Merge branch 'Finance_Dashboards' of https://git.marcoaiot.com/admin/marco.pms.api into SideMenu_Management
This commit is contained in:
commit
8470223f98
@ -3,10 +3,13 @@ using Marco.Pms.DataAccess.Data;
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using Marco.Pms.Model.Dtos.Attendance;
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using Marco.Pms.Model.Entitlements;
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using Marco.Pms.Model.Expenses;
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using Marco.Pms.Model.OrganizationModel;
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using Marco.Pms.Model.Utilities;
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using Marco.Pms.Model.ViewModels.Activities;
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using Marco.Pms.Model.ViewModels.AttendanceVM;
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using Marco.Pms.Model.ViewModels.DashBoard;
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using Marco.Pms.Model.ViewModels.Organization;
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using Marco.Pms.Model.ViewModels.Projects;
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using Marco.Pms.Services.Service;
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using Marco.Pms.Services.Service.ServiceInterfaces;
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using MarcoBMS.Services.Helpers;
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@ -23,11 +26,11 @@ namespace Marco.Pms.Services.Controllers
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[ApiController]
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public class DashboardController : ControllerBase
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{
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private readonly IDbContextFactory<ApplicationDbContext> _dbContextFactory;
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private readonly ApplicationDbContext _context;
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private readonly UserHelper _userHelper;
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private readonly IProjectServices _projectServices;
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private readonly ILoggingService _logger;
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private readonly PermissionServices _permissionServices;
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private readonly IServiceScopeFactory _serviceScopeFactory;
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private readonly IMapper _mapper;
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@ -46,17 +49,17 @@ namespace Marco.Pms.Services.Controllers
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IProjectServices projectServices,
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IServiceScopeFactory serviceScopeFactory,
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ILoggingService logger,
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PermissionServices permissionServices,
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IMapper mapper)
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IMapper mapper,
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IDbContextFactory<ApplicationDbContext> dbContextFactory)
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{
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_context = context;
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_userHelper = userHelper;
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_projectServices = projectServices;
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_logger = logger;
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_serviceScopeFactory = serviceScopeFactory;
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_permissionServices = permissionServices;
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_mapper = mapper;
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tenantId = userHelper.GetTenantId();
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_dbContextFactory = dbContextFactory;
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}
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/// <summary>
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@ -263,8 +266,10 @@ namespace Marco.Pms.Services.Controllers
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if (projectId.HasValue)
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{
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using var scope = _serviceScopeFactory.CreateScope();
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var _permission = scope.ServiceProvider.GetRequiredService<PermissionServices>();
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// Security Check: Ensure the requested project is in the user's accessible list.
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var hasPermission = await _permissionServices.HasProjectPermission(loggedInEmployee, projectId.Value);
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var hasPermission = await _permission.HasProjectPermission(loggedInEmployee, projectId.Value);
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if (!hasPermission)
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{
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_logger.LogWarning("Access DENIED for user {UserId} on project {ProjectId} (not active or not accessible).", loggedInEmployee.Id, projectId.Value);
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@ -349,9 +354,11 @@ namespace Marco.Pms.Services.Controllers
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if (projectId.HasValue)
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{
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// --- Logic for a SINGLE Project ---
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using var scope = _serviceScopeFactory.CreateScope();
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var _permission = scope.ServiceProvider.GetRequiredService<PermissionServices>();
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// 2a. Security Check: Verify permission for the specific project.
