524 lines
27 KiB
C#
524 lines
27 KiB
C#
using Indotalent.Infrastructure.Database;
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using Indotalent.Data.Entities;
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using Indotalent.Data.Enums;
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using MediatR;
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using Microsoft.EntityFrameworkCore;
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namespace Indotalent.Features.Root.Home.Cqrs;
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public class ChartDataPoint
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{
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public string? Label { get; set; }
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public double SalesAmount { get; set; }
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public double PurchaseAmount { get; set; }
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}
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public class ScmMetricDto
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{
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public string? Label { get; set; }
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public string? Value { get; set; }
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public string? Color { get; set; }
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public double Percentage { get; set; }
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}
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public class ScmActivityDto
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{
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public string? Module { get; set; }
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public string? Number { get; set; }
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public string? Partner { get; set; }
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public double Qty { get; set; }
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public string? Status { get; set; }
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public DateTime? Date { get; set; }
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public string? Description { get; set; }
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}
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// CMS-specific DTOs for dashboard3 reference layout
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public class DealStageDto { public string? Stage { get; set; } public int Count { get; set; } public string? Color { get; set; } }
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public class LeadSourceDto { public string? Source { get; set; } public int Count { get; set; } public double Percentage { get; set; } public string? Color { get; set; } }
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public class ConversionMetricDto { public string? Label { get; set; } public double Current { get; set; } public double Target { get; set; } public double PctValue { get; set; } public string? BarColor { get; set; } }
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public class SalesActivityDto { public string? Category { get; set; } public int Count { get; set; } public string? Color { get; set; } }
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public class RecentDealDto { public string? DealNumber { get; set; } public string? Description { get; set; } public decimal Value { get; set; } public string? Stage { get; set; } public string? Status { get; set; } public DateTimeOffset? Date { get; set; } }
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public class ActivityFeedDto { public string? Title { get; set; } public string? Detail { get; set; } public string? TimeAgo { get; set; } public string? ChipLabel { get; set; } public string? ChipColor { get; set; } public string? AvatarBg { get; set; } public string? AvatarText { get; set; } }
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public class PipelineSummaryDto { public string? Label { get; set; } public decimal Value { get; set; } public string? IconColorClass { get; set; } public string? FormattedValue { get; set; } }
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public class PatientDistributionDto { public string? Label { get; set; } public string? Value { get; set; } public double PctValue { get; set; } public string? BarColor { get; set; } }
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public class BookingStageDto { public string? Stage { get; set; } public int Count { get; set; } public string? Color { get; set; } }
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public class RecentBookingDto { public string? Number { get; set; } public string? Patient { get; set; } public string? Resource { get; set; } public DateTime? Date { get; set; } public string? Status { get; set; } }
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public class AppointmentActivityDto { public string? Type { get; set; } public string? PatientName { get; set; } public string? Detail { get; set; } public string? TimeAgo { get; set; } public string? ChipLabel { get; set; } public string? ChipColor { get; set; } public string? AvatarBg { get; set; } public string? AvatarText { get; set; } }
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public class RevenueMetricDto { public string? Label { get; set; } public decimal Value { get; set; } public string? FormattedValue { get; set; } public string? Color { get; set; } }
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public class DashboardScmResponse
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{
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// Original properties (keep backward compatibility)
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public int PendingSO { get; set; }
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public int PendingPO { get; set; }
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public int PendingInvoice { get; set; }
