105 lines
3.0 KiB
TypeScript
105 lines
3.0 KiB
TypeScript
import { NextRequest, NextResponse } from 'next/server';
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import { z } from 'zod';
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import { withAuth, withPermission } from '@/lib/api/helpers';
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import { errorResponse } from '@/lib/errors';
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import {
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getFinancialKpis,
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getRevenueByMonth,
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getCollectionFunnel,
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getExpectedDepositAging,
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getCashFlow,
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getExpenseBreakdown,
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getOutstandingDeposits,
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getRecentPayments,
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getRefundLog,
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getExpenseLedger,
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financialHasData,
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} from '@/lib/services/reports/financial.service';
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/**
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* GET /api/v1/reports/financial?from=&to=
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*
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* Financial report payload, sourced from the canonical `payments` +
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* `expenses` tables (the CRM records money received; it does not invoice
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* — see docs/reports-content-spec.md § Report 02). "Outstanding AR" is
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* reframed as expected-deposit shortfall on active deals.
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*
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* Permission: `reports.view_dashboard` (same gate as the other report
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* dashboards).
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*/
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const querySchema = z.object({
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from: z.string().datetime().optional(),
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to: z.string().datetime().optional(),
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});
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function resolveRange(from?: string, to?: string): { from: Date; to: Date } {
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const now = new Date();
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// Default: trailing 12 months — financial trends read better over a
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// year than 30 days, and the month/cash-flow charts want the span.
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const defaultFrom = new Date(now);
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defaultFrom.setMonth(defaultFrom.getMonth() - 12);
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return {
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from: from ? new Date(from) : defaultFrom,
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to: to ? new Date(to) : now,
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};
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}
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export const GET = withAuth(
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withPermission('reports', 'view_dashboard', async (req: NextRequest, ctx) => {
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try {
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const params = req.nextUrl.searchParams;
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const { from, to } = querySchema.parse({
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from: params.get('from') ?? undefined,
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to: params.get('to') ?? undefined,
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});
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const range = resolveRange(from, to);
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const [
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kpis,
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revenueByMonth,
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collectionFunnel,
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aging,
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cashFlow,
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expenseBreakdown,
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outstandingDeposits,
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recentPayments,
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refundLog,
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expenseLedger,
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hasData,
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] = await Promise.all([
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getFinancialKpis(ctx.portId, range),
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getRevenueByMonth(ctx.portId, range),
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getCollectionFunnel(ctx.portId, range),
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getExpectedDepositAging(ctx.portId),
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getCashFlow(ctx.portId, range),
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getExpenseBreakdown(ctx.portId, range),
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getOutstandingDeposits(ctx.portId),
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getRecentPayments(ctx.portId, range),
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getRefundLog(ctx.portId, range),
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getExpenseLedger(ctx.portId, range),
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financialHasData(ctx.portId),
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]);
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return NextResponse.json({
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data: {
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kpis,
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revenueByMonth,
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collectionFunnel,
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aging,
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cashFlow,
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expenseBreakdown,
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outstandingDeposits,
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recentPayments,
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refundLog,
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expenseLedger,
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hasData,
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range: { from: range.from.toISOString(), to: range.to.toISOString() },
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},
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});
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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