/* * File: src/main/java/reports/service/FinancialService.java * Description: This service class provides functionality for handling financial-related operations in the ERP reporting system. * It includes methods for retrieving KPI data and generating financial reports. */ package com.nebula.erp.reports.service; import com.nebula.erp.reports.model.product.Tax; import com.nebula.erp.reports.model.sales.Payments; import com.nebula.erp.reports.model.sales.SalesItem; import com.nebula.erp.reports.model.sales.SalesReturnItem; import com.nebula.erp.reports.repository.product.BrandRepository; import com.nebula.erp.reports.repository.product.CategoryRepository; import com.nebula.erp.reports.repository.product.TaxRepository; import com.nebula.erp.reports.repository.purchase.*; import com.nebula.erp.reports.repository.sales.PaymentRepository; import com.nebula.erp.reports.repository.sales.SalesRepository; import com.nebula.erp.reports.repository.sales.SalesReturnItemRepository; import com.nebula.erp.reports.repository.sales.SalesItemRepository; import com.nebula.erp.reports.repository.product.ProductRepository; import com.nebula.erp.reports.requestmodel.PurchaseRequest; import com.nebula.erp.reports.requestmodel.SalesRequest; import com.nebula.erp.reports.utility.CreateLogger; import com.nebula.erp.reports.utility.JwtRequestUtils; import com.nebula.erp.reports.utility.MoneyUtils; import jakarta.servlet.http.HttpServletRequest; import org.springframework.beans.factory.annotation.Autowired; import org.springframework.data.domain.Page; import org.springframework.data.domain.PageRequest; import org.springframework.data.domain.Pageable; import org.springframework.data.jpa.domain.Specification; import org.springframework.http.HttpHeaders; import org.springframework.http.HttpStatus; import org.springframework.stereotype.Service; import com.nebula.erp.reports.utility.ApiResponseStructure; import java.math.BigDecimal; import java.math.RoundingMode; import java.time.LocalDate; import java.time.LocalDateTime; import java.util.*; @Service public class FinancialService { @Autowired private PurchaseRepository purchaseRepository; @Autowired private SalesRepository salesRepository; @Autowired private SalesItemRepository salesItemRepository; @Autowired private SalesReturnItemRepository salesReturnItemRepository; @Autowired private SupplierRepository supplierRepository; @Autowired private GRNRepository grnRepository; @Autowired private PurchaseReturnRepository purchaseReturnRepository; @Autowired private PurchaseReturnItemRepository purchaseReturnItemRepository; @Autowired private ProductRepository productRepository; @Autowired private GRNItemRepository grnItemRepository; @Autowired private PurchaseItemRepository purchaseItemRepository; @Autowired private CategoryRepository categoryRepository; @Autowired private TaxRepository taxRepository; @Autowired private BrandRepository brandRepository; @Autowired private PaymentRepository paymentRepository; @Autowired private JwtRequestUtils jwtRequestUtils; @Autowired private HttpServletRequest httpServletRequest; @Autowired private CreateLogger createLogger; private static final String path = "/reports/financial"; public ApiResponseStructure> getKPIData(LocalDate fromDate, LocalDate toDate) { // Extract Authorization headers from the request HttpHeaders headers = new HttpHeaders(); headers.add(HttpHeaders.AUTHORIZATION, httpServletRequest.getHeader(HttpHeaders.AUTHORIZATION)); String tenantName = jwtRequestUtils.getTenantNameFromHeaders(headers); if (fromDate != null && toDate != null) { // Convert LocalDate to LocalDateTime for comparison with created_at LocalDateTime fromDateTime = fromDate.atStartOfDay(); LocalDateTime toDateTime = toDate.atTime(23, 59, 59); // Initialize totals BigDecimal totalRevenue = BigDecimal.ZERO; BigDecimal totalTaxesCollected = BigDecimal.ZERO; BigDecimal totalPaymentsReceived = BigDecimal.ZERO; BigDecimal totalCost = BigDecimal.ZERO; int totalOrders = 0; // Fetch all sales items based on date range and tenant name List salesItems = salesItemRepository.findAllSalesItemsByDateRange(fromDateTime, toDateTime, tenantName); for (SalesItem item : salesItems) { // Total Revenue Calculation totalRevenue = totalRevenue.add(BigDecimal.valueOf(item.getTotal_price())); if (item.getTax_id() != null) { // Fetch tax rate using tax ID and tenant name BigDecimal taxRate = taxRepository.findTaxRateById(item.getTax_id(), tenantName); if (taxRate != null) { // Calculate tax amount BigDecimal taxAmount = BigDecimal.valueOf(item.getTotal_price()).multiply(taxRate) .divide(BigDecimal.valueOf(100)); totalTaxesCollected = totalTaxesCollected.add(taxAmount); } } totalOrders++; // Increment total orders } // Fetch total payments received (assuming there's a method in the payment // repository) totalPaymentsReceived = paymentRepository.sumPaymentsReceivedByTenantAndDateRange(tenantName, fromDateTime, toDateTime); // Calculate profit margin // This assumes you have a method to get total costs for the items; adapt // accordingly totalCost = salesItems.stream() .map(item -> BigDecimal.valueOf(item.getUnit_price()) .multiply(BigDecimal.valueOf(item.getQuantity()))) // Replace with actual cost calculation // if different .reduce(BigDecimal.ZERO, BigDecimal::add); BigDecimal profitMargin = BigDecimal.ZERO; // Default value for profit margin if (totalRevenue.compareTo(BigDecimal.ZERO) > 0) { // Check if totalRevenue is greater than zero profitMargin = totalRevenue.subtract(totalCost).divide(totalRevenue, RoundingMode.HALF_UP) .multiply(BigDecimal.valueOf(100)); // Profit margin in percentage } // Prepare response data Map kpiData = new LinkedHashMap<>(); kpiData.put("total_revenue", MoneyUtils.truncateToTwoDecimals(totalRevenue.doubleValue())); kpiData.put("total_tax_collected", MoneyUtils.truncateToTwoDecimals(totalTaxesCollected.doubleValue())); kpiData.put("total_payments_received", MoneyUtils.truncateToTwoDecimals(totalPaymentsReceived.doubleValue())); kpiData.put("profit_margin", MoneyUtils.truncateToTwoDecimals(profitMargin.doubleValue())); kpiData.put("total_orders", totalOrders); // Create and return the structured ApiResponseStructure return new ApiResponseStructure<>("Success", 200, "Data retrieved.", kpiData); } createLogger.createLogger("error", path, "GET", "Please provide start-date and end-date with valid dates.", "runtime"); return new ApiResponseStructure<>("Failure", 500, "Please provide start-date and end-date with valid dates.", Collections.emptyMap()); } public ApiResponseStructure> getFinancialReport(SalesRequest salesRequest, String reportType) { // Extract Authorization headers from the request HttpHeaders headers = new HttpHeaders(); headers.add(HttpHeaders.AUTHORIZATION, httpServletRequest.getHeader(HttpHeaders.AUTHORIZATION)); String tenantName = jwtRequestUtils.getTenantNameFromHeaders(headers); // Validate presence of fromDate and toDate if (salesRequest.getStartDate() == null || salesRequest.getEndDate() == null) { createLogger.createLogger("error", path, "POST", "Both 'startDate' and 'endDate' must be provided.", "bad request"); return new ApiResponseStructure<>("Error", HttpStatus.BAD_REQUEST.value(), "Both 'startDate' and 'endDate' must be provided.", new HashMap<>()); } // Convert LocalDate to LocalDateTime LocalDateTime fromDateTime = salesRequest.getStartDate().atStartOfDay(); LocalDateTime toDateTime = salesRequest.getEndDate().atTime(23, 59, 59); // Create a specification for the query Specification spec = Specification.where(null); // Add tenant name filtering spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder.equal(root.get("tenant"), tenantName)); // Add date range filtering spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder.between(root.get("created_at"), fromDateTime, toDateTime)); BigDecimal totalPaid = BigDecimal.ZERO; // Switch cases to handle various report type switch (reportType) { case "revenueReport": // Add