quantity: number;
|
||||
revenue: number;
|
||||
rank: number;
|
||||
}
|
||||
|
||||
export interface HourlySales {
|
||||
hour: number;
|
||||
hourLabel: string;
|
||||
sales: number;
|
||||
orders: number;
|
||||
}
|
||||
|
||||
export interface BranchPerformance {
|
||||
branchId: string;
|
||||
branchName: string;
|
||||
sales: number;
|
||||
orders: number;
|
||||
averageTicket: number;
|
||||
percentOfTotal: number;
|
||||
}
|
||||
|
||||
export interface PaymentMethodBreakdown {
|
||||
method: string;
|
||||
methodName: string;
|
||||
amount: number;
|
||||
count: number;
|
||||
percentOfTotal: number;
|
||||
}
|
||||
|
||||
export interface WidgetData {
|
||||
widgetId: string;
|
||||
title: string;
|
||||
type: WidgetType;
|
||||
data: any;
|
||||
lastUpdated: Date;
|
||||
}
|
||||
|
||||
export class DashboardService {
|
||||
private widgetRepository: Repository<DashboardWidget>;
|
||||
|
||||
constructor() {
|
||||
this.widgetRepository = AppDataSource.getRepository(DashboardWidget);
|
||||
}
|
||||
|
||||
/**
|
||||
* Get dashboard KPIs for today
|
||||
*/
|
||||
async getDashboardKPIs(
|
||||
tenantId: string,
|
||||
branchId?: string
|
||||
): Promise<ServiceResult<DashboardKPIs>> {
|
||||
try {
|
||||
const today = new Date();
|
||||
today.setHours(0, 0, 0, 0);
|
||||
const tomorrow = new Date(today);
|
||||
tomorrow.setDate(tomorrow.getDate() + 1);
|
||||
|
||||
const yesterday = new Date(today);
|
||||
yesterday.setDate(yesterday.getDate() - 1);
|
||||
|
||||
const filters = {
|
||||
startDate: today,
|
||||
endDate: tomorrow,
|
||||
branchIds: branchId ? [branchId] : undefined,
|
||||
};
|
||||
|
||||
const yesterdayFilters = {
|
||||
startDate: yesterday,
|
||||
endDate: today,
|
||||
branchIds: branchId ? [branchId] : undefined,
|
||||
};
|
||||
|
||||
// Get today's and yesterday's sales
|
||||
const [todayResult, yesterdayResult, lowStockResult] = await Promise.all([
|
||||
salesReportService.getSalesSummary(tenantId, filters),
|
||||
salesReportService.getSalesSummary(tenantId, yesterdayFilters),
|
||||
inventoryReportService.getLowStockAlerts(tenantId, branchId),
|
||||
]);
|
||||
|
||||
if (!todayResult.success || !yesterdayResult.success) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'KPI_ERROR',
|
||||
message: 'Failed to get KPIs',
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
const today_ = todayResult.data;
|
||||
const yesterday_ = yesterdayResult.data;
|
||||
|
||||
const getTrend = (change: number): 'up' | 'down' | 'stable' => {
|
||||
if (change > 0) return 'up';
|
||||
if (change < 0) return 'down';
|
||||
return 'stable';
|
||||
};
|
||||
|
||||
const salesChange = today_.totalSales - yesterday_.totalSales;
|
||||
const salesChangePercent = yesterday_.totalSales > 0
|
||||
? (salesChange / yesterday_.totalSales) * 100
|
||||
: 0;
|
||||
|
||||
const ordersChange = today_.totalOrders - yesterday_.totalOrders;
|
||||
const ordersChangePercent = yesterday_.totalOrders > 0
|
||||
? (ordersChange / yesterday_.totalOrders) * 100
|
||||
: 0;
|
||||
|
||||
const ticketChange = today_.averageTicket - yesterday_.averageTicket;
|
||||
const ticketChangePercent = yesterday_.averageTicket > 0
|
||||
? (ticketChange / yesterday_.averageTicket) * 100
|
||||
: 0;
|
||||
|
||||
// Get margin from financial service
|
||||
const revenueResult = await financialReportService.getRevenueSummary(tenantId, filters);
|
||||
const grossMargin = revenueResult.success ? revenueResult.data.grossMargin : 0;
|
||||
|
||||
const lowStockData = lowStockResult.success ? lowStockResult.data : [];
|
||||
const criticalCount = lowStockData.filter(p => p.status === 'out_of_stock').length;
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
todaySales: {
|
||||
value: today_.totalSales,
|
||||
change: salesChange,
|
||||
changePercent: salesChangePercent,
|
||||
trend: getTrend(salesChange),
|
||||
},
|
||||
todayOrders: {
|
||||
value: today_.totalOrders,
|
||||
change: ordersChange,
|
||||
changePercent: ordersChangePercent,
|
||||
trend: getTrend(ordersChange),
|
||||
},
|
||||
averageTicket: {
|
||||
value: today_.averageTicket,
|
||||
change: ticketChange,
|
||||
changePercent: ticketChangePercent,
|
||||
trend: getTrend(ticketChange),
|
||||
},
|
||||
activeCustomers: {
|
||||
value: 0, // Would come from customer service
|
||||
change: 0,
|
||||
changePercent: 0,
|
||||
trend: 'stable',
|
||||
},
|
||||
lowStockItems: {
|
||||
value: lowStockData.length,
|
||||
critical: criticalCount,
|
||||
},
|
||||
grossMargin: {
|
||||
value: grossMargin,
|
||||
change: 0,
|
||||
trend: 'stable',
|
||||
},
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'KPI_ERROR',
|
||||
message: error.message || 'Failed to get dashboard KPIs',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get top selling products for today
|
||||
*/
|
||||
async getTopSellingProducts(
|
||||
tenantId: string,
|
||||
branchId?: string,
|
||||
limit: number = 10
|
||||
): Promise<ServiceResult<TopSellingProduct[]>> {
|
||||
try {
|
||||
const today = new Date();
|
||||
today.setHours(0, 0, 0, 0);
|
||||
const tomorrow = new Date(today);
|
||||
tomorrow.setDate(tomorrow.getDate() + 1);
|
||||
|
||||
const result = await salesReportService.getSalesByProduct(
|
||||
tenantId,
|
||||
{
|
||||
startDate: today,
|
||||
endDate: tomorrow,
|
||||
branchIds: branchId ? [branchId] : undefined,
|
||||
},
|
||||
limit
|
||||
);
|
||||
|
||||
if (!result.success) {
|
||||
return {
|
||||
success: false,
|
||||
error: result.error,
|
||||
};
|
||||
}
|
||||
|
||||
const data: TopSellingProduct[] = result.data.map((p, index) => ({
|
||||
productId: p.productId,
|
||||
productCode: p.productCode,
|
||||
productName: p.productName,
|
||||
quantity: p.quantity,
|
||||
revenue: p.totalSales,
|
||||
rank: index + 1,
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'TOP_PRODUCTS_ERROR',
|
||||
message: error.message || 'Failed to get top products',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get hourly sales breakdown for today
|
||||
*/
|
||||
async getHourlySales(
|
||||
tenantId: string,
|
||||
branchId?: string
|
||||
): Promise<ServiceResult<HourlySales[]>> {
|
||||
try {
|
||||
const today = new Date();
|
||||
today.setHours(0, 0, 0, 0);
|
||||
const tomorrow = new Date(today);
|
||||
tomorrow.setDate(tomorrow.getDate() + 1);
|
||||
|
||||
const result = await salesReportService.getSalesByHour(
|
||||
tenantId,
|
||||
{
|
||||
startDate: today,
|
||||
endDate: tomorrow,
|
||||
branchIds: branchId ? [branchId] : undefined,
|
||||
}
|
||||
);
|
||||
|
||||
if (!result.success) {
|
||||
return {
|
||||
success: false,
|
||||
error: result.error,
|
||||
};
|
||||
}
|
||||
|
||||
const data: HourlySales[] = result.data.map(h => ({
|
||||
hour: h.hour,
|
||||
hourLabel: h.hourLabel,
|
||||
sales: h.sales,
|
||||
orders: h.orders,
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'HOURLY_SALES_ERROR',
|
||||
message: error.message || 'Failed to get hourly sales',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get branch performance comparison
|
||||
*/
|
||||
async getBranchPerformance(
|
||||
tenantId: string,
|
||||
period: 'today' | 'week' | 'month' = 'today'
|
||||
): Promise<ServiceResult<BranchPerformance[]>> {
|
||||
try {
|
||||
const today = new Date();
|
||||
today.setHours(0, 0, 0, 0);
|
||||
let startDate: Date;
|
||||
|
||||
switch (period) {
|
||||
case 'week':
|
||||
startDate = new Date(today);
|
||||
startDate.setDate(startDate.getDate() - 7);
|
||||
break;
|
||||
case 'month':
|
||||
startDate = new Date(today);
|
||||
startDate.setMonth(startDate.getMonth() - 1);
|
||||
break;
|
||||
default:
|
||||
startDate = today;
|
||||
}
|
||||
|
||||
const endDate = new Date();
|
||||
|
||||
const result = await salesReportService.getSalesByBranch(
|
||||
tenantId,
|
||||
{ startDate, endDate }
|
||||
);
|
||||
|
||||
if (!result.success) {
|
||||
return {
|
||||
success: false,
|
||||
error: result.error,
|
||||
};
|
||||
}
|
||||
|
||||
const data: BranchPerformance[] = result.data.map(b => ({
|
||||
branchId: b.branchId,
|
||||
branchName: b.branchName,
|
||||
sales: b.totalSales,
|
||||
orders: b.orders,
|
||||
averageTicket: b.averageTicket,
|
||||
percentOfTotal: b.percentOfTotal,
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'BRANCH_PERFORMANCE_ERROR',
|
||||
message: error.message || 'Failed to get branch performance',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get payment method breakdown for today
|
||||
*/
|
||||
async getPaymentMethodBreakdown(
|
||||
tenantId: string,
|
||||
branchId?: string
|
||||
): Promise<ServiceResult<PaymentMethodBreakdown[]>> {
|
||||
try {
|
||||
const today = new Date();
|
||||
today.setHours(0, 0, 0, 0);
|
||||
const tomorrow = new Date(today);
|
||||
tomorrow.setDate(tomorrow.getDate() + 1);
|
||||
|
||||
const result = await salesReportService.getSalesByPaymentMethod(
|
||||
tenantId,
|
||||
{
|
||||
startDate: today,
|
||||
endDate: tomorrow,
|
||||
branchIds: branchId ? [branchId] : undefined,
|
||||
}
|
||||
);
|
||||
|
||||
if (!result.success) {
|
||||
return {
|
||||
success: false,
|
||||
error: result.error,
|
||||
};
|
||||
}
|
||||
|
||||
const data: PaymentMethodBreakdown[] = result.data.map(p => ({
|
||||
method: p.method,
|
||||
methodName: p.methodName,
|
||||
amount: p.totalAmount,
|
||||
count: p.transactionCount,
|
||||
percentOfTotal: p.percentOfTotal,
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'PAYMENT_BREAKDOWN_ERROR',
|
||||
message: error.message || 'Failed to get payment breakdown',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
// ==================== WIDGET MANAGEMENT ====================
|
||||
|
||||
/**
|
||||
* Get user's dashboard widgets
|
||||
*/
|
||||
async getUserWidgets(
|
||||
tenantId: string,
|
||||
userId: string
|
||||
): Promise<ServiceResult<DashboardWidget[]>> {
|
||||
try {
|
||||
const widgets = await this.widgetRepository.find({
|
||||
where: { tenantId, userId, isVisible: true },
|
||||
order: { sortOrder: 'ASC', positionY: 'ASC', positionX: 'ASC' },
|
||||
});
|
||||
|
||||
return { success: true, data: widgets };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'GET_WIDGETS_ERROR',
|
||||
message: error.message || 'Failed to get widgets',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Create a new widget
|
||||
*/
|
||||
async createWidget(
|
||||
tenantId: string,
|
||||
userId: string,
|
||||
data: Partial<DashboardWidget>
|
||||
): Promise<ServiceResult<DashboardWidget>> {
|
||||
try {
|
||||
const widget = this.widgetRepository.create({
|
||||
...data,
|
||||
tenantId,
|
||||
userId,
|
||||
createdBy: userId,
|
||||
});
|
||||
|
||||
const saved = await this.widgetRepository.save(widget);
|
||||
return { success: true, data: saved };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'CREATE_WIDGET_ERROR',
|
||||
message: error.message || 'Failed to create widget',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Update widget
|
||||
*/
|
||||
async updateWidget(
|
||||
tenantId: string,
|
||||
widgetId: string,
|
||||
userId: string,
|
||||
data: Partial<DashboardWidget>
|
||||
): Promise<ServiceResult<DashboardWidget>> {
|
||||
try {
|
||||
const widget = await this.widgetRepository.findOne({
|
||||
where: { id: widgetId, tenantId, userId },
|
||||
});
|
||||
|
||||
if (!widget) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'WIDGET_NOT_FOUND',
|
||||
message: 'Widget not found',
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
Object.assign(widget, data);
|
||||
const saved = await this.widgetRepository.save(widget);
|
||||
return { success: true, data: saved };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'UPDATE_WIDGET_ERROR',
|
||||
message: error.message || 'Failed to update widget',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Delete widget
|
||||
*/
|
||||
async deleteWidget(
|
||||
tenantId: string,
|
||||
widgetId: string,
|
||||
userId: string
|
||||
): Promise<ServiceResult<void>> {
|
||||
try {
|
||||
const result = await this.widgetRepository.delete({
|
||||
id: widgetId,
|
||||
tenantId,
|
||||
userId,
|
||||
});
|
||||
|
||||
if (result.affected === 0) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'WIDGET_NOT_FOUND',
|
||||
message: 'Widget not found',
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
return { success: true, data: undefined };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'DELETE_WIDGET_ERROR',
|
||||
message: error.message || 'Failed to delete widget',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get widget data based on its configuration
|
||||
*/
|
||||
async getWidgetData(
|
||||
tenantId: string,
|
||||
widget: DashboardWidget
|
||||
): Promise<ServiceResult<WidgetData>> {
|
||||
try {
|
||||
let data: any;
|
||||
const branchId = widget.queryParams?.branchId;
|
||||
const limit = widget.queryParams?.limit || 10;
|
||||
|
||||
// Fetch data based on dataSource
|
||||
switch (widget.dataSource) {
|
||||
case 'sales.today':
|
||||
const kpis = await this.getDashboardKPIs(tenantId, branchId);
|
||||
data = kpis.success ? kpis.data.todaySales : null;
|
||||
break;
|
||||
|
||||
case 'sales.orders':
|
||||
const ordersKpis = await this.getDashboardKPIs(tenantId, branchId);
|
||||
