spouliot
4ec55e7290
The HTML entity sweep script had a bug where it wrote empty files for any
view that contained no target Unicode characters, zeroing out 215 view files.
All views restored from the pre-sweep commit (cefdf3e).
Bulk gift certificate feature:
- BulkCreateGiftCertificateDto with Quantity (1-500), Amount, Reason, Expiry, Notes
- GenerateBulkGiftCertificatePdfAsync on IPdfService / PdfService: one Letter page
per cert, reusing the same purple/gold branded ComposeGiftCertificateContent helper
- GiftCertificatesController: BulkCreate GET/POST, BulkResult GET, BulkDownloadPdf POST
- Views: BulkCreate.cshtml (form with live total preview), BulkResult.cshtml (table +
Download All PDF button that POSTs cert IDs to avoid URL length limits)
- gift-certificate-bulk.js: live preview + spinner/disable on submit
- Index.cshtml: Bulk Create button added alongside New Certificate
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
344 lines
16 KiB
Plaintext
344 lines
16 KiB
Plaintext
@model PowderCoating.Application.DTOs.Accounting.SalesIncomeReportDto
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@{
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ViewData["Title"] = "Sales & Income";
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ViewData["PageIcon"] = "bi-currency-dollar";
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var today = DateTime.Today;
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var ytdFrom = new DateTime(today.Year, 1, 1).ToString("yyyy-MM-dd");
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var ytdTo = today.ToString("yyyy-MM-dd");
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var lastYrFrom = new DateTime(today.Year - 1, 1, 1).ToString("yyyy-MM-dd");
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var lastYrTo = new DateTime(today.Year - 1, 12, 31).ToString("yyyy-MM-dd");
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var thisMonthFrom = new DateTime(today.Year, today.Month, 1).ToString("yyyy-MM-dd");
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var thisMonthTo = today.ToString("yyyy-MM-dd");
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var lastMonthFrom = new DateTime(today.Year, today.Month, 1).AddMonths(-1).ToString("yyyy-MM-dd");
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var lastMonthTo = new DateTime(today.Year, today.Month, 1).AddDays(-1).ToString("yyyy-MM-dd");
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var monthLabels = Model.ByMonth.Select(m => m.Label).ToList();
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var monthInvoiced = Model.ByMonth.Select(m => m.TotalInvoiced).ToList();
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var monthCollected = Model.ByMonth.Select(m => m.TotalCollected).ToList();
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}
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<style>
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@@media print {
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.no-print { display: none !important; }
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.card { border: 1px solid #dee2e6 !important; box-shadow: none !important; }
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body { font-size: 11px; }
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}
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</style>
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<!-- Header -->
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<div class="d-flex align-items-center gap-2 mb-3 no-print">
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<a asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
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<p class="text-muted mb-0">@Model.From.ToString("MMM d") – @Model.To.ToString("MMM d, yyyy") · @Model.InvoiceCount invoices · @Model.CustomerCount customers</p>
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<div class="ms-auto d-flex gap-2">
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<a href="@Url.Action("SalesAndIncomePdf", new { from = Model.From.ToString("yyyy-MM-dd"), to = Model.To.ToString("yyyy-MM-dd") })"
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class="btn btn-sm btn-outline-danger no-print" target="_blank">
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<i class="bi bi-file-pdf me-1"></i>Download PDF
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</a>
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<a href="@Url.Action("SalesAndIncomePdf", new { from = Model.From.ToString("yyyy-MM-dd"), to = Model.To.ToString("yyyy-MM-dd"), inline = true })"
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class="btn btn-sm btn-outline-secondary no-print" target="_blank">
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<i class="bi bi-printer me-1"></i>Print
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</a>
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</div>
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</div>
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<!-- Date filter -->
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<div class="card shadow-sm mb-4 no-print">
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<div class="card-body py-3">
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<form method="get" class="row g-2 align-items-end">
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<div class="col-auto">
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<label class="form-label form-label-sm mb-1">From</label>
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<input type="date" name="from" class="form-control form-control-sm" value="@Model.From.ToString("yyyy-MM-dd")" />
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</div>
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<div class="col-auto">
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<label class="form-label form-label-sm mb-1">To</label>
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<input type="date" name="to" class="form-control form-control-sm" value="@Model.To.ToString("yyyy-MM-dd")" />
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</div>
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<div class="col-auto">
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<button type="submit" class="btn btn-primary btn-sm"><i class="bi bi-funnel me-1"></i>Run Report</button>
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</div>
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<div class="col-auto ms-2">
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<div class="btn-group btn-group-sm">
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<a href="@Url.Action("SalesAndIncome", new { from = thisMonthFrom, to = thisMonthTo })" class="btn btn-outline-secondary">This Month</a>
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<a href="@Url.Action("SalesAndIncome", new { from = lastMonthFrom, to = lastMonthTo })" class="btn btn-outline-secondary">Last Month</a>
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<a href="@Url.Action("SalesAndIncome", new { from = ytdFrom, to = ytdTo })" class="btn btn-outline-secondary">YTD</a>
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<a href="@Url.Action("SalesAndIncome", new { from = lastYrFrom, to = lastYrTo })" class="btn btn-outline-secondary">Last Year</a>
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</div>
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</div>