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public int PendingBill { get; set; }
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public int TotalCustomer { get; set; }
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public int TotalVendor { get; set; }
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public decimal SalesMTD { get; set; }
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public decimal PurchaseMTD { get; set; }
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public decimal TotalReceivable { get; set; }
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public decimal TotalPayable { get; set; }
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public List<ScmMetricDto> DocGrid { get; set; } = new();
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public List<ScmActivityDto> GlobalFlowLog { get; set; } = new();
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public List<ScmMetricDto> TopProductsByQty { get; set; } = new();
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public List<ScmMetricDto> CustGroupStats { get; set; } = new();
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public List<ScmMetricDto> VendGroupStats { get; set; } = new();
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public List<ScmMetricDto> PayMethodStats { get; set; } = new();
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public List<ScmMetricDto> CashFlowMTD { get; set; } = new();
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public string FormattedSales => FormatCurrency(SalesMTD);
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public string FormattedPurchase => FormatCurrency(PurchaseMTD);
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public string FormattedReceivable => FormatCurrency(TotalReceivable);
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public string FormattedPayable => FormatCurrency(TotalPayable);
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// CMS-specific dashboard properties
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public int TotalPatients { get; set; }
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public int TotalBookings { get; set; }
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public int TotalMedicalRecords { get; set; }
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public int ActiveAppointments { get; set; }
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public decimal MRR { get; set; }
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public double BookingCompletionRate { get; set; }
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public int TotalEmployees { get; set; }
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public int TotalProducts { get; set; }
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public decimal AvgBookingValue { get; set; }
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public double OverallConversionRate { get; set; }
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public double PatientRetentionRate { get; set; }
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public double SlaPercentage { get; set; }
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public double EnterprisePercentage { get; set; }
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public double TargetCvr { get; set; }
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public List<DealStageDto> DealStages { get; set; } = new();
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public List<LeadSourceDto> LeadSources { get; set; } = new();
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public List<ConversionMetricDto> ConversionMetrics { get; set; } = new();
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public List<SalesActivityDto> SalesActivities { get; set; } = new();
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public List<RecentDealDto> RecentDeals { get; set; } = new();
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public List<ActivityFeedDto> ActivityFeeds { get; set; } = new();
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public List<PipelineSummaryDto> PipelineSummary { get; set; } = new();
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public List<ChartDataPoint> RevenueTrend { get; set; } = new();
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public List<PatientDistributionDto> PatientDistribution { get; set; } = new();
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public List<BookingStageDto> BookingStages { get; set; } = new();
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public List<RecentBookingDto> RecentBookings { get; set; } = new();
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public List<AppointmentActivityDto> AppointmentActivities { get; set; } = new();
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public List<RevenueMetricDto> RevenueMetrics { get; set; } = new();
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public string FormattedTotalPatients => TotalPatients.ToString("N0");
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public string FormattedTotalBookings => TotalBookings.ToString("N0");
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public string FormattedMRR => FormatCurrency(MRR);
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public string FormattedAvgBooking => FormatCurrency(AvgBookingValue);
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public string FormattedActiveAppointments => ActiveAppointments.ToString("N0");
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public string FormattedTotalMedicalRecords => TotalMedicalRecords.ToString("N0");
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public static string FormatCurrency(decimal v)
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{
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if (v >= 1000000) return (v / 1000000m).ToString("F1") + "M";
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if (v >= 1000) return (v / 1000m).ToString("F1") + "K";
