Added the new deashboard report of expenses

Marco.Pms.Services/Controllers/DashboardController.cs

@@ -26,6 +26,13 @@ namespace Marco.Pms.Services.Controllers
         private readonly ILoggingService _logger;
         private readonly PermissionServices _permissionServices;
         public static readonly Guid ActiveId = Guid.Parse("b74da4c2-d07e-46f2-9919-e75e49b12731");
+        private static readonly Guid Draft = Guid.Parse("297e0d8f-f668-41b5-bfea-e03b354251c8");
+        private static readonly Guid ProcessPending = Guid.Parse("f18c5cfd-7815-4341-8da2-2c2d65778e27");
+        private static readonly Guid Processed = Guid.Parse("61578360-3a49-4c34-8604-7b35a3787b95");
+        private static readonly Guid RejectedByReviewer = Guid.Parse("965eda62-7907-4963-b4a1-657fb0b2724b");
+        private static readonly Guid RejectedByApprover = Guid.Parse("d1ee5eec-24b6-4364-8673-a8f859c60729");
+        private readonly Guid tenantId;
+
         public DashboardController(ApplicationDbContext context, UserHelper userHelper, IProjectServices projectServices, ILoggingService logger, PermissionServices permissionServices)
         {
             _context = context;
@@ -33,11 +40,11 @@ namespace Marco.Pms.Services.Controllers
             _projectServices = projectServices;
             _logger = logger;
             _permissionServices = permissionServices;
+            tenantId = userHelper.GetTenantId();
         }
         [HttpGet("progression")]
         public async Task<IActionResult> GetGraph([FromQuery] double days, [FromQuery] string FromDate, [FromQuery] Guid? projectId)
         {
-            var tenantId = _userHelper.GetTenantId();
             var LoggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
 
             DateTime fromDate = new DateTime();
@@ -149,7 +156,6 @@ namespace Marco.Pms.Services.Controllers
         [HttpGet("projects")]
         public async Task<IActionResult> GetProjectCount()
         {
-            var tenantId = _userHelper.GetTenantId();
             var LoggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
 
             var projects = await _context.Projects.Where(p => p.TenantId == tenantId).ToListAsync();
@@ -176,7 +182,6 @@ namespace Marco.Pms.Services.Controllers
         {
             try
             {
-                var tenantId = _userHelper.GetTenantId();
                 var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
 
                 _logger.LogInfo("GetTotalEmployees called by user {UserId} for ProjectId: {ProjectId}", loggedInEmployee.Id, projectId ?? Guid.Empty);
@@ -269,7 +274,6 @@ namespace Marco.Pms.Services.Controllers
         {
             try
             {
-                var tenantId = _userHelper.GetTenantId();
                 var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
 
                 _logger.LogInfo("GetTotalTasks called by user {UserId} for ProjectId: {ProjectId}", loggedInEmployee.Id, projectId ?? Guid.Empty);
@@ -348,10 +352,10 @@ namespace Marco.Pms.Services.Controllers
                 return StatusCode(500, ApiResponse<object>.ErrorResponse("An internal server error occurred.", null, 500));
             }
         }
+
         [HttpGet("pending-attendance")]
         public async Task<IActionResult> GetPendingAttendance()
         {
-            Guid tenantId = _userHelper.GetTenantId();
             var LoggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
 
             var attendance = await _context.Attendes.Where(a => a.EmployeeId == LoggedInEmployee.Id && a.TenantId == tenantId).ToListAsync();
@@ -374,7 +378,6 @@ namespace Marco.Pms.Services.Controllers
         [HttpGet("project-attendance/{projectId}")]
         public async Task<IActionResult> GetProjectAttendance(Guid projectId, [FromQuery] string? date)
         {
-            Guid tenantId = _userHelper.GetTenantId();
             var LoggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
 
             DateTime currentDate = DateTime.UtcNow;
@@ -428,7 +431,6 @@ namespace Marco.Pms.Services.Controllers
         [HttpGet("activities/{projectId}")]
         public async Task<IActionResult> GetActivities(Guid projectId, [FromQuery] string? date)
         {
-            Guid tenantId = _userHelper.GetTenantId();
             var LoggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
 