dynamic conditions if (salesRequest.getConditions() != null) { for (SalesRequest.Condition condition : salesRequest.getConditions()) { switch (condition.getOperator()) { case "equals": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder .equal(root.get(condition.getField()), condition.getValue())); break; case "greaterThan": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder.greaterThan( root.get(condition.getField()), (Comparable) condition.getValue())); break; case "lessThan": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder .lessThan(root.get(condition.getField()), (Comparable) condition.getValue())); break; case "greaterThanOrEquals": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder.greaterThanOrEqualTo( root.get(condition.getField()), (Comparable) condition.getValue())); break; case "lessThanOrEquals": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder.lessThanOrEqualTo( root.get(condition.getField()), (Comparable) condition.getValue())); break; default: throw new IllegalArgumentException( "Operator " + condition.getOperator() + " is not supported."); } } } // Fetch the data with pagination for sales items Pageable pageable = PageRequest.of(salesRequest.getPage() != null ? salesRequest.getPage() : 0, // Page salesRequest.getSize() != null ? salesRequest.getSize() : 20); // Prepare response data List> reportData = new ArrayList<>(); BigDecimal totalRevenue = BigDecimal.ZERO; BigDecimal totalTaxCollected = BigDecimal.ZERO; // Fetch all sales items based on tenant name and date range Page salesItems = salesItemRepository.findAll(spec, pageable); for (SalesItem item : salesItems) { if (item.getTax_id() != null) { // Fetch the Tax entity using the tax ID Tax tax = taxRepository.findById(item.getTax_id()).orElse(null); if (tax != null) { BigDecimal gstAmount = BigDecimal.valueOf(item.getTotal_price()) .multiply(tax.getRate()) .divide(BigDecimal.valueOf(100)); totalRevenue = totalRevenue.add(BigDecimal.valueOf(item.getTotal_price())); totalTaxCollected = totalTaxCollected.add(gstAmount); Double paid = item.getSales().getTotal_paid_for_sale(); if (paid != null) { totalPaid = totalPaid.add(BigDecimal.valueOf(paid)); } // Create report entry Map reportEntry = new LinkedHashMap<>(); reportEntry.put("sale_id", item.getSales().getId()); reportEntry.put("sale_item_id", item.getId()); reportEntry.put("total_revenue", MoneyUtils.truncateToTwoDecimals(item.getTotal_price())); reportEntry.put("tax_collected", MoneyUtils.truncateToTwoDecimals(gstAmount.doubleValue())); // Fetch payment method from Payments model String paymentMethod = item.getSales().getPayment_method(); String paymentSubMethod = item.getSales().getPayment_sub_method(); reportEntry.put("payment_method", (paymentMethod != null && !paymentMethod.isEmpty()) ? paymentMethod : "N/A"); reportEntry.put("payment_sub_method", (paymentSubMethod != null && !paymentSubMethod.isEmpty()) ? paymentSubMethod : "N/A"); reportEntry.put("sale_date", String.valueOf(item.getCreated_at())); // Adjust based on your // actual date field if ((item.getProduct_id() != null) && "product".equals(item.getType())) { reportEntry.put("product_id", item.getProduct_id()); reportEntry.put("product_name", productRepository .findProductNameById(Long.valueOf(item.getProduct_id()), tenantName)); Long categoryId = productRepository .findCategoryIdByProductId(Long.valueOf(item.getProduct_id()), tenantName); reportEntry.put("category_id", categoryId); reportEntry.put("category_name", categoryRepository.findCategoryNameById(categoryId, tenantName)); Long brandId = productRepository .findBrandIdByProductId(Long.valueOf(item.getProduct_id()), tenantName); reportEntry.put("brand_id", brandId); reportEntry.put("brand_name", brandRepository.findBrandNameById(brandId, tenantName)); } reportData.add(reportEntry); } } } // Prepare column details Map column = new LinkedHashMap<>(); column.put("sale_id", "SALE ID"); column.put("sale_item_id", "SALE ITEM