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return v.ToString("N0");
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}
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}
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public record GetScmDashboardQuery() : IRequest<DashboardScmResponse>;
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public class DashboardHandler : IRequestHandler<GetScmDashboardQuery, DashboardScmResponse>
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{
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private readonly AppDbContext _context;
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public DashboardHandler(AppDbContext context) => _context = context;
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public async Task<DashboardScmResponse> Handle(GetScmDashboardQuery request, CancellationToken ct)
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{
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var start = new DateTime(DateTime.Today.Year, DateTime.Today.Month, 1);
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// ===================================================================
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// APPROACH: Take top 1000 raw records → materialize → process in memory
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// ===================================================================
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// ---- Patient raw data (top 1000) ----
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var patientsRaw = await _context.Patient
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.OrderByDescending(x => x.CreatedAt)
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.Take(1000)
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.Select(x => new { x.Name, GroupName = x.PatientGroup != null ? x.PatientGroup.Name : null, CategoryName = x.PatientCategory != null ? x.PatientCategory.Name : null })
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.ToListAsync(ct);
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var totalPatients = patientsRaw.Count;
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// Patient distribution by group (processed in memory)
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var patientGroupStats = patientsRaw
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.GroupBy(x => string.IsNullOrEmpty(x.GroupName) ? "General" : x.GroupName)
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.Select(g => new PatientDistributionDto
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{
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Label = g.Key,
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Value = g.Count().ToString(),
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PctValue = totalPatients > 0 ? Math.Round((double)g.Count() / totalPatients * 100, 1) : 0,
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BarColor = "#2563eb"
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}).OrderByDescending(x => x.PctValue).Take(5).ToList();
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// Lead Sources / Patient Sources (grouped by category in memory)
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var patientGroupCounts = patientsRaw
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.GroupBy(x => string.IsNullOrEmpty(x.CategoryName) ? "General" : x.CategoryName)
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.Select(g => new { Label = g.Key, Count = g.Count() })
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.OrderByDescending(x => x.Count)
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.Take(5)
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.ToList();
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var totalSourceCount = patientGroupCounts.Sum(x => x.Count);
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var sourceColors = new[] { "#2563eb", "#f97316", "#ec4899", "#8b5cf6", "#06b6d4" };
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var leadSources = patientGroupCounts
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.Select((g, i) => new LeadSourceDto
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{
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Source = g.Label,
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Count = g.Count,
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Percentage = totalSourceCount > 0 ? Math.Round((double)g.Count / totalSourceCount * 100, 1) : 0,
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Color = i < sourceColors.Length ? sourceColors[i] : "#94a3b8"
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}).ToList();
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// ---- Vendor raw data (top 1000) ----
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var vendorsRaw = await _context.Vendor
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.OrderByDescending(x => x.CreatedAt)
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.Take(1000)
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.Select(x => new { x.Name, GroupName = x.VendorGroup != null ? x.VendorGroup.Name : null })
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.ToListAsync(ct);
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var vendGroups = vendorsRaw
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.GroupBy(x => string.IsNullOrEmpty(x.GroupName) ? "General" : x.GroupName)
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.Select(g => new ScmMetricDto { Label = g.Key, Value = g.Count().ToString() })
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.ToList();
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// ---- Payment methods raw data (top 1000) ----
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var paymentsRaw = await _context.PaymentReceive
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.OrderByDescending(x => x.CreatedAt)
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.Take(1000)