data = ordersKpis.success ? ordersKpis.data.todayOrders : null;
|
||||
break;
|
||||
|
||||
case 'sales.averageTicket':
|
||||
const ticketKpis = await this.getDashboardKPIs(tenantId, branchId);
|
||||
data = ticketKpis.success ? ticketKpis.data.averageTicket : null;
|
||||
break;
|
||||
|
||||
case 'sales.topProducts':
|
||||
const topProducts = await this.getTopSellingProducts(tenantId, branchId, limit);
|
||||
data = topProducts.success ? topProducts.data : null;
|
||||
break;
|
||||
|
||||
case 'sales.hourly':
|
||||
const hourly = await this.getHourlySales(tenantId, branchId);
|
||||
data = hourly.success ? hourly.data : null;
|
||||
break;
|
||||
|
||||
case 'sales.byBranch':
|
||||
const periodParam = widget.queryParams?.period as 'today' | 'week' | 'month' | undefined;
|
||||
const branches = await this.getBranchPerformance(tenantId, periodParam || 'today');
|
||||
data = branches.success ? branches.data : null;
|
||||
break;
|
||||
|
||||
case 'sales.paymentMethods':
|
||||
const payments = await this.getPaymentMethodBreakdown(tenantId, branchId);
|
||||
data = payments.success ? payments.data : null;
|
||||
break;
|
||||
|
||||
case 'inventory.lowStock':
|
||||
const lowStock = await inventoryReportService.getLowStockAlerts(tenantId, branchId);
|
||||
data = lowStock.success ? lowStock.data : null;
|
||||
break;
|
||||
|
||||
case 'inventory.summary':
|
||||
const stockSummary = await inventoryReportService.getStockLevelSummary(tenantId, {});
|
||||
data = stockSummary.success ? stockSummary.data : null;
|
||||
break;
|
||||
|
||||
default:
|
||||
data = null;
|
||||
}
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
widgetId: widget.id,
|
||||
title: widget.title,
|
||||
type: widget.type,
|
||||
data,
|
||||
lastUpdated: new Date(),
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'WIDGET_DATA_ERROR',
|
||||
message: error.message || 'Failed to get widget data',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get complete dashboard with all widget data
|
||||
*/
|
||||
async getCompleteDashboard(
|
||||
tenantId: string,
|
||||
userId: string
|
||||
): Promise<ServiceResult<{
|
||||
kpis: DashboardKPIs;
|
||||
widgets: WidgetData[];
|
||||
}>> {
|
||||
try {
|
||||
const [kpisResult, widgetsResult] = await Promise.all([
|
||||
this.getDashboardKPIs(tenantId),
|
||||
this.getUserWidgets(tenantId, userId),
|
||||
]);
|
||||
|
||||
if (!kpisResult.success) {
|
||||
return { success: false, error: kpisResult.error };
|
||||
}
|
||||
|
||||
const widgets: WidgetData[] = [];
|
||||
|
||||
if (widgetsResult.success) {
|
||||
for (const widget of widgetsResult.data) {
|
||||
const dataResult = await this.getWidgetData(tenantId, widget);
|
||||
if (dataResult.success) {
|
||||
widgets.push(dataResult.data);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
kpis: kpisResult.data,
|
||||
widgets,
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'DASHBOARD_ERROR',
|
||||
message: error.message || 'Failed to get dashboard',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
export const dashboardService = new DashboardService();
|
||||
813
src/modules/reports/services/financial-report.service.ts
Normal file
813
src/modules/reports/services/financial-report.service.ts
Normal file
@ -0,0 +1,813 @@
|
||||
import { Repository, Between } from 'typeorm';
|
||||
import { AppDataSource } from '../../../config/typeorm';
|
||||
import { ServiceResult } from '../../../shared/types';
|
||||
import { POSOrder, OrderStatus, OrderType } from '../../pos/entities/pos-order.entity';
|
||||
import { POSPayment, PaymentMethod } from '../../pos/entities/pos-payment.entity';
|
||||
|
||||
export interface FinancialReportFilters {
|
||||
startDate: Date;
|
||||
endDate: Date;
|
||||
branchIds?: string[];
|
||||
}
|
||||
|
||||
export interface RevenueSummary {
|
||||
grossRevenue: number;
|
||||
netRevenue: number;
|
||||
totalDiscounts: number;
|
||||
totalRefunds: number;
|
||||
totalTax: number;
|
||||
costOfGoodsSold: number;
|
||||
grossProfit: number;
|
||||
grossMargin: number;
|
||||
}
|
||||
|
||||
export interface RevenueByPeriod {
|
||||
period: string;
|
||||
grossRevenue: number;
|
||||
netRevenue: number;
|
||||
discounts: number;
|
||||
refunds: number;
|
||||
tax: number;
|
||||
grossProfit: number;
|
||||
}
|
||||
|
||||
export interface RevenueByBranch {
|
||||
branchId: string;
|
||||
branchCode: string;
|
||||
branchName: string;
|
||||
grossRevenue: number;
|
||||
netRevenue: number;
|
||||
discounts: number;
|
||||
refunds: number;
|
||||
tax: number;
|
||||
grossProfit: number;
|
||||
percentOfTotal: number;
|
||||
}
|
||||
|
||||
export interface MarginAnalysis {
|
||||
productId: string;
|
||||
productCode: string;
|
||||
productName: string;
|
||||
quantitySold: number;
|
||||
revenue: number;
|
||||
cost: number;
|
||||
grossProfit: number;
|
||||
marginPercent: number;
|
||||
}
|
||||
|
||||
export interface TaxSummary {
|
||||
totalTaxCollected: number;
|
||||
byTaxType: {
|
||||
taxType: string;
|
||||
taxName: string;
|
||||
rate: number;
|
||||
taxableBase: number;
|
||||
taxAmount: number;
|
||||
}[];
|
||||
byBranch: {
|
||||
branchId: string;
|
||||
branchName: string;
|
||||
taxCollected: number;
|
||||
}[];
|
||||
}
|
||||
|
||||
export interface CashFlowSummary {
|
||||
openingBalance: number;
|
||||
cashIn: number;
|
||||
cashOut: number;
|
||||
closingBalance: number;
|
||||
netCashFlow: number;
|
||||
byPaymentMethod: {
|
||||
method: string;
|
||||
methodName: string;
|
||||
amount: number;
|
||||
percentOfTotal: number;
|
||||
}[];
|
||||
}
|
||||
|
||||
export interface ProfitLossStatement {
|
||||
period: string;
|
||||
revenue: {
|
||||
grossSales: number;
|
||||
discounts: number;
|
||||
returns: number;
|
||||
netSales: number;
|
||||
};
|
||||
costOfSales: {
|
||||
opening: number;
|
||||
purchases: number;
|
||||
closing: number;
|
||||
cogs: number;
|
||||
};
|
||||
grossProfit: number;
|
||||
expenses: {
|
||||
category: string;
|
||||
amount: number;
|
||||
}[];
|
||||
totalExpenses: number;
|
||||
operatingProfit: number;
|
||||
taxes: number;
|
||||
netProfit: number;
|
||||
}
|
||||
|
||||
export interface AccountsReceivableSummary {
|
||||
totalReceivables: number;
|
||||
currentReceivables: number;
|
||||
overdueReceivables: number;
|
||||
aging: {
|
||||
range: string;
|
||||
minDays: number;
|
||||
maxDays: number;
|
||||
amount: number;
|
||||
count: number;
|
||||
}[];
|
||||
topDebtors: {
|
||||
customerId: string;
|
||||
customerName: string;
|
||||
totalOwed: number;
|
||||
oldestInvoiceDays: number;
|
||||
}[];
|
||||
}
|
||||
|
||||
export interface DailySalesReconciliation {
|
||||
date: string;
|
||||
branchId: string;
|
||||
branchName: string;
|
||||
sessions: {
|
||||
sessionId: string;
|
||||
cashier: string;
|
||||
openingTime: string;
|
||||
closingTime: string;
|
||||
openingCash: number;
|
||||
closingCash: number;
|
||||
expectedCash: number;
|
||||
cashDifference: number;
|
||||
totalSales: number;
|
||||
totalRefunds: number;
|
||||
paymentBreakdown: {
|
||||
method: string;
|
||||
amount: number;
|
||||
}[];
|
||||
}[];
|
||||
totalSales: number;
|
||||
totalCash: number;
|
||||
totalCards: number;
|
||||
totalOther: number;
|
||||
discrepancies: number;
|
||||
}
|
||||
|
||||
export class FinancialReportService {
|
||||
private orderRepository: Repository<POSOrder>;
|
||||
private paymentRepository: Repository<POSPayment>;
|
||||
|
||||
constructor() {
|
||||
this.orderRepository = AppDataSource.getRepository(POSOrder);
|
||||
this.paymentRepository = AppDataSource.getRepository(POSPayment);
|
||||
}
|
||||
|
||||
/**
|
||||
* Get revenue summary
|
||||
*/
|
||||
async getRevenueSummary(
|
||||
tenantId: string,
|
||||
filters: FinancialReportFilters
|
||||
): Promise<ServiceResult<RevenueSummary>> {
|
||||
try {
|
||||
const query = `
|
||||
SELECT
|
||||
COALESCE(SUM(CASE WHEN type = 'sale' THEN total ELSE 0 END), 0) as gross_revenue,
|
||||
COALESCE(SUM(CASE WHEN type = 'sale' THEN discount_amount ELSE 0 END), 0) as total_discounts,
|
||||
COALESCE(SUM(CASE WHEN type = 'refund' THEN ABS(total) ELSE 0 END), 0) as total_refunds,
|
||||
COALESCE(SUM(CASE WHEN type = 'sale' THEN tax_amount ELSE 0 END), 0) as total_tax
|
||||
FROM retail.pos_orders
|
||||
WHERE tenant_id = $1
|
||||
AND status = 'paid'
|
||||
AND created_at BETWEEN $2 AND $3
|
||||
`;
|
||||
|
||||
// COGS query (simplified - would need actual cost tracking)
|
||||
const cogsQuery = `
|
||||
SELECT COALESCE(SUM(ol.quantity * ol.unit_cost), 0) as cogs
|
||||
FROM retail.pos_order_lines ol
|
||||
JOIN retail.pos_orders o ON ol.order_id = o.id
|
||||
WHERE o.tenant_id = $1
|
||||
AND o.status = 'paid'
|
||||
AND o.type = 'sale'
|
||||
AND o.created_at BETWEEN $2 AND $3
|
||||
`;
|
||||
|
||||
const params = [tenantId, filters.startDate, filters.endDate];
|
||||
|
||||
if (filters.branchIds?.length) {
|
||||
// Would add branch filter
|
||||
}
|
||||
|
||||
const [revenueResult, cogsResult] = await Promise.all([
|
||||
AppDataSource.query(query, params),
|
||||
AppDataSource.query(cogsQuery, params),
|
||||
]);
|
||||
|
||||
const revenue = revenueResult[0] || {};
|
||||
const grossRevenue = Number(revenue.gross_revenue || 0);
|
||||
const totalDiscounts = Number(revenue.total_discounts || 0);
|
||||
const totalRefunds = Number(revenue.total_refunds || 0);
|
||||
const totalTax = Number(revenue.total_tax || 0);
|
||||
const cogs = Number(cogsResult[0]?.cogs || 0);
|
||||
|
||||
const netRevenue = grossRevenue - totalRefunds;
|
||||
const grossProfit = netRevenue - cogs;
|
||||
const grossMargin = netRevenue > 0 ? (grossProfit / netRevenue) * 100 : 0;
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
grossRevenue,
|
||||
netRevenue,
|
||||
totalDiscounts,
|
||||
totalRefunds,
|
||||
totalTax,
|
||||
costOfGoodsSold: cogs,
|
||||
grossProfit,
|
||||
grossMargin,
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'REVENUE_SUMMARY_ERROR',
|
||||
message: error.message || 'Failed to generate revenue summary',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get revenue by period
|
||||
*/
|
||||
async getRevenueByPeriod(
|
||||
tenantId: string,
|
||||
filters: FinancialReportFilters,
|
||||
groupBy: 'day' | 'week' | 'month' = 'day'
|
||||
): Promise<ServiceResult<RevenueByPeriod[]>> {
|
||||
try {
|
||||
let dateFormat: string;
|
||||
switch (groupBy) {
|
||||
case 'week':
|
||||
dateFormat = 'IYYY-IW';
|
||||
break;
|
||||
case 'month':
|
||||
dateFormat = 'YYYY-MM';
|
||||
break;
|
||||
default:
|
||||
dateFormat = 'YYYY-MM-DD';
|
||||
}
|
||||
|
||||
const query = `
|
||||
SELECT
|
||||
TO_CHAR(created_at, '${dateFormat}') as period,
|
||||
COALESCE(SUM(CASE WHEN type = 'sale' THEN total ELSE 0 END), 0) as gross_revenue,
|
||||
COALESCE(SUM(CASE WHEN type = 'sale' THEN discount_amount ELSE 0 END), 0) as discounts,
|
||||
COALESCE(SUM(CASE WHEN type = 'refund' THEN ABS(total) ELSE 0 END), 0) as refunds,
|
||||
COALESCE(SUM(CASE WHEN type = 'sale' THEN tax_amount ELSE 0 END), 0) as tax
|
||||
FROM retail.pos_orders
|
||||
WHERE tenant_id = $1
|
||||
AND status = 'paid'
|
||||
AND created_at BETWEEN $2 AND $3
|
||||
GROUP BY TO_CHAR(created_at, '${dateFormat}')
|
||||
ORDER BY period
|
||||
`;
|
||||
|
||||
// Simplified COGS by period
|
||||
const cogsQuery = `
|
||||
SELECT
|
||||
TO_CHAR(o.created_at, '${dateFormat}') as period,
|
||||
COALESCE(SUM(ol.quantity * ol.unit_cost), 0) as cogs
|
||||
FROM retail.pos_order_lines ol
|
||||
JOIN retail.pos_orders o ON ol.order_id = o.id
|
||||
WHERE o.tenant_id = $1
|
||||
AND o.status = 'paid'
|
||||
AND o.type = 'sale'
|
||||
AND o.created_at BETWEEN $2 AND $3
|
||||
GROUP BY TO_CHAR(o.created_at, '${dateFormat}')
|
||||
`;
|
||||
|
||||
const [revenueResult, cogsResult] = await Promise.all([
|
||||
AppDataSource.query(query, [tenantId, filters.startDate, filters.endDate]),
|
||||
AppDataSource.query(cogsQuery, [tenantId, filters.startDate, filters.endDate]),
|
||||
]);
|
||||
|
||||
const cogsMap = new Map(cogsResult.map((r: any) => [r.period, Number(r.cogs)]));
|
||||
|
||||
const data: RevenueByPeriod[] = revenueResult.map((row: any) => {
|
||||
const grossRevenue = Number(row.gross_revenue);
|
||||
const refunds = Number(row.refunds);
|
||||
const cogs = Number(cogsMap.get(row.period) || 0);
|
||||
const netRevenue = grossRevenue - refunds;
|
||||
const grossProfit = netRevenue - cogs;
|
||||
|
||||
return {
|
||||
period: row.period,
|
||||
grossRevenue,
|
||||
netRevenue,
|
||||
discounts: Number(row.discounts),
|
||||
refunds,
|
||||
tax: Number(row.tax),
|
||||
grossProfit,
|
||||
};
|
||||
});
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'REVENUE_BY_PERIOD_ERROR',
|
||||
message: error.message || 'Failed to get revenue by period',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get revenue by branch
|
||||
*/
|
||||
async getRevenueByBranch(
|
||||
tenantId: string,
|
||||
filters: FinancialReportFilters
|
||||
): Promise<ServiceResult<RevenueByBranch[]>> {
|
||||
try {
|
||||
const query = `
|
||||
SELECT
|
||||
o.branch_id,
|
||||
b.code as branch_code,
|
||||
b.name as branch_name,
|
||||
COALESCE(SUM(CASE WHEN o.type = 'sale' THEN o.total ELSE 0 END), 0) as gross_revenue,
|
||||
COALESCE(SUM(CASE WHEN o.type = 'sale' THEN o.discount_amount ELSE 0 END), 0) as discounts,
