spouliot
ca4fb959aa
Invoice-basis report showing taxable vs non-taxable sales, tax billed by GL account, monthly trend table/chart, and full invoice detail grid. Non-taxable invoice rows shaded grey for easy scanning. Quick-preset date buttons (This Month, Last Month, YTD, Last Year) for common filing periods. CSV export formatted for accountants and tax-filing software. Gated behind AllowAccounting() like other financial reports. - SalesTaxReportDto + 3 supporting DTOs in FinancialReportDtos.cs - GetSalesTaxReportAsync on IFinancialReportService + implementation - GenerateSalesTaxReportPdfAsync on IPdfService + QuestPDF implementation - SalesTax / SalesTaxPdf / SalesTaxCsv actions in ReportsController - Views/Reports/SalesTax.cshtml with Chart.js monthly trend chart - Landing page card added to Finance section - HelpKnowledgeBase and Help/Reports.cshtml updated with full docs Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
329 lines
15 KiB
Plaintext
329 lines
15 KiB
Plaintext
@{
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ViewData["Title"] = "Reports";
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ViewData["PageIcon"] = "bi-bar-chart-line";
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var allowAccounting = Context.Items["AllowAccounting"] as bool? ?? false;
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}
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@section Styles {
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<style>
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.report-grid {
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display: grid;
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grid-template-columns: repeat(auto-fill, minmax(260px, 1fr));
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gap: 1rem;
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}
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.report-card {
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display: flex;
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flex-direction: column;
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background: var(--bs-body-bg);
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border: 1px solid var(--bs-border-color);
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border-radius: 0.875rem;
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padding: 1.25rem;
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text-decoration: none;
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color: inherit;
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transition: border-color 0.15s, box-shadow 0.15s, transform 0.15s;
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}
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.report-card:hover {
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border-color: var(--bs-primary);
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box-shadow: 0 4px 16px rgba(99, 102, 241, 0.12);
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transform: translateY(-2px);
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color: inherit;
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}
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.report-card-icon {
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width: 44px;
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height: 44px;
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border-radius: 0.75rem;
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display: flex;
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align-items: center;
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justify-content: center;
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font-size: 1.25rem;
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margin-bottom: 0.75rem;
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flex-shrink: 0;
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}
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.report-card h5 {
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font-weight: 700;
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font-size: 0.95rem;
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margin-bottom: 0.3rem;
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}
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.report-card p {
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font-size: 0.82rem;
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color: var(--bs-secondary-color);
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margin: 0;
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line-height: 1.45;
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flex: 1;
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}
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.report-card .report-arrow {
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margin-top: 1rem;
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font-size: 0.78rem;
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font-weight: 600;
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color: var(--bs-primary);
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display: flex;
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align-items: center;
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gap: 0.3rem;
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}
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.section-heading {
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font-size: 0.7rem;
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font-weight: 700;
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letter-spacing: 0.08em;
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text-transform: uppercase;
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color: var(--bs-secondary-color);
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margin-bottom: 0.75rem;
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padding-bottom: 0.4rem;
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border-bottom: 1px solid var(--bs-border-color);
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}
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</style>
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}
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<!-- ══ SECTION 1: CHARTS & DASHBOARDS ═══════════════════════════════════ -->
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<div class="mb-2">
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<h5 class="fw-bold mb-1"><i class="bi bi-bar-chart-line me-2 text-primary"></i>Charts & Dashboards</h5>
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<p class="text-muted small mb-3">Interactive visuals, trend charts, and at-a-glance summaries.</p>
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</div>
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<!-- Overview -->
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<div class="mb-4">
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<div class="section-heading">Overview</div>
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<div class="report-grid">
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<a asp-controller="Reports" asp-action="KpiDashboard" class="report-card">
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<div class="report-card-icon" style="background:#ede9fe;color:#6d28d9;">
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<i class="bi bi-speedometer2"></i>
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</div>
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<h5>KPI Dashboard</h5>
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<p>High-level KPIs — revenue, active jobs, customers, and job counts with monthly trends and equipment status.</p>
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<div class="report-arrow">View dashboard <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="Analytics" class="report-card">
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<div class="report-card-icon" style="background:#eff6ff;color:#2563eb;">
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<i class="bi bi-graph-up"></i>
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</div>
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<h5>Charts & Analytics</h5>
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<p>Tabbed visual dashboard covering revenue trends, operations, customers, financials, and powder usage with interactive charts.</p>