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.Select(x => new { MethodName = x.PaymentMethod != null ? x.PaymentMethod.Name : null })
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.ToListAsync(ct);
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var payMethods = paymentsRaw
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.GroupBy(x => string.IsNullOrEmpty(x.MethodName) ? "Cash" : x.MethodName)
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.Select(g => new ScmMetricDto { Label = g.Key, Value = g.Count().ToString() })
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.ToList();
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// ---- Product raw data (top 1000 sales order items) ----
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var soiRaw = await _context.SalesOrderItem
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.OrderByDescending(x => x.CreatedAt)
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.Take(1000)
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.Select(x => new { ProductName = x.Product != null ? x.Product.Name : null, Qty = x.Quantity ?? 0 })
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.ToListAsync(ct);
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var topProds = soiRaw
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.GroupBy(x => string.IsNullOrEmpty(x.ProductName) ? "N/A" : x.ProductName)
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.OrderByDescending(g => g.Sum(x => (double)x.Qty))
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.Take(10)
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.Select(g => new ScmMetricDto { Label = g.Key, Value = g.Sum(x => (double)x.Qty).ToString("N0") })
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.ToList();
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// ---- Global flow log (sales orders, top 1000 → take 20) ----
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var soRaw = await _context.SalesOrder
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.OrderByDescending(x => x.OrderDate)
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.Take(1000)
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.Select(x => new
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{
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x.AutoNumber,
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CustomerName = x.Customer != null ? x.Customer.Name : "N/A",
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TotalQty = x.SalesOrderItemList.Sum(i => i.Quantity ?? 0),
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Status = x.OrderStatus.ToString(),
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x.OrderDate
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})
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.ToListAsync(ct);
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var globalLogs = soRaw
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.Take(20)
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.Select(x => new ScmActivityDto
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{
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Module = "Sales Order",
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Number = x.AutoNumber,
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Partner = x.CustomerName,
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Qty = x.TotalQty,
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Status = x.Status,
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Date = x.OrderDate
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}).ToList();
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// ---- Doc counts (simple count queries, fine as-is) ----
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var docGrid = new List<ScmMetricDto> {
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new() { Label = "Sales Order", Value = (await _context.SalesOrder.CountAsync(ct)).ToString(), Color = "#10b981" },
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new() { Label = "Purchase Order", Value = (await _context.PurchaseOrder.CountAsync(ct)).ToString(), Color = "#ef4444" },
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new() { Label = "Invoice", Value = (await _context.Invoice.CountAsync(ct)).ToString(), Color = "#14b8a6" },
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new() { Label = "Bill", Value = (await _context.Bill.CountAsync(ct)).ToString(), Color = "#f97316" },
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new() { Label = "Pay Receive", Value = (await _context.PaymentReceive.CountAsync(ct)).ToString(), Color = "#84cc16" },
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new() { Label = "Pay Disburse", Value = (await _context.PaymentDisburse.CountAsync(ct)).ToString(), Color = "#d946ef" }
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};
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// ---- CMS totals ----
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var totalBookings = await _context.Booking.CountAsync(ct);
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var totalMedicalRecords = await _context.MedicalRecord.CountAsync(ct);
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var activeBookings = await _context.Booking.CountAsync(x => x.Status == BookingStatus.Confirmed, ct);
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var totalEmployees = await _context.Employee.CountAsync(ct);
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var totalProducts = await _context.Product.CountAsync(ct);
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// ---- Booking raw data (top 1000) ----
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var bookingsRaw = await _context.Booking
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.OrderByDescending(x => x.CreatedAt)
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.Take(1000)
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.Select(x => new
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{
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x.AutoNumber,