|
||||
COALESCE(SUM(CASE WHEN o.type = 'refund' THEN ABS(o.total) ELSE 0 END), 0) as refunds,
|
||||
COALESCE(SUM(CASE WHEN o.type = 'sale' THEN o.tax_amount ELSE 0 END), 0) as tax
|
||||
FROM retail.pos_orders o
|
||||
JOIN retail.branches b ON o.branch_id = b.id
|
||||
WHERE o.tenant_id = $1
|
||||
AND o.status = 'paid'
|
||||
AND o.created_at BETWEEN $2 AND $3
|
||||
GROUP BY o.branch_id, b.code, b.name
|
||||
ORDER BY gross_revenue DESC
|
||||
`;
|
||||
|
||||
const result = await AppDataSource.query(query, [tenantId, filters.startDate, filters.endDate]);
|
||||
const totalRevenue = result.reduce((sum: number, row: any) => sum + Number(row.gross_revenue), 0);
|
||||
|
||||
const data: RevenueByBranch[] = result.map((row: any) => {
|
||||
const grossRevenue = Number(row.gross_revenue);
|
||||
const refunds = Number(row.refunds);
|
||||
const netRevenue = grossRevenue - refunds;
|
||||
|
||||
return {
|
||||
branchId: row.branch_id,
|
||||
branchCode: row.branch_code,
|
||||
branchName: row.branch_name,
|
||||
grossRevenue,
|
||||
netRevenue,
|
||||
discounts: Number(row.discounts),
|
||||
refunds,
|
||||
tax: Number(row.tax),
|
||||
grossProfit: netRevenue * 0.3, // Simplified - would need actual COGS
|
||||
percentOfTotal: totalRevenue > 0 ? (grossRevenue / totalRevenue) * 100 : 0,
|
||||
};
|
||||
});
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'REVENUE_BY_BRANCH_ERROR',
|
||||
message: error.message || 'Failed to get revenue by branch',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get margin analysis by product
|
||||
*/
|
||||
async getMarginAnalysis(
|
||||
tenantId: string,
|
||||
filters: FinancialReportFilters,
|
||||
limit: number = 50
|
||||
): Promise<ServiceResult<MarginAnalysis[]>> {
|
||||
try {
|
||||
const query = `
|
||||
SELECT
|
||||
ol.product_id,
|
||||
ol.product_code,
|
||||
ol.product_name,
|
||||
SUM(ol.quantity) as quantity_sold,
|
||||
SUM(ol.total) as revenue,
|
||||
SUM(ol.quantity * COALESCE(ol.unit_cost, 0)) as cost,
|
||||
SUM(ol.total) - SUM(ol.quantity * COALESCE(ol.unit_cost, 0)) as gross_profit
|
||||
FROM retail.pos_order_lines ol
|
||||
JOIN retail.pos_orders o ON ol.order_id = o.id
|
||||
WHERE o.tenant_id = $1
|
||||
AND o.status = 'paid'
|
||||
AND o.type = 'sale'
|
||||
AND o.created_at BETWEEN $2 AND $3
|
||||
GROUP BY ol.product_id, ol.product_code, ol.product_name
|
||||
ORDER BY gross_profit DESC
|
||||
LIMIT $4
|
||||
`;
|
||||
|
||||
const result = await AppDataSource.query(query, [
|
||||
tenantId,
|
||||
filters.startDate,
|
||||
filters.endDate,
|
||||
limit,
|
||||
]);
|
||||
|
||||
const data: MarginAnalysis[] = result.map((row: any) => {
|
||||
const revenue = Number(row.revenue);
|
||||
const cost = Number(row.cost);
|
||||
const grossProfit = Number(row.gross_profit);
|
||||
|
||||
return {
|
||||
productId: row.product_id,
|
||||
productCode: row.product_code,
|
||||
productName: row.product_name,
|
||||
quantitySold: Number(row.quantity_sold),
|
||||
revenue,
|
||||
cost,
|
||||
grossProfit,
|
||||
marginPercent: revenue > 0 ? (grossProfit / revenue) * 100 : 0,
|
||||
};
|
||||
});
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'MARGIN_ANALYSIS_ERROR',
|
||||
message: error.message || 'Failed to get margin analysis',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get tax summary
|
||||
*/
|
||||
async getTaxSummary(
|
||||
tenantId: string,
|
||||
filters: FinancialReportFilters
|
||||
): Promise<ServiceResult<TaxSummary>> {
|
||||
try {
|
||||
// Total tax collected
|
||||
const totalQuery = `
|
||||
SELECT COALESCE(SUM(tax_amount), 0) as total_tax
|
||||
FROM retail.pos_orders
|
||||
WHERE tenant_id = $1
|
||||
AND status = 'paid'
|
||||
AND type = 'sale'
|
||||
AND created_at BETWEEN $2 AND $3
|
||||
`;
|
||||
|
||||
// Tax by branch
|
||||
const branchQuery = `
|
||||
SELECT
|
||||
o.branch_id,
|
||||
b.name as branch_name,
|
||||
COALESCE(SUM(o.tax_amount), 0) as tax_collected
|
||||
FROM retail.pos_orders o
|
||||
JOIN retail.branches b ON o.branch_id = b.id
|
||||
WHERE o.tenant_id = $1
|
||||
AND o.status = 'paid'
|
||||
AND o.type = 'sale'
|
||||
AND o.created_at BETWEEN $2 AND $3
|
||||
GROUP BY o.branch_id, b.name
|
||||
ORDER BY tax_collected DESC
|
||||
`;
|
||||
|
||||
const [totalResult, branchResult] = await Promise.all([
|
||||
AppDataSource.query(totalQuery, [tenantId, filters.startDate, filters.endDate]),
|
||||
AppDataSource.query(branchQuery, [tenantId, filters.startDate, filters.endDate]),
|
||||
]);
|
||||
|
||||
const totalTax = Number(totalResult[0]?.total_tax || 0);
|
||||
|
||||
// Default IVA breakdown (simplified)
|
||||
const byTaxType = [
|
||||
{
|
||||
taxType: 'IVA',
|
||||
taxName: 'Impuesto al Valor Agregado',
|
||||
rate: 16,
|
||||
taxableBase: totalTax / 0.16,
|
||||
taxAmount: totalTax,
|
||||
},
|
||||
];
|
||||
|
||||
const byBranch = branchResult.map((row: any) => ({
|
||||
branchId: row.branch_id,
|
||||
branchName: row.branch_name,
|
||||
taxCollected: Number(row.tax_collected),
|
||||
}));
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
totalTaxCollected: totalTax,
|
||||
byTaxType,
|
||||
byBranch,
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'TAX_SUMMARY_ERROR',
|
||||
message: error.message || 'Failed to get tax summary',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get cash flow summary
|
||||
*/
|
||||
async getCashFlowSummary(
|
||||
tenantId: string,
|
||||
filters: FinancialReportFilters,
|
||||
branchId?: string
|
||||
): Promise<ServiceResult<CashFlowSummary>> {
|
||||
try {
|
||||
// Get opening and closing from cash sessions
|
||||
const sessionQuery = `
|
||||
SELECT
|
||||
COALESCE(SUM(opening_cash), 0) as opening_balance,
|
||||
COALESCE(SUM(closing_cash_counted), 0) as closing_balance
|
||||
FROM retail.pos_sessions
|
||||
WHERE tenant_id = $1
|
||||
AND opened_at::date >= $2::date
|
||||
AND opened_at::date <= $3::date
|
||||
${branchId ? 'AND branch_id = $4' : ''}
|
||||
`;
|
||||
|
||||
// Get payments by method
|
||||
const paymentQuery = `
|
||||
SELECT
|
||||
p.method,
|
||||
COALESCE(SUM(CASE WHEN p.amount > 0 THEN p.amount ELSE 0 END), 0) as cash_in,
|
||||
COALESCE(SUM(CASE WHEN p.amount < 0 THEN ABS(p.amount) ELSE 0 END), 0) as cash_out
|
||||
FROM retail.pos_payments p
|
||||
JOIN retail.pos_orders o ON p.order_id = o.id
|
||||
WHERE o.tenant_id = $1
|
||||
AND o.created_at BETWEEN $2 AND $3
|
||||
${branchId ? 'AND o.branch_id = $4' : ''}
|
||||
GROUP BY p.method
|
||||
`;
|
||||
|
||||
const params = branchId
|
||||
? [tenantId, filters.startDate, filters.endDate, branchId]
|
||||
: [tenantId, filters.startDate, filters.endDate];
|
||||
|
||||
const [sessionResult, paymentResult] = await Promise.all([
|
||||
AppDataSource.query(sessionQuery, params),
|
||||
AppDataSource.query(paymentQuery, params),
|
||||
]);
|
||||
|
||||
const session = sessionResult[0] || {};
|
||||
const openingBalance = Number(session.opening_balance || 0);
|
||||
const closingBalance = Number(session.closing_balance || 0);
|
||||
|
||||
let totalCashIn = 0;
|
||||
let totalCashOut = 0;
|
||||
|
||||
const methodNames: Record<string, string> = {
|
||||
cash: 'Efectivo',
|
||||
credit_card: 'Tarjeta de Credito',
|
||||
debit_card: 'Tarjeta de Debito',
|
||||
transfer: 'Transferencia',
|
||||
wallet: 'Monedero',
|
||||
check: 'Cheque',
|
||||
credit: 'Credito',
|
||||
gift_card: 'Tarjeta de Regalo',
|
||||
loyalty_points: 'Puntos de Lealtad',
|
||||
other: 'Otro',
|
||||
};
|
||||
|
||||
const byPaymentMethod = paymentResult.map((row: any) => {
|
||||
const cashIn = Number(row.cash_in);
|
||||
const cashOut = Number(row.cash_out);
|
||||
totalCashIn += cashIn;
|
||||
totalCashOut += cashOut;
|
||||
|
||||
return {
|
||||
method: row.method,
|
||||
methodName: methodNames[row.method] || row.method,
|
||||
amount: cashIn - cashOut,
|
||||
percentOfTotal: 0, // Will calculate after
|
||||
};
|
||||
});
|
||||
|
||||
const totalAmount = byPaymentMethod.reduce((sum: number, m: { amount: number }) => sum + Math.abs(m.amount), 0);
|
||||
byPaymentMethod.forEach((m: { amount: number; percentOfTotal: number }) => {
|
||||
m.percentOfTotal = totalAmount > 0 ? (Math.abs(m.amount) / totalAmount) * 100 : 0;
|
||||
});
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
openingBalance,
|
||||
cashIn: totalCashIn,
|
||||
cashOut: totalCashOut,
|
||||
closingBalance,
|
||||
netCashFlow: totalCashIn - totalCashOut,
|
||||
byPaymentMethod,
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'CASH_FLOW_ERROR',
|
||||
message: error.message || 'Failed to get cash flow summary',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get daily sales reconciliation
|
||||
*/
|
||||
async getDailySalesReconciliation(
|
||||
tenantId: string,
|
||||
date: Date,
|
||||
branchId?: string
|
||||
): Promise<ServiceResult<DailySalesReconciliation[]>> {
|
||||
try {
|
||||
const dateStr = date.toISOString().slice(0, 10);
|
||||
|
||||
let branchFilter = '';
|
||||
const params: any[] = [tenantId, dateStr];
|
||||
|
||||
if (branchId) {
|
||||
branchFilter = 'AND s.branch_id = $3';
|
||||
params.push(branchId);
|
||||
}
|
||||
|
||||
const query = `
|
||||
SELECT
|
||||
s.branch_id,
|
||||
b.name as branch_name,
|
||||
s.id as session_id,
|
||||
u.name as cashier,
|
||||
s.opened_at,
|
||||
s.closed_at,
|
||||
s.opening_cash,
|
||||
s.closing_cash_counted,
|
||||
s.total_sales,
|
||||
s.total_cash,
|
||||
s.total_card,
|
||||
s.total_refunds
|
||||
FROM retail.pos_sessions s
|
||||
JOIN retail.branches b ON s.branch_id = b.id
|
||||
LEFT JOIN core.users u ON s.user_id = u.id
|
||||
WHERE s.tenant_id = $1
|
||||
AND s.opened_at::date = $2::date
|
||||
${branchFilter}
|
||||
ORDER BY b.name, s.opened_at
|
||||
`;
|
||||
|
||||
const result = await AppDataSource.query(query, params);
|
||||
|
||||
// Group by branch
|
||||
const branchMap = new Map<string, any>();
|
||||
|
||||
for (const row of result) {
|
||||
if (!branchMap.has(row.branch_id)) {
|
||||
branchMap.set(row.branch_id, {
|
||||
date: dateStr,
|
||||
branchId: row.branch_id,
|
||||
branchName: row.branch_name,
|
||||
sessions: [],
|
||||
totalSales: 0,
|
||||
totalCash: 0,
|
||||
totalCards: 0,
|
||||
totalOther: 0,
|
||||
discrepancies: 0,
|
||||
});
|
||||
}
|
||||
|
||||
const branch = branchMap.get(row.branch_id)!;
|
||||
const expectedCash = Number(row.opening_cash) + Number(row.total_cash) - Number(row.total_refunds);
|
||||
const actualCash = Number(row.closing_cash_counted);
|
||||
const difference = actualCash - expectedCash;
|
||||
|
||||
branch.sessions.push({
|
||||
sessionId: row.session_id,
|
||||
cashier: row.cashier || 'Unknown',
|
||||
openingTime: row.opened_at?.toISOString() || '',
|
||||
closingTime: row.closed_at?.toISOString() || '',
|
||||
openingCash: Number(row.opening_cash),
|
||||
closingCash: actualCash,
|
||||
expectedCash,
|
||||
cashDifference: difference,
|
||||
totalSales: Number(row.total_sales),
|
||||
totalRefunds: Number(row.total_refunds),
|
||||
paymentBreakdown: [
|
||||
{ method: 'cash', amount: Number(row.total_cash) },
|
||||
{ method: 'card', amount: Number(row.total_card) },
|
||||
],
|
||||
});
|
||||
|
||||
branch.totalSales += Number(row.total_sales);
|
||||
branch.totalCash += Number(row.total_cash);
|
||||
branch.totalCards += Number(row.total_card);
|
||||
branch.discrepancies += Math.abs(difference);
|
||||
}
|
||||
|
||||
const data = Array.from(branchMap.values());
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'RECONCILIATION_ERROR',
|
||||
message: error.message || 'Failed to get reconciliation',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Compare periods (current vs previous)
|
||||
*/
|
||||
async comparePeriods(
|
||||
tenantId: string,
|
||||
currentPeriod: FinancialReportFilters,
|
||||
previousPeriod: FinancialReportFilters
|
||||
): Promise<ServiceResult<{
|
||||
current: RevenueSummary;
|
||||
previous: RevenueSummary;
|
||||
changes: {
|
||||
revenueChange: number;
|
||||
revenueChangePercent: number;
|
||||
profitChange: number;
|
||||
profitChangePercent: number;
|
||||
marginChange: number;
|
||||
};
|
||||
}>> {
|
||||
try {
|
||||
const [currentResult, previousResult] = await Promise.all([
|
||||
this.getRevenueSummary(tenantId, currentPeriod),
|
||||
this.getRevenueSummary(tenantId, previousPeriod),
|
||||
]);
|
||||
|
||||
if (!currentResult.success || !previousResult.success) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'COMPARISON_ERROR',
|
||||
message: 'Failed to get comparison data',
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
const current = currentResult.data;
|
||||
const previous = previousResult.data;
|
||||
|
||||
const revenueChange = current.netRevenue - previous.netRevenue;
|
||||
const profitChange = current.grossProfit - previous.grossProfit;
|
||||
const marginChange = current.grossMargin - previous.grossMargin;
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
current,
|
||||
previous,
|
||||
changes: {
|
||||
revenueChange,
|
||||
revenueChangePercent: previous.netRevenue > 0
|
||||
? (revenueChange / previous.netRevenue) * 100
|
||||
: 0,
|
||||
profitChange,
|
||||
profitChangePercent: previous.grossProfit > 0
|
||||
? (profitChange / previous.grossProfit) * 100
|
||||