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</form>
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</div>
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</div>
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<!-- Print header -->
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<div class="text-center mb-4 d-none d-print-block">
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<h4 class="fw-bold">@Model.CompanyName</h4>
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<h5>Sales & Income Report</h5>
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<p class="text-muted">@Model.From.ToString("MMMM d, yyyy") – @Model.To.ToString("MMMM d, yyyy")</p>
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</div>
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<!-- KPI Cards -->
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<div class="row g-3 mb-4">
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<div class="col-6 col-md-3">
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<div class="card shadow-sm text-center h-100">
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<div class="card-body py-3">
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<div class="h5 fw-bold mb-1">@Model.TotalInvoiced.ToString("C")</div>
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<div class="text-muted small">Total Invoiced</div>
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</div>
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</div>
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</div>
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<div class="col-6 col-md-3">
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<div class="card shadow-sm text-center h-100">
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<div class="card-body py-3">
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<div class="h5 fw-bold text-success mb-1">@Model.TotalCollected.ToString("C")</div>
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<div class="text-muted small">Collected (period)</div>
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</div>
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</div>
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</div>
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<div class="col-6 col-md-3">
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<div class="card shadow-sm text-center h-100">
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<div class="card-body py-3">
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<div class="h5 fw-bold mb-1">@Model.AverageInvoiceValue.ToString("C")</div>
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<div class="text-muted small">Avg Invoice Value</div>
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</div>
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</div>
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</div>
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<div class="col-6 col-md-3">
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<div class="card shadow-sm text-center h-100">
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<div class="card-body py-3">
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<div class="h5 fw-bold text-primary mb-1">@Model.CustomerCount</div>
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<div class="text-muted small">Active Customers</div>
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</div>
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</div>
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</div>
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</div>
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@if (!Model.Invoices.Any())
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{
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<div class="card shadow-sm">
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<div class="card-body text-center py-5 text-muted">
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<i class="bi bi-receipt fs-1 d-block mb-2"></i>
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<p class="mb-0">No invoices found for this period.</p>
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</div>
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</div>
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}
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else
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{
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<div class="row g-4 mb-4">
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<!-- Monthly trend chart -->
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@if (Model.ByMonth.Count > 1)
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{
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<div class="col-lg-8 no-print">
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<div class="card shadow-sm h-100">
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<div class="card-header fw-semibold">
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<i class="bi bi-bar-chart me-1"></i>Monthly Sales Trend
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</div>
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<div class="card-body">
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<canvas id="salesTrendChart" height="120"></canvas>
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</div>
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</div>
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</div>
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}
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<!-- By month table -->
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<div class="col-lg-@(Model.ByMonth.Count > 1 ? "4" : "12")">
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<div class="card shadow-sm h-100">
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<div class="card-header fw-semibold"><i class="bi bi-calendar3 me-1"></i>By Month</div>
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<div class="table-responsive">
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<table class="table table-sm table-hover align-middle mb-0">
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<thead class="table-light">
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<tr>
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<th>Month</th>
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<th class="text-end">Invoiced</th>
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<th class="text-end">Collected</th>
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<th class="text-center">#</th>
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</tr>
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</thead>
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<tbody>
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@foreach (var m in Model.ByMonth)
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{
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<tr>
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<td>@m.Label</td>
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<td class="text-end">@m.TotalInvoiced.ToString("C")</td>
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<td class="text-end text-success">@m.TotalCollected.ToString("C")</td>
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<td class="text-center text-muted small">@m.InvoiceCount</td>