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x.Subject,
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ResourceName = x.BookingResource != null ? x.BookingResource.Name : "N/A",
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x.StartTime,
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Status = x.Status
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})
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.ToListAsync(ct);
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var completedBookings = bookingsRaw.Count(x => x.Status == BookingStatus.Done);
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var bookingCompletionRate = totalBookings > 0 ? Math.Round((double)completedBookings / totalBookings * 100, 1) : 0;
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// Booking stages (processed from raw data in memory)
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var bookingStages = bookingsRaw
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.GroupBy(x => x.Status)
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.Select(g => new BookingStageDto
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{
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Stage = g.Key.ToString(),
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Count = g.Count(),
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Color = g.Key switch
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{
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BookingStatus.Draft => "#8b5cf6",
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BookingStatus.Confirmed => "#f59e0b",
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BookingStatus.OnProgress => "#e11d48",
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BookingStatus.Done => "#6366f1",
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_ => "#94a3b8"
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}
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}).ToList();
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// Recent bookings (top 4 from materialized)
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var recentBookings = bookingsRaw
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.Take(4)
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.Select(x => new RecentBookingDto
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{
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Number = x.AutoNumber,
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Patient = x.Subject ?? "N/A",
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Resource = x.ResourceName,
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Date = x.StartTime,
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Status = x.Status.ToString()
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}).ToList();
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// Recent deals (from bookings)
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var recentDeals = recentBookings.Select(b => new RecentDealDto
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{
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DealNumber = b.Number,
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Description = b.Patient,
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Value = 0,
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Stage = b.Resource,
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Status = b.Status == "Done" ? "Posted" : b.Status == "Confirmed" ? "Pending" : "Draft",
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Date = b.Date
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}).ToList();
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// ---- Medical Record raw data (top 1000) ----
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var mrRaw = await _context.MedicalRecord
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.OrderByDescending(x => x.CreatedAt)
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.Take(1000)
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.Select(x => new
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{
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x.Description,
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x.Status,
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CategoryName = x.MedicalRecordCategory != null ? x.MedicalRecordCategory.Name : null,
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GroupName = x.MedicalRecordGroup != null ? x.MedicalRecordGroup.Name : null,
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PatientName = x.Patient != null ? x.Patient.Name : null
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})
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.ToListAsync(ct);
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// Sales activities (medical records grouped by category in memory)
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var activityColorsArr = new[] { "#10b981", "#e11d48", "#e11d48", "#6366f1" };
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var salesActivities = mrRaw
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.GroupBy(x => string.IsNullOrEmpty(x.CategoryName) ? "General" : x.CategoryName)
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.OrderByDescending(g => g.Count())
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.Take(4)
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.Select((g, i) => new SalesActivityDto
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{
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Category = g.Key,
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Count = g.Count(),
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Color = i < activityColorsArr.Length ? activityColorsArr[i] : "#94a3b8"
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})
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.ToList();
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// Appointment activities (top 4 from materialized)
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var medicalRecords = mrRaw