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<div class="report-arrow">View charts <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="CashFlowForecast" class="report-card">
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<div class="report-card-icon" style="background:#f0fdf4;color:#16a34a;">
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<i class="bi bi-cash-stack"></i>
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</div>
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<h5>Cash Flow Forecast</h5>
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<p>AI-projected 30/60/90-day cash position based on open invoices, outstanding bills, and active job pipeline.</p>
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<div class="report-arrow">View forecast <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="AnomalyDetection" class="report-card">
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<div class="report-card-icon" style="background:#fffbeb;color:#b45309;">
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<i class="bi bi-shield-exclamation"></i>
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</div>
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<h5>Anomaly Detection</h5>
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<p>AI scans recent bills and expense trends for duplicate entries, unusual amounts, and accounts running over their historical average.</p>
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<div class="report-arrow">Run analysis <i class="bi bi-arrow-right"></i></div>
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</a>
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</div>
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</div>
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<hr class="my-4" />
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<!-- ══ SECTION 2: DETAILED REPORTS ══════════════════════════════════════ -->
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<div class="mb-2">
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<h5 class="fw-bold mb-1"><i class="bi bi-file-earmark-text me-2 text-secondary"></i>Detailed Reports</h5>
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<p class="text-muted small mb-3">Printable data reports for accounting, operations, and inventory.</p>
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</div>
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@if (allowAccounting)
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{
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<!-- Finance -->
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<div class="mb-4">
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<div class="section-heading">Finance</div>
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<div class="report-grid">
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<a asp-controller="Reports" asp-action="FinancialSummary" class="report-card">
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<div class="report-card-icon" style="background:#ecfdf5;color:#059669;">
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<i class="bi bi-wallet2"></i>
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</div>
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<h5>Financial Summary</h5>
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<p>Invoiced vs collected, outstanding balances, AR aging buckets, and recent payment activity.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="ProfitAndLoss" class="report-card">
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<div class="report-card-icon" style="background:#f0fdf4;color:#16a34a;">
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<i class="bi bi-file-earmark-bar-graph"></i>
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</div>
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<h5>Profit & Loss</h5>
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<p>Revenue, COGS, gross profit, and operating expenses for any date range. Exportable to PDF.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="ExpensesAp" class="report-card">
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<div class="report-card-icon" style="background:#fff7ed;color:#c2410c;">
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<i class="bi bi-receipt"></i>
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</div>
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<h5>Expenses & AP</h5>
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<p>Vendor spend, accounts payable aging, expense breakdown by account, and monthly P&L comparison.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="ArAging" class="report-card">
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<div class="report-card-icon" style="background:#fef9c3;color:#a16207;">
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<i class="bi bi-clock-history"></i>
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</div>
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<h5>AR Aging</h5>
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<p>Outstanding customer balances by age — current, 30, 60, and 90+ days. Exportable to PDF.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="InvoiceAgingDetail" class="report-card">
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<div class="report-card-icon" style="background:#fef2f2;color:#dc2626;">
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<i class="bi bi-exclamation-circle"></i>
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</div>
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<h5>Invoice Aging Detail</h5>
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<p>Every open invoice with aging bucket, days overdue, contact info, and balance due.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="BalanceSheet" class="report-card">
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<div class="report-card-icon" style="background:#f0f9ff;color:#0369a1;">
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<i class="bi bi-bank"></i>
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</div>
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<h5>Balance Sheet</h5>
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<p>Snapshot of assets, liabilities, and equity as of any date.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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</div>
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</div>
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}
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<!-- Sales & Customers -->
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<div class="mb-4">
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<div class="section-heading">Sales & Customers</div>
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<div class="report-grid">
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<a asp-controller="Reports" asp-action="SalesByCustomer" class="report-card">
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<div class="report-card-icon" style="background:#f0fdf4;color:#15803d;">
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<i class="bi bi-currency-dollar"></i>
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</div>
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<h5>Sales by Customer</h5>
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<p>Revenue, collections, outstanding balance, and invoice count ranked per customer.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="SalesAndIncome" class="report-card">
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<div class="report-card-icon" style="background:#ecfdf5;color:#059669;">
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<i class="bi bi-bar-chart-steps"></i>
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</div>
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<h5>Sales & Income</h5>
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<p>Detailed breakdown of sales by customer, job type, and period.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="SalesTax" class="report-card">
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<div class="report-card-icon" style="background:#faf5ff;color:#7c3aed;">
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<i class="bi bi-percent"></i>
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</div>