: 0,
|
||||
marginChange,
|
||||
},
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'COMPARISON_ERROR',
|
||||
message: error.message || 'Failed to compare periods',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
export const financialReportService = new FinancialReportService();
|
||||
6
src/modules/reports/services/index.ts
Normal file
6
src/modules/reports/services/index.ts
Normal file
@ -0,0 +1,6 @@
|
||||
export * from './sales-report.service';
|
||||
export * from './inventory-report.service';
|
||||
export * from './customer-report.service';
|
||||
export * from './financial-report.service';
|
||||
export * from './dashboard.service';
|
||||
export * from './report-scheduler.service';
|
||||
720
src/modules/reports/services/inventory-report.service.ts
Normal file
720
src/modules/reports/services/inventory-report.service.ts
Normal file
@ -0,0 +1,720 @@
|
||||
import { Repository, LessThan, MoreThan, Between } from 'typeorm';
|
||||
import { AppDataSource } from '../../../config/typeorm';
|
||||
import { ServiceResult } from '../../../shared/types';
|
||||
|
||||
export interface InventoryReportFilters {
|
||||
branchIds?: string[];
|
||||
warehouseIds?: string[];
|
||||
categoryIds?: string[];
|
||||
productIds?: string[];
|
||||
startDate?: Date;
|
||||
endDate?: Date;
|
||||
}
|
||||
|
||||
export interface StockLevelSummary {
|
||||
totalProducts: number;
|
||||
totalSKUs: number;
|
||||
totalStock: number;
|
||||
totalValue: number;
|
||||
lowStockItems: number;
|
||||
outOfStockItems: number;
|
||||
overstockItems: number;
|
||||
}
|
||||
|
||||
export interface StockByProduct {
|
||||
productId: string;
|
||||
productCode: string;
|
||||
productName: string;
|
||||
barcode: string;
|
||||
categoryName: string;
|
||||
currentStock: number;
|
||||
minStock: number;
|
||||
maxStock: number;
|
||||
reorderPoint: number;
|
||||
unitCost: number;
|
||||
totalValue: number;
|
||||
status: 'normal' | 'low' | 'out_of_stock' | 'overstock';
|
||||
lastMovementDate: Date;
|
||||
}
|
||||
|
||||
export interface StockByBranch {
|
||||
branchId: string;
|
||||
branchCode: string;
|
||||
branchName: string;
|
||||
totalProducts: number;
|
||||
totalStock: number;
|
||||
totalValue: number;
|
||||
lowStockItems: number;
|
||||
outOfStockItems: number;
|
||||
}
|
||||
|
||||
export interface StockByCategory {
|
||||
categoryId: string;
|
||||
categoryName: string;
|
||||
totalProducts: number;
|
||||
totalStock: number;
|
||||
totalValue: number;
|
||||
percentOfValue: number;
|
||||
}
|
||||
|
||||
export interface StockMovement {
|
||||
movementId: string;
|
||||
movementDate: Date;
|
||||
movementType: string;
|
||||
productId: string;
|
||||
productCode: string;
|
||||
productName: string;
|
||||
quantity: number;
|
||||
direction: 'in' | 'out';
|
||||
referenceType: string;
|
||||
referenceNumber: string;
|
||||
previousStock: number;
|
||||
newStock: number;
|
||||
unitCost: number;
|
||||
totalValue: number;
|
||||
}
|
||||
|
||||
export interface StockMovementSummary {
|
||||
totalIn: number;
|
||||
totalOut: number;
|
||||
netChange: number;
|
||||
valueIn: number;
|
||||
valueOut: number;
|
||||
netValueChange: number;
|
||||
movementsByType: {
|
||||
type: string;
|
||||
count: number;
|
||||
quantity: number;
|
||||
value: number;
|
||||
}[];
|
||||
}
|
||||
|
||||
export interface StockValuation {
|
||||
method: 'FIFO' | 'LIFO' | 'AVERAGE' | 'SPECIFIC';
|
||||
totalValue: number;
|
||||
byCategory: {
|
||||
categoryId: string;
|
||||
categoryName: string;
|
||||
value: number;
|
||||
percentOfTotal: number;
|
||||
}[];
|
||||
byBranch: {
|
||||
branchId: string;
|
||||
branchName: string;
|
||||
value: number;
|
||||
percentOfTotal: number;
|
||||
}[];
|
||||
}
|
||||
|
||||
export interface StockAging {
|
||||
ageRange: string;
|
||||
minDays: number;
|
||||
maxDays: number;
|
||||
itemCount: number;
|
||||
totalQuantity: number;
|
||||
totalValue: number;
|
||||
percentOfValue: number;
|
||||
}
|
||||
|
||||
export interface StockTurnover {
|
||||
productId: string;
|
||||
productCode: string;
|
||||
productName: string;
|
||||
avgStock: number;
|
||||
totalSold: number;
|
||||
turnoverRate: number;
|
||||
daysOfStock: number;
|
||||
}
|
||||
|
||||
export class InventoryReportService {
|
||||
/**
|
||||
* Get stock level summary
|
||||
*/
|
||||
async getStockLevelSummary(
|
||||
tenantId: string,
|
||||
filters: InventoryReportFilters
|
||||
): Promise<ServiceResult<StockLevelSummary>> {
|
||||
try {
|
||||
// This would query the actual stock tables
|
||||
// For now, returning a structure that shows the expected data shape
|
||||
const query = `
|
||||
SELECT
|
||||
COUNT(DISTINCT product_id) as total_products,
|
||||
COUNT(*) as total_skus,
|
||||
COALESCE(SUM(current_stock), 0) as total_stock,
|
||||
COALESCE(SUM(current_stock * unit_cost), 0) as total_value,
|
||||
COUNT(CASE WHEN current_stock > 0 AND current_stock <= min_stock THEN 1 END) as low_stock_items,
|
||||
COUNT(CASE WHEN current_stock <= 0 THEN 1 END) as out_of_stock_items,
|
||||
COUNT(CASE WHEN max_stock > 0 AND current_stock > max_stock THEN 1 END) as overstock_items
|
||||
FROM retail.stock_levels
|
||||
WHERE tenant_id = $1
|
||||
`;
|
||||
|
||||
// Execute query with AppDataSource
|
||||
const result = await AppDataSource.query(query, [tenantId]);
|
||||
const row = result[0] || {};
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
totalProducts: Number(row.total_products || 0),
|
||||
totalSKUs: Number(row.total_skus || 0),
|
||||
totalStock: Number(row.total_stock || 0),
|
||||
totalValue: Number(row.total_value || 0),
|
||||
lowStockItems: Number(row.low_stock_items || 0),
|
||||
outOfStockItems: Number(row.out_of_stock_items || 0),
|
||||
overstockItems: Number(row.overstock_items || 0),
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'STOCK_SUMMARY_ERROR',
|
||||
message: error.message || 'Failed to generate stock summary',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get stock levels by product
|
||||
*/
|
||||
async getStockByProduct(
|
||||
tenantId: string,
|
||||
filters: InventoryReportFilters,
|
||||
options: { limit?: number; offset?: number; sortBy?: string; sortOrder?: 'ASC' | 'DESC' } = {}
|
||||
): Promise<ServiceResult<{ data: StockByProduct[]; total: number }>> {
|
||||
try {
|
||||
const { limit = 50, offset = 0, sortBy = 'productName', sortOrder = 'ASC' } = options;
|
||||
|
||||
const query = `
|
||||
SELECT
|
||||
sl.product_id,
|
||||
p.code as product_code,
|
||||
p.name as product_name,
|
||||
p.barcode,
|
||||
c.name as category_name,
|
||||
sl.current_stock,
|
||||
sl.min_stock,
|
||||
sl.max_stock,
|
||||
sl.reorder_point,
|
||||
sl.unit_cost,
|
||||
sl.current_stock * sl.unit_cost as total_value,
|
||||
CASE
|
||||
WHEN sl.current_stock <= 0 THEN 'out_of_stock'
|
||||
WHEN sl.current_stock <= sl.min_stock THEN 'low'
|
||||
WHEN sl.max_stock > 0 AND sl.current_stock > sl.max_stock THEN 'overstock'
|
||||
ELSE 'normal'
|
||||
END as status,
|
||||
sl.last_movement_date
|
||||
FROM retail.stock_levels sl
|
||||
JOIN core.products p ON sl.product_id = p.id
|
||||
LEFT JOIN core.categories c ON p.category_id = c.id
|
||||
WHERE sl.tenant_id = $1
|
||||
ORDER BY ${sortBy === 'productName' ? 'p.name' : sortBy} ${sortOrder}
|
||||
LIMIT $2 OFFSET $3
|
||||
`;
|
||||
|
||||
const countQuery = `
|
||||
SELECT COUNT(*) as total
|
||||
FROM retail.stock_levels sl
|
||||
WHERE sl.tenant_id = $1
|
||||
`;
|
||||
|
||||
const [dataResult, countResult] = await Promise.all([
|
||||
AppDataSource.query(query, [tenantId, limit, offset]),
|
||||
AppDataSource.query(countQuery, [tenantId]),
|
||||
]);
|
||||
|
||||
const data: StockByProduct[] = dataResult.map((row: any) => ({
|
||||
productId: row.product_id,
|
||||
productCode: row.product_code,
|
||||
productName: row.product_name,
|
||||
barcode: row.barcode,
|
||||
categoryName: row.category_name,
|
||||
currentStock: Number(row.current_stock),
|
||||
minStock: Number(row.min_stock),
|
||||
maxStock: Number(row.max_stock),
|
||||
reorderPoint: Number(row.reorder_point),
|
||||
unitCost: Number(row.unit_cost),
|
||||
totalValue: Number(row.total_value),
|
||||
status: row.status,
|
||||
lastMovementDate: row.last_movement_date,
|
||||
}));
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
data,
|
||||
total: Number(countResult[0]?.total || 0),
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'STOCK_BY_PRODUCT_ERROR',
|
||||
message: error.message || 'Failed to get stock by product',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get stock levels by branch/warehouse
|
||||
*/
|
||||
async getStockByBranch(
|
||||
tenantId: string,
|
||||
filters: InventoryReportFilters
|
||||
): Promise<ServiceResult<StockByBranch[]>> {
|
||||
try {
|
||||
const query = `
|
||||
SELECT
|
||||
sl.branch_id,
|
||||
b.code as branch_code,
|
||||
b.name as branch_name,
|
||||
COUNT(DISTINCT sl.product_id) as total_products,
|
||||
COALESCE(SUM(sl.current_stock), 0) as total_stock,
|
||||
COALESCE(SUM(sl.current_stock * sl.unit_cost), 0) as total_value,
|
||||
COUNT(CASE WHEN sl.current_stock > 0 AND sl.current_stock <= sl.min_stock THEN 1 END) as low_stock_items,
|
||||
COUNT(CASE WHEN sl.current_stock <= 0 THEN 1 END) as out_of_stock_items
|
||||
FROM retail.stock_levels sl
|
||||
JOIN retail.branches b ON sl.branch_id = b.id
|
||||
WHERE sl.tenant_id = $1
|
||||
GROUP BY sl.branch_id, b.code, b.name
|
||||
ORDER BY total_value DESC
|
||||
`;
|
||||
|
||||
const result = await AppDataSource.query(query, [tenantId]);
|
||||
|
||||
const data: StockByBranch[] = result.map((row: any) => ({
|
||||
branchId: row.branch_id,
|
||||
branchCode: row.branch_code,
|
||||
branchName: row.branch_name,
|
||||
totalProducts: Number(row.total_products),
|
||||
totalStock: Number(row.total_stock),
|
||||
totalValue: Number(row.total_value),
|
||||
lowStockItems: Number(row.low_stock_items),
|
||||
outOfStockItems: Number(row.out_of_stock_items),
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'STOCK_BY_BRANCH_ERROR',
|
||||
message: error.message || 'Failed to get stock by branch',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get stock by category
|
||||
*/
|
||||
async getStockByCategory(
|
||||
tenantId: string,
|
||||
filters: InventoryReportFilters
|
||||
): Promise<ServiceResult<StockByCategory[]>> {
|
||||
try {
|
||||
const query = `
|
||||
SELECT
|
||||
c.id as category_id,
|
||||
c.name as category_name,
|
||||
COUNT(DISTINCT sl.product_id) as total_products,
|
||||
COALESCE(SUM(sl.current_stock), 0) as total_stock,
|
||||
COALESCE(SUM(sl.current_stock * sl.unit_cost), 0) as total_value
|
||||
FROM retail.stock_levels sl
|
||||
JOIN core.products p ON sl.product_id = p.id
|
||||
JOIN core.categories c ON p.category_id = c.id
|
||||
WHERE sl.tenant_id = $1
|
||||
GROUP BY c.id, c.name
|
||||
ORDER BY total_value DESC
|
||||
`;
|
||||
|
||||
const result = await AppDataSource.query(query, [tenantId]);
|
||||
const totalValue = result.reduce((sum: number, row: any) => sum + Number(row.total_value), 0);
|
||||
|
||||
const data: StockByCategory[] = result.map((row: any) => ({
|
||||
categoryId: row.category_id,
|
||||
categoryName: row.category_name,
|
||||
totalProducts: Number(row.total_products),
|
||||
totalStock: Number(row.total_stock),
|
||||
totalValue: Number(row.total_value),
|
||||
percentOfValue: totalValue > 0 ? (Number(row.total_value) / totalValue) * 100 : 0,
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'STOCK_BY_CATEGORY_ERROR',
|
||||
message: error.message || 'Failed to get stock by category',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get stock movements for a period
|
||||
*/
|
||||
async getStockMovements(
|
||||
tenantId: string,
|
||||
filters: InventoryReportFilters,
|
||||
options: { limit?: number; offset?: number } = {}
|
||||
): Promise<ServiceResult<{ data: StockMovement[]; total: number }>> {
|
||||
try {
|
||||
const { limit = 100, offset = 0 } = options;
|
||||
const { startDate, endDate } = filters;
|
||||
|
||||
const query = `
|
||||
SELECT
|
||||
sm.id as movement_id,
|
||||
sm.movement_date,
|
||||
sm.movement_type,
|
||||
sm.product_id,
|
||||
p.code as product_code,
|
||||
p.name as product_name,
|
||||
sm.quantity,
|
||||
sm.direction,
|
||||
sm.reference_type,
|
||||
sm.reference_number,
|
||||
sm.previous_stock,
|
||||
sm.new_stock,
|
||||
sm.unit_cost,
|
||||
sm.quantity * sm.unit_cost as total_value
|
||||
FROM retail.stock_movements sm
|
||||
JOIN core.products p ON sm.product_id = p.id
|
||||
WHERE sm.tenant_id = $1
|
||||
AND sm.movement_date BETWEEN $2 AND $3
|
||||
ORDER BY sm.movement_date DESC
|
||||
LIMIT $4 OFFSET $5
|
||||
`;
|
||||
|
||||
const countQuery = `
|
||||
SELECT COUNT(*) as total
|
||||
FROM retail.stock_movements sm
|
||||
WHERE sm.tenant_id = $1
|
||||
AND sm.movement_date BETWEEN $2 AND $3
|
||||
`;
|
||||
|
||||
const [dataResult, countResult] = await Promise.all([
|
||||
AppDataSource.query(query, [tenantId, startDate, endDate, limit, offset]),
|
||||
AppDataSource.query(countQuery, [tenantId, startDate, endDate]),
|
||||
]);
|
||||
|
||||
const data: StockMovement[] = dataResult.map((row: any) => ({
|
||||
movementId: row.movement_id,
|
||||
movementDate: row.movement_date,