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.Take(4)
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.Select(x => new AppointmentActivityDto
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{
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Type = string.IsNullOrEmpty(x.CategoryName) ? "Checkup" : x.CategoryName,
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PatientName = x.PatientName ?? "Patient",
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Detail = x.Description ?? "",
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ChipLabel = x.Status.ToString(),
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ChipColor = x.Status == MedicalRecordStatus.Completed ? "chip-green" : "chip-indigo",
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AvatarBg = x.Status == MedicalRecordStatus.Completed ? "#10b981" : "#6366f1",
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AvatarText = (string.IsNullOrEmpty(x.GroupName) ? "MR" : x.GroupName).Substring(0, Math.Min(string.IsNullOrEmpty(x.GroupName) ? 2 : x.GroupName.Length, 2)).ToUpper()
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}).ToList();
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var activityFeeds = medicalRecords.Select(mr => new ActivityFeedDto
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{
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Title = mr.Type ?? "Medical Record",
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Detail = !string.IsNullOrEmpty(mr.PatientName) ? $"Patient: {mr.PatientName}" : "",
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TimeAgo = mr.ChipLabel ?? "",
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ChipLabel = mr.ChipLabel,
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ChipColor = mr.ChipColor,
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AvatarBg = mr.AvatarBg,
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AvatarText = mr.AvatarText
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}).ToList();
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// ---- Revenue Trend: top 1000 SalesOrder + PurchaseOrder, materialize, process in memory ----
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var soDatesRaw = await _context.SalesOrder
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.OrderByDescending(x => x.OrderDate)
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.Take(1000)
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.Select(x => new { x.OrderDate, Amount = x.AfterTaxAmount ?? 0 })
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.ToListAsync(ct);
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var poDatesRaw = await _context.PurchaseOrder
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.OrderByDescending(x => x.OrderDate)
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.Take(1000)
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.Select(x => new { x.OrderDate, Amount = x.AfterTaxAmount ?? 0 })
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.ToListAsync(ct);
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var allSalesByMonth = soDatesRaw
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.Where(x => x.OrderDate.HasValue)
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.GroupBy(x => new { x.OrderDate!.Value.Year, x.OrderDate.Value.Month })
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.OrderByDescending(g => g.Key.Year).ThenByDescending(g => g.Key.Month)
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.Take(6)
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.Reverse()
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.Select(g => new { g.Key.Year, g.Key.Month, Sales = g.Sum(x => (double)x.Amount) })
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.ToList();
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var allPurchaseByMonth = poDatesRaw
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.Where(x => x.OrderDate.HasValue)
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.GroupBy(x => new { x.OrderDate!.Value.Year, x.OrderDate.Value.Month })
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.ToList();
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var monthlyLabels = new[] { "Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec" };
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var revenueTrend = allSalesByMonth
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.Select(ym =>
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{
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var purchaseAmount = allPurchaseByMonth
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.Where(g => g.Key.Year == ym.Year && g.Key.Month == ym.Month)
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.Sum(g => g.Sum(x => (double)x.Amount));
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return new ChartDataPoint
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{
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Label = monthlyLabels[ym.Month - 1],
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SalesAmount = Math.Round(ym.Sales / 1000.0, 1),
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PurchaseAmount = Math.Round(purchaseAmount / 1000.0, 1)
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};
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}).ToList();
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|
|
|
// ---- MRR ----
|
|
var mrr = await _context.Invoice
|
|
.Where(x => x.InvoiceStatus == InvoiceStatus.Confirmed && x.CreatedAt >= start)
|
|
.SumAsync(x => x.SalesOrder != null ? x.SalesOrder.AfterTaxAmount ?? 0 : 0, ct);
|
|
|
|
// ---- Conversion metrics ----
|
|
var invoicesPaid = await _context.Invoice.CountAsync(x => x.InvoiceStatus == InvoiceStatus.FullPaid, ct);
|
|
var invoicesConfirmed = await _context.Invoice.CountAsync(x => x.InvoiceStatus == InvoiceStatus.Confirmed, ct);
|
|
|
|
var conversionMetrics = new List<ConversionMetricDto>
|
|
{
|
|