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var hasPermission = await _permissionServices.HasProjectPermission(loggedInEmployee, projectId.Value);
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var hasPermission = await _permission.HasProjectPermission(loggedInEmployee, projectId.Value);
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if (!hasPermission)
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{
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_logger.LogWarning("Access DENIED for user {UserId} on project {ProjectId}.", loggedInEmployee.Id, projectId.Value);
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@ -678,7 +685,11 @@ namespace Marco.Pms.Services.Controllers
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// Step 3: Check if logged-in employee has permission for this project
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var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
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bool hasPermission = await _permissionServices.HasProjectPermission(loggedInEmployee!, projectId);
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using var scope = _serviceScopeFactory.CreateScope();
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var _permission = scope.ServiceProvider.GetRequiredService<PermissionServices>();
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bool hasPermission = await _permission.HasProjectPermission(loggedInEmployee!, projectId);
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if (!hasPermission)
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{
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_logger.LogWarning("Unauthorized access by EmployeeId: {EmployeeId} to ProjectId: {ProjectId}", loggedInEmployee.Id, projectId);
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@ -756,7 +767,6 @@ namespace Marco.Pms.Services.Controllers
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return Ok(ApiResponse<object>.SuccessResponse(sortedResult, $"{sortedResult.Count} records fetched for attendance overview", 200));
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}
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[HttpGet("expense/monthly")]
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public async Task<IActionResult> GetExpenseReportByProjectsAsync([FromQuery] Guid? projectId, [FromQuery] Guid? categoryId, [FromQuery] int months)
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{
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@ -1204,5 +1214,425 @@ namespace Marco.Pms.Services.Controllers
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}
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}
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/// <summary>
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/// Returns a high-level collection overview (aging buckets, due vs collected, top client)
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/// for invoices of the current tenant, optionally filtered by project.
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/// </summary>
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/// <param name="projectId">Optional project identifier to filter invoices.</param>
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/// <returns>Standardized API response with collection KPIs.</returns>
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[HttpGet("collection-overview")]
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public async Task<IActionResult> GetCollectionOverviewAsync([FromQuery] Guid? projectId)
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{
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// Correlation ID pattern for distributed tracing (if you use one)
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var correlationId = HttpContext.TraceIdentifier;
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if (tenantId == Guid.Empty)
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{
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_logger.LogWarning("Invalid request: TenantId is empty on progression endpoint");
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return BadRequest(ApiResponse<object>.ErrorResponse("Invalid TenantId", "Provided Invalid TenantId", 400));
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}
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_logger.LogInfo("Started GetCollectionOverviewAsync. CorrelationId: {CorrelationId}, ProjectId: {ProjectId}", correlationId, projectId ?? Guid.Empty);
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try
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{
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// Validate and identify current employee/tenant context
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var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
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// Base invoice query for this tenant; AsNoTracking for read-only performance [web:1][web:5]
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var invoiceQuery = _context.Invoices
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.Where(i => i.TenantId == tenantId && i.IsActive)
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.Include(i => i.BilledTo)
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.AsNoTracking();
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// Fetch infra and service projects in parallel using factory-created contexts
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// NOTE: Avoid Task.Run over async IO where possible. Here each uses its own context instance. [web:6][web:15]
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var infraProjectTask = GetInfraProjectsAsync(tenantId);
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var serviceProjectTask = GetServiceProjectsAsync(tenantId);
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await Task.WhenAll(infraProjectTask, serviceProjectTask);
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var projects = infraProjectTask.Result
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.Union(serviceProjectTask.Result)
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.ToList();
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// Optional project filter: validate existence in cached list first
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if (projectId.HasValue)
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{
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var project = projects.FirstOrDefault(p => p.Id == projectId.Value);
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if (project == null)
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{
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_logger.LogWarning(
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"Project {ProjectId} not found for tenant {TenantId} in GetCollectionOverviewAsync. CorrelationId: {CorrelationId}",
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projectId, tenantId, correlationId);
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return StatusCode(
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StatusCodes.Status404NotFound,
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ApiResponse<object>.ErrorResponse(
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"Project Not Found",
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"The requested project does not exist or is not associated with the current tenant.",