|
||||
movementType: row.movement_type,
|
||||
productId: row.product_id,
|
||||
productCode: row.product_code,
|
||||
productName: row.product_name,
|
||||
quantity: Number(row.quantity),
|
||||
direction: row.direction,
|
||||
referenceType: row.reference_type,
|
||||
referenceNumber: row.reference_number,
|
||||
previousStock: Number(row.previous_stock),
|
||||
newStock: Number(row.new_stock),
|
||||
unitCost: Number(row.unit_cost),
|
||||
totalValue: Number(row.total_value),
|
||||
}));
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
data,
|
||||
total: Number(countResult[0]?.total || 0),
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'STOCK_MOVEMENTS_ERROR',
|
||||
message: error.message || 'Failed to get stock movements',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get stock movement summary
|
||||
*/
|
||||
async getStockMovementSummary(
|
||||
tenantId: string,
|
||||
filters: InventoryReportFilters
|
||||
): Promise<ServiceResult<StockMovementSummary>> {
|
||||
try {
|
||||
const { startDate, endDate } = filters;
|
||||
|
||||
const query = `
|
||||
SELECT
|
||||
COALESCE(SUM(CASE WHEN direction = 'in' THEN quantity ELSE 0 END), 0) as total_in,
|
||||
COALESCE(SUM(CASE WHEN direction = 'out' THEN quantity ELSE 0 END), 0) as total_out,
|
||||
COALESCE(SUM(CASE WHEN direction = 'in' THEN quantity * unit_cost ELSE 0 END), 0) as value_in,
|
||||
COALESCE(SUM(CASE WHEN direction = 'out' THEN quantity * unit_cost ELSE 0 END), 0) as value_out
|
||||
FROM retail.stock_movements
|
||||
WHERE tenant_id = $1
|
||||
AND movement_date BETWEEN $2 AND $3
|
||||
`;
|
||||
|
||||
const typeQuery = `
|
||||
SELECT
|
||||
movement_type as type,
|
||||
COUNT(*) as count,
|
||||
COALESCE(SUM(quantity), 0) as quantity,
|
||||
COALESCE(SUM(quantity * unit_cost), 0) as value
|
||||
FROM retail.stock_movements
|
||||
WHERE tenant_id = $1
|
||||
AND movement_date BETWEEN $2 AND $3
|
||||
GROUP BY movement_type
|
||||
ORDER BY value DESC
|
||||
`;
|
||||
|
||||
const [summaryResult, typeResult] = await Promise.all([
|
||||
AppDataSource.query(query, [tenantId, startDate, endDate]),
|
||||
AppDataSource.query(typeQuery, [tenantId, startDate, endDate]),
|
||||
]);
|
||||
|
||||
const summary = summaryResult[0] || {};
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
totalIn: Number(summary.total_in || 0),
|
||||
totalOut: Number(summary.total_out || 0),
|
||||
netChange: Number(summary.total_in || 0) - Number(summary.total_out || 0),
|
||||
valueIn: Number(summary.value_in || 0),
|
||||
valueOut: Number(summary.value_out || 0),
|
||||
netValueChange: Number(summary.value_in || 0) - Number(summary.value_out || 0),
|
||||
movementsByType: typeResult.map((row: any) => ({
|
||||
type: row.type,
|
||||
count: Number(row.count),
|
||||
quantity: Number(row.quantity),
|
||||
value: Number(row.value),
|
||||
})),
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'MOVEMENT_SUMMARY_ERROR',
|
||||
message: error.message || 'Failed to get movement summary',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get stock valuation
|
||||
*/
|
||||
async getStockValuation(
|
||||
tenantId: string,
|
||||
filters: InventoryReportFilters
|
||||
): Promise<ServiceResult<StockValuation>> {
|
||||
try {
|
||||
const categoryResult = await this.getStockByCategory(tenantId, filters);
|
||||
const branchResult = await this.getStockByBranch(tenantId, filters);
|
||||
|
||||
if (!categoryResult.success || !branchResult.success) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'VALUATION_ERROR',
|
||||
message: 'Failed to get valuation data',
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
const totalValue = categoryResult.data.reduce((sum, c) => sum + c.totalValue, 0);
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
method: 'AVERAGE',
|
||||
totalValue,
|
||||
byCategory: categoryResult.data.map(c => ({
|
||||
categoryId: c.categoryId,
|
||||
categoryName: c.categoryName,
|
||||
value: c.totalValue,
|
||||
percentOfTotal: c.percentOfValue,
|
||||
})),
|
||||
byBranch: branchResult.data.map(b => ({
|
||||
branchId: b.branchId,
|
||||
branchName: b.branchName,
|
||||
value: b.totalValue,
|
||||
percentOfTotal: totalValue > 0 ? (b.totalValue / totalValue) * 100 : 0,
|
||||
})),
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'VALUATION_ERROR',
|
||||
message: error.message || 'Failed to get stock valuation',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get low stock alerts
|
||||
*/
|
||||
async getLowStockAlerts(
|
||||
tenantId: string,
|
||||
branchId?: string
|
||||
): Promise<ServiceResult<StockByProduct[]>> {
|
||||
try {
|
||||
let query = `
|
||||
SELECT
|
||||
sl.product_id,
|
||||
p.code as product_code,
|
||||
p.name as product_name,
|
||||
p.barcode,
|
||||
c.name as category_name,
|
||||
sl.current_stock,
|
||||
sl.min_stock,
|
||||
sl.max_stock,
|
||||
sl.reorder_point,
|
||||
sl.unit_cost,
|
||||
sl.current_stock * sl.unit_cost as total_value,
|
||||
CASE
|
||||
WHEN sl.current_stock <= 0 THEN 'out_of_stock'
|
||||
ELSE 'low'
|
||||
END as status,
|
||||
sl.last_movement_date
|
||||
FROM retail.stock_levels sl
|
||||
JOIN core.products p ON sl.product_id = p.id
|
||||
LEFT JOIN core.categories c ON p.category_id = c.id
|
||||
WHERE sl.tenant_id = $1
|
||||
AND sl.current_stock <= sl.min_stock
|
||||
`;
|
||||
|
||||
const params: any[] = [tenantId];
|
||||
|
||||
if (branchId) {
|
||||
query += ' AND sl.branch_id = $2';
|
||||
params.push(branchId);
|
||||
}
|
||||
|
||||
query += ' ORDER BY sl.current_stock ASC';
|
||||
|
||||
const result = await AppDataSource.query(query, params);
|
||||
|
||||
const data: StockByProduct[] = result.map((row: any) => ({
|
||||
productId: row.product_id,
|
||||
productCode: row.product_code,
|
||||
productName: row.product_name,
|
||||
barcode: row.barcode,
|
||||
categoryName: row.category_name,
|
||||
currentStock: Number(row.current_stock),
|
||||
minStock: Number(row.min_stock),
|
||||
maxStock: Number(row.max_stock),
|
||||
reorderPoint: Number(row.reorder_point),
|
||||
unitCost: Number(row.unit_cost),
|
||||
totalValue: Number(row.total_value),
|
||||
status: row.status,
|
||||
lastMovementDate: row.last_movement_date,
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'LOW_STOCK_ALERTS_ERROR',
|
||||
message: error.message || 'Failed to get low stock alerts',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get stock turnover analysis
|
||||
*/
|
||||
async getStockTurnover(
|
||||
tenantId: string,
|
||||
filters: InventoryReportFilters,
|
||||
limit: number = 50
|
||||
): Promise<ServiceResult<StockTurnover[]>> {
|
||||
try {
|
||||
const { startDate, endDate } = filters;
|
||||
|
||||
const query = `
|
||||
WITH avg_stock AS (
|
||||
SELECT
|
||||
product_id,
|
||||
AVG(current_stock) as avg_stock
|
||||
FROM retail.stock_level_history
|
||||
WHERE tenant_id = $1
|
||||
AND recorded_at BETWEEN $2 AND $3
|
||||
GROUP BY product_id
|
||||
),
|
||||
sales AS (
|
||||
SELECT
|
||||
ol.product_id,
|
||||
SUM(ol.quantity) as total_sold
|
||||
FROM retail.pos_order_lines ol
|
||||
JOIN retail.pos_orders o ON ol.order_id = o.id
|
||||
WHERE o.tenant_id = $1
|
||||
AND o.created_at BETWEEN $2 AND $3
|
||||
AND o.status = 'paid'
|
||||
AND o.type = 'sale'
|
||||
GROUP BY ol.product_id
|
||||
)
|
||||
SELECT
|
||||
p.id as product_id,
|
||||
p.code as product_code,
|
||||
p.name as product_name,
|
||||
COALESCE(a.avg_stock, 0) as avg_stock,
|
||||
COALESCE(s.total_sold, 0) as total_sold,
|
||||
CASE
|
||||
WHEN COALESCE(a.avg_stock, 0) > 0
|
||||
THEN COALESCE(s.total_sold, 0) / a.avg_stock
|
||||
ELSE 0
|
||||
END as turnover_rate,
|
||||
CASE
|
||||
WHEN COALESCE(s.total_sold, 0) > 0
|
||||
THEN (COALESCE(a.avg_stock, 0) * EXTRACT(DAY FROM ($3::timestamp - $2::timestamp))) / s.total_sold
|
||||
ELSE 999
|
||||
END as days_of_stock
|
||||
FROM core.products p
|
||||
LEFT JOIN avg_stock a ON p.id = a.product_id
|
||||
LEFT JOIN sales s ON p.id = s.product_id
|
||||
WHERE p.tenant_id = $1
|
||||
ORDER BY turnover_rate DESC
|
||||
LIMIT $4
|
||||
`;
|
||||
|
||||
const result = await AppDataSource.query(query, [tenantId, startDate, endDate, limit]);
|
||||
|
||||
const data: StockTurnover[] = result.map((row: any) => ({
|
||||
productId: row.product_id,
|
||||
productCode: row.product_code,
|
||||
productName: row.product_name,
|
||||
avgStock: Number(row.avg_stock),
|
||||
totalSold: Number(row.total_sold),
|
||||
turnoverRate: Number(row.turnover_rate),
|
||||
daysOfStock: Number(row.days_of_stock),
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'TURNOVER_ERROR',
|
||||
message: error.message || 'Failed to get stock turnover',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
export const inventoryReportService = new InventoryReportService();
|
||||
771
src/modules/reports/services/report-scheduler.service.ts
Normal file
771
src/modules/reports/services/report-scheduler.service.ts
Normal file
@ -0,0 +1,771 @@
|
||||
import { Repository, LessThanOrEqual, In } from 'typeorm';
|
||||
import { AppDataSource } from '../../../config/typeorm';
|
||||
import { ServiceResult } from '../../../shared/types';
|
||||
import { ScheduledReport, ScheduleStatus, ScheduleFrequency, DeliveryMethod } from '../entities/scheduled-report.entity';
|
||||
import { ReportConfig, ReportFormat } from '../entities/report-config.entity';
|
||||
import { salesReportService } from './sales-report.service';
|
||||
import { inventoryReportService } from './inventory-report.service';
|
||||
import { customerReportService } from './customer-report.service';
|
||||
import { financialReportService } from './financial-report.service';
|
||||
|
||||
export interface CreateScheduledReportDTO {
|
||||
reportConfigId: string;
|
||||
name: string;
|
||||
description?: string;
|
||||
frequency: ScheduleFrequency;
|
||||
cronExpression?: string;
|
||||
runHour?: number;
|
||||
runMinute?: number;
|
||||
runDayOfWeek?: number;
|
||||
runDayOfMonth?: number;
|
||||
timezone?: string;
|
||||
outputFormat?: ReportFormat;
|
||||
deliveryMethod: DeliveryMethod;
|
||||
deliveryConfig: ScheduledReport['deliveryConfig'];
|
||||
reportParams?: ScheduledReport['reportParams'];
|
||||
startDate?: Date;
|
||||
endDate?: Date;
|
||||
}
|
||||
|
||||
export interface ScheduledReportExecution {
|
||||
scheduleId: string;
|
||||
scheduleName: string;
|
||||
reportConfigId: string;
|
||||
reportName: string;
|
||||
executedAt: Date;
|
||||
status: 'success' | 'failed' | 'skipped';
|
||||
durationMs: number;
|
||||
error?: string;
|
||||
deliveryStatus?: string;
|
||||
outputPath?: string;
|
||||
}
|
||||
|
||||
export class ReportSchedulerService {
|
||||
private scheduleRepository: Repository<ScheduledReport>;
|
||||
private configRepository: Repository<ReportConfig>;
|
||||
|
||||
constructor() {
|
||||
this.scheduleRepository = AppDataSource.getRepository(ScheduledReport);
|
||||
this.configRepository = AppDataSource.getRepository(ReportConfig);
|
||||
}
|
||||
|
||||
/**
|
||||
* Create a scheduled report
|
||||
*/
|
||||
async createScheduledReport(
|
||||
tenantId: string,
|
||||
userId: string,
|
||||
data: CreateScheduledReportDTO
|
||||
): Promise<ServiceResult<ScheduledReport>> {
|
||||
try {
|
||||
// Verify report config exists
|
||||
const reportConfig = await this.configRepository.findOne({
|
||||
where: { id: data.reportConfigId, tenantId },
|
||||
});
|
||||
|
||||
if (!reportConfig) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'REPORT_CONFIG_NOT_FOUND',
|
||||
message: 'Report configuration not found',
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
const schedule = this.scheduleRepository.create({
|
||||
tenantId,
|
||||
reportConfigId: data.reportConfigId,
|
||||
name: data.name,
|
||||
description: data.description,
|
||||
frequency: data.frequency,
|
||||
cronExpression: data.cronExpression,
|
||||
runHour: data.runHour ?? 8,
|
||||
runMinute: data.runMinute ?? 0,
|
||||
runDayOfWeek: data.runDayOfWeek,
|
||||
runDayOfMonth: data.runDayOfMonth,
|
||||
timezone: data.timezone ?? 'America/Mexico_City',
|
||||
status: ScheduleStatus.ACTIVE,
|
||||
outputFormat: data.outputFormat ?? ReportFormat.PDF,
|
||||
deliveryMethod: data.deliveryMethod,
|
||||
deliveryConfig: data.deliveryConfig,
|
||||
reportParams: data.reportParams,
|
||||
startDate: data.startDate,
|
||||
endDate: data.endDate,
|
||||
createdBy: userId,
|
||||
});
|
||||
|
||||
// Calculate next run time
|
||||
schedule.nextRunAt = this.calculateNextRunTime(schedule);
|
||||
|
||||
const saved = await this.scheduleRepository.save(schedule);
|
||||
return { success: true, data: saved };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'CREATE_SCHEDULE_ERROR',
|
||||
message: error.message || 'Failed to create scheduled report',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Update a scheduled report
|
||||
*/
|
||||
async updateScheduledReport(
|
||||
tenantId: string,
|
||||
scheduleId: string,
|
||||
userId: string,
|
||||
data: Partial<CreateScheduledReportDTO>
|
||||
): Promise<ServiceResult<ScheduledReport>> {
|
||||
try {
|
||||
const schedule = await this.scheduleRepository.findOne({
|
||||
where: { id: scheduleId, tenantId },
|
||||
});
|
||||
|
||||
if (!schedule) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'SCHEDULE_NOT_FOUND',
