feat: comprehensive reports system (3-tab layout with AI insights)#13
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coder-contrib-bot wants to merge 3 commits into
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feat: comprehensive reports system (3-tab layout with AI insights)#13coder-contrib-bot wants to merge 3 commits into
coder-contrib-bot wants to merge 3 commits into
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Adds 11 new report endpoints to the backend: - Sales: sales-by-period (with growth %), sales-invoices (status filter), product-performance - Inventory: low-stock-alert, stock-movement, dead-stock - Finance: profit-loss (P&L summary), expense-by-category - Customer: customer-profile, customer-activity, customer-segmentation GIT_AUTHOR_NAME: coder-contrib-bot GIT_AUTHOR_EMAIL: coder-contrib-bot@users.noreply.github.com AI Agent: Claude Code (Claude Opus 4.5)
- ReportsRepository: 11 new API methods for all new report endpoints - ReportsProvider: providers for sales-by-period, sales-invoices, product-performance, low-stock, stock-movement, dead-stock, profit-loss, expense-by-category, customer-segmentation GIT_AUTHOR_NAME: coder-contrib-bot GIT_AUTHOR_EMAIL: coder-contrib-bot@users.noreply.github.com AI Agent: Claude Code (Claude Opus 4.5)
… AI Insights) Tab 1 - Operational: - Daily Sales (mini chart + KPIs) - Sales by Month (growth %) - Top Selling Products - Product Performance (profitability) - Inventory Valuation - Low Stock Alert - Stock Movement - Dead Stock Tab 2 - Financial: - Profit & Loss (full P&L statement) - Monthly Profit Trend - Cash Flow - Receivables (Customer Debts) - Payables (Supplier Debts) - Expenses by Category (with progress bars) Tab 3 - AI Insights: - Customer Segmentation (VIP, active, inactive, high-debt) - Risk Assessment (aggregates dead stock, out-of-stock, credit risk) - AI Daily Summary (auto-generated text insights) GIT_AUTHOR_NAME: coder-contrib-bot GIT_AUTHOR_EMAIL: coder-contrib-bot@users.noreply.github.com AI Agent: Claude Code (Claude Opus 4.5)
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Summary
Comprehensive reports system organized into 3 levels as requested:
Tab 1: Operational Reports (Daily - Sales & Stock)
Tab 2: Financial Reports (Accounting - P&L, Cash)
Tab 3: AI Insights Reports (Intelligent + Predictive)
Backend: 11 new endpoints
GET /reports/sales-by-period(period=day|week|month)GET /reports/sales-invoices(status, payment_method filters)GET /reports/product-performanceGET /reports/low-stock(threshold parameter)GET /reports/stock-movementGET /reports/dead-stock(days parameter)GET /reports/profit-lossGET /reports/expense-by-categoryGET /reports/customer-profile/{id}GET /reports/customer-activity/{id}GET /reports/customer-segmentationGIT_AUTHOR_NAME: coder-contrib-bot
GIT_AUTHOR_EMAIL: coder-contrib-bot@users.noreply.github.com
AI Agent: Claude Code (Claude Opus 4.5)