Class ReportsController

Namespace

KadicErp.WebApi.Controllers.Accounting

Assembly

KadicErp.WebApi.dll

[ApiController]
[Route("api/accounting/reports")]
[RequireModule("ACCOUNTING")]
public class ReportsController : ControllerBase

Inheritance

object

ControllerBase

ReportsController

Constructors

ReportsController(IMediator)

public ReportsController(IMediator mediator)

Parameters

mediator IMediator

Methods

GetAccountLedger(Guid, Guid, DateOnly, DateOnly, Guid?, Guid?, string?, Guid?)

Auxiliar de Cuenta — detalle línea-por-línea de los movimientos posteados a una cuenta, con filtros opcionales de centro de costo, business partner, módulo y documento origen. Retorna saldo de apertura, balance corriente y totales del rango.

[HttpGet("account-ledger")]
[Authorize(Policy = "ACCOUNTING_REPORTS_ACCOUNT_LEDGER_VIEW")]
public Task<IActionResult> GetAccountLedger(Guid branchId, Guid accountId, DateOnly fromDate, DateOnly toDate, Guid? costCenterId = null, Guid? businessPartnerId = null, string? sourceModule = null, Guid? sourceDocumentId = null)

Parameters

branchId Guid

accountId Guid

fromDate DateOnly

toDate DateOnly

costCenterId Guid?

businessPartnerId Guid?

sourceModule string

sourceDocumentId Guid?

Returns

Task<IActionResult>

GetBalanceSheet(Guid, Guid)

[HttpGet("balance-sheet")]
[Authorize(Policy = "ACCOUNTING_REPORTS_BALANCE_SHEET_VIEW")]
public Task<IActionResult> GetBalanceSheet(Guid branchId, Guid fiscalPeriodId)

Parameters

branchId Guid

fiscalPeriodId Guid

Returns

Task<IActionResult>

GetCashFlowStatement(Guid, Guid)

[HttpGet("cash-flow")]
[Authorize(Policy = "ACCOUNTING_REPORTS_CASH_FLOW_VIEW")]
public Task<IActionResult> GetCashFlowStatement(Guid branchId, Guid fiscalPeriodId)

Parameters

branchId Guid

fiscalPeriodId Guid

Returns

Task<IActionResult>

GetGeneralLedger(Guid, Guid, DateOnly, DateOnly)

[HttpGet("general-ledger")]
[Authorize(Policy = "ACCOUNTING_REPORTS_GENERAL_LEDGER_VIEW")]
public Task<IActionResult> GetGeneralLedger(Guid branchId, Guid accountId, DateOnly fromDate, DateOnly toDate)

Parameters

branchId Guid

accountId Guid

fromDate DateOnly

toDate DateOnly

Returns

Task<IActionResult>

GetIncomeStatement(Guid, Guid)

[HttpGet("income-statement")]
[Authorize(Policy = "ACCOUNTING_REPORTS_INCOME_STATEMENT_VIEW")]
public Task<IActionResult> GetIncomeStatement(Guid branchId, Guid fiscalPeriodId)

Parameters

branchId Guid

fiscalPeriodId Guid

Returns

Task<IActionResult>

GetTrialBalance(Guid, Guid)

[HttpGet("trial-balance")]
[Authorize(Policy = "ACCOUNTING_REPORTS_TRIAL_BALANCE_VIEW")]
public Task<IActionResult> GetTrialBalance(Guid branchId, Guid fiscalPeriodId)

Parameters

branchId Guid

fiscalPeriodId Guid

Returns

Task<IActionResult>