|
||||
message: 'Scheduled report not found',
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
Object.assign(schedule, data, { updatedBy: userId });
|
||||
|
||||
// Recalculate next run time if schedule changed
|
||||
if (data.frequency || data.runHour !== undefined || data.runMinute !== undefined ||
|
||||
data.runDayOfWeek !== undefined || data.runDayOfMonth !== undefined) {
|
||||
schedule.nextRunAt = this.calculateNextRunTime(schedule);
|
||||
}
|
||||
|
||||
const saved = await this.scheduleRepository.save(schedule);
|
||||
return { success: true, data: saved };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'UPDATE_SCHEDULE_ERROR',
|
||||
message: error.message || 'Failed to update scheduled report',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Delete a scheduled report
|
||||
*/
|
||||
async deleteScheduledReport(
|
||||
tenantId: string,
|
||||
scheduleId: string
|
||||
): Promise<ServiceResult<void>> {
|
||||
try {
|
||||
const result = await this.scheduleRepository.delete({
|
||||
id: scheduleId,
|
||||
tenantId,
|
||||
});
|
||||
|
||||
if (result.affected === 0) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'SCHEDULE_NOT_FOUND',
|
||||
message: 'Scheduled report not found',
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
return { success: true, data: undefined };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'DELETE_SCHEDULE_ERROR',
|
||||
message: error.message || 'Failed to delete scheduled report',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Pause a scheduled report
|
||||
*/
|
||||
async pauseScheduledReport(
|
||||
tenantId: string,
|
||||
scheduleId: string,
|
||||
userId: string
|
||||
): Promise<ServiceResult<ScheduledReport>> {
|
||||
try {
|
||||
const schedule = await this.scheduleRepository.findOne({
|
||||
where: { id: scheduleId, tenantId },
|
||||
});
|
||||
|
||||
if (!schedule) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'SCHEDULE_NOT_FOUND',
|
||||
message: 'Scheduled report not found',
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
schedule.status = ScheduleStatus.PAUSED;
|
||||
schedule.updatedBy = userId;
|
||||
|
||||
const saved = await this.scheduleRepository.save(schedule);
|
||||
return { success: true, data: saved };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'PAUSE_SCHEDULE_ERROR',
|
||||
message: error.message || 'Failed to pause scheduled report',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Resume a scheduled report
|
||||
*/
|
||||
async resumeScheduledReport(
|
||||
tenantId: string,
|
||||
scheduleId: string,
|
||||
userId: string
|
||||
): Promise<ServiceResult<ScheduledReport>> {
|
||||
try {
|
||||
const schedule = await this.scheduleRepository.findOne({
|
||||
where: { id: scheduleId, tenantId },
|
||||
});
|
||||
|
||||
if (!schedule) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'SCHEDULE_NOT_FOUND',
|
||||
message: 'Scheduled report not found',
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
schedule.status = ScheduleStatus.ACTIVE;
|
||||
schedule.nextRunAt = this.calculateNextRunTime(schedule);
|
||||
schedule.currentRetryCount = 0;
|
||||
schedule.updatedBy = userId;
|
||||
|
||||
const saved = await this.scheduleRepository.save(schedule);
|
||||
return { success: true, data: saved };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'RESUME_SCHEDULE_ERROR',
|
||||
message: error.message || 'Failed to resume scheduled report',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get scheduled reports for a tenant
|
||||
*/
|
||||
async getScheduledReports(
|
||||
tenantId: string,
|
||||
options?: { status?: ScheduleStatus; reportConfigId?: string }
|
||||
): Promise<ServiceResult<ScheduledReport[]>> {
|
||||
try {
|
||||
const where: any = { tenantId };
|
||||
if (options?.status) where.status = options.status;
|
||||
if (options?.reportConfigId) where.reportConfigId = options.reportConfigId;
|
||||
|
||||
const schedules = await this.scheduleRepository.find({
|
||||
where,
|
||||
relations: ['reportConfig'],
|
||||
order: { nextRunAt: 'ASC' },
|
||||
});
|
||||
|
||||
return { success: true, data: schedules };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'GET_SCHEDULES_ERROR',
|
||||
message: error.message || 'Failed to get scheduled reports',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get due scheduled reports (for the scheduler worker)
|
||||
*/
|
||||
async getDueScheduledReports(): Promise<ServiceResult<ScheduledReport[]>> {
|
||||
try {
|
||||
const now = new Date();
|
||||
|
||||
const schedules = await this.scheduleRepository.find({
|
||||
where: {
|
||||
status: ScheduleStatus.ACTIVE,
|
||||
nextRunAt: LessThanOrEqual(now),
|
||||
},
|
||||
relations: ['reportConfig'],
|
||||
});
|
||||
|
||||
return { success: true, data: schedules };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'GET_DUE_SCHEDULES_ERROR',
|
||||
message: error.message || 'Failed to get due scheduled reports',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Execute a scheduled report
|
||||
*/
|
||||
async executeScheduledReport(
|
||||
schedule: ScheduledReport
|
||||
): Promise<ServiceResult<ScheduledReportExecution>> {
|
||||
const startTime = Date.now();
|
||||
|
||||
try {
|
||||
// Get report configuration
|
||||
const reportConfig = await this.configRepository.findOne({
|
||||
where: { id: schedule.reportConfigId },
|
||||
});
|
||||
|
||||
if (!reportConfig) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'REPORT_CONFIG_NOT_FOUND',
|
||||
message: 'Report configuration not found',
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
// Calculate date range based on report parameters
|
||||
const { startDate, endDate } = this.calculateDateRange(schedule);
|
||||
|
||||
// Generate report data based on type
|
||||
let reportData: any;
|
||||
const filters = {
|
||||
startDate,
|
||||
endDate,
|
||||
branchIds: schedule.reportParams?.branchIds,
|
||||
};
|
||||
|
||||
switch (reportConfig.type) {
|
||||
case 'sales':
|
||||
reportData = await salesReportService.getSalesSummary(schedule.tenantId, filters);
|
||||
break;
|
||||
case 'inventory':
|
||||
reportData = await inventoryReportService.getStockLevelSummary(schedule.tenantId, filters);
|
||||
break;
|
||||
case 'customer':
|
||||
reportData = await customerReportService.getCustomerSummary(schedule.tenantId, filters);
|
||||
break;
|
||||
case 'financial':
|
||||
reportData = await financialReportService.getRevenueSummary(schedule.tenantId, filters);
|
||||
break;
|
||||
default:
|
||||
reportData = { message: 'Custom report type - not implemented' };
|
||||
}
|
||||
|
||||
// Format report based on output format
|
||||
// This is where you would generate PDF, Excel, etc.
|
||||
const formattedReport = await this.formatReport(reportData, schedule.outputFormat, reportConfig);
|
||||
|
||||
// Deliver report
|
||||
const deliveryResult = await this.deliverReport(schedule, formattedReport);
|
||||
|
||||
const duration = Date.now() - startTime;
|
||||
|
||||
// Update schedule
|
||||
schedule.lastRunAt = new Date();
|
||||
schedule.lastRunStatus = 'success';
|
||||
schedule.lastRunDurationMs = duration;
|
||||
schedule.nextRunAt = this.calculateNextRunTime(schedule);
|
||||
schedule.runCount++;
|
||||
schedule.successCount++;
|
||||
schedule.currentRetryCount = 0;
|
||||
|
||||
await this.scheduleRepository.save(schedule);
|
||||
|
||||
// Update report config run stats
|
||||
reportConfig.lastRunAt = new Date();
|
||||
reportConfig.runCount++;
|
||||
await this.configRepository.save(reportConfig);
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
scheduleId: schedule.id,
|
||||
scheduleName: schedule.name,
|
||||
reportConfigId: reportConfig.id,
|
||||
reportName: reportConfig.name,
|
||||
executedAt: new Date(),
|
||||
status: 'success',
|
||||
durationMs: duration,
|
||||
deliveryStatus: deliveryResult.success ? 'delivered' : 'failed',
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
const duration = Date.now() - startTime;
|
||||
|
||||
// Update schedule with failure
|
||||
schedule.lastRunAt = new Date();
|
||||
schedule.lastRunStatus = 'failed';
|
||||
schedule.lastRunError = error.message;
|
||||
schedule.lastRunDurationMs = duration;
|
||||
schedule.failureCount++;
|
||||
schedule.currentRetryCount++;
|
||||
|
||||
// Check if should retry
|
||||
if (schedule.currentRetryCount >= schedule.maxRetries) {
|
||||
schedule.nextRunAt = this.calculateNextRunTime(schedule);
|
||||
schedule.currentRetryCount = 0;
|
||||
} else {
|
||||
// Schedule retry
|
||||
schedule.nextRunAt = new Date(Date.now() + schedule.retryDelayMinutes * 60 * 1000);
|
||||
}
|
||||
|
||||
await this.scheduleRepository.save(schedule);
|
||||
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'EXECUTE_SCHEDULE_ERROR',
|
||||
message: error.message || 'Failed to execute scheduled report',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Run report immediately (ad-hoc)
|
||||
*/
|
||||
async runReportNow(
|
||||
tenantId: string,
|
||||
scheduleId: string
|
||||
): Promise<ServiceResult<ScheduledReportExecution>> {
|
||||
try {
|
||||
const schedule = await this.scheduleRepository.findOne({
|
||||
where: { id: scheduleId, tenantId },
|
||||
relations: ['reportConfig'],
|
||||
});
|
||||
|
||||
if (!schedule) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'SCHEDULE_NOT_FOUND',
|
||||
message: 'Scheduled report not found',
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
return this.executeScheduledReport(schedule);
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'RUN_NOW_ERROR',
|
||||
message: error.message || 'Failed to run report',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Calculate next run time based on schedule
|
||||
*/
|
||||
private calculateNextRunTime(schedule: ScheduledReport): Date {
|
||||
const now = new Date();
|
||||
const next = new Date();
|
||||
|
||||
// Set time
|
||||
next.setHours(schedule.runHour, schedule.runMinute, 0, 0);
|
||||
|
||||
// If time has passed today, start from tomorrow
|
||||
if (next <= now) {
|
||||
next.setDate(next.getDate() + 1);
|
||||
}
|
||||
|
||||
switch (schedule.frequency) {
|
||||
case ScheduleFrequency.DAILY:
|
||||
// Already set correctly above
|
||||
break;
|
||||
|
||||
case ScheduleFrequency.WEEKLY:
|
||||
const targetDay = schedule.runDayOfWeek ?? 1; // Default Monday
|
||||
const currentDay = next.getDay();
|
||||
const daysUntilTarget = (targetDay - currentDay + 7) % 7;
|
||||
if (daysUntilTarget === 0 && next <= now) {
|
||||
next.setDate(next.getDate() + 7);
|
||||
} else {
|
||||
next.setDate(next.getDate() + daysUntilTarget);
|
||||
}
|
||||
break;
|
||||
|
||||
case ScheduleFrequency.MONTHLY:
|
||||
const targetDate = schedule.runDayOfMonth ?? 1;
|
||||
next.setDate(targetDate);
|
||||
if (next <= now) {
|
||||
next.setMonth(next.getMonth() + 1);
|
||||
}
|
||||
break;
|
||||
|
||||
case ScheduleFrequency.QUARTERLY:
|
||||
const currentMonth = next.getMonth();
|
||||
const quarterMonths = [0, 3, 6, 9]; // Jan, Apr, Jul, Oct
|
||||
let nextQuarterMonth = quarterMonths.find(m => m > currentMonth);
|
||||
if (!nextQuarterMonth) {
|
||||
nextQuarterMonth = quarterMonths[0];
|
||||
next.setFullYear(next.getFullYear() + 1);
|
||||
}
|
||||
next.setMonth(nextQuarterMonth);
|
||||
next.setDate(schedule.runDayOfMonth ?? 1);
|
||||
break;
|
||||
}
|
||||
|
||||
// Check validity period
|
||||
if (schedule.endDate && next > schedule.endDate) {
|
||||
return null as unknown as Date; // Schedule expired
|
||||
}
|
||||
|
||||
return next;
|
||||
}
|
||||
|
||||
/**
|
||||
* Calculate date range for report
|
||||
*/
|
||||
private calculateDateRange(schedule: ScheduledReport): { startDate: Date; endDate: Date } {
|
||||
const endDate = new Date();
|
||||
endDate.setHours(23, 59, 59, 999);
|
||||
|
||||
let startDate = new Date();
|
||||
startDate.setHours(0, 0, 0, 0);
|
||||
|
||||
// If custom dates provided, use them
|
||||
if (schedule.reportParams?.customStartDate && schedule.reportParams?.customEndDate) {
|
||||
return {
|
||||
startDate: new Date(schedule.reportParams.customStartDate),
|
||||
endDate: new Date(schedule.reportParams.customEndDate),
|
||||
};
|
||||
}
|
||||
|
||||
// Calculate based on period or frequency
|
||||
const period = schedule.reportParams?.period || schedule.frequency;
|
||||
|
||||
switch (period) {
|
||||
case 'daily':
|
||||
startDate.setDate(startDate.getDate() - 1);
|
||||
break;
|
||||
case 'weekly':
|
||||
startDate.setDate(startDate.getDate() - 7);
|
||||
break;
|
||||
case 'monthly':
|
||||
startDate.setMonth(startDate.getMonth() - 1);
|
||||
break;
|
||||
case 'quarterly':
|
||||
startDate.setMonth(startDate.getMonth() - 3);
|
||||
break;
|
||||
}
|
||||
|
||||
return { startDate, endDate };
|
||||
}
|
||||
|
||||
/**
|
||||
* Format report based on output format
|
||||
*/
|
||||
private async formatReport(
|
||||
data: any,
|
||||
format: ReportFormat,
|
||||
config: ReportConfig
|
||||
): Promise<Buffer | string> {
|
||||
switch (format) {
|
||||
case ReportFormat.JSON:
|
||||
return JSON.stringify(data, null, 2);
|
||||
|
||||
case ReportFormat.CSV:
|
||||
return this.convertToCSV(data);
|
||||
|
||||
case ReportFormat.EXCEL:
|
||||
// Would use a library like exceljs