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StatusCodes.Status404NotFound));
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}
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invoiceQuery = invoiceQuery.Where(i => i.ProjectId == projectId.Value);
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}
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var invoices = await invoiceQuery.ToListAsync();
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if (invoices.Count == 0)
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{
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_logger.LogInfo(
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"No invoices found for tenant {TenantId} in GetCollectionOverviewAsync. CorrelationId: {CorrelationId}",
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tenantId, correlationId);
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// Return an empty but valid overview instead of 404 – endpoint is conceptually valid
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var emptyResponse = new
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{
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TotalDueAmount = 0d,
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TotalCollectedAmount = 0d,
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TotalValue = 0d,
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PendingPercentage = 0d,
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CollectedPercentage = 0d,
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Bucket0To30Invoices = 0,
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Bucket30To60Invoices = 0,
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Bucket60To90Invoices = 0,
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Bucket90PlusInvoices = 0,
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Bucket0To30Amount = 0d,
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Bucket30To60Amount = 0d,
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Bucket60To90Amount = 0d,
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Bucket90PlusAmount = 0d,
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TopClientBalance = 0d,
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TopClient = new BasicOrganizationVm()
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};
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return Ok(ApiResponse<object>.SuccessResponse(emptyResponse, "No invoices found for the current tenant and filters; returning empty collection overview.", 200));
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}
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var invoiceIds = invoices.Select(i => i.Id).ToList();
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// Pre-aggregate payments per invoice in the DB where possible [web:1][web:17]
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var paymentGroups = await _context.ReceivedInvoicePayments
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.AsNoTracking()
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.Where(p => invoiceIds.Contains(p.InvoiceId) && p.TenantId == tenantId)
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.GroupBy(p => p.InvoiceId)
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.Select(g => new
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{
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InvoiceId = g.Key,
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PaidAmount = g.Sum(p => p.Amount)
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})
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.ToListAsync();
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// Create a lookup to avoid repeated LINQ Where on each iteration
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var paymentsLookup = paymentGroups.ToDictionary(p => p.InvoiceId, p => p.PaidAmount);
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double totalDueAmount = 0;
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var today = DateTime.UtcNow.Date; // use UTC for consistency [web:17]
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var bucketOneInvoices = 0;
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double bucketOneAmount = 0;
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var bucketTwoInvoices = 0;
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double bucketTwoAmount = 0;
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var bucketThreeInvoices = 0;
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double bucketThreeAmount = 0;
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var bucketFourInvoices = 0;
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double bucketFourAmount = 0;
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// Main aging calculation loop
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foreach (var invoice in invoices)
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{
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var total = invoice.BasicAmount + invoice.TaxAmount;
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var paid = paymentsLookup.TryGetValue(invoice.Id, out var paidAmount)
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? paidAmount
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: 0d;
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var balance = total - paid;
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// Skip fully paid or explicitly completed invoices
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if (balance <= 0 || invoice.MarkAsCompleted)
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continue;
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totalDueAmount += balance;
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// Only consider invoices with expected payment date up to today for aging
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var expectedDate = invoice.ExceptedPaymentDate.Date;
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if (expectedDate > today)
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continue;
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var days = (today - expectedDate).Days;
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if (days <= 30 && days > 0)
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{
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bucketOneInvoices++;
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bucketOneAmount += balance;
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}
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else if (days > 30 && days <= 60)
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{
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bucketTwoInvoices++;
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bucketTwoAmount += balance;
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}
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else if (days > 60 && days <= 90)
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{
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bucketThreeInvoices++;
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bucketThreeAmount += balance;
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}
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else if (days > 90)
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{