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</tr>
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}
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</tbody>
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<tfoot class="table-light fw-semibold">
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<tr>
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<td>Total</td>
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<td class="text-end">@Model.TotalInvoiced.ToString("C")</td>
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<td class="text-end text-success">@Model.TotalCollected.ToString("C")</td>
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<td class="text-center">@Model.InvoiceCount</td>
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</tr>
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</tfoot>
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</table>
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</div>
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</div>
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</div>
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</div>
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<!-- By Customer -->
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<div class="card shadow-sm mb-4">
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<div class="card-header fw-semibold"><i class="bi bi-people me-1"></i>Sales by Customer</div>
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<div class="table-responsive">
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<table class="table table-hover table-sm align-middle mb-0">
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<thead class="table-light">
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<tr>
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<th>Customer</th>
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<th class="text-center">Invoices</th>
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<th class="text-end">Total Invoiced</th>
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<th class="text-end">Paid</th>
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<th class="text-end">Balance Due</th>
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<th class="text-end no-print">% of Sales</th>
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</tr>
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</thead>
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<tbody>
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@foreach (var c in Model.ByCustomer)
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{
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<tr>
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<td>
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<a asp-controller="Customers" asp-action="Details" asp-route-id="@c.CustomerId" class="text-decoration-none fw-medium">
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@c.CustomerName
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</a>
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</td>
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<td class="text-center text-muted small">@c.InvoiceCount</td>
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<td class="text-end fw-semibold">@c.TotalInvoiced.ToString("C")</td>
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<td class="text-end text-success">@c.TotalPaid.ToString("C")</td>
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<td class="text-end @(c.BalanceDue > 0 ? "text-warning" : "text-muted")">@c.BalanceDue.ToString("C")</td>
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<td class="text-end text-muted small no-print">@(Model.TotalInvoiced == 0 ? "—" : (c.TotalInvoiced / Model.TotalInvoiced * 100).ToString("F1") + "%")</td>
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</tr>
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}
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</tbody>
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<tfoot class="table-light fw-semibold">
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<tr>
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<td>Total (@Model.CustomerCount customers)</td>
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<td class="text-center">@Model.InvoiceCount</td>
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<td class="text-end">@Model.TotalInvoiced.ToString("C")</td>
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<td class="text-end text-success">@Model.TotalCollected.ToString("C")</td>
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<td class="text-end">@Model.Invoices.Sum(i => i.BalanceDue).ToString("C")</td>
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<td class="no-print"></td>
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</tr>
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</tfoot>
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</table>
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</div>
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</div>
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<!-- Invoice detail -->
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<div class="card shadow-sm">
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<div class="card-header d-flex justify-content-between align-items-center">
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<span class="fw-semibold"><i class="bi bi-receipt me-1"></i>Invoice Detail</span>
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<span class="badge bg-secondary">@Model.InvoiceCount invoices</span>
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</div>
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<div class="table-responsive">
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<table class="table table-hover table-sm align-middle mb-0">
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<thead class="table-light">
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<tr>
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<th>Invoice</th>
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<th>Customer</th>
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<th>Date</th>
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<th>Due</th>
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<th class="text-end">Subtotal</th>
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<th class="text-end">Tax</th>
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<th class="text-end">Total</th>
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<th class="text-end">Paid</th>
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<th>Status</th>
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</tr>
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</thead>
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<tbody>
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@foreach (var inv in Model.Invoices)
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{
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string statusBadge = inv.Status switch
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{
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"Paid" => "bg-success-subtle text-success",
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"PartiallyPaid" => "bg-warning-subtle text-warning",