ID"); column.put("total_revenue", "TOTAL REVENUE"); column.put("tax_collected", "TAX COLLECTED"); column.put("payment_method", "PAYMENT METHOD"); column.put("payment_sub_method", "PAYMENT SUB METHOD"); column.put("sale_date", "SALE DATE"); column.put("product_id", "PRODUCT ID"); column.put("product_name", "PRODUCT NAME"); column.put("category_id", "CATEGORY ID"); column.put("category_name", "CATEGORY NAME"); column.put("brand_id", "BRAND ID"); column.put("brand_name", "BRAND NAME"); // Prepare pagination details Map pagination = new LinkedHashMap<>(); pagination.put("currentPage", salesItems.getNumber() + 1); // Page number is 0-based pagination.put("totalPages", salesItems.getTotalPages()); pagination.put("pageSize", pageable.getPageSize()); pagination.put("totalRecords", salesItems.getTotalElements()); // Total records from the Page object // Prepare summary details Map summary = new LinkedHashMap<>(); summary.put("totalRevenue", MoneyUtils.truncateToTwoDecimals(totalRevenue.doubleValue())); summary.put("totalTaxCollected", MoneyUtils.truncateToTwoDecimals(totalTaxCollected.doubleValue())); summary.put("totalPaymentsReceived", MoneyUtils.truncateToTwoDecimals(totalPaid.doubleValue())); // Prepare revenue response data Map revenueResponseData = new LinkedHashMap<>(); revenueResponseData.put("module", "financial"); revenueResponseData.put("reportType", reportType); revenueResponseData.put("startDate", String.valueOf(salesRequest.getStartDate())); revenueResponseData.put("endDate", String.valueOf(salesRequest.getEndDate())); revenueResponseData.put("reportData", reportData); revenueResponseData.put("column", column); revenueResponseData.put("pagination", pagination); revenueResponseData.put("summary", summary); // Create and return the structured ApiResponseStructure return new ApiResponseStructure<>("Success", 200, "Data retrieved.", revenueResponseData); case "taxCollectionReport": // Add dynamic conditions if (salesRequest.getConditions() != null) { for (SalesRequest.Condition condition : salesRequest.getConditions()) { switch (condition.getOperator()) { case "equals": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder .equal(root.get(condition.getField()), condition.getValue())); break; case "greaterThan": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder.greaterThan( root.get(condition.getField()), (Comparable) condition.getValue())); break; case "lessThan": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder .lessThan(root.get(condition.getField()), (Comparable) condition.getValue())); break; case "greaterThanOrEquals": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder.greaterThanOrEqualTo( root.get(condition.getField()), (Comparable) condition.getValue())); break; case "lessThanOrEquals": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder.lessThanOrEqualTo( root.get(condition.getField()), (Comparable) condition.getValue())); break; default: createLogger.createLogger("error", path, "POST", "", ""); throw new IllegalArgumentException( "Operator " + condition.getOperator() + " is not supported."); } } } // Fetch the data with pagination for sales items pageable = PageRequest.of(salesRequest.getPage() != null ? salesRequest.getPage() : 0, // Page number is salesRequest.getSize() != null ? salesRequest.getSize() : 20); // Initialize summary variables BigDecimal totalTaxesCollected = BigDecimal.ZERO; BigDecimal gstCollected = BigDecimal.ZERO; BigDecimal vatCollected = BigDecimal.ZERO; // Fetch all sales items based on tenant name and date range salesItems = salesItemRepository.findAll(spec, pageable); List> taxDataList = new ArrayList<>(); for (SalesItem item : salesItems) { if (item.getTax_id() != null) { // Fetch tax rate using tax ID Tax tax = taxRepository.findById(item.getTax_id()).orElse(null); if (tax != null) { BigDecimal taxAmount = BigDecimal.valueOf(item.getTotal_price()) .multiply(tax.getRate()) .divide(BigDecimal.valueOf(100)); totalTaxesCollected = totalTaxesCollected.add(taxAmount); // Prepare tax data for report Map taxData = new LinkedHashMap<>(); taxData.put("sale_id", item.getSales().getId()); taxData.put("sale_item_id", item.getId()); taxData.put("tax_type", tax.getType()); taxData.put("tax_collected", MoneyUtils.truncateToTwoDecimals(taxAmount.doubleValue())); taxData.put("sale_date", String.valueOf(item.getCreated_at())); if ((item.getProduct_id() != null) && "product".equals(item.getType())) { taxData.put("product_id", item.getProduct_id()); taxData.put("product_name", productRepository .findProductNameById(Long.valueOf(item.getProduct_id()), tenantName)); Long categoryId = productRepository .findCategoryIdByProductId(Long.valueOf(item.getProduct_id()), tenantName); taxData.put("category_id", categoryId); taxData.put("category_name", categoryRepository.findCategoryNameById(categoryId, tenantName)); Long brandId = productRepository .findBrandIdByProductId(Long.valueOf(item.getProduct_id()), tenantName); taxData.put("brand_id", brandId); taxData.put("brand_name", brandRepository.findBrandNameById(brandId, tenantName)); } taxDataList.add(taxData); // Check if the tax is GST or VAT if ("GST".equalsIgnoreCase(tax.getType())) { gstCollected = gstCollected.add(taxAmount); } else if ("VAT".equalsIgnoreCase(tax.getType())) { vatCollected = vatCollected.add(taxAmount); } } } } // Prepare column details column = new LinkedHashMap<>(); column.put("sale_id", "SALE ID"); column.put("sale_item_id", "SALE ITEM ID"); column.put("tax_type", "TAX TYPE"); column.put("tax_collected", "TAX COLLECTED"); column.put("sale_date", "SALE DATE"); column.put("product_id", "PRODUCT ID"); column.put("product_name", "PRODUCT NAME"); column.put("category_id", "CATEGORY ID"); column.put("category_name", "CATEGORY NAME"); column.put("brand_id", "BRAND ID"); column.put("brand_name", "BRAND NAME"); // Prepare pagination details pagination = new LinkedHashMap<>(); pagination.put("currentPage", salesItems.getNumber() + 1); pagination.put("totalPages", salesItems.getTotalPages()); pagination.put("pageSize", salesRequest.getSize()); pagination.put("totalRecords", salesItems.getTotalElements()); // Prepare summary details summary = new LinkedHashMap<>(); summary.put("totalTaxesCollected", MoneyUtils.truncateToTwoDecimals(totalTaxesCollected.doubleValue())); summary.put("gstCollected", MoneyUtils.truncateToTwoDecimals(gstCollected.doubleValue())); summary.put("vatCollected", MoneyUtils.truncateToTwoDecimals(vatCollected.doubleValue())); // Prepare response data Map taxResponseData = new LinkedHashMap<>(); taxResponseData.put("module", "financial"); taxResponseData.put("reportType", reportType); taxResponseData.put("startDate", String.valueOf(salesRequest.getStartDate())); taxResponseData.put("endDate", String.valueOf(salesRequest.getEndDate())); taxResponseData.put("reportData", taxDataList); taxResponseData.put("column", column); taxResponseData.put("pagination", pagination); taxResponseData.put("summary", summary); // Create and return the structured ApiResponseStructure return new ApiResponseStructure<>("Success", 200, "Data retrieved.", taxResponseData); case "paymentsReceivedReport": // Add dynamic conditions if (salesRequest.getConditions() != null) { for (SalesRequest.Condition condition : salesRequest.getConditions()) { switch (condition.getOperator()) { case "equals": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder .equal(root.get(condition.getField()), condition.getValue())); break; case "greaterThan": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder.greaterThan( root.get(condition.getField()), (Comparable) condition.getValue())); break; case "lessThan": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder .lessThan(root.get(condition.getField()), (Comparable) condition.getValue())); break; case "greaterThanOrEquals": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder.greaterThanOrEqualTo( root.get(condition.getField()), (Comparable) condition.getValue())); break; case "lessThanOrEquals": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder.lessThanOrEqualTo( root.get(condition.getField()), (Comparable) condition.getValue())); break; default: createLogger.createLogger("error", path, "POST", "", "IllegalArgumentException"); throw new IllegalArgumentException( "Operator " + condition.getOperator() + " is not supported."); } } } // Fetch the data with pagination for sales items pageable = PageRequest.of(salesRequest.getPage() != null ? salesRequest.getPage() : 0, // Page number is // zero-based salesRequest.getSize() != null ? salesRequest.getSize() : 20); // Prepare response data reportData = new ArrayList<>(); totalRevenue = BigDecimal.ZERO; totalTaxCollected = BigDecimal.ZERO; // Fetch all sales items based on tenant name and date range salesItems = salesItemRepository.findAll(spec, pageable); for (SalesItem item : salesItems) { if (item.getTax_id() != null) { // Fetch the Tax entity using the tax ID Tax tax = taxRepository.findById(item.getTax_id()).orElse(null); if (tax != null) { BigDecimal gstAmount = BigDecimal.valueOf(item.getTotal_price()) .multiply(tax.getRate()) .divide(BigDecimal.valueOf(100)); totalRevenue = totalRevenue.add(BigDecimal.valueOf(item.getTotal_price())); totalTaxCollected = totalTaxCollected.add(gstAmount); Double paid = item.getSales().getTotal_paid_for_sale(); if (paid != null) { totalPaid = totalPaid.add(BigDecimal.valueOf(paid)); } // Create report entry Map reportEntry = new LinkedHashMap<>(); reportEntry.put("sale_id", item.getSales().getId()); reportEntry.put("sale_item_id", item.getId()); reportEntry.put("total_price", MoneyUtils.truncateToTwoDecimals(item.getTotal_price())); reportEntry.put("payment_received", paid != null ? MoneyUtils.truncateToTwoDecimals(paid) : 0.00); // Fetch payment method from Payments model String paymentMethod = item.getSales().getPayment_method(); String paymentSubMethod = item.getSales().getPayment_sub_method(); reportEntry.put("payment_method", (paymentMethod != null && !paymentMethod.isEmpty()) ? paymentMethod : "N/A"); reportEntry.put("payment_sub_method", (paymentSubMethod != null && !paymentSubMethod.isEmpty()) ? paymentSubMethod : "N/A"); reportEntry.put("sale_date", String.valueOf(item.getCreated_at())); // Adjust based on your // actual date field if ((item.getProduct_id() != null) && "product".equals(item.getType())) { reportEntry.put("product_id", item.getProduct_id()); reportEntry.put("product_name", productRepository .findProductNameById(Long.valueOf(item.getProduct_id()), tenantName)); Long categoryId = productRepository .findCategoryIdByProductId(Long.valueOf(item.getProduct_id()), tenantName); reportEntry.put("category_id", categoryId); reportEntry.put("category_name", categoryRepository.findCategoryNameById(categoryId, tenantName)); Long brandId = productRepository .findBrandIdByProductId(Long.valueOf(item.getProduct_id()), tenantName); reportEntry.put("brand_id", brandId); reportEntry.put("brand_name", brandRepository.findBrandNameById(brandId, tenantName)); } reportData.add(reportEntry); } } } // Prepare column details column = new LinkedHashMap<>(); column.put("sale_id", "SALE ID"); column.put("sale_item_id", "SALE ITEM ID"); column.put("total_price", "TOTAL PRICE"); column.put("payment_received", "PAYMENT RECEIVED"); column.put("payment_method", "PAYMENT METHOD"); column.put("payment_sub_method", "PAYMENT SUB METHOD"); column.put("sale_date", "SALE DATE"); column.put("product_id", "PRODUCT ID"); column.put("product_name", "PRODUCT NAME"); column.put("category_id", "CATEGORY ID"); column.put("category_name", "CATEGORY NAME"); column.put("brand_id", "BRAND ID"); column.put("brand_name", "BRAND NAME"); // Prepare pagination details pagination = new LinkedHashMap<>(); pagination.put("currentPage", salesItems.getNumber() + 1); // Page number is 0-based pagination.put("totalPages", salesItems.getTotalPages()); pagination.put("pageSize", pageable.getPageSize()); pagination.put("totalRecords", salesItems.getTotalElements()); // Total