             DateTime currentDate = DateTime.UtcNow;
@@ -600,5 +602,87 @@ namespace Marco.Pms.Services.Controllers
 
             return Ok(ApiResponse<object>.SuccessResponse(sortedResult, $"{sortedResult.Count} records fetched for attendance overview", 200));
         }
+
+        [HttpGet("expense/project")]
+        public async Task<IActionResult> GetExpenseReportByProjects([FromQuery] DateTime? startDate, [FromQuery] DateTime? endDate)
+        {
+            var expensesQuery = _context.Expenses
+                .Include(e => e.Project)
+                .Where(e => e.TenantId == tenantId && e.StatusId != Draft && e.Project != null);
+
+            if (startDate.HasValue && endDate.HasValue)
+            {
+                expensesQuery = expensesQuery.Where(e => e.TransactionDate.Date >= startDate.Value.Date && e.TransactionDate.Date <= endDate.Value.Date);
+            }
+
+            var expenses = await expensesQuery.GroupBy(e => e.Project).ToListAsync();
+
+            var report = expenses.Select(g =>
+            {
+                var totalAmount = g.Sum(e => e.Amount);
+                var totalPendingAmount = g.Where(e => e.StatusId != Processed && e.StatusId != RejectedByReviewer && e.StatusId != RejectedByApprover).Sum(e => e.Amount);
+                var totalRejectedAmount = g.Where(e => e.StatusId == RejectedByReviewer || e.StatusId == RejectedByApprover).Sum(e => e.Amount);
+                var totalProcessedAmount = g.Where(e => e.StatusId == Processed || e.StatusId == ProcessPending).Sum(e => e.Amount);
+                return new
+                {
+                    ProjectName = g.Key!.Name,
+                    TotalPendingAmount = totalPendingAmount,
+                    TotalRejectedAmount = totalRejectedAmount,
+                    TotalProcessedAmount = totalProcessedAmount,
+                    TotalApprovedAmount = totalAmount
+                };
+            }).OrderBy(r => r.ProjectName).ToList();
+
+            var response = new
+            {
+                Report = report,
+                TotalAmount = report.Sum(r => r.TotalApprovedAmount)
+            };
+
+            return Ok(ApiResponse<object>.SuccessResponse(response, "Expense report by project fetched successfully", 200));
+        }
+        [HttpGet("expense/type")]
+        public async Task<IActionResult> GetExpenseReportByExpenseType([FromQuery] Guid? projectId, [FromQuery] DateTime? startDate, [FromQuery] DateTime? endDate)
+        {
+            var expensesQuery = _context.Expenses
+                .Include(e => e.Project)
+                .Where(e => e.TenantId == tenantId && e.StatusId != Draft && e.Project != null);
+
+            if (projectId.HasValue)
+            {
+                expensesQuery = expensesQuery.Where(e => e.ProjectId == projectId);
+            }
+
+            if (startDate.HasValue && endDate.HasValue)
+            {
+                expensesQuery = expensesQuery.Where(e => e.TransactionDate.Date >= startDate.Value.Date && e.TransactionDate.Date <= endDate.Value.Date);
+            }
+
+            var expenses = await expensesQuery.GroupBy(e => e.ExpensesType).ToListAsync();
+
+            var report = expenses.Select(g =>
+            {
+                var totalAmount = g.Sum(e => e.Amount);
+                var totalPendingAmount = g.Where(e => e.StatusId != Processed && e.StatusId != RejectedByReviewer && e.StatusId != RejectedByApprover).Sum(e => e.Amount);
+                var totalRejectedAmount = g.Where(e => e.StatusId == RejectedByReviewer || e.StatusId == RejectedByApprover).Sum(e => e.Amount);
+                var totalProcessedAmount = g.Where(e => e.StatusId == Processed || e.StatusId == ProcessPending).Sum(e => e.Amount);
+                return new
+                {
+                    ProjectName = g.Key!.Name,
+                    TotalPendingAmount = totalPendingAmount,
+                    TotalRejectedAmount = totalRejectedAmount,
+                    TotalProcessedAmount = totalProcessedAmount,
+                    TotalApprovedAmount = totalAmount
+                };
+            }).OrderBy(r => r.ProjectName).ToList();
+
+            var response = new
+            {
+                Report = report,
+                TotalAmount = report.Sum(r => r.TotalApprovedAmount)
+            };
+
+            return Ok(ApiResponse<object>.SuccessResponse(response, "Expense report by expense type fetched successfully", 200));
+        }
     }
 }