new() { Label = "Patients->Booked", Current = activeBookings, Target = totalPatients, PctValue = totalPatients > 0 ? Math.Round((double)activeBookings / totalPatients * 100, 1) : 0, BarColor = "#2563eb" },
|
|
new() { Label = "Booked->Done", Current = completedBookings, Target = totalBookings > 0 ? totalBookings : 1, PctValue = totalBookings > 0 ? Math.Round((double)completedBookings / totalBookings * 100, 1) : 0, BarColor = "#f97316" },
|
|
new() { Label = "Invoice->Paid", Current = invoicesPaid, Target = invoicesConfirmed, PctValue = invoicesConfirmed > 0 ? Math.Round((double)invoicesPaid / invoicesConfirmed * 100, 1) : 0, BarColor = "#ec4899" },
|
|
new() { Label = "Overall CVR", Current = completedBookings, Target = totalPatients, PctValue = totalPatients > 0 ? Math.Round((double)completedBookings / totalPatients * 100, 1) : 0, BarColor = "#10b981" }
|
|
};
|
|
|
|
// ---- Pipeline summary ----
|
|
var pipelineSummaryList = new List<PipelineSummaryDto>
|
|
{
|
|
new() { Label = "Total Bookings", Value = totalBookings, FormattedValue = totalBookings.ToString("N0"), IconColorClass = "gc1" },
|
|
new() { Label = "Completed", Value = completedBookings, FormattedValue = completedBookings.ToString("N0"), IconColorClass = "gc10" },
|
|
new() { Label = "Avg Booking", Value = 0, FormattedValue = "0", IconColorClass = "gc2" }
|
|
};
|
|
|
|
// ---- MTD values ----
|
|
var salesMTD = soDatesRaw
|
|
.Where(x => x.OrderDate >= start)
|
|
.Sum(x => x.Amount);
|
|
var totalReceivable = await _context.Invoice
|
|
.Where(x => x.InvoiceStatus == InvoiceStatus.Confirmed)
|
|
.SumAsync(x => x.SalesOrder != null ? x.SalesOrder.AfterTaxAmount ?? 0 : 0, ct);
|
|
|
|
// ---- Revenue metrics ----
|
|
var arBalance = await _context.Invoice
|
|
.Where(x => x.InvoiceStatus != InvoiceStatus.FullPaid && x.InvoiceStatus == InvoiceStatus.Confirmed)
|
|
.SumAsync(x => x.SalesOrder != null ? x.SalesOrder.AfterTaxAmount ?? 0 : 0, ct);
|
|
var collectionRate = invoicesConfirmed > 0 ? Math.Round((double)invoicesPaid / invoicesConfirmed * 100, 1) : 0;
|
|
|
|
var revenueMetrics = new List<RevenueMetricDto>
|
|
{
|
|
new() { Label = "MTD Revenue", Value = salesMTD, FormattedValue = DashboardScmResponse.FormatCurrency(salesMTD), Color = "#2563eb" },
|
|
new() { Label = "Total Receivable", Value = totalReceivable, FormattedValue = DashboardScmResponse.FormatCurrency(totalReceivable), Color = "#f97316" },
|
|
new() { Label = "AR Balance", Value = arBalance, FormattedValue = DashboardScmResponse.FormatCurrency(arBalance), Color = "#e11d48" },
|
|
new() { Label = "Collection Rate", Value = (decimal)collectionRate, FormattedValue = collectionRate.ToString("F1") + "%", Color = "#10b981" }
|
|
};
|
|
|
|
// ---- Computed rates ----
|
|
var overallConversionRate = totalPatients > 0 ? Math.Round((double)completedBookings / totalPatients * 100, 1) : 0;
|
|
var slaPercentage = totalBookings > 0 ? Math.Round((double)completedBookings / totalBookings * 100, 1) : 94.2;
|
|
var enterprisePercentage = totalPatients > 0 ? Math.Round((double)(await _context.Patient.CountAsync(x => x.PatientCategory != null && x.PatientCategory.Name == "VIP", ct)) / totalPatients * 100, 1) : 35;
|
|
|
|
// ---- Cashflow MTD ----
|
|
var cashflowInflow = await _context.PaymentReceive
|
|
.Where(x => x.PaymentDate >= start)
|
|
.SumAsync(x => x.PaymentAmount ?? 0, ct);
|
|
var cashflowOutflow = await _context.PaymentDisburse
|
|
.Where(x => x.PaymentDate >= start)
|
|
.SumAsync(x => x.PaymentAmount ?? 0, ct);
|
|
|
|
var res = new DashboardScmResponse
|
|
{
|
|
// Original properties
|
|
PendingSO = await _context.SalesOrder.CountAsync(x => x.OrderStatus == SalesOrderStatus.Draft, ct),
|
|
PendingPO = await _context.PurchaseOrder.CountAsync(x => x.OrderStatus == PurchaseOrderStatus.Draft, ct),
|
|
PendingInvoice = await _context.Invoice.CountAsync(x => x.InvoiceStatus == InvoiceStatus.Draft, ct),
|
|
PendingBill = await _context.Bill.CountAsync(x => x.BillStatus == BillStatus.Draft, ct),
|
|
TotalCustomer = totalPatients,
|
|
TotalVendor = await _context.Vendor.CountAsync(ct),
|
|
SalesMTD = salesMTD,
|
|
PurchaseMTD = await _context.PurchaseOrder.Where(x => x.OrderDate >= start).SumAsync(x => x.AfterTaxAmount ?? 0, ct),
|
|
TotalReceivable = totalReceivable,
|
|
TotalPayable = await _context.Bill.Where(x => x.BillStatus == BillStatus.Confirmed).SumAsync(x => x.PurchaseOrder != null ? x.PurchaseOrder.AfterTaxAmount ?? 0 : 0, ct),
|
|
DocGrid = docGrid,
|
|
GlobalFlowLog = globalLogs,
|
|
TopProductsByQty = topProds,
|
|
CustGroupStats = patientGroupStats.Select(p => new ScmMetricDto { Label = p.Label, Value = p.Value }).ToList(),
|
|
VendGroupStats = vendGroups,
|
|
PayMethodStats = payMethods,
|
|
CashFlowMTD = new List<ScmMetricDto> {
|
|
new() { Label = "Inflow (Receive)", Value = cashflowInflow.ToString("N0"), Color = "#10b981" },
|
|
new() { Label = "Outflow (Disburse)", Value = cashflowOutflow.ToString("N0"), Color = "#ef4444" }
|
|
},
|
|
|
|
// CMS-specific properties
|
|
TotalPatients = totalPatients,
|
|
TotalBookings = totalBookings,
|
|
TotalMedicalRecords = totalMedicalRecords,
|
|
ActiveAppointments = activeBookings,
|
|
MRR = mrr,
|
|
BookingCompletionRate = bookingCompletionRate,
|
|
TotalEmployees = totalEmployees,
|
|
TotalProducts = totalProducts,
|
|
AvgBookingValue = 0,
|
|
OverallConversionRate = overallConversionRate,
|
|
PatientRetentionRate = 92.4,
|
|
SlaPercentage = slaPercentage,
|
|
EnterprisePercentage = enterprisePercentage,
|
|
TargetCvr = 5.0,
|
|
|
|
DealStages = bookingStages.Select(b => new DealStageDto { Stage = b.Stage, Count = b.Count, Color = b.Color }).ToList(),
|
|
LeadSources = leadSources,
|
|
ConversionMetrics = conversionMetrics,
|
|
SalesActivities = salesActivities,
|
|
RecentDeals = recentDeals,
|
|
ActivityFeeds = activityFeeds,
|
|
PipelineSummary = pipelineSummaryList,
|
|
RevenueTrend = revenueTrend,
|
|
PatientDistribution = patientGroupStats,
|
|
BookingStages = bookingStages,
|
|
RecentBookings = recentBookings,
|
|
AppointmentActivities = medicalRecords,
|
|
RevenueMetrics = revenueMetrics
|
|
};
|
|
|
|
return res;
|
|
}
|
|
} |