|
||||
return this.convertToExcel(data, config);
|
||||
|
||||
case ReportFormat.PDF:
|
||||
// Would use a library like pdfkit or puppeteer
|
||||
return this.convertToPDF(data, config);
|
||||
|
||||
default:
|
||||
return JSON.stringify(data);
|
||||
}
|
||||
}
|
||||
|
||||
private convertToCSV(data: any): string {
|
||||
if (!data || !data.data) return '';
|
||||
|
||||
if (Array.isArray(data.data)) {
|
||||
if (data.data.length === 0) return '';
|
||||
|
||||
const headers = Object.keys(data.data[0]);
|
||||
const rows = data.data.map((row: any) =>
|
||||
headers.map(h => JSON.stringify(row[h] ?? '')).join(',')
|
||||
);
|
||||
|
||||
return [headers.join(','), ...rows].join('\n');
|
||||
}
|
||||
|
||||
// For single object, convert key-value pairs
|
||||
const entries = Object.entries(data.data || data);
|
||||
const headers = ['Field', 'Value'];
|
||||
const rows = entries.map(([key, value]) =>
|
||||
`${JSON.stringify(key)},${JSON.stringify(value)}`
|
||||
);
|
||||
|
||||
return [headers.join(','), ...rows].join('\n');
|
||||
}
|
||||
|
||||
private async convertToExcel(data: any, config: ReportConfig): Promise<Buffer> {
|
||||
// Placeholder - would use exceljs library
|
||||
const csv = this.convertToCSV(data);
|
||||
return Buffer.from(csv);
|
||||
}
|
||||
|
||||
private async convertToPDF(data: any, config: ReportConfig): Promise<Buffer> {
|
||||
// Placeholder - would use pdfkit or puppeteer
|
||||
const json = JSON.stringify(data, null, 2);
|
||||
return Buffer.from(json);
|
||||
}
|
||||
|
||||
/**
|
||||
* Deliver report via configured method
|
||||
*/
|
||||
private async deliverReport(
|
||||
schedule: ScheduledReport,
|
||||
report: Buffer | string
|
||||
): Promise<ServiceResult<void>> {
|
||||
try {
|
||||
switch (schedule.deliveryMethod) {
|
||||
case DeliveryMethod.EMAIL:
|
||||
return this.deliverViaEmail(schedule, report);
|
||||
|
||||
case DeliveryMethod.SFTP:
|
||||
return this.deliverViaSFTP(schedule, report);
|
||||
|
||||
case DeliveryMethod.WEBHOOK:
|
||||
return this.deliverViaWebhook(schedule, report);
|
||||
|
||||
case DeliveryMethod.STORAGE:
|
||||
return this.deliverToStorage(schedule, report);
|
||||
|
||||
default:
|
||||
return { success: true, data: undefined };
|
||||
}
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'DELIVERY_ERROR',
|
||||
message: error.message || 'Failed to deliver report',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
private async deliverViaEmail(
|
||||
schedule: ScheduledReport,
|
||||
report: Buffer | string
|
||||
): Promise<ServiceResult<void>> {
|
||||
const { recipients, ccRecipients, subject, bodyTemplate } = schedule.deliveryConfig;
|
||||
|
||||
if (!recipients?.length) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'NO_RECIPIENTS',
|
||||
message: 'No email recipients configured',
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
// TODO: Implement email sending with attachment
|
||||
// Would use nodemailer or similar
|
||||
console.log(`Would send report to: ${recipients.join(', ')}`);
|
||||
|
||||
return { success: true, data: undefined };
|
||||
}
|
||||
|
||||
private async deliverViaSFTP(
|
||||
schedule: ScheduledReport,
|
||||
report: Buffer | string
|
||||
): Promise<ServiceResult<void>> {
|
||||
const { sftpHost, sftpPort, sftpPath, sftpUsername } = schedule.deliveryConfig;
|
||||
|
||||
if (!sftpHost) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'NO_SFTP_CONFIG',
|
||||
message: 'SFTP configuration incomplete',
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
// TODO: Implement SFTP upload
|
||||
// Would use ssh2-sftp-client or similar
|
||||
console.log(`Would upload report to: ${sftpHost}:${sftpPort}${sftpPath}`);
|
||||
|
||||
return { success: true, data: undefined };
|
||||
}
|
||||
|
||||
private async deliverViaWebhook(
|
||||
schedule: ScheduledReport,
|
||||
report: Buffer | string
|
||||
): Promise<ServiceResult<void>> {
|
||||
const { webhookUrl, webhookHeaders } = schedule.deliveryConfig;
|
||||
|
||||
if (!webhookUrl) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'NO_WEBHOOK_URL',
|
||||
message: 'Webhook URL not configured',
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
// TODO: Implement webhook POST
|
||||
// Would use fetch or axios
|
||||
console.log(`Would POST report to: ${webhookUrl}`);
|
||||
|
||||
return { success: true, data: undefined };
|
||||
}
|
||||
|
||||
private async deliverToStorage(
|
||||
schedule: ScheduledReport,
|
||||
report: Buffer | string
|
||||
): Promise<ServiceResult<void>> {
|
||||
const { storagePath } = schedule.deliveryConfig;
|
||||
|
||||
// TODO: Implement storage (S3, local filesystem, etc.)
|
||||
const filename = `report_${schedule.id}_${Date.now()}.${schedule.outputFormat}`;
|
||||
const fullPath = `${storagePath || '/reports'}/${filename}`;
|
||||
|
||||
console.log(`Would save report to: ${fullPath}`);
|
||||
|
||||
return { success: true, data: undefined };
|
||||
}
|
||||
}
|
||||
|
||||
export const reportSchedulerService = new ReportSchedulerService();
|
||||
645
src/modules/reports/services/sales-report.service.ts
Normal file
645
src/modules/reports/services/sales-report.service.ts
Normal file
@ -0,0 +1,645 @@
|
||||
import { Repository, Between, In } from 'typeorm';
|
||||
import { AppDataSource } from '../../../config/typeorm';
|
||||
import { ServiceResult } from '../../../shared/types';
|
||||
import { POSOrder, OrderStatus, OrderType } from '../../pos/entities/pos-order.entity';
|
||||
import { POSOrderLine } from '../../pos/entities/pos-order-line.entity';
|
||||
import { POSPayment, PaymentMethod } from '../../pos/entities/pos-payment.entity';
|
||||
|
||||
export interface SalesReportFilters {
|
||||
startDate: Date;
|
||||
endDate: Date;
|
||||
branchIds?: string[];
|
||||
categoryIds?: string[];
|
||||
productIds?: string[];
|
||||
cashierIds?: string[];
|
||||
paymentMethods?: PaymentMethod[];
|
||||
}
|
||||
|
||||
export interface SalesSummary {
|
||||
totalSales: number;
|
||||
totalOrders: number;
|
||||
totalItems: number;
|
||||
averageTicket: number;
|
||||
totalDiscounts: number;
|
||||
totalTax: number;
|
||||
netSales: number;
|
||||
totalRefunds: number;
|
||||
netRevenue: number;
|
||||
}
|
||||
|
||||
export interface SalesByPeriod {
|
||||
period: string;
|
||||
date?: string;
|
||||
sales: number;
|
||||
orders: number;
|
||||
items: number;
|
||||
averageTicket: number;
|
||||
}
|
||||
|
||||
export interface SalesByProduct {
|
||||
productId: string;
|
||||
productCode: string;
|
||||
productName: string;
|
||||
quantity: number;
|
||||
totalSales: number;
|
||||
avgPrice: number;
|
||||
percentOfTotal: number;
|
||||
}
|
||||
|
||||
export interface SalesByCategory {
|
||||
categoryId: string;
|
||||
categoryName: string;
|
||||
quantity: number;
|
||||
totalSales: number;
|
||||
percentOfTotal: number;
|
||||
}
|
||||
|
||||
export interface SalesByBranch {
|
||||
branchId: string;
|
||||
branchName: string;
|
||||
branchCode: string;
|
||||
totalSales: number;
|
||||
orders: number;
|
||||
items: number;
|
||||
averageTicket: number;
|
||||
percentOfTotal: number;
|
||||
}
|
||||
|
||||
export interface SalesByCashier {
|
||||
cashierId: string;
|
||||
cashierName: string;
|
||||
totalSales: number;
|
||||
orders: number;
|
||||
items: number;
|
||||
averageTicket: number;
|
||||
refunds: number;
|
||||
voids: number;
|
||||
}
|
||||
|
||||
export interface SalesByPaymentMethod {
|
||||
method: PaymentMethod;
|
||||
methodName: string;
|
||||
totalAmount: number;
|
||||
transactionCount: number;
|
||||
percentOfTotal: number;
|
||||
}
|
||||
|
||||
export interface SalesByHour {
|
||||
hour: number;
|
||||
hourLabel: string;
|
||||
sales: number;
|
||||
orders: number;
|
||||
averageTicket: number;
|
||||
}
|
||||
|
||||
export class SalesReportService {
|
||||
private orderRepository: Repository<POSOrder>;
|
||||
private orderLineRepository: Repository<POSOrderLine>;
|
||||
private paymentRepository: Repository<POSPayment>;
|
||||
|
||||
constructor() {
|
||||
this.orderRepository = AppDataSource.getRepository(POSOrder);
|
||||
this.orderLineRepository = AppDataSource.getRepository(POSOrderLine);
|
||||
this.paymentRepository = AppDataSource.getRepository(POSPayment);
|
||||
}
|
||||
|
||||
/**
|
||||
* Get sales summary for a period
|
||||
*/
|
||||
async getSalesSummary(
|
||||
tenantId: string,
|
||||
filters: SalesReportFilters
|
||||
): Promise<ServiceResult<SalesSummary>> {
|
||||
try {
|
||||
const qb = this.orderRepository.createQueryBuilder('order')
|
||||
.where('order.tenantId = :tenantId', { tenantId })
|
||||
.andWhere('order.createdAt BETWEEN :startDate AND :endDate', {
|
||||
startDate: filters.startDate,
|
||||
endDate: filters.endDate,
|
||||
})
|
||||
.andWhere('order.status = :status', { status: OrderStatus.PAID });
|
||||
|
||||
if (filters.branchIds?.length) {
|
||||
qb.andWhere('order.branchId IN (:...branchIds)', { branchIds: filters.branchIds });
|
||||
}
|
||||
|
||||
if (filters.cashierIds?.length) {
|
||||
qb.andWhere('order.userId IN (:...cashierIds)', { cashierIds: filters.cashierIds });
|
||||
}
|
||||
|
||||
const orders = await qb.getMany();
|
||||
|
||||
const salesOrders = orders.filter(o => o.type === OrderType.SALE);
|
||||
const refundOrders = orders.filter(o => o.type === OrderType.REFUND);
|
||||
|
||||
const totalSales = salesOrders.reduce((sum, o) => sum + Number(o.total), 0);
|
||||
const totalDiscounts = salesOrders.reduce((sum, o) => sum + Number(o.discountAmount), 0);
|
||||
const totalTax = salesOrders.reduce((sum, o) => sum + Number(o.taxAmount), 0);
|
||||
const totalRefunds = Math.abs(refundOrders.reduce((sum, o) => sum + Number(o.total), 0));
|
||||
|
||||
// Get total items
|
||||
const itemsResult = await this.orderLineRepository
|
||||
.createQueryBuilder('line')
|
||||
.select('SUM(line.quantity)', 'totalItems')
|
||||
.innerJoin('line.order', 'order')
|
||||
.where('order.tenantId = :tenantId', { tenantId })
|
||||
.andWhere('order.createdAt BETWEEN :startDate AND :endDate', {
|
||||
startDate: filters.startDate,
|
||||
endDate: filters.endDate,
|
||||
})
|
||||
.andWhere('order.status = :status', { status: OrderStatus.PAID })
|
||||
.andWhere('order.type = :type', { type: OrderType.SALE })
|
||||
.getRawOne();
|
||||
|
||||
const totalItems = Number(itemsResult?.totalItems || 0);
|
||||
const totalOrders = salesOrders.length;
|
||||
const averageTicket = totalOrders > 0 ? totalSales / totalOrders : 0;
|
||||
const netSales = totalSales - totalDiscounts;
|
||||
const netRevenue = totalSales - totalRefunds;
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
totalSales,
|
||||
totalOrders,
|
||||
totalItems,
|
||||
averageTicket,
|
||||
totalDiscounts,
|
||||
totalTax,
|
||||
netSales,
|
||||
totalRefunds,
|
||||
netRevenue,
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'SALES_SUMMARY_ERROR',
|
||||
message: error.message || 'Failed to generate sales summary',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get sales by period (day, week, month)
|
||||
*/
|
||||
async getSalesByPeriod(
|
||||
tenantId: string,
|
||||
filters: SalesReportFilters,
|
||||
groupBy: 'day' | 'week' | 'month' = 'day'
|
||||
): Promise<ServiceResult<SalesByPeriod[]>> {
|
||||
try {
|
||||
let dateFormat: string;
|
||||
switch (groupBy) {
|
||||
case 'week':
|
||||
dateFormat = 'IYYY-IW';
|
||||
break;
|
||||
case 'month':
|
||||
dateFormat = 'YYYY-MM';
|
||||
break;
|
||||
default:
|
||||
dateFormat = 'YYYY-MM-DD';
|
||||
}
|
||||
|
||||
const result = await this.orderRepository
|
||||
.createQueryBuilder('order')
|
||||
.select(`TO_CHAR(order.createdAt, '${dateFormat}')`, 'period')
|
||||
.addSelect('SUM(order.total)', 'sales')
|
||||
.addSelect('COUNT(order.id)', 'orders')
|
||||
.addSelect('AVG(order.total)', 'averageTicket')
|
||||
.where('order.tenantId = :tenantId', { tenantId })
|
||||
.andWhere('order.createdAt BETWEEN :startDate AND :endDate', {
|
||||
startDate: filters.startDate,
|
||||
endDate: filters.endDate,
|
||||
})
|
||||
.andWhere('order.status = :status', { status: OrderStatus.PAID })
|
||||
.andWhere('order.type = :type', { type: OrderType.SALE })
|
||||
.groupBy('period')
|
||||
.orderBy('period', 'ASC')
|
||||
.getRawMany();
|
||||
|
||||
// Get items per period
|
||||
const itemsResult = await this.orderLineRepository
|
||||
.createQueryBuilder('line')
|
||||
.select(`TO_CHAR(order.createdAt, '${dateFormat}')`, 'period')
|
||||
.addSelect('SUM(line.quantity)', 'items')
|
||||
.innerJoin('line.order', 'order')
|
||||
.where('order.tenantId = :tenantId', { tenantId })
|
||||
.andWhere('order.createdAt BETWEEN :startDate AND :endDate', {
|
||||
startDate: filters.startDate,
|
||||
endDate: filters.endDate,
|
||||
})
|
||||
.andWhere('order.status = :status', { status: OrderStatus.PAID })
|
||||
.andWhere('order.type = :type', { type: OrderType.SALE })
|
||||
.groupBy('period')
|
||||
.getRawMany();
|
||||
|
||||
const itemsMap = new Map(itemsResult.map(i => [i.period, Number(i.items)]));
|
||||
|
||||
const data: SalesByPeriod[] = result.map(r => ({
|
||||
period: r.period,
|
||||
sales: Number(r.sales),
|
||||
orders: Number(r.orders),
|
||||
items: itemsMap.get(r.period) || 0,
|
||||
averageTicket: Number(r.averageTicket),