records from the Page object // Prepare summary details summary = new LinkedHashMap<>(); summary.put("totalRevenue", MoneyUtils.truncateToTwoDecimals(totalRevenue.doubleValue())); summary.put("totalTaxCollected", MoneyUtils.truncateToTwoDecimals(totalTaxCollected.doubleValue())); summary.put("totalPaymentsReceived", MoneyUtils.truncateToTwoDecimals(totalPaid.doubleValue())); // Prepare response data Map paymentsResponseData = new LinkedHashMap<>(); paymentsResponseData.put("module", "financial"); paymentsResponseData.put("reportType", reportType); paymentsResponseData.put("startDate", String.valueOf(salesRequest.getStartDate())); paymentsResponseData.put("endDate", String.valueOf(salesRequest.getEndDate())); paymentsResponseData.put("reportData", reportData); paymentsResponseData.put("column", column); paymentsResponseData.put("pagination", pagination); paymentsResponseData.put("summary", summary); // Create and return the structured ApiResponseStructure return new ApiResponseStructure<>("Success", 200, "Data retrieved.", paymentsResponseData); case "profitabilityReport": // Add dynamic conditions if (salesRequest.getConditions() != null) { for (SalesRequest.Condition condition : salesRequest.getConditions()) { switch (condition.getOperator()) { case "equals": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder .equal(root.get(condition.getField()), condition.getValue())); break; case "greaterThan": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder.greaterThan( root.get(condition.getField()), (Comparable) condition.getValue())); break; case "lessThan": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder .lessThan(root.get(condition.getField()), (Comparable) condition.getValue())); break; case "greaterThanOrEquals": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder.greaterThanOrEqualTo( root.get(condition.getField()), (Comparable) condition.getValue())); break; case "lessThanOrEquals": spec = spec.and((root, query, criteriaBuilder) -> criteriaBuilder.lessThanOrEqualTo( root.get(condition.getField()), (Comparable) condition.getValue())); break; default: createLogger.createLogger("error", path, "POST", "", ""); throw new IllegalArgumentException( "Operator " + condition.getOperator() + " is not supported."); } } } // Fetch the data with pagination for sales items pageable = PageRequest.of(salesRequest.getPage() != null ? salesRequest.getPage() : 0, // Page number is // zero-based salesRequest.getSize() != null ? salesRequest.getSize() : 20); // Prepare response data reportData = new ArrayList<>(); totalRevenue = BigDecimal.ZERO; totalTaxCollected = BigDecimal.ZERO; // Fetch all sales items based on tenant name and date range salesItems = salesItemRepository.findAll(spec, pageable); for (SalesItem item : salesItems) { if (item.getTax_id() != null) { // Fetch the Tax entity using the tax ID Tax tax = taxRepository.findById(item.getTax_id()).orElse(null); if (tax != null) { BigDecimal gstAmount = BigDecimal.valueOf(item.getTotal_price()) .multiply(tax.getRate()) .divide(BigDecimal.valueOf(100)); totalRevenue = totalRevenue.add(BigDecimal.valueOf(item.getTotal_price())); totalTaxCollected = totalTaxCollected.add(gstAmount); Double paid = item.getSales().getTotal_paid_for_sale(); if (paid != null) { totalPaid = totalPaid.add(BigDecimal.valueOf(paid)); } // Calculate total cost (adjust as necessary for your cost structure) BigDecimal totalCost = BigDecimal.valueOf(item.getUnit_price()) .multiply(BigDecimal.valueOf(item.getQuantity())); // Calculate total cost for the // item // Calculate profit earned for this item BigDecimal profitEarned = BigDecimal.valueOf(item.getTotal_price()).subtract(totalCost); // Profit // calculation // Create report entry Map reportEntry = new