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"Sent" => "bg-info-subtle text-info",
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"Overdue" => "bg-danger-subtle text-danger",
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_ => "bg-secondary-subtle text-secondary"
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};
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<tr>
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<td>
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<a asp-controller="Invoices" asp-action="Details" asp-route-id="@inv.InvoiceId" class="text-decoration-none fw-medium">
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@inv.InvoiceNumber
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</a>
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</td>
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<td class="text-muted small">@inv.CustomerName</td>
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<td class="text-muted small">@inv.InvoiceDate.ToString("MM/dd/yyyy")</td>
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<td class="text-muted small">@(inv.DueDate?.ToString("MM/dd/yyyy") ?? "—")</td>
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<td class="text-end">@inv.SubTotal.ToString("C")</td>
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<td class="text-end text-muted small">@(inv.TaxAmount > 0 ? inv.TaxAmount.ToString("C") : "—")</td>
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<td class="text-end fw-semibold">@inv.Total.ToString("C")</td>
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<td class="text-end text-success">@inv.AmountPaid.ToString("C")</td>
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<td><span class="badge @statusBadge">@inv.Status</span></td>
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</tr>
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}
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</tbody>
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<tfoot class="table-light fw-semibold">
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<tr>
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<td colspan="4">Totals</td>
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<td class="text-end">@Model.Invoices.Sum(i => i.SubTotal).ToString("C")</td>
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<td class="text-end text-muted">@Model.TotalTax.ToString("C")</td>
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<td class="text-end">@Model.TotalInvoiced.ToString("C")</td>
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<td class="text-end text-success">@Model.Invoices.Sum(i => i.AmountPaid).ToString("C")</td>
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<td></td>
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</tr>
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</tfoot>
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</table>
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</div>
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</div>
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}
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<div class="text-muted small mt-2 no-print">
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<i class="bi bi-info-circle me-1"></i>
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Generated @DateTime.Now.ToString("MMM d, yyyy h:mm tt") · Excludes Draft and Voided invoices. "Collected" reflects payments received within the period, regardless of invoice date.
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</div>
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@if (Model.ByMonth.Count > 1)
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{
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@section Scripts {
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<script src="~/lib/chartjs/chart.umd.min.js"></script>
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<script>
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(function() {
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const isDark = document.documentElement.getAttribute('data-bs-theme') === 'dark';
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const gridColor = isDark ? 'rgba(255,255,255,0.1)' : 'rgba(0,0,0,0.05)';
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const textColor = isDark ? '#adb5bd' : '#6c757d';
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new Chart(document.getElementById('salesTrendChart'), {
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type: 'bar',
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data: {
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labels: @Html.Raw(System.Text.Json.JsonSerializer.Serialize(monthLabels)),
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datasets: [
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{
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label: 'Invoiced',
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data: @Html.Raw(System.Text.Json.JsonSerializer.Serialize(monthInvoiced)),
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backgroundColor: 'rgba(79,70,229,0.7)',
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borderRadius: 4,
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order: 2
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},
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{
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label: 'Collected',
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data: @Html.Raw(System.Text.Json.JsonSerializer.Serialize(monthCollected)),
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type: 'line',
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borderColor: '#10b981',
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backgroundColor: 'rgba(16,185,129,0.1)',
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borderWidth: 2,
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pointRadius: 4,
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fill: false,
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tension: 0.3,
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order: 1
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}
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]
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},
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options: {
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responsive: true,
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plugins: { legend: { display: true }, tooltip: { callbacks: { label: ctx => ' $' + ctx.parsed.y.toLocaleString('en-US', {minimumFractionDigits:2}) } } },
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scales: {
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y: { ticks: { color: textColor, callback: v => '$' + v.toLocaleString() }, grid: { color: gridColor } },
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x: { ticks: { color: textColor }, grid: { display: false } }
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}
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}
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});
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})();
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</script>
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}
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}
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