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bucketFourInvoices++;
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bucketFourAmount += balance;
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}
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}
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var totalCollectedAmount = paymentGroups.Sum(p => p.PaidAmount);
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var totalValue = totalDueAmount + totalCollectedAmount;
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var pendingPercentage = totalValue > 0 ? (totalDueAmount / totalValue) * 100 : 0;
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var collectedPercentage = totalValue > 0 ? (totalCollectedAmount / totalValue) * 100 : 0;
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// Determine top client by outstanding balance
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double topClientBalance = 0;
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Organization topClient = new Organization();
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var groupedByClient = invoices
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.Where(i => i.BilledToId.HasValue && i.BilledTo != null)
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.GroupBy(i => i.BilledToId);
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foreach (var group in groupedByClient)
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{
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var clientInvoiceIds = group.Select(i => i.Id).ToList();
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var totalForClient = group.Sum(i => i.BasicAmount + i.TaxAmount);
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var paidForClient = paymentGroups
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.Where(pg => clientInvoiceIds.Contains(pg.InvoiceId))
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.Sum(pg => pg.PaidAmount);
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var clientBalance = totalForClient - paidForClient;
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if (clientBalance > topClientBalance)
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{
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topClientBalance = clientBalance;
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topClient = group.First()!.BilledTo!;
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}
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}
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BasicOrganizationVm topClientVm = new BasicOrganizationVm();
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if (topClient != null)
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{
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topClientVm = new BasicOrganizationVm
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{
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Id = topClient.Id,
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Name = topClient.Name,
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Email = topClient.Email,
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ContactPerson = topClient.ContactPerson,
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ContactNumber = topClient.ContactNumber,
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Address = topClient.Address,
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GSTNumber = topClient.GSTNumber,
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SPRID = topClient.SPRID
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};
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}
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var response = new
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{
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TotalDueAmount = totalDueAmount,
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TotalCollectedAmount = totalCollectedAmount,
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TotalValue = totalValue,
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PendingPercentage = Math.Round(pendingPercentage, 2),
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CollectedPercentage = Math.Round(collectedPercentage, 2),
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Bucket0To30Invoices = bucketOneInvoices,
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Bucket30To60Invoices = bucketTwoInvoices,
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Bucket60To90Invoices = bucketThreeInvoices,
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Bucket90PlusInvoices = bucketFourInvoices,
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Bucket0To30Amount = bucketOneAmount,
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Bucket30To60Amount = bucketTwoAmount,
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Bucket60To90Amount = bucketThreeAmount,
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Bucket90PlusAmount = bucketFourAmount,
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TopClientBalance = topClientBalance,
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TopClient = topClientVm
|
||||
};
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||||
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||||
_logger.LogInfo("Successfully completed GetCollectionOverviewAsync for tenant {TenantId}. CorrelationId: {CorrelationId}, TotalInvoices: {InvoiceCount}, TotalValue: {TotalValue}",
|
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tenantId, correlationId, invoices.Count, totalValue);
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||||
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||||
return Ok(ApiResponse<object>.SuccessResponse(response, "Collection overview fetched successfully.", 200));
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
// Centralized logging for unhandled exceptions with context, no sensitive data [web:1][web:5][web:10]
|
||||
_logger.LogError(ex, "Unhandled exception in GetCollectionOverviewAsync. CorrelationId: {CorrelationId}", correlationId);
|
||||
|
||||
// Generic but consistent error payload; let global exception handler standardize if you use ProblemDetails [web:10][web:13][web:16]
|
||||
return StatusCode(500, ApiResponse<object>.ErrorResponse("Internal Server Error",
|
||||
"An unexpected error occurred while generating the collection overview. Please try again or contact support with the correlation identifier.", 500));
|
||||
}
|
||||
}
|
||||
|
||||
[HttpGet("purchase-invoice-overview")]
|
||||
public async Task<IActionResult> GetPurchaseInvoiceOverview()
|
||||
{
|
||||
// Correlation id for tracing this request across services/logs.
|
||||
var correlationId = HttpContext.TraceIdentifier;
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||||
|
||||
_logger.LogInfo("GetPurchaseInvoiceOverview started. TenantId: {TenantId}, CorrelationId: {CorrelationId}", tenantId, correlationId);
|
||||
|
||||
// Basic guard: invalid tenant.
|
||||
if (tenantId == Guid.Empty)
|
||||
{
|
||||
_logger.LogWarning("GetPurchaseInvoiceOverview rejected due to empty TenantId. CorrelationId: {CorrelationId}", correlationId);
|
||||
|
||||
return BadRequest(ApiResponse<object>.ErrorResponse("Invalid TenantId", "The tenant identifier provided is invalid or missing.", 400));
|
||||
}
|
||||
|
||||
try
|
||||
{
|
||||
// Fetch current employee context (if needed for authorization/audit).