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'SALES_BY_PERIOD_ERROR',
|
||||
message: error.message || 'Failed to generate sales by period',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get sales by product
|
||||
*/
|
||||
async getSalesByProduct(
|
||||
tenantId: string,
|
||||
filters: SalesReportFilters,
|
||||
limit: number = 50
|
||||
): Promise<ServiceResult<SalesByProduct[]>> {
|
||||
try {
|
||||
const result = await this.orderLineRepository
|
||||
.createQueryBuilder('line')
|
||||
.select('line.productId', 'productId')
|
||||
.addSelect('line.productCode', 'productCode')
|
||||
.addSelect('line.productName', 'productName')
|
||||
.addSelect('SUM(line.quantity)', 'quantity')
|
||||
.addSelect('SUM(line.total)', 'totalSales')
|
||||
.addSelect('AVG(line.unitPrice)', 'avgPrice')
|
||||
.innerJoin('line.order', 'order')
|
||||
.where('order.tenantId = :tenantId', { tenantId })
|
||||
.andWhere('order.createdAt BETWEEN :startDate AND :endDate', {
|
||||
startDate: filters.startDate,
|
||||
endDate: filters.endDate,
|
||||
})
|
||||
.andWhere('order.status = :status', { status: OrderStatus.PAID })
|
||||
.andWhere('order.type = :type', { type: OrderType.SALE })
|
||||
.groupBy('line.productId')
|
||||
.addGroupBy('line.productCode')
|
||||
.addGroupBy('line.productName')
|
||||
.orderBy('SUM(line.total)', 'DESC')
|
||||
.limit(limit)
|
||||
.getRawMany();
|
||||
|
||||
const totalSales = result.reduce((sum, r) => sum + Number(r.totalSales), 0);
|
||||
|
||||
const data: SalesByProduct[] = result.map(r => ({
|
||||
productId: r.productId,
|
||||
productCode: r.productCode,
|
||||
productName: r.productName,
|
||||
quantity: Number(r.quantity),
|
||||
totalSales: Number(r.totalSales),
|
||||
avgPrice: Number(r.avgPrice),
|
||||
percentOfTotal: totalSales > 0 ? (Number(r.totalSales) / totalSales) * 100 : 0,
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'SALES_BY_PRODUCT_ERROR',
|
||||
message: error.message || 'Failed to generate sales by product',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get sales by branch
|
||||
*/
|
||||
async getSalesByBranch(
|
||||
tenantId: string,
|
||||
filters: SalesReportFilters
|
||||
): Promise<ServiceResult<SalesByBranch[]>> {
|
||||
try {
|
||||
const result = await this.orderRepository
|
||||
.createQueryBuilder('order')
|
||||
.select('order.branchId', 'branchId')
|
||||
.addSelect('SUM(order.total)', 'totalSales')
|
||||
.addSelect('COUNT(order.id)', 'orders')
|
||||
.addSelect('AVG(order.total)', 'averageTicket')
|
||||
.where('order.tenantId = :tenantId', { tenantId })
|
||||
.andWhere('order.createdAt BETWEEN :startDate AND :endDate', {
|
||||
startDate: filters.startDate,
|
||||
endDate: filters.endDate,
|
||||
})
|
||||
.andWhere('order.status = :status', { status: OrderStatus.PAID })
|
||||
.andWhere('order.type = :type', { type: OrderType.SALE })
|
||||
.groupBy('order.branchId')
|
||||
.orderBy('SUM(order.total)', 'DESC')
|
||||
.getRawMany();
|
||||
|
||||
// Get items per branch
|
||||
const itemsResult = await this.orderLineRepository
|
||||
.createQueryBuilder('line')
|
||||
.select('order.branchId', 'branchId')
|
||||
.addSelect('SUM(line.quantity)', 'items')
|
||||
.innerJoin('line.order', 'order')
|
||||
.where('order.tenantId = :tenantId', { tenantId })
|
||||
.andWhere('order.createdAt BETWEEN :startDate AND :endDate', {
|
||||
startDate: filters.startDate,
|
||||
endDate: filters.endDate,
|
||||
})
|
||||
.andWhere('order.status = :status', { status: OrderStatus.PAID })
|
||||
.andWhere('order.type = :type', { type: OrderType.SALE })
|
||||
.groupBy('order.branchId')
|
||||
.getRawMany();
|
||||
|
||||
const itemsMap = new Map(itemsResult.map(i => [i.branchId, Number(i.items)]));
|
||||
const totalSales = result.reduce((sum, r) => sum + Number(r.totalSales), 0);
|
||||
|
||||
// TODO: Join with branches table to get branch names
|
||||
const data: SalesByBranch[] = result.map(r => ({
|
||||
branchId: r.branchId,
|
||||
branchName: 'Branch', // Would come from join
|
||||
branchCode: 'BR', // Would come from join
|
||||
totalSales: Number(r.totalSales),
|
||||
orders: Number(r.orders),
|
||||
items: itemsMap.get(r.branchId) || 0,
|
||||
averageTicket: Number(r.averageTicket),
|
||||
percentOfTotal: totalSales > 0 ? (Number(r.totalSales) / totalSales) * 100 : 0,
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'SALES_BY_BRANCH_ERROR',
|
||||
message: error.message || 'Failed to generate sales by branch',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get sales by cashier
|
||||
*/
|
||||
async getSalesByCashier(
|
||||
tenantId: string,
|
||||
filters: SalesReportFilters
|
||||
): Promise<ServiceResult<SalesByCashier[]>> {
|
||||
try {
|
||||
const qb = this.orderRepository.createQueryBuilder('order')
|
||||
.select('order.userId', 'cashierId')
|
||||
.addSelect('SUM(CASE WHEN order.type = :saleType THEN order.total ELSE 0 END)', 'totalSales')
|
||||
.addSelect('COUNT(CASE WHEN order.type = :saleType THEN 1 END)', 'orders')
|
||||
.addSelect('AVG(CASE WHEN order.type = :saleType THEN order.total END)', 'averageTicket')
|
||||
.addSelect('SUM(CASE WHEN order.type = :refundType THEN ABS(order.total) ELSE 0 END)', 'refunds')
|
||||
.addSelect('COUNT(CASE WHEN order.status = :voidedStatus THEN 1 END)', 'voids')
|
||||
.where('order.tenantId = :tenantId', { tenantId })
|
||||
.andWhere('order.createdAt BETWEEN :startDate AND :endDate', {
|
||||
startDate: filters.startDate,
|
||||
endDate: filters.endDate,
|
||||
})
|
||||
.setParameters({
|
||||
saleType: OrderType.SALE,
|
||||
refundType: OrderType.REFUND,
|
||||
voidedStatus: OrderStatus.VOIDED,
|
||||
})
|
||||
.groupBy('order.userId')
|
||||
.orderBy('SUM(CASE WHEN order.type = :saleType THEN order.total ELSE 0 END)', 'DESC');
|
||||
|
||||
if (filters.branchIds?.length) {
|
||||
qb.andWhere('order.branchId IN (:...branchIds)', { branchIds: filters.branchIds });
|
||||
}
|
||||
|
||||
const result = await qb.getRawMany();
|
||||
|
||||
// Get items per cashier
|
||||
const itemsResult = await this.orderLineRepository
|
||||
.createQueryBuilder('line')
|
||||
.select('order.userId', 'cashierId')
|
||||
.addSelect('SUM(line.quantity)', 'items')
|
||||
.innerJoin('line.order', 'order')
|
||||
.where('order.tenantId = :tenantId', { tenantId })
|
||||
.andWhere('order.createdAt BETWEEN :startDate AND :endDate', {
|
||||
startDate: filters.startDate,
|
||||
endDate: filters.endDate,
|
||||
})
|
||||
.andWhere('order.status = :status', { status: OrderStatus.PAID })
|
||||
.andWhere('order.type = :type', { type: OrderType.SALE })
|
||||
.groupBy('order.userId')
|
||||
.getRawMany();
|
||||
|
||||
const itemsMap = new Map(itemsResult.map(i => [i.cashierId, Number(i.items)]));
|
||||
|
||||
// TODO: Join with users table to get cashier names
|
||||
const data: SalesByCashier[] = result.map(r => ({
|
||||
cashierId: r.cashierId,
|
||||
cashierName: 'Cashier', // Would come from join
|
||||
totalSales: Number(r.totalSales),
|
||||
orders: Number(r.orders),
|
||||
items: itemsMap.get(r.cashierId) || 0,
|
||||
averageTicket: Number(r.averageTicket) || 0,
|
||||
refunds: Number(r.refunds),
|
||||
voids: Number(r.voids),
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'SALES_BY_CASHIER_ERROR',
|
||||
message: error.message || 'Failed to generate sales by cashier',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get sales by payment method
|
||||
*/
|
||||
async getSalesByPaymentMethod(
|
||||
tenantId: string,
|
||||
filters: SalesReportFilters
|
||||
): Promise<ServiceResult<SalesByPaymentMethod[]>> {
|
||||
try {
|
||||
const result = await this.paymentRepository
|
||||
.createQueryBuilder('payment')
|
||||
.select('payment.method', 'method')
|
||||
.addSelect('SUM(payment.amount)', 'totalAmount')
|
||||
.addSelect('COUNT(payment.id)', 'transactionCount')
|
||||
.innerJoin('payment.order', 'order')
|
||||
.where('order.tenantId = :tenantId', { tenantId })
|
||||
.andWhere('order.createdAt BETWEEN :startDate AND :endDate', {
|
||||
startDate: filters.startDate,
|
||||
endDate: filters.endDate,
|
||||
})
|
||||
.andWhere('order.status = :status', { status: OrderStatus.PAID })
|
||||
.andWhere('payment.amount > 0')
|
||||
.groupBy('payment.method')
|
||||
.orderBy('SUM(payment.amount)', 'DESC')
|
||||
.getRawMany();
|
||||
|
||||
const totalAmount = result.reduce((sum, r) => sum + Number(r.totalAmount), 0);
|
||||
|
||||
const methodNames: Record<PaymentMethod, string> = {
|
||||
[PaymentMethod.CASH]: 'Efectivo',
|
||||
[PaymentMethod.CREDIT_CARD]: 'Tarjeta de Credito',
|
||||
[PaymentMethod.DEBIT_CARD]: 'Tarjeta de Debito',
|
||||
[PaymentMethod.TRANSFER]: 'Transferencia',
|
||||
[PaymentMethod.CHECK]: 'Cheque',
|
||||
[PaymentMethod.LOYALTY_POINTS]: 'Puntos de Lealtad',
|
||||
[PaymentMethod.VOUCHER]: 'Vale/Voucher',
|
||||
[PaymentMethod.OTHER]: 'Otro',
|
||||
};
|
||||
|
||||
const data: SalesByPaymentMethod[] = result.map(r => ({
|
||||
method: r.method as PaymentMethod,
|
||||
methodName: methodNames[r.method as PaymentMethod] || r.method,
|
||||
totalAmount: Number(r.totalAmount),
|
||||
transactionCount: Number(r.transactionCount),
|
||||
percentOfTotal: totalAmount > 0 ? (Number(r.totalAmount) / totalAmount) * 100 : 0,
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'SALES_BY_PAYMENT_ERROR',
|
||||
message: error.message || 'Failed to generate sales by payment method',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get sales by hour of day
|
||||
*/
|
||||
async getSalesByHour(
|
||||
tenantId: string,
|
||||
filters: SalesReportFilters
|
||||
): Promise<ServiceResult<SalesByHour[]>> {
|
||||
try {
|
||||
const result = await this.orderRepository
|
||||
.createQueryBuilder('order')
|
||||
.select('EXTRACT(HOUR FROM order.createdAt)', 'hour')
|
||||
.addSelect('SUM(order.total)', 'sales')
|
||||
.addSelect('COUNT(order.id)', 'orders')
|
||||
.addSelect('AVG(order.total)', 'averageTicket')
|
||||
.where('order.tenantId = :tenantId', { tenantId })
|
||||
.andWhere('order.createdAt BETWEEN :startDate AND :endDate', {
|
||||
startDate: filters.startDate,
|
||||
endDate: filters.endDate,
|
||||
})
|
||||
.andWhere('order.status = :status', { status: OrderStatus.PAID })
|
||||
.andWhere('order.type = :type', { type: OrderType.SALE })
|
||||
.groupBy('EXTRACT(HOUR FROM order.createdAt)')
|
||||
.orderBy('hour', 'ASC')
|
||||
.getRawMany();
|
||||
|
||||
const formatHour = (hour: number): string => {
|
||||
const h = hour % 12 || 12;
|
||||
const ampm = hour < 12 ? 'AM' : 'PM';
|
||||
return `${h}:00 ${ampm}`;
|
||||
};
|
||||
|
||||
const data: SalesByHour[] = result.map(r => ({
|
||||
hour: Number(r.hour),
|
||||
hourLabel: formatHour(Number(r.hour)),
|
||||
sales: Number(r.sales),
|
||||
orders: Number(r.orders),
|
||||
averageTicket: Number(r.averageTicket),
|
||||
}));
|
||||
|
||||
return { success: true, data };
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'SALES_BY_HOUR_ERROR',
|
||||
message: error.message || 'Failed to generate sales by hour',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get comparison between two periods
|
||||
*/
|
||||
async getComparison(
|
||||
tenantId: string,
|
||||
currentPeriod: SalesReportFilters,
|
||||
previousPeriod: SalesReportFilters
|
||||
): Promise<ServiceResult<{
|
||||
current: SalesSummary;
|
||||
previous: SalesSummary;
|
||||
changes: {
|
||||
salesChange: number;
|
||||
salesChangePercent: number;
|
||||
ordersChange: number;
|
||||
ordersChangePercent: number;
|
||||
avgTicketChange: number;
|
||||
avgTicketChangePercent: number;
|
||||
};
|
||||
}>> {
|
||||
try {
|
||||
const [currentResult, previousResult] = await Promise.all([
|
||||
this.getSalesSummary(tenantId, currentPeriod),
|
||||
this.getSalesSummary(tenantId, previousPeriod),
|
||||
]);
|
||||
|
||||
if (!currentResult.success || !previousResult.success) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'COMPARISON_ERROR',
|
||||
message: 'Failed to get comparison data',
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
const current = currentResult.data;
|
||||
const previous = previousResult.data;
|
||||
|
||||
const salesChange = current.totalSales - previous.totalSales;
|
||||
const ordersChange = current.totalOrders - previous.totalOrders;
|
||||
const avgTicketChange = current.averageTicket - previous.averageTicket;
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
current,
|
||||
previous,
|
||||
changes: {
|
||||
salesChange,
|
||||
salesChangePercent: previous.totalSales > 0
|
||||
? (salesChange / previous.totalSales) * 100
|
||||
: 0,
|
||||
ordersChange,
|
||||
ordersChangePercent: previous.totalOrders > 0
|
||||
? (ordersChange / previous.totalOrders) * 100
|
||||
: 0,
|
||||
avgTicketChange,
|
||||
avgTicketChangePercent: previous.averageTicket > 0
|
||||
? (avgTicketChange / previous.averageTicket) * 100
|
||||
: 0,
|
||||
},
|
||||
},
|
||||
};
|
||||
} catch (error: any) {
|
||||
return {
|
||||
success: false,
|
||||
error: {
|
||||
code: 'COMPARISON_ERROR',
|
||||
message: error.message || 'Failed to generate comparison',
|
||||
},
|
||||
};
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
export const salesReportService = new SalesReportService();
|
||||
Loading…
Reference in New Issue
Block a user