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<h5>Sales Tax Report</h5>
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<p>Invoice-basis tax liability: taxable vs non-taxable sales, tax billed by account and month, full invoice detail.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="CustomerOverview" class="report-card">
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<div class="report-card-icon" style="background:#eff6ff;color:#2563eb;">
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<i class="bi bi-people"></i>
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</div>
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<h5>Customer Overview</h5>
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<p>New customer acquisition trends, lifetime value rankings, and quote conversion funnel.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="CustomerRetention" class="report-card">
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<div class="report-card-icon" style="background:#fef9c3;color:#b45309;">
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<i class="bi bi-person-check"></i>
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</div>
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<h5>Customer Retention</h5>
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<p>Customers segmented by recency — active, at risk, lapsing, churned, or never ordered.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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</div>
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</div>
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<!-- Operations -->
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<div class="mb-4">
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<div class="section-heading">Operations</div>
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<div class="report-grid">
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<a asp-controller="Reports" asp-action="OperationsReport" class="report-card">
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<div class="report-card-icon" style="background:#f5f3ff;color:#7c3aed;">
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<i class="bi bi-gear-wide-connected"></i>
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</div>
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<h5>Operations Report</h5>
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<p>Job status breakdown, appointment metrics, worker performance, and equipment health.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="JobStatusAging" class="report-card">
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<div class="report-card-icon" style="background:#fff7ed;color:#ea580c;">
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<i class="bi bi-hourglass-split"></i>
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</div>
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<h5>Job Status Aging</h5>
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<p>Active jobs ranked by days spent in their current status. Quickly spot bottlenecks and overdue work.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="JobCycleTime" class="report-card">
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<div class="report-card-icon" style="background:#f0f9ff;color:#0284c7;">
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<i class="bi bi-stopwatch"></i>
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</div>
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<h5>Job Cycle Time</h5>
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<p>Average, min, and max days spent in each workflow stage for completed jobs.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="RevenueTrends" class="report-card">
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<div class="report-card-icon" style="background:#ede9fe;color:#7c3aed;">
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<i class="bi bi-trending-up"></i>
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</div>
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<h5>Revenue Trends</h5>
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<p>Monthly revenue, job count, and average order value trends with breakdowns by customer type and priority.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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</div>
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</div>
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<!-- Inventory & Powder -->
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<div class="mb-4">
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<div class="section-heading">Inventory & Powder</div>
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<div class="report-grid">
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<a asp-controller="Reports" asp-action="PowderUsage" class="report-card">
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<div class="report-card-icon" style="background:#fdf4ff;color:#a21caf;">
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<i class="bi bi-droplet-half"></i>
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</div>
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<h5>Powder Usage</h5>
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<p>Powder consumption by color with monthly lbs and cost trends. See which colors drive the most usage.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="PowderConsumption" class="report-card">
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<div class="report-card-icon" style="background:#f5f3ff;color:#6d28d9;">
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<i class="bi bi-arrow-left-right"></i>
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</div>
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<h5>Powder Consumption vs Purchase</h5>
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<p>Compare purchased vs consumed powder per SKU. Track waste, variance, and restocking needs.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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<a asp-controller="Reports" asp-action="InventoryTurnover" class="report-card">
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<div class="report-card-icon" style="background:#ecfdf5;color:#047857;">
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<i class="bi bi-arrow-repeat"></i>
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</div>
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<h5>Inventory Turnover</h5>
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<p>Daily consumption rates and days-to-stockout per item. Critical and low-stock items highlighted.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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</div>
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</div>
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@if ((bool)(ViewBag.SmsEnabled ?? false))
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{
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<!-- Compliance -->
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<div class="mb-4">
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<div class="section-heading">Compliance</div>
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<div class="report-grid">
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<a asp-controller="SmsConsentAudit" asp-action="Index" class="report-card">
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<div class="report-card-icon" style="background:#f0f9ff;color:#0369a1;">
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<i class="bi bi-phone-vibrate"></i>
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</div>
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<h5>SMS Consent Audit</h5>
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<p>Per-customer TCPA consent status — who opted in, who opted out, and when. Export to CSV for compliance records.</p>
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<div class="report-arrow">Open report <i class="bi bi-arrow-right"></i></div>
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</a>
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</div>
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</div>
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}
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