|
||||
var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
|
||||
|
||||
// Run project queries in parallel to reduce latency.
|
||||
var infraProjectTask = GetInfraProjectsAsync(tenantId);
|
||||
var serviceProjectTask = GetServiceProjectsAsync(tenantId);
|
||||
|
||||
await Task.WhenAll(infraProjectTask, serviceProjectTask);
|
||||
|
||||
var projects = infraProjectTask.Result
|
||||
.Union(serviceProjectTask.Result)
|
||||
.ToList();
|
||||
|
||||
_logger.LogDebug("GetPurchaseInvoiceOverview loaded projects. Count: {ProjectCount}, TenantId: {TenantId}, CorrelationId: {CorrelationId}", projects.Count, tenantId, correlationId);
|
||||
|
||||
// Query purchase invoices for the tenant.
|
||||
var purchaseInvoices = await _context.PurchaseInvoiceDetails
|
||||
.Include(pid => pid.Supplier)
|
||||
.Include(pid => pid.Status)
|
||||
.AsNoTracking()
|
||||
.Where(pid => pid.TenantId == tenantId && pid.IsActive)
|
||||
.ToListAsync();
|
||||
|
||||
_logger.LogInfo("GetPurchaseInvoiceOverview loaded invoices. InvoiceCount: {InvoiceCount}, TenantId: {TenantId}, CorrelationId: {CorrelationId}",
|
||||
purchaseInvoices.Count, tenantId, correlationId);
|
||||
|
||||
if (!purchaseInvoices.Any())
|
||||
{
|
||||
// No invoices is not an error; return an empty but well-structured overview.
|
||||
_logger.LogInfo("GetPurchaseInvoiceOverview: No active purchase invoices found. TenantId: {TenantId}, CorrelationId: {CorrelationId}", tenantId, correlationId);
|
||||
|
||||
var emptyResponse = new
|
||||
{
|
||||
TotalInvoices = 0,
|
||||
TotalValue = 0m,
|
||||
AverageValue = 0m,
|
||||
StatusBreakdown = Array.Empty<object>(),
|
||||
ProjectBreakdown = Array.Empty<object>(),
|
||||
TopSupplier = (object?)null
|
||||
};
|
||||
|
||||
return Ok(ApiResponse<object>.SuccessResponse(
|
||||
emptyResponse,
|
||||
"No active purchase invoices found for the specified tenant.",
|
||||
StatusCodes.Status200OK));
|
||||
}
|
||||
|
||||
var totalInvoices = purchaseInvoices.Count;
|
||||
var totalValue = purchaseInvoices.Sum(pid => pid.BaseAmount);
|
||||
|
||||
// Guard against divide-by-zero (in case BaseAmount is all zero).