LinkedHashMap<>(); reportEntry.put("sale_id", item.getSales().getId()); reportEntry.put("sale_item_id", item.getId()); reportEntry.put("total_price", MoneyUtils.truncateToTwoDecimals(item.getTotal_price())); reportEntry.put("tax_amount", MoneyUtils.truncateToTwoDecimals(gstAmount.doubleValue())); reportEntry.put("payment_received", paid != null ? MoneyUtils.truncateToTwoDecimals(paid) : 0.00); reportEntry.put("profit_earned", profitEarned); if ((item.getProduct_id() != null) && "product".equals(item.getType())) { reportEntry.put("product_id", item.getProduct_id()); reportEntry.put("product_name", productRepository .findProductNameById(Long.valueOf(item.getProduct_id()), tenantName)); Long categoryId = productRepository .findCategoryIdByProductId(Long.valueOf(item.getProduct_id()), tenantName); reportEntry.put("category_id", categoryId); reportEntry.put("category_name", categoryRepository.findCategoryNameById(categoryId, tenantName)); Long brandId = productRepository .findBrandIdByProductId(Long.valueOf(item.getProduct_id()), tenantName); reportEntry.put("brand_id", brandId); reportEntry.put("brand_name", brandRepository.findBrandNameById(brandId, tenantName)); } // Fetch payment method from Payments model String paymentMethod = item.getSales().getPayment_method(); String paymentSubMethod = item.getSales().getPayment_sub_method(); reportEntry.put("payment_method", (paymentMethod != null && !paymentMethod.isEmpty()) ? paymentMethod : "N/A"); reportEntry.put("payment_sub_method", (paymentSubMethod != null && !paymentSubMethod.isEmpty()) ? paymentSubMethod : "N/A"); reportEntry.put("sale_date", String.valueOf(item.getCreated_at())); // Adjust based on your // actual date field reportData.add(reportEntry); } } } // Prepare column details column = new LinkedHashMap<>(); column.put("sale_id", "SALE ID"); column.put("sale_item_id", "SALE ITEM ID"); column.put("total_price", "TOTAL PRICE"); column.put("tax_amount", "TAX AMOUNT"); column.put("payment_received", "PAYMENT RECEIVED"); column.put("profit_earned", "PROFIT EARNED"); column.put("payment_method", "PAYMENT METHOD"); column.put("payment_sub_method", "PAYMENT SUB METHOD"); column.put("sale_date", "SALE DATE"); column.put("product_id", "PRODUCT ID"); column.put("product_name", "PRODUCT NAME"); column.put("category_id", "CATEGORY ID"); column.put("category_name", "CATEGORY NAME"); column.put("brand_id", "BRAND ID"); column.put("brand_name", "BRAND NAME"); // Prepare pagination details pagination = new LinkedHashMap<>(); pagination.put("currentPage", salesItems.getNumber() + 1); // Page number is 0-based pagination.put("totalPages", salesItems.getTotalPages()); pagination.put("pageSize", pageable.getPageSize()); pagination.put("totalRecords", salesItems.getTotalElements()); // Total records from the Page object // Prepare summary details summary = new LinkedHashMap<>(); summary.put("totalRevenue", MoneyUtils.truncateToTwoDecimals(totalRevenue.doubleValue())); summary.put("totalTaxCollected", MoneyUtils.truncateToTwoDecimals(totalTaxCollected.doubleValue())); summary.put("totalPaymentsReceived", MoneyUtils.truncateToTwoDecimals(totalPaid.doubleValue())); // Prepare profitability response data Map profitabilityResponseData = new LinkedHashMap<>(); profitabilityResponseData.put("module", "financial"); profitabilityResponseData.put("reportType", reportType); profitabilityResponseData.put("startDate", String.valueOf(salesRequest.getStartDate())); profitabilityResponseData.put("endDate", String.valueOf(salesRequest.getEndDate())); profitabilityResponseData.put("reportData", reportData); profitabilityResponseData.put("column", column); profitabilityResponseData.put("pagination", pagination); profitabilityResponseData.put("summary", summary); // Create and return the structured ApiResponseStructure return new ApiResponseStructure<>("Success", 200, "Data retrieved.", profitabilityResponseData); default: createLogger.createLogger("error", path, "POST", "Invalid report type provided.", ""); return new ApiResponseStructure<>("Error", 400, "Invalid report type provided.", new HashMap<>()); } } }