|
||||
var averageValue = totalInvoices > 0
|
||||
? totalValue / totalInvoices
|
||||
: 0;
|
||||
|
||||
// Status-wise aggregation
|
||||
var statusBreakdown = purchaseInvoices
|
||||
.Where(pid => pid.Status != null)
|
||||
.GroupBy(pid => pid.StatusId)
|
||||
.Select(g => new
|
||||
{
|
||||
Id = g.Key,
|
||||
Name = g.First().Status!.DisplayName,
|
||||
Count = g.Count(),
|
||||
TotalValue = g.Sum(pid => pid.BaseAmount),
|
||||
Percentage = totalValue > 0
|
||||
? Math.Round(g.Sum(pid => pid.BaseAmount) / totalValue * 100, 2)
|
||||
: 0
|
||||
})
|
||||
.OrderByDescending(x => x.TotalValue)
|
||||
.ToList();
|
||||
|
||||
// Project-wise aggregation (top 3 by value)
|
||||
var projectBreakdown = purchaseInvoices
|
||||
.GroupBy(pid => pid.ProjectId)
|
||||
.Select(g => new
|
||||
{
|
||||
Id = g.Key,
|
||||
Name = projects.FirstOrDefault(p => p.Id == g.Key)?.Name ?? "Unknown Project",
|
||||
Count = g.Count(),
|
||||
TotalValue = g.Sum(pid => pid.BaseAmount),
|
||||
Percentage = totalValue > 0
|
||||
? Math.Round(g.Sum(pid => pid.BaseAmount) / totalValue * 100, 2)
|
||||
: 0
|
||||
})
|
||||
.OrderByDescending(pid => pid.TotalValue)
|
||||
.Take(3)
|
||||
.ToList();
|
||||
|
||||
// Top supplier by total value
|
||||
var supplierBreakdown = purchaseInvoices
|
||||
.Where(pid => pid.Supplier != null)
|
||||
.GroupBy(pid => pid.SupplierId)
|
||||
.Select(g => new
|
||||
{
|
||||
Id = g.Key,
|
||||
Name = g.First().Supplier!.Name,
|
||||
Count = g.Count(),
|
||||
TotalValue = g.Sum(pid => pid.BaseAmount),
|
||||
Percentage = totalValue > 0
|
||||
? Math.Round(g.Sum(pid => pid.BaseAmount) / totalValue * 100, 2)
|
||||
: 0
|
||||
})
|
||||
.OrderByDescending(pid => pid.TotalValue)
|
||||
.FirstOrDefault();
|
||||
|
||||
var response = new
|
||||
{
|
||||
TotalInvoices = totalInvoices,
|
||||
TotalValue = Math.Round(totalValue, 2),
|
||||
AverageValue = Math.Round(averageValue, 2),
|
||||
StatusBreakdown = statusBreakdown,
|
||||
ProjectBreakdown = projectBreakdown,
|
||||
TopSupplier = supplierBreakdown
|
||||
};
|
||||
|
||||
_logger.LogInfo("GetPurchaseInvoiceOverview completed successfully. TenantId: {TenantId}, TotalInvoices: {TotalInvoices}, TotalValue: {TotalValue}, CorrelationId: {CorrelationId}",
|
||||
tenantId, totalInvoices, totalValue, correlationId);
|
||||
|
||||
return Ok(ApiResponse<object>.SuccessResponse(response, "Purchase invoice overview retrieved successfully.", 200));
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
// Capture complete context for diagnostics, but ensure no sensitive data is logged.
|
||||
_logger.LogError(ex, "Error occurred while processing GetPurchaseInvoiceOverview. TenantId: {TenantId}, CorrelationId: {CorrelationId}",
|
||||
tenantId, correlationId);
|
||||
|
||||
// Do not expose internal details to clients. Return a generic 500 response.
|
||||
return StatusCode(500, ApiResponse<object>.ErrorResponse("Internal Server Error", "An unexpected error occurred while processing the purchase invoice overview.", 500));
|
||||
}
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Gets infrastructure projects for a tenant as a lightweight view model.
|
||||
/// </summary>
|
||||
private async Task<List<BasicProjectVM>> GetInfraProjectsAsync(Guid tenantId)
|
||||
{
|
||||
await using var context = await _dbContextFactory.CreateDbContextAsync();
|
||||
return await context.Projects
|
||||
.AsNoTracking()
|
||||
.Where(p => p.TenantId == tenantId)
|
||||
.Select(p => new BasicProjectVM { Id = p.Id, Name = p.Name })
|
||||
.ToListAsync();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Gets service projects for a tenant as a lightweight view model.
|
||||
/// </summary>
|
||||
private async Task<List<BasicProjectVM>> GetServiceProjectsAsync(Guid tenantId)
|
||||
{
|
||||
await using var context = await _dbContextFactory.CreateDbContextAsync();
|
||||
return await context.ServiceProjects
|
||||
.AsNoTracking()
|
||||
.Where(sp => sp.TenantId == tenantId)
|
||||
.Select(sp => new BasicProjectVM { Id = sp.Id, Name = sp.Name })
|
||||
.